Byrd Hoffman Water Mill Foundation

Byrd Hoffman Water Mill Foundation maintains strong assets and zero executive compensation amidst fluctuating revenues.

EIN: 134144013 · Water Mill, NY · NTEE: A65 · Updated: 2026-03-28

$14.9MRevenue
$3.6MGross Revenue
$44.1MAssets
90/100Mission Score (Excellent)
A65
Byrd Hoffman Water Mill Foundation Financial Summary
MetricValue
Total Revenue$14.9M
Total Expenses$4.0M
Program Spending85%
CEO/Top Officer Pay$44,084,455
Net Assets$40.3M
Transparency Score90/100

Is Byrd Hoffman Water Mill 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 →

Byrd Hoffman Water Mill Foundation directs 85% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Byrd Hoffman Water Mill Foundation

Byrd Hoffman Water Mill Foundation (EIN: 134144013) is a nonprofit organization based in Water Mill, NY, classified under NTEE code A65. The organization reported total revenue of $14.9M and total assets of $44.1M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Byrd Hoffman Water Mill Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

25Years Operating
LargeSize Classification
13Years of Filings
MixedRevenue Trajectory

Byrd Hoffman Water Mill Foundation is a large nonprofit that has been operating for 25 years, with 13 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 3.3%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$7.1M
Total Expenses$4.0M
Surplus / Deficit+$3.1M
Total Assets$43.7M
Total Liabilities$3.3M
Net Assets$40.3M
Operating Margin43.5%
Debt-to-Asset Ratio7.7%
Months of Reserves130.8 months

Financial Health Grade: A

In 2023, Byrd Hoffman Water Mill Foundation reported a surplus of $3.1M with revenue exceeding expenses, holds 130.8 months of operating reserves (strong position), has a debt-to-asset ratio of 7.7% (very low leverage).

Financial Trends

Over 13 years of filings (2011–2023), Byrd Hoffman Water Mill Foundation's revenue has grown at a compound annual growth rate (CAGR) of 3.3%.

YearRevenue ChangeExpense ChangeAsset Change
2023+215.8%+11.2%+10.6%
2022-7.9%+4.2%-5.9%
2021-51.4%+29.6%-2.4%
2020-49.8%-38.6%+6.6%
2019+13.2%-6.6%+13.1%

IRS Tax-Exempt Classification

IRS Classification Codes2000
IRS Ruling Date2001

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

AI Transparency Report

The Byrd Hoffman Water Mill Foundation demonstrates a generally healthy financial position with significant assets and fluctuating but often strong revenue streams. In the latest reported period (202312), the organization reported revenue of $7,095,953 against expenses of $4,006,082, indicating a substantial surplus. This positive trend is also seen in 201912, where revenue was $10,004,022 against expenses of $4,343,294. However, there have been periods, such as 202212 and 202112, where expenses exceeded revenue, suggesting reliance on reserves or prior year surpluses. The organization consistently reports 0% officer compensation, which is a strong indicator of financial transparency and a commitment to directing funds towards its mission rather than executive salaries. The substantial asset base of $43,678,723 in 202312, significantly exceeding liabilities of $3,343,139, provides a strong financial cushion and long-term stability.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Byrd Hoffman Water Mill Foundation with a Mission Score of 90 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: 85%
  • fundraising: 5%

According to IRS 990 filings, Byrd Hoffman Water Mill Foundation 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:

$7.1MTotal Revenue
$4.0MTotal Expenses
$43.7MTotal Assets
$3.3MTotal Liabilities
$40.3MNet Assets
  • The organization reported a surplus of $3.1M, with revenue exceeding expenses.
  • Debt-to-asset ratio: 7.7%.

Executive Compensation Analysis

Executive compensation is reported as 0% across all available filings, indicating that no compensation was paid to officers, directors, trustees, or key employees, which is highly unusual for an organization of this size and asset base ($44,084,455).

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 Byrd Hoffman Water Mill Foundation's IRS 990 filings:

  • Significant year-over-year revenue volatility (e.g., $10M in 201912 to $2.2M in 202212)
  • Expenses exceeding revenue in multiple periods (e.g., 202212, 202112)

Strengths

The following positive indicators were identified for Byrd Hoffman Water Mill Foundation:

  • Strong and growing asset base ($44,084,455 latest assets)
  • Consistent reporting of 0% officer compensation
  • Substantial financial reserves (assets significantly exceed liabilities)
  • Positive net income in many periods, contributing to asset growth

Frequently Asked Questions about Byrd Hoffman Water Mill Foundation

Is Byrd Hoffman Water Mill Foundation a legitimate charity?

Byrd Hoffman Water Mill Foundation (EIN: 134144013) is a registered tax-exempt nonprofit based in New York. Our AI analysis gives it a Mission Score of 90/100. It has 13 years of IRS 990 filings on record. Total revenue: $14.9M. 2 red flags identified. 4 strengths noted. Financial health grade: A.

How does Byrd Hoffman Water Mill Foundation spend its money?

Byrd Hoffman Water Mill Foundation directs 85% of its spending to programs and services. Fundraising costs 5%. This exceeds the 65% industry benchmark.

Are donations to Byrd Hoffman Water Mill Foundation tax-deductible?

Byrd Hoffman Water Mill Foundation is registered as a tax-exempt nonprofit (EIN: 134144013). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

How much does the Byrd Hoffman Water Mill Foundation CEO make?

Byrd Hoffman Water Mill Foundation's highest-compensated officer earns $44,084,455 annually. The organization reported $14.9M in total revenue. Executive compensation data is disclosed in IRS 990 filings.

What percentage of Byrd Hoffman Water Mill Foundation's spending goes to programs?

Byrd Hoffman Water Mill Foundation directs 85% to programs, 5% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.

How does Byrd Hoffman Water Mill Foundation compare to similar nonprofits?

With a transparency score of 90/100 (Excellent), Byrd Hoffman Water Mill Foundation is above average for NTEE category A65 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.

Where is Byrd Hoffman Water Mill Foundation located?

Byrd Hoffman Water Mill Foundation is headquartered in Water Mill, New York and files with the IRS under EIN 134144013. It is classified under NTEE code A65.

How many years of IRS 990 filings does Byrd Hoffman Water Mill Foundation have?

Byrd Hoffman Water Mill 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 $14.9M in total revenue.

Is Byrd Hoffman Water Mill Foundation a good charity?

Based on the available financial data, the Byrd Hoffman Water Mill Foundation appears to be a financially sound organization with strong assets and a consistent record of zero officer compensation, which suggests a high dedication to its mission. Its ability to manage fluctuating revenues while maintaining a robust asset base is a positive indicator.

How does the organization manage its finances given the revenue fluctuations?

The organization appears to manage revenue fluctuations by maintaining a substantial asset base, which was $43,678,723 in 202312. This allows it to absorb periods where expenses exceed revenue, such as in 202212 ($2,246,881 revenue vs. $3,602,442 expenses), without jeopardizing its operations.

What is the significance of 0% officer compensation?

The consistent reporting of 0% officer compensation across all filings is highly significant. It indicates that the organization's leadership is either entirely volunteer-based or compensated through other means not reported as officer compensation, which is a strong positive for transparency and efficient use of funds for its mission.

Filing History

IRS 990 filing history for Byrd Hoffman Water Mill Foundation showing financial trends over 13 years of public records:

Over 13 years of IRS 990 filings (2011–2023), Byrd Hoffman Water Mill Foundation's revenue has grown by 47.9%, moving from $4.8M to $7.1M. Total assets increased by 93.6% over the same period, from $22.6M to $43.7M. Total functional expenses rose by 32.5%, from $3.0M to $4.0M. In its most recent filing year (2023), Byrd Hoffman Water Mill Foundation reported a surplus of $3.1M, with revenue exceeding expenses. The organization holds $3.3M in liabilities against $43.7M in assets (debt-to-asset ratio: 7.7%), resulting in net assets of $40.3M.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $7.1M $4.0M $43.7M $3.3M
2022 $2.2M $3.6M $39.5M $3.3M View 990
2021 $2.4M $3.5M $41.9M $3.0M View 990
2020 $5.0M $2.7M $43.0M $3.3M
2019 $10.0M $4.3M $40.3M $3.3M View 990
2018 $8.8M $4.7M $35.6M $4.4M View 990
2017 $7.5M $4.5M $31.0M $3.8M View 990
2016 $4.8M $4.6M $28.3M $3.8M View 990
2015 $4.5M $3.8M $27.8M $3.5M View 990
2014 $4.2M $3.1M $27.3M $3.8M View 990
2013 $6.2M $3.1M $26.1M $3.7M View 990
2012 $3.8M $3.3M $23.0M $3.6M View 990
2011 $4.8M $3.0M $22.6M $3.7M View 990

Year-by-Year Financial Summary

  • 2023: Revenue of $7.1M, expenses of $4.0M, and assets of $43.7M (revenue +215.8% year-over-year).
  • 2022: Revenue of $2.2M, expenses of $3.6M, and assets of $39.5M (revenue -7.9% year-over-year).
  • 2021: Revenue of $2.4M, expenses of $3.5M, and assets of $41.9M (revenue -51.4% year-over-year).
  • 2020: Revenue of $5.0M, expenses of $2.7M, and assets of $43.0M (revenue -49.8% year-over-year).
  • 2019: Revenue of $10.0M, expenses of $4.3M, and assets of $40.3M (revenue +13.2% year-over-year).
  • 2018: Revenue of $8.8M, expenses of $4.7M, and assets of $35.6M (revenue +17.2% year-over-year).
  • 2017: Revenue of $7.5M, expenses of $4.5M, and assets of $31.0M (revenue +56.0% year-over-year).
  • 2016: Revenue of $4.8M, expenses of $4.6M, and assets of $28.3M (revenue +6.9% year-over-year).
  • 2015: Revenue of $4.5M, expenses of $3.8M, and assets of $27.8M (revenue +6.9% year-over-year).
  • 2014: Revenue of $4.2M, expenses of $3.1M, and assets of $27.3M (revenue -31.3% year-over-year).
  • 2013: Revenue of $6.2M, expenses of $3.1M, and assets of $26.1M (revenue +64.0% year-over-year).
  • 2012: Revenue of $3.8M, expenses of $3.3M, and assets of $23.0M (revenue -21.7% year-over-year).
  • 2011: Revenue of $4.8M, expenses of $3.0M, and assets of $22.6M.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Byrd Hoffman Water Mill Foundation:

2023 Filing 2022 Filing 2021 Filing 2020 Filing 2019 Filing 2018 Filing 2017 Filing 2016 Filing 2015 Filing 2014 Filing 2013 Filing 2012 Filing 2011 Filing

Data Sources and Methodology

This transparency report for Byrd Hoffman Water Mill 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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