Burch Family Foundation
Burch Family Foundation maintains strong asset growth with fluctuating revenue and no reported officer compensation.
EIN: 134144134 · New York, NY · NTEE: T22 · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $4.0M |
| Total Expenses | $3.3M |
| Program Spending | 90% |
| Net Assets | $39.9M |
| Transparency Score | 85/100 |
Is Burch Family Foundation Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Burch Family Foundation directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Burch Family Foundation
Burch Family Foundation (EIN: 134144134) is a nonprofit organization based in New York, NY, classified under NTEE code T22. The organization reported total revenue of $4.0M and total assets of $44.9M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Burch Family Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Burch Family Foundation is a mid-size nonprofit that has been operating for 25 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 3.6%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $1.8M |
| Total Expenses | $3.3M |
| Surplus / Deficit | $-1,492,304 |
| Total Assets | $39.9M |
| Total Liabilities | $1 |
| Net Assets | $39.9M |
| Operating Margin | -81.2% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 143.7 months |
Financial Health Grade: B
In 2023, Burch Family Foundation reported a deficit of $1.5M with expenses exceeding revenue, holds 143.7 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), Burch Family Foundation's revenue has grown at a compound annual growth rate (CAGR) of 3.6%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | -8.0% | +2.0% | -3.6% |
| 2022 | -70.8% | -2.0% | -3.0% |
| 2021 | +36.2% | -5.4% | +5.2% |
| 2020 | +254.2% | +2.0% | +3.8% |
| 2019 | -55.7% | +26.3% | +8.9% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 2001 |
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 Burch Family Foundation with a Mission Score of 85 out of 100 (Excellent). 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: 90%
- fundraising: 0%
According to IRS 990 filings, Burch Family Foundation allocates its expenses as follows: admin: 10%, programs: 90%, fundraising: 0%. With 90% 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 $1.5M, with expenses exceeding revenue.
- Debt-to-asset ratio: 0.0%.
Executive Compensation Analysis
The Burch Family Foundation consistently reports 0% officer compensation across all ten available filings, which is highly unusual for an organization of its size and asset base. This suggests that executive leadership may be unpaid, compensated through an affiliated entity, or that compensation is not categorized as 'officer compensation' on the 990, which could impact transparency.
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 Burch Family Foundation's IRS 990 filings:
- Consistent reporting of $0 officer compensation, which is unusual for an organization of this size and could obscure actual leadership compensation.
- Significant year-over-year revenue volatility, indicating potential reliance on unpredictable funding sources.
- Consistent reporting of $1 in liabilities for several years, which is an unusual accounting practice.
Strengths
The following positive indicators were identified for Burch Family Foundation:
- Strong and growing asset base, indicating long-term financial stability (from $23.5M in 2011 to $44.9M currently).
- No reported officer compensation, suggesting a high proportion of funds are directed towards programs or low administrative overhead.
- Consistent operational expenses over the past several years (around $3.3M - $3.5M annually from 2019-2023), indicating stable program delivery.
Frequently Asked Questions about Burch Family Foundation
Is Burch Family Foundation a legitimate charity?
Burch Family Foundation (EIN: 134144134) is a registered tax-exempt nonprofit based in New York. Our AI analysis gives it a Mission Score of 85/100. It has 10 years of IRS 990 filings on record. Total revenue: $4.0M. 3 red flags identified. 3 strengths noted. Financial health grade: B.
How does Burch Family Foundation spend its money?
Burch Family Foundation directs 90% of its spending to programs and services. This exceeds the 65% industry benchmark.
Are donations to Burch Family Foundation tax-deductible?
Burch Family Foundation is registered as a tax-exempt nonprofit (EIN: 134144134). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
How does Burch Family Foundation compare to similar nonprofits?
With a transparency score of 85/100 (Excellent), Burch Family Foundation 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 Burch Family Foundation located?
Burch Family Foundation is headquartered in New York, New York and files with the IRS under EIN 134144134. It is classified under NTEE code T22.
How many years of IRS 990 filings does Burch Family Foundation have?
Burch 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 $4.0M in total revenue.
How does the Burch Family Foundation manage to operate with 0% reported officer compensation?
The consistent reporting of zero officer compensation across all filings is highly unusual for an organization with assets exceeding $40 million and annual expenses in the millions. This could indicate that leadership is entirely volunteer-based, compensated by an affiliated entity, or that compensation is reported under a different expense category not explicitly labeled as 'officer compensation' on the 990.
What causes the significant fluctuations in the foundation's annual revenue?
The revenue has varied widely, from $1.2 million in 2011 to $14.7 million in 2013. This volatility suggests that the foundation's income may be heavily reliant on investment performance, large infrequent donations, or a combination of both, rather than a stable base of recurring contributions.
What is the nature of the $1 liability consistently reported in recent years?
From 2019 to 2023, the foundation has reported $1 in liabilities. While a negligible amount, its consistent presence is peculiar and might represent a placeholder or a minor, recurring accounting entry that doesn't significantly impact financial health but is unusual to see reported this way.
How does the foundation ensure its long-term sustainability given revenue fluctuations?
Despite revenue fluctuations, the foundation's assets have steadily grown from $23.5 million in 2011 to $44.9 million currently. This strong asset base provides a significant endowment, likely generating investment income that can help buffer against revenue volatility and ensure long-term operational capacity.
Filing History
IRS 990 filing history for Burch Family Foundation showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), Burch Family Foundation's revenue has grown by 52.6%, moving from $1.2M to $1.8M. Total assets increased by 69.3% over the same period, from $23.6M to $39.9M. Total functional expenses rose by 120.1%, from $1.5M to $3.3M. In its most recent filing year (2023), Burch Family Foundation reported a deficit of $1.5M, with expenses exceeding revenue. The organization holds $1 in liabilities against $39.9M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $39.9M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $1.8M | $3.3M | $39.9M | $1 | — | View 990 |
| 2022 | $2.0M | $3.3M | $41.4M | $1 | — | View 990 |
| 2021 | $6.8M | $3.3M | $42.6M | $1 | — | View 990 |
| 2020 | $5.0M | $3.5M | $40.5M | $1 | — | View 990 |
| 2019 | $1.4M | $3.5M | $39.0M | $1 | — | — |
| 2015 | $3.2M | $2.7M | $35.8M | $0 | — | View 990 |
| 2014 | $6.8M | $3.0M | $35.4M | $0 | — | View 990 |
| 2013 | $14.8M | $2.9M | $30.5M | $0 | — | View 990 |
| 2012 | $1.8M | $2.0M | $25.6M | $0 | — | View 990 |
| 2011 | $1.2M | $1.5M | $23.6M | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $1.8M, expenses of $3.3M, and assets of $39.9M (revenue -8.0% year-over-year).
- 2022: Revenue of $2.0M, expenses of $3.3M, and assets of $41.4M (revenue -70.8% year-over-year).
- 2021: Revenue of $6.8M, expenses of $3.3M, and assets of $42.6M (revenue +36.2% year-over-year).
- 2020: Revenue of $5.0M, expenses of $3.5M, and assets of $40.5M (revenue +254.2% year-over-year).
- 2019: Revenue of $1.4M, expenses of $3.5M, and assets of $39.0M (revenue -55.7% year-over-year).
- 2015: Revenue of $3.2M, expenses of $2.7M, and assets of $35.8M (revenue -52.7% year-over-year).
- 2014: Revenue of $6.8M, expenses of $3.0M, and assets of $35.4M (revenue -54.2% year-over-year).
- 2013: Revenue of $14.8M, expenses of $2.9M, and assets of $30.5M (revenue +743.1% year-over-year).
- 2012: Revenue of $1.8M, expenses of $2.0M, and assets of $25.6M (revenue +45.6% year-over-year).
- 2011: Revenue of $1.2M, expenses of $1.5M, and assets of $23.6M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Burch Family Foundation:
Data Sources and Methodology
This transparency report for Burch 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.