Caryl H And Bernard M Susman Family Foundation
Caryl H And Bernard M Susman Family Foundation maintains stable asset growth with no officer compensation, despite fluctuating annual revenues.
EIN: 208068788 · Wilmington, DE · NTEE: T22 · Updated: 2026-03-28
Is Caryl H And Bernard M Susman Family Foundation Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Caryl H And Bernard M Susman Family Foundation directs 95% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Caryl H And Bernard M Susman Family Foundation
Caryl H And Bernard M Susman Family Foundation (EIN: 208068788) is a nonprofit organization based in Wilmington, DE, classified under NTEE code T22. The organization reported total revenue of $815K and total assets of $2.3M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Caryl H And Bernard M Susman Family Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Caryl H And Bernard M Susman Family Foundation is a small nonprofit that has been operating for 19 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of -12.6%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $70K |
| Total Expenses | $106K |
| Surplus / Deficit | $-36,112 |
| Total Assets | $2.4M |
| Total Liabilities | $1 |
| Net Assets | $2.4M |
| Operating Margin | -51.6% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 273.1 months |
Financial Health Grade: B
In 2023, Caryl H And Bernard M Susman Family Foundation reported a deficit of $36K with expenses exceeding revenue, holds 273.1 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), Caryl H And Bernard M Susman Family Foundation's revenue has declined at a compound annual growth rate (CAGR) of -12.6%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | -60.1% | -19.6% | -1.5% |
| 2022 | -49.1% | +101.7% | +1.8% |
| 2021 | +77.7% | +10.5% | +13.1% |
| 2020 | +254.1% | -35.1% | +6.8% |
| 2019 | -78.6% | +234.1% | +25.5% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 2007 |
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 Caryl H And Bernard M Susman 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: 5%
- programs: 95%
- fundraising: 0%
According to IRS 990 filings, Caryl H And Bernard M Susman Family 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 $36K, with expenses exceeding revenue.
- Debt-to-asset ratio: 0.0%.
Executive Compensation Analysis
The organization reports 0% officer compensation across all available filings, indicating that its leadership is either entirely volunteer-based or compensated through other means not categorized as officer compensation, which is highly efficient for a foundation of this 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.
Red Flags
The following concerns were identified during AI analysis of Caryl H And Bernard M Susman Family Foundation's IRS 990 filings:
- Fluctuating annual revenue, which could impact consistent grantmaking capacity if not offset by asset growth.
- Expenses exceeded revenue in 2023 ($106,074 vs $69,962) and 2013 ($167,822 vs $56,160), indicating periods of drawing down assets or prior year surpluses.
Strengths
The following positive indicators were identified for Caryl H And Bernard M Susman Family Foundation:
- Consistent asset growth over the past decade, from $1.1M to $2.4M.
- Zero officer compensation reported, indicating high efficiency and potentially volunteer leadership.
- Extremely low liabilities ($1 across all filings), demonstrating strong financial management and minimal debt.
- Consistent IRS 990 filing history (10 filings), indicating good compliance and transparency.
Frequently Asked Questions about Caryl H And Bernard M Susman Family Foundation
Is Caryl H And Bernard M Susman Family Foundation a legitimate charity?
Based on AI analysis of IRS 990 filings, Caryl H And Bernard M Susman Family Foundation (EIN: 208068788) some concerns. Mission Score: 85/100. 2 red flags identified, 4 strengths noted.
How does Caryl H And Bernard M Susman Family Foundation spend its money?
Caryl H And Bernard M Susman Family Foundation directs 95% of its spending to programs and services. The remaining budget covers administration and fundraising costs.
Are donations to Caryl H And Bernard M Susman Family Foundation tax-deductible?
Caryl H And Bernard M Susman Family Foundation is registered as a tax-exempt nonprofit (EIN: 208068788). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Is the Caryl H And Bernard M Susman Family Foundation financially stable?
Yes, the foundation appears financially stable. Its assets have consistently grown from $1,121,433 in 2011 to $2,414,396 in 2023, and it maintains minimal liabilities ($1 across all filings).
Does the foundation pay its officers?
No, the provided data indicates 0% officer compensation across all ten filings, suggesting that officers are not paid or are compensated in a way not reported as such.
What is the trend in the foundation's revenue?
The foundation's revenue has been highly variable, ranging from a low of $54,773 in 2019 to a high of $410,813 in 2012, and $344,619 in 2021, before dropping to $69,962 in 2023. This fluctuation is common for foundations relying on investment income.
Are the foundation's expenses under control?
Generally, yes. In most years, expenses have been significantly lower than revenue, contributing to asset growth. However, in 2023, expenses ($106,074) exceeded revenue ($69,962), and in 2013, expenses ($167,822) also exceeded revenue ($56,160).
Filing History
IRS 990 filing history for Caryl H And Bernard M Susman Family Foundation showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), Caryl H And Bernard M Susman Family Foundation's revenue has declined by 80.1%, moving from $351K to $70K. Total assets increased by 115.3% over the same period, from $1.1M to $2.4M. Total functional expenses fell by 38.3%, from $172K to $106K. In its most recent filing year (2023), Caryl H And Bernard M Susman Family Foundation reported a deficit of $36K, with expenses exceeding revenue. The organization holds $1 in liabilities against $2.4M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $2.4M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $70K | $106K | $2.4M | $1 | — | View 990 |
| 2022 | $175K | $132K | $2.5M | $1 | — | View 990 |
| 2021 | $345K | $65K | $2.4M | $1 | — | View 990 |
| 2020 | $194K | $59K | $2.1M | $1 | — | View 990 |
| 2019 | $55K | $91K | $2.0M | $1 | — | View 990 |
| 2015 | $256K | $27K | $1.6M | $1 | — | View 990 |
| 2014 | $279K | $62K | $1.4M | $1 | — | View 990 |
| 2013 | $56K | $168K | $1.1M | $1 | — | View 990 |
| 2012 | $411K | $279K | $1.3M | $1 | — | View 990 |
| 2011 | $351K | $172K | $1.1M | $1 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $70K, expenses of $106K, and assets of $2.4M (revenue -60.1% year-over-year).
- 2022: Revenue of $175K, expenses of $132K, and assets of $2.5M (revenue -49.1% year-over-year).
- 2021: Revenue of $345K, expenses of $65K, and assets of $2.4M (revenue +77.7% year-over-year).
- 2020: Revenue of $194K, expenses of $59K, and assets of $2.1M (revenue +254.1% year-over-year).
- 2019: Revenue of $55K, expenses of $91K, and assets of $2.0M (revenue -78.6% year-over-year).
- 2015: Revenue of $256K, expenses of $27K, and assets of $1.6M (revenue -8.4% year-over-year).
- 2014: Revenue of $279K, expenses of $62K, and assets of $1.4M (revenue +397.3% year-over-year).
- 2013: Revenue of $56K, expenses of $168K, and assets of $1.1M (revenue -86.3% year-over-year).
- 2012: Revenue of $411K, expenses of $279K, and assets of $1.3M (revenue +17.0% year-over-year).
- 2011: Revenue of $351K, expenses of $172K, and assets of $1.1M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Caryl H And Bernard M Susman Family Foundation:
Data Sources and Methodology
This transparency report for Caryl H And Bernard M Susman 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.