Beth B Anderson Family Foundation

Beth B Anderson Family Foundation consistently spends more than it earns, leading to a 36% decline in assets over a decade.

EIN: 204144214 · Florence, AL · NTEE: T20 · Updated: 2026-03-28

$57KRevenue
$533KAssets
65/100Mission Score (Good)
T20
Beth B Anderson Family Foundation Financial Summary
MetricValue
Total Revenue$57K
Total Expenses$19K
Program Spending80%
Net Assets$541K
Transparency Score65/100

Is Beth B Anderson Family Foundation Legit?

Some Concerns

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
2 FoundRed Flags

Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →

Beth B Anderson Family Foundation directs 80% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Beth B Anderson Family Foundation

Beth B Anderson Family Foundation (EIN: 204144214) is a nonprofit organization based in Florence, AL, classified under NTEE code T20. The organization reported total revenue of $57K and total assets of $533K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Beth B Anderson Family Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

20Years Operating
MicroSize Classification
10Years of Filings
MixedRevenue Trajectory

Beth B Anderson Family Foundation is a micro nonprofit that has been operating for 20 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 2.4%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$8K
Total Expenses$19K
Surplus / Deficit$-11,373
Total Assets$542K
Total Liabilities$495
Net Assets$541K
Operating Margin-147.3%
Debt-to-Asset Ratio0.1%
Months of Reserves340.6 months

Financial Health Grade: B

In 2023, Beth B Anderson Family Foundation reported a deficit of $11K with expenses exceeding revenue, holds 340.6 months of operating reserves (strong position), has a debt-to-asset ratio of 0.1% (very low leverage).

Financial Trends

Over 10 years of filings (2011–2023), Beth B Anderson Family Foundation's revenue has grown at a compound annual growth rate (CAGR) of 2.4%.

YearRevenue ChangeExpense ChangeAsset Change
2023-45.1%-38.0%-2.0%
2022-56.7%+25.7%-2.9%
2021+95.1%-29.2%-2.1%
2020-31.0%+90.1%-3.0%
2019+36.1%-68.8%-9.0%

IRS Tax-Exempt Classification

IRS Classification Codes1200
IRS Ruling Date2006

Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.

AI Transparency Report

The Beth B Anderson Family Foundation appears to be a private foundation focused on grantmaking, as indicated by its NTEE code T20. Over the past decade, the foundation has consistently operated with expenses exceeding its revenue in most years, leading to a gradual decline in its asset base from $847,945 in 2011 to $541,945 in 2023. For instance, in 2023, the foundation reported revenue of $7,720 against expenses of $19,093. This trend suggests that the foundation is spending down its principal or relying on investment returns that are not fully covering its operational and grantmaking activities. The foundation's liabilities have remained consistently low, often at $1, indicating a healthy balance sheet in terms of debt. However, the consistent net deficit raises questions about the long-term sustainability of its current spending patterns relative to its endowment. Regarding spending efficiency, without a detailed breakdown of expenses (program, administrative, fundraising) from the provided data, it's challenging to fully assess. However, the absence of officer compensation (0% in all reported periods) suggests a lean operational structure, at least at the executive level. The foundation's transparency is generally good, given its consistent filing of IRS Form 990s over a decade. The consistent decline in assets, while not necessarily a red flag for a private foundation with a spend-down strategy, warrants closer examination to understand if it aligns with the foundation's long-term goals and mission.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Beth B Anderson Family Foundation with a Mission Score of 65 out of 100 (Good). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.

Spending Breakdown

  • admin: 20%
  • programs: 80%
  • fundraising: 0%

According to IRS 990 filings, Beth B Anderson Family Foundation allocates its expenses as follows: admin: 20%, programs: 80%, fundraising: 0%. With 80% directed toward programs, this reflects a strong commitment to its charitable mission.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

$8KTotal Revenue
$19KTotal Expenses
$542KTotal Assets
$495Total Liabilities
$541KNet Assets
  • The organization reported a deficit of $11K, with expenses exceeding revenue.
  • Debt-to-asset ratio: 0.1%.

Executive Compensation Analysis

Executive compensation is reported as 0% across all available filings, indicating that officers are not compensated, which is a positive sign for a foundation of this size.

Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.

Red Flags

The following concerns were identified during AI analysis of Beth B Anderson Family Foundation's IRS 990 filings:

  • Consistent net operating deficits, with expenses frequently exceeding revenue (e.g., $19,093 expenses vs. $7,720 revenue in 2023).
  • Significant decline in total assets over time, from $847,945 in 2011 to $541,945 in 2023, indicating a spend-down or unsustainable spending rate.

Strengths

The following positive indicators were identified for Beth B Anderson Family Foundation:

  • No officer compensation reported (0% in all filings), indicating efficient use of funds at the executive level.
  • Consistently low liabilities (often $1), suggesting strong financial solvency regarding debt.
  • Consistent IRS 990 filing history over a decade, demonstrating transparency and compliance.

Frequently Asked Questions about Beth B Anderson Family Foundation

Is Beth B Anderson Family Foundation a legitimate charity?

Beth B Anderson Family Foundation (EIN: 204144214) is a registered tax-exempt nonprofit based in Alabama. Our AI analysis gives it a Mission Score of 65/100. It has 10 years of IRS 990 filings on record. Total revenue: $57K. 2 red flags identified. 3 strengths noted. Financial health grade: B.

How does Beth B Anderson Family Foundation spend its money?

Beth B Anderson Family Foundation directs 80% of its spending to programs and services. This exceeds the 65% industry benchmark.

Are donations to Beth B Anderson Family Foundation tax-deductible?

Beth B Anderson Family Foundation is registered as a tax-exempt nonprofit (EIN: 204144214). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

How does Beth B Anderson Family Foundation compare to similar nonprofits?

With a transparency score of 65/100 (Good), Beth B Anderson Family Foundation is above average for NTEE category T20 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.

Where is Beth B Anderson Family Foundation located?

Beth B Anderson Family Foundation is headquartered in Florence, Alabama and files with the IRS under EIN 204144214. It is classified under NTEE code T20.

How many years of IRS 990 filings does Beth B Anderson Family Foundation have?

Beth B Anderson Family Foundation has 10 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $57K in total revenue.

Is the Beth B Anderson Family Foundation actively spending down its assets?

Yes, the consistent trend of expenses exceeding revenue and the decline in assets from $847,945 in 2011 to $541,945 in 2023 strongly suggest the foundation is spending down its principal.

What is the primary purpose of the foundation's expenses?

Given its NTEE code T20 (Private Grantmaking Foundations) and the absence of officer compensation, it is highly probable that the majority of expenses are directed towards grants and related administrative costs.

How does the foundation sustain its operations with consistent revenue deficits?

The foundation sustains operations by drawing from its asset base, as evidenced by the continuous decline in total assets over the past decade.

Filing History

IRS 990 filing history for Beth B Anderson Family Foundation showing financial trends over 10 years of public records:

Over 10 years of IRS 990 filings (2011–2023), Beth B Anderson Family Foundation's revenue has grown by 33.7%, moving from $6K to $8K. Total assets decreased by 36.1% over the same period, from $848K to $542K. Total functional expenses fell by 70.3%, from $64K to $19K. In its most recent filing year (2023), Beth B Anderson Family Foundation reported a deficit of $11K, with expenses exceeding revenue. The organization holds $495 in liabilities against $542K in assets (debt-to-asset ratio: 0.1%), resulting in net assets of $541K.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $8K $19K $542K $495
2022 $14K $31K $553K $1
2021 $32K $24K $570K $1
2020 $17K $35K $582K $1 View 990
2019 $24K $18K $600K $1 View 990
2015 $18K $58K $659K $1 View 990
2014 $17K $69K $700K $1 View 990
2013 $10K $46K $751K $1 View 990
2012 $3K $65K $786K $1 View 990
2011 $6K $64K $848K $1 View 990

Year-by-Year Financial Summary

  • 2023: Revenue of $8K, expenses of $19K, and assets of $542K (revenue -45.1% year-over-year).
  • 2022: Revenue of $14K, expenses of $31K, and assets of $553K (revenue -56.7% year-over-year).
  • 2021: Revenue of $32K, expenses of $24K, and assets of $570K (revenue +95.1% year-over-year).
  • 2020: Revenue of $17K, expenses of $35K, and assets of $582K (revenue -31.0% year-over-year).
  • 2019: Revenue of $24K, expenses of $18K, and assets of $600K (revenue +36.1% year-over-year).
  • 2015: Revenue of $18K, expenses of $58K, and assets of $659K (revenue +2.1% year-over-year).
  • 2014: Revenue of $17K, expenses of $69K, and assets of $700K (revenue +68.5% year-over-year).
  • 2013: Revenue of $10K, expenses of $46K, and assets of $751K (revenue +201.3% year-over-year).
  • 2012: Revenue of $3K, expenses of $65K, and assets of $786K (revenue -40.9% year-over-year).
  • 2011: Revenue of $6K, expenses of $64K, and assets of $848K.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Beth B Anderson Family Foundation:

2023 Filing 2022 Filing 2021 Filing 2020 Filing 2019 Filing 2015 Filing 2014 Filing 2013 Filing 2012 Filing 2011 Filing

Data Sources and Methodology

This transparency report for Beth B Anderson Family Foundation is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.

IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.

Disclaimer

AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.

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