Burlington Area Community Ymca Endowment Foundation
Burlington Area Community YMCA Endowment Foundation maintains robust assets with zero officer compensation.
EIN: 202370690 · Burlington, IA · NTEE: P27 · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $365K |
| Total Expenses | $214K |
| Program Spending | 95% |
| CEO/Top Officer Pay | $4,491,446 |
| Net Assets | $4.1M |
| Transparency Score | 95/100 |
Is Burlington Area Community Ymca Endowment Foundation Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Burlington Area Community Ymca Endowment Foundation directs 95% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Burlington Area Community Ymca Endowment Foundation
Burlington Area Community Ymca Endowment Foundation (EIN: 202370690) is a nonprofit organization based in Burlington, IA, classified under NTEE code P27. The organization reported total revenue of $365K and total assets of $4.5M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Burlington Area Community Ymca Endowment Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Burlington Area Community Ymca Endowment Foundation is a small nonprofit that has been operating for 20 years, with 13 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of -1.3%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $161K |
| Total Expenses | $214K |
| Surplus / Deficit | $-52,702 |
| Total Assets | $4.1M |
| Net Assets | $4.1M |
| Operating Margin | -32.8% |
| Months of Reserves | 232.0 months |
Financial Health Grade: B
In 2023, Burlington Area Community Ymca Endowment Foundation reported a deficit of $53K with expenses exceeding revenue, holds 232.0 months of operating reserves (strong position).
Financial Trends
Over 13 years of filings (2011–2023), Burlington Area Community Ymca Endowment Foundation's revenue has declined at a compound annual growth rate (CAGR) of -1.3%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | -8.7% | +180.5% | +7.2% |
| 2022 | -43.5% | +57.8% | -12.7% |
| 2021 | +135.5% | -10.8% | +10.6% |
| 2020 | -24.8% | -86.1% | +8.8% |
| 2019 | -51.3% | +205.0% | +6.8% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 2006 |
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 Burlington Area Community Ymca Endowment Foundation 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: 5%
- programs: 95%
- fundraising: 0%
According to IRS 990 filings, Burlington Area Community Ymca Endowment Foundation allocates its expenses as follows: admin: 5%, programs: 95%, fundraising: 0%. With 95% 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 $53K, with expenses exceeding revenue.
Executive Compensation Analysis
Executive compensation is reported as 0% in all available filings, indicating that the organization operates with volunteer leadership or without paid officers, which is highly efficient for an organization of its asset size ($4,491,446).
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 Burlington Area Community Ymca Endowment Foundation's IRS 990 filings:
- Occasional years where expenses exceed revenue (e.g., 2023, 2019), though this can be typical for endowment distributions.
Strengths
The following positive indicators were identified for Burlington Area Community Ymca Endowment Foundation:
- Strong and growing asset base, with $4,491,446 in total assets.
- Zero reported officer compensation, indicating high operational efficiency.
- Consistently low to zero liabilities, demonstrating excellent financial health.
- Extensive filing history (13 filings) providing strong transparency.
- Clear mission as an endowment foundation supporting the YMCA.
Frequently Asked Questions about Burlington Area Community Ymca Endowment Foundation
Is Burlington Area Community Ymca Endowment Foundation a legitimate charity?
Based on AI analysis of IRS 990 filings, Burlington Area Community Ymca Endowment Foundation (EIN: 202370690) some concerns. Mission Score: 95/100. 1 red flag identified, 5 strengths noted.
How does Burlington Area Community Ymca Endowment Foundation spend its money?
Burlington Area Community Ymca Endowment Foundation directs 95% of its spending to programs and services. The remaining budget covers administration and fundraising costs.
Are donations to Burlington Area Community Ymca Endowment Foundation tax-deductible?
Burlington Area Community Ymca Endowment Foundation is registered as a tax-exempt nonprofit (EIN: 202370690). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
How much does the Burlington Area Community Ymca Endowment Foundation CEO make?
Burlington Area Community Ymca Endowment Foundation's highest-compensated officer earns $4,491,446 annually. The organization reported $365K in total revenue. Executive compensation data is disclosed in IRS 990 filings.
How does Burlington Area Community Ymca Endowment Foundation compare to similar nonprofits?
With a transparency score of 95/100 (Excellent), Burlington Area Community Ymca Endowment Foundation is above average for NTEE category P27 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is Burlington Area Community Ymca Endowment Foundation located?
Burlington Area Community Ymca Endowment Foundation is headquartered in Burlington, Iowa and files with the IRS under EIN 202370690. It is classified under NTEE code P27.
How many years of IRS 990 filings does Burlington Area Community Ymca Endowment Foundation have?
Burlington Area Community Ymca Endowment Foundation has 13 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 $365K in total revenue.
Is the Burlington Area Community YMCA Endowment Foundation financially stable?
Yes, the foundation is highly financially stable, consistently maintaining substantial assets (e.g., $4,128,987 in 2023) and reporting zero liabilities in most recent years, indicating a strong balance sheet.
How does the foundation manage its administrative costs?
The foundation manages administrative costs exceptionally well, reporting 0% officer compensation across all available filings, suggesting a reliance on volunteer efforts or very minimal overhead.
What is the trend in the foundation's assets?
The foundation's assets have shown consistent growth over time, increasing from $3,387,162 in 2015 to $4,128,987 in 2023, demonstrating effective endowment management.
Filing History
IRS 990 filing history for Burlington Area Community Ymca Endowment Foundation showing financial trends over 13 years of public records:
Over 13 years of IRS 990 filings (2011–2023), Burlington Area Community Ymca Endowment Foundation's revenue has declined by 14.9%, moving from $189K to $161K. Total assets increased by 13.6% over the same period, from $3.6M to $4.1M. Total functional expenses rose by 52.3%, from $140K to $214K. In its most recent filing year (2023), Burlington Area Community Ymca Endowment Foundation reported a deficit of $53K, with expenses exceeding revenue.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $161K | $214K | $4.1M | $0 | — | — |
| 2022 | $176K | $76K | $3.8M | $0 | — | View 990 |
| 2021 | $312K | $48K | $4.4M | $0 | — | View 990 |
| 2020 | $133K | $54K | $4.0M | $0 | — | — |
| 2019 | $176K | $391K | $3.7M | $0 | — | View 990 |
| 2018 | $362K | $128K | $3.4M | $0 | — | View 990 |
| 2017 | $326K | $329K | $3.7M | $0 | — | View 990 |
| 2016 | $136K | $183K | $3.5M | $0 | — | View 990 |
| 2015 | $211K | $390K | $3.4M | $0 | — | View 990 |
| 2014 | $314K | $413K | $3.9M | $39K | — | View 990 |
| 2013 | $330K | $244K | $4.1M | $28K | — | View 990 |
| 2012 | $195K | $225K | $3.9M | $75K | — | View 990 |
| 2011 | $189K | $140K | $3.6M | $40K | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $161K, expenses of $214K, and assets of $4.1M (revenue -8.7% year-over-year).
- 2022: Revenue of $176K, expenses of $76K, and assets of $3.8M (revenue -43.5% year-over-year).
- 2021: Revenue of $312K, expenses of $48K, and assets of $4.4M (revenue +135.5% year-over-year).
- 2020: Revenue of $133K, expenses of $54K, and assets of $4.0M (revenue -24.8% year-over-year).
- 2019: Revenue of $176K, expenses of $391K, and assets of $3.7M (revenue -51.3% year-over-year).
- 2018: Revenue of $362K, expenses of $128K, and assets of $3.4M (revenue +11.0% year-over-year).
- 2017: Revenue of $326K, expenses of $329K, and assets of $3.7M (revenue +139.3% year-over-year).
- 2016: Revenue of $136K, expenses of $183K, and assets of $3.5M (revenue -35.3% year-over-year).
- 2015: Revenue of $211K, expenses of $390K, and assets of $3.4M (revenue -33.0% year-over-year).
- 2014: Revenue of $314K, expenses of $413K, and assets of $3.9M (revenue -4.9% year-over-year).
- 2013: Revenue of $330K, expenses of $244K, and assets of $4.1M (revenue +69.2% year-over-year).
- 2012: Revenue of $195K, expenses of $225K, and assets of $3.9M (revenue +3.3% year-over-year).
- 2011: Revenue of $189K, expenses of $140K, and assets of $3.6M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Burlington Area Community Ymca Endowment Foundation:
Data Sources and Methodology
This transparency report for Burlington Area Community Ymca Endowment 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.