Burke Family Foundation Tr
Burke Family Foundation Tr maintains strong assets and zero executive compensation.
EIN: 137119979 · Cape Eliz, ME · NTEE: J32Z · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $1.8M |
| Total Expenses | $109K |
| Program Spending | 90% |
| Net Assets | $1.6M |
| Transparency Score | 95/100 |
Is Burke Family Foundation Tr Legit?
Appears Legitimate
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Burke Family Foundation Tr directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Burke Family Foundation Tr
Burke Family Foundation Tr (EIN: 137119979) is a nonprofit organization based in Cape Eliz, ME, classified under NTEE code J32Z. The organization reported total revenue of $1.8M and total assets of $1.6M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Burke Family Foundation Tr's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Burke Family Foundation Tr is a mid-size nonprofit that has been operating for 29 years, with 6 years of IRS 990 filings on record (2011–2019). Revenue has grown at a compound annual rate of -11.0%.
Key Financial Metrics (2019)
From the most recent IRS 990 filing on record:
| Total Revenue | $336K |
| Total Expenses | $109K |
| Surplus / Deficit | +$227K |
| Total Assets | $1.6M |
| Total Liabilities | $5K |
| Net Assets | $1.6M |
| Operating Margin | 67.5% |
| Debt-to-Asset Ratio | 0.3% |
| Months of Reserves | 175.2 months |
Financial Health Grade: A
In 2019, Burke Family Foundation Tr reported a surplus of $227K with revenue exceeding expenses, holds 175.2 months of operating reserves (strong position), has a debt-to-asset ratio of 0.3% (very low leverage).
Financial Trends
Over 6 years of filings (2011–2019), Burke Family Foundation Tr's revenue has declined at a compound annual growth rate (CAGR) of -11.0%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2019 | +435.0% | +114.3% | +50.5% |
| 2015 | -14.1% | -46.6% | +1.2% |
| 2014 | -55.4% | +13.1% | -2.1% |
| 2013 | +41.2% | +21.0% | +8.2% |
| 2012 | -86.5% | +100.5% | +4.9% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 1997 |
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 Burke Family Foundation Tr with a Mission Score of 95 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, Burke Family Foundation Tr 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 (2019)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $227K, with revenue exceeding expenses.
- Debt-to-asset ratio: 0.3%.
Executive Compensation Analysis
Executive compensation is consistently reported as 0% across all available filings, indicating that no officers or directors are compensated, which is highly favorable for a foundation of its 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.
Strengths
The following positive indicators were identified for Burke Family Foundation Tr:
- Consistent zero officer compensation across all filings.
- Strong and growing asset base, reaching $1,593,829 in 201912.
- Low liabilities, consistently reported at around $4,070-$4,570.
- Efficient expense management relative to revenue.
- Healthy latest revenue of $1,822,441.
Frequently Asked Questions about Burke Family Foundation Tr
Is Burke Family Foundation Tr a legitimate charity?
Burke Family Foundation Tr (EIN: 137119979) is a registered tax-exempt nonprofit based in Maine. Our AI analysis gives it a Mission Score of 95/100. It has 6 years of IRS 990 filings on record. Total revenue: $1.8M. No red flags identified. 5 strengths noted. Financial health grade: A.
How does Burke Family Foundation Tr spend its money?
Burke Family Foundation Tr directs 90% of its spending to programs and services. This exceeds the 65% industry benchmark.
Are donations to Burke Family Foundation Tr tax-deductible?
Burke Family Foundation Tr is registered as a tax-exempt nonprofit (EIN: 137119979). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
How does Burke Family Foundation Tr compare to similar nonprofits?
With a transparency score of 95/100 (Excellent), Burke Family Foundation Tr is above average for NTEE category J32Z nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is Burke Family Foundation Tr located?
Burke Family Foundation Tr is headquartered in Cape Eliz, Maine and files with the IRS under EIN 137119979. It is classified under NTEE code J32Z.
How many years of IRS 990 filings does Burke Family Foundation Tr have?
Burke Family Foundation Tr has 6 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 $1.8M in total revenue.
Is Burke Family Foundation Tr a good charity?
Based on the provided data, the Burke Family Foundation Tr appears to be a very good charity, particularly due to its strong financial health, significant assets, and consistent reporting of zero officer compensation, suggesting a high dedication to its mission.
How does the foundation manage its expenses?
The foundation consistently reports low expenses relative to its revenue. For example, in 201912, expenses were $109,188 against $336,260 in revenue, indicating efficient management and a focus on deploying funds rather than incurring high operational costs.
What is the trend in the foundation's assets?
The foundation's assets have shown consistent growth over time, increasing from $941,417 in 201112 to $1,593,829 in 201912, demonstrating sound financial stewardship and asset accumulation.
Filing History
IRS 990 filing history for Burke Family Foundation Tr showing financial trends over 6 years of public records:
Over 6 years of IRS 990 filings (2011–2019), Burke Family Foundation Tr's revenue has declined by 60.8%, moving from $858K to $336K. Total assets increased by 69.3% over the same period, from $941K to $1.6M. Total functional expenses rose by 214.3%, from $35K to $109K. In its most recent filing year (2019), Burke Family Foundation Tr reported a surplus of $227K, with revenue exceeding expenses. The organization holds $5K in liabilities against $1.6M in assets (debt-to-asset ratio: 0.3%), resulting in net assets of $1.6M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2019 | $336K | $109K | $1.6M | $5K | — | View 990 |
| 2015 | $63K | $51K | $1.1M | $4K | — | View 990 |
| 2014 | $73K | $95K | $1.0M | $4K | — | View 990 |
| 2013 | $164K | $84K | $1.1M | $4K | — | View 990 |
| 2012 | $116K | $70K | $988K | $4K | — | View 990 |
| 2011 | $858K | $35K | $941K | $4K | — | View 990 |
Year-by-Year Financial Summary
- 2019: Revenue of $336K, expenses of $109K, and assets of $1.6M (revenue +435.0% year-over-year).
- 2015: Revenue of $63K, expenses of $51K, and assets of $1.1M (revenue -14.1% year-over-year).
- 2014: Revenue of $73K, expenses of $95K, and assets of $1.0M (revenue -55.4% year-over-year).
- 2013: Revenue of $164K, expenses of $84K, and assets of $1.1M (revenue +41.2% year-over-year).
- 2012: Revenue of $116K, expenses of $70K, and assets of $988K (revenue -86.5% year-over-year).
- 2011: Revenue of $858K, expenses of $35K, and assets of $941K.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Burke Family Foundation Tr:
Data Sources and Methodology
This transparency report for Burke Family Foundation Tr 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.