Braewold Fund
Braewold Fund shows fluctuating revenues and expenses, with consistent zero officer compensation and growing assets.
EIN: 137196658 · Sheridan, MT · NTEE: T22 · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $2.8M |
| Total Expenses | $315K |
| Program Spending | 85% |
| Net Assets | $4.9M |
| Transparency Score | 75/100 |
Search Intent Cockpit
Braewold Fund Form 990, Revenue, CEO Pay, and IRS Filing Signals
Braewold Fund is surfaced here as a decision-ready nonprofit financial profile, not just a charity listing. The page consolidates IRS Form 990 revenue, expenses, assets, tax-exempt classification, executive compensation, mission score, red flags, and year-by-year filing history so donors, researchers, journalists, and grant teams can answer the common search questions around Braewold Fund in one place.
Form 990 Filing Summary
10 filing years are available, with latest revenue of $150K and expenses of $315K.
Revenue and Expenses
Braewold Fund reported $150K in revenue and $315K in expenses, a deficit of $165K.
Executive Compensation
Officer, director, trustee, and key employee pay is reviewed from IRS 990 compensation disclosures when present.
Charity Score and Red Flags
75/100 mission score, 3 red flags, and 4 strengths are shown from structured and AI review.
Is Braewold Fund Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
IRS 990 Data Cockpit
Where the Money Comes From and Where It Goes
Revenue Source Mix
Revenue-source line items are not available on the stored filing yet. Future ingestion now preserves contribution, program-revenue, and investment-income fields when ProPublica provides them.
Expense Deployment
| Program services | $268K (85%) |
Across stored filings, Braewold Fund shows contribution history pending. Next enrichment targets: revenue-source fields, IRS BMF classification.
Decision Cockpit
One-Stop Donor, Research, and Peer Context Hub
| Decision Lens | Signal | What to Inspect Next |
|---|---|---|
| Legitimacy | Some Concerns | Good filing record; 3 red flags identified |
| Mission spend | 85% to programs | Excellent |
| Financial durability | Grade B | 10 stored filing years |
| Peer context | Compare with Montana 4 H Foundation Inc | Montana and Philanthropy context |
Trust Check
Review legitimacy, deductibility, red flags, and filing consistency.
Open charity check →Peer Benchmark
Compare against real state and category peers.
Compare with Montana 4 H Foundation Inc →All Montana nonprofits
All Philanthropy
Local and Sector Spokes
Move into this nonprofit's local market, category, and sector maps.
Sheridan, MT nonprofitsPhilanthropy in Montana
Public Benefit in Montana
Follow the Money
Jump into spending, compensation, rankings, and filing-year evidence.
State spending analysisState compensation analysis
Philanthropy spending
Best Philanthropy charities in Montana
Relevant rankings
Donation Decision Flow
From Trust Check to Better Alternatives
Alternative Shopping
Similar Nonprofits Donors Should Compare
Artemis Institute
Livingston, MT · $61K revenue · Score 55/100
Compare side-by-sideAmerican Covenant Senior Housing Foundation Inc
Kalispell, MT · $2.2M revenue · Score 45/100
Compare side-by-sideMontana 4 H Foundation Inc
Roundup, MT · $0 revenue · Score 50/100
Compare side-by-sideCarbon County Food Bank
Joliet, MT · $0 revenue · Score 50/100
Compare side-by-sideNext Best Actions
Keep the Investigation Moving
Braewold Fund directs 85% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Braewold Fund
Braewold Fund (EIN: 137196658) is a nonprofit organization based in Sheridan, MT, classified under NTEE code T22. The organization reported total revenue of $2.8M and total assets of $5.8M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Braewold Fund's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Braewold Fund is a mid-size nonprofit that has been operating for 27 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 37.5%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $150K |
| Total Expenses | $315K |
| Surplus / Deficit | $-165,278 |
| Total Assets | $4.9M |
| Total Liabilities | $1 |
| Net Assets | $4.9M |
| Operating Margin | -110.4% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 188.0 months |
Financial Health Grade: B
In 2023, Braewold Fund reported a deficit of $165K with expenses exceeding revenue, holds 188.0 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).
Financial Trends
Over 10 years of filings (2011–2023), Braewold Fund's revenue has grown at a compound annual growth rate (CAGR) of 37.5%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +50.5% | -38.6% | -5.2% |
| 2022 | -88.7% | -3.5% | -3.3% |
| 2021 | +57.9% | +37.7% | +7.0% |
| 2020 | +154.8% | +18.4% | +3.6% |
| 2019 | -91.0% | +83.4% | +8.6% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 1999 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Transparency Report
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Braewold Fund with a Mission Score of 75 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: 10%
- programs: 85%
- fundraising: 5%
According to IRS 990 filings, Braewold Fund allocates its expenses as follows: admin: 10%, programs: 85%, fundraising: 5%. With 85% 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:
- The organization reported a deficit of $165K, with expenses exceeding revenue.
- Debt-to-asset ratio: 0.0%.
Executive Compensation Analysis
Executive compensation is consistently reported as 0% across all available filings, indicating that officers are either uncompensated or compensated through non-officer means, which is highly favorable for directing funds to the organization's mission.
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 Braewold Fund's IRS 990 filings:
- Inconsistent revenue streams with significant year-to-year fluctuations
- Periods of substantial operating deficits where expenses significantly exceed revenue (e.g., 2023, 2022, 2019)
- Lack of detailed functional expense breakdown in provided data to assess program efficiency accurately
Strengths
The following positive indicators were identified for Braewold Fund:
- Consistent 0% officer compensation, indicating efficient use of funds at the executive level
- Minimal liabilities ($1 across all filings), suggesting strong financial solvency regarding debt
- Significant growth in assets over the decade, from $493,698 in 2011 to $4,936,832 in 2023
- Consistent filing of IRS Form 990s, demonstrating transparency in reporting
Frequently Asked Questions about Braewold Fund
Is Braewold Fund a legitimate charity?
Braewold Fund (EIN: 137196658) is a registered tax-exempt nonprofit based in Montana. Our AI analysis gives it a Mission Score of 75/100. It has 10 years of IRS 990 filings on record. Total revenue: $2.8M. 3 red flags identified. 4 strengths noted. Financial health grade: B.
How does Braewold Fund spend its money?
Braewold Fund directs 85% of its spending to programs and services. Fundraising costs 5%. This exceeds the 65% industry benchmark.
Are donations to Braewold Fund tax-deductible?
Braewold Fund is registered as a tax-exempt nonprofit (EIN: 137196658). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
What percentage of Braewold Fund's spending goes to programs?
Braewold Fund directs 85% to programs, 5% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.
How does Braewold Fund compare to similar nonprofits?
With a transparency score of 75/100 (Good), Braewold Fund is above average for NTEE category T22 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is Braewold Fund located?
Braewold Fund is headquartered in Sheridan, Montana and files with the IRS under EIN 137196658. It is classified under NTEE code T22.
How many years of IRS 990 filings does Braewold Fund have?
Braewold Fund 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 $2.8M in total revenue.
Why does Braewold Fund experience such significant fluctuations in annual revenue and expenses?
The financial data shows large swings, for example, revenue dropped from $2,449,087 in 2015 to $219,469 in 2019, and expenses varied from $40,728 in 2012 to $513,209 in 2022. Understanding the underlying activities or funding cycles causing these variations is crucial.
What constitutes the primary expenses for Braewold Fund, given its NTEE code T22 (Private Grantmaking Foundations)?
As a grantmaking foundation, a significant portion of expenses should ideally be grants paid out. Without a detailed functional expense breakdown, it's unclear how much of the reported expenses, such as $513,209 in 2022, directly went to grants versus operational costs.
How does Braewold Fund manage to operate with 0% officer compensation?
The consistent reporting of zero officer compensation suggests either a fully volunteer leadership or compensation structured in a way not reported in this category. Clarification on this structure would provide insight into operational sustainability and efficiency.
What is the strategy behind the periods where expenses significantly exceed revenue, such as in 2023 ($149,768 revenue vs. $315,046 expenses)?
Operating at a deficit for multiple periods could indicate reliance on prior year surpluses or asset drawdowns. Understanding the financial planning and sustainability strategy during these periods is important.
Filing History
IRS 990 filing history for Braewold Fund showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), Braewold Fund's revenue has grown by 4481.5%, moving from $3K to $150K. Total assets increased by 900% over the same period, from $494K to $4.9M. Total functional expenses rose by 660.9%, from $41K to $315K. In its most recent filing year (2023), Braewold Fund reported a deficit of $165K, with expenses exceeding revenue. The organization holds $1 in liabilities against $4.9M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $4.9M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $150K | $315K | $4.9M | $1 | — | — |
| 2022 | $99K | $513K | $5.2M | $1 | — | View 990 |
| 2021 | $883K | $532K | $5.4M | $1 | — | View 990 |
| 2020 | $559K | $386K | $5.0M | $1 | — | — |
| 2019 | $219K | $326K | $4.9M | $1 | — | — |
| 2015 | $2.4M | $178K | $4.5M | $1 | — | View 990 |
| 2014 | $878K | $139K | $2.2M | $1 | — | View 990 |
| 2013 | $1.1M | $165K | $1.5M | $1 | — | View 990 |
| 2012 | $98K | $41K | $551K | $1 | — | View 990 |
| 2011 | $3K | $41K | $494K | $1 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $150K, expenses of $315K, and assets of $4.9M (revenue +50.5% year-over-year).
- 2022: Revenue of $99K, expenses of $513K, and assets of $5.2M (revenue -88.7% year-over-year).
- 2021: Revenue of $883K, expenses of $532K, and assets of $5.4M (revenue +57.9% year-over-year).
- 2020: Revenue of $559K, expenses of $386K, and assets of $5.0M (revenue +154.8% year-over-year).
- 2019: Revenue of $219K, expenses of $326K, and assets of $4.9M (revenue -91.0% year-over-year).
- 2015: Revenue of $2.4M, expenses of $178K, and assets of $4.5M (revenue +179.0% year-over-year).
- 2014: Revenue of $878K, expenses of $139K, and assets of $2.2M (revenue -18.6% year-over-year).
- 2013: Revenue of $1.1M, expenses of $165K, and assets of $1.5M (revenue +995.7% year-over-year).
- 2012: Revenue of $98K, expenses of $41K, and assets of $551K (revenue +2910.2% year-over-year).
- 2011: Revenue of $3K, expenses of $41K, and assets of $494K.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Braewold Fund:
Data Sources and Methodology
This transparency report for Braewold Fund 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.