Catherine B Stayer Family Foundation Inc

Catherine B Stayer Family Foundation maintains stable assets and minimal liabilities with no reported officer compensation.

EIN: 202019081 · Sheboygan, WI · NTEE: T20 · Updated: 2026-03-28

$828KRevenue
$4.4MAssets
85/100Mission Score (Excellent)
T20
Catherine B Stayer Family Foundation Inc Financial Summary
MetricValue
Total Revenue$828K
Total Expenses$775K
Program Spending90%
Net Assets$4.4M
Transparency Score85/100

Is Catherine B Stayer Family Foundation Inc Legit?

Some Concerns

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
1 FoundRed Flags

Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →

Catherine B Stayer Family Foundation Inc directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Catherine B Stayer Family Foundation Inc

Catherine B Stayer Family Foundation Inc (EIN: 202019081) is a nonprofit organization based in Sheboygan, WI, classified under NTEE code T20. The organization reported total revenue of $828K and total assets of $4.4M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Catherine B Stayer Family Foundation Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

21Years Operating
SmallSize Classification
10Years of Filings
MixedRevenue Trajectory

Catherine B Stayer Family Foundation Inc is a small nonprofit that has been operating for 21 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 104.7%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$760K
Total Expenses$775K
Surplus / Deficit$-15,613
Total Assets$4.4M
Total Liabilities$1
Net Assets$4.4M
Operating Margin-2.1%
Debt-to-Asset Ratio0.0%
Months of Reserves68.0 months

Financial Health Grade: B

In 2023, Catherine B Stayer Family Foundation Inc reported a deficit of $16K with expenses exceeding revenue, holds 68.0 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), Catherine B Stayer Family Foundation Inc's revenue has grown at a compound annual growth rate (CAGR) of 104.7%.

YearRevenue ChangeExpense ChangeAsset Change
2022-116.2%+43.5%-17.5%
2021+283.2%-7.1%+5.8%
2020-54.2%+13.9%-6.2%
2019-77.8%+9753.6%+133.2%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date2005

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

AI Transparency Report

The Catherine B Stayer Family Foundation Inc appears to be a well-established private foundation with a substantial asset base of $4,448,790. Its financial health shows some variability in revenue, with the latest reported revenue at $827,864, but generally consistent expenses. For instance, in 2023, expenses were $775,150 against revenue of $759,537, indicating a slight deficit for that period. The foundation consistently reports minimal liabilities, typically $1, which is a strong indicator of financial stability and low debt burden. Spending efficiency is difficult to fully assess without a detailed breakdown of program, administrative, and fundraising expenses, which are not provided in the summary data. However, as a family foundation, it's common for administrative costs to be relatively low, especially if operations are lean. The consistent reporting of 0% officer compensation across all available filings suggests that executive leadership is either unpaid or compensated through other means not categorized as officer compensation, which can contribute to lower overhead. Transparency appears to be good given the consistent filing of IRS Form 990s over a long period (10 filings). The foundation's NTEE code T20 indicates it is a private grantmaking foundation, which typically means its primary activity is distributing grants rather than direct program services. The absence of officer compensation is a positive transparency signal, indicating that the foundation's resources are not being used for high executive salaries.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Catherine B Stayer Family Foundation Inc 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, Catherine B Stayer Family Foundation Inc 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:

$760KTotal Revenue
$775KTotal Expenses
$4.4MTotal Assets
$1Total Liabilities
$4.4MNet Assets
  • The organization reported a deficit of $16K, with expenses exceeding revenue.
  • Debt-to-asset ratio: 0.0%.

Executive Compensation Analysis

Executive compensation is consistently reported as 0% across all available filings, indicating that officers are either unpaid or compensated through non-reportable means. This suggests a lean operational structure and a commitment to directing resources towards the foundation's mission rather than executive salaries.

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 Catherine B Stayer Family Foundation Inc's IRS 990 filings:

  • Highly variable annual revenue, making future income projections challenging.

Strengths

The following positive indicators were identified for Catherine B Stayer Family Foundation Inc:

  • Strong asset base of $4,448,790, providing financial stability.
  • Consistently minimal liabilities ($1), indicating low debt and strong financial health.
  • No reported officer compensation, suggesting efficient use of funds for mission.
  • Long history of IRS 990 filings (10 filings), indicating good transparency and compliance.
  • NTEE code T20 (Private Grantmaking Foundations) aligns with typical family foundation operations.

Frequently Asked Questions about Catherine B Stayer Family Foundation Inc

Is Catherine B Stayer Family Foundation Inc a legitimate charity?

Catherine B Stayer Family Foundation Inc (EIN: 202019081) is a registered tax-exempt nonprofit based in Wisconsin. Our AI analysis gives it a Mission Score of 85/100. It has 10 years of IRS 990 filings on record. Total revenue: $828K. 1 red flag identified. 5 strengths noted. Financial health grade: B.

How does Catherine B Stayer Family Foundation Inc spend its money?

Catherine B Stayer Family Foundation Inc directs 90% of its spending to programs and services. This exceeds the 65% industry benchmark.

Are donations to Catherine B Stayer Family Foundation Inc tax-deductible?

Catherine B Stayer Family Foundation Inc is registered as a tax-exempt nonprofit (EIN: 202019081). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

How does Catherine B Stayer Family Foundation Inc compare to similar nonprofits?

With a transparency score of 85/100 (Excellent), Catherine B Stayer Family Foundation Inc is above average for NTEE category T20 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.

Where is Catherine B Stayer Family Foundation Inc located?

Catherine B Stayer Family Foundation Inc is headquartered in Sheboygan, Wisconsin and files with the IRS under EIN 202019081. It is classified under NTEE code T20.

How many years of IRS 990 filings does Catherine B Stayer Family Foundation Inc have?

Catherine B Stayer Family Foundation Inc 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 $828K in total revenue.

What is the primary purpose of the Catherine B Stayer Family Foundation Inc?

Based on its NTEE code T20 (Private Grantmaking Foundations), its primary purpose is to make grants to other organizations or individuals, rather than directly operating programs.

How has the foundation's revenue trended over time?

Revenue has been highly variable, ranging from a negative revenue of $-137,844 in 2022 to a high of $2,180,344 in 2015. The latest reported revenue is $827,864.

Is the foundation financially stable?

Yes, with assets of $4,448,790 and consistently minimal liabilities (typically $1), the foundation appears financially stable, capable of sustaining its grantmaking activities.

Does the foundation pay its officers?

No officer compensation has been reported in any of the 10 available IRS 990 filings, suggesting officers are either unpaid or compensated through other means not categorized as officer compensation.

Filing History

IRS 990 filing history for Catherine B Stayer Family Foundation Inc showing financial trends over 10 years of public records:

Over 10 years of IRS 990 filings (2011–2023), Catherine B Stayer Family Foundation Inc's revenue has grown by 542426.4%, moving from $140 to $760K. Total assets increased by 5741.8% over the same period, from $75K to $4.4M. Total functional expenses rose by 10540.4%, from $7K to $775K. In its most recent filing year (2023), Catherine B Stayer Family Foundation Inc reported a deficit of $16K, with expenses exceeding revenue. The organization holds $1 in liabilities against $4.4M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $4.4M.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $760K $775K $4.4M $1
2022 $-137,844 $801K $4.4M $1 View 990
2021 $850K $558K $5.3M $1 View 990
2020 $222K $601K $5.1M $1
2019 $484K $528K $5.4M $1
2015 $2.2M $5K $2.3M $0 View 990
2014 $87K $14K $137K $0 View 990
2013 $4K $8K $64K $1 View 990
2012 $73 $7K $68K $1 View 990
2011 $140 $7K $75K $1 View 990

Year-by-Year Financial Summary

  • 2023: Revenue of $760K, expenses of $775K, and assets of $4.4M.
  • 2022: Revenue of $-137,844, expenses of $801K, and assets of $4.4M (revenue -116.2% year-over-year).
  • 2021: Revenue of $850K, expenses of $558K, and assets of $5.3M (revenue +283.2% year-over-year).
  • 2020: Revenue of $222K, expenses of $601K, and assets of $5.1M (revenue -54.2% year-over-year).
  • 2019: Revenue of $484K, expenses of $528K, and assets of $5.4M (revenue -77.8% year-over-year).
  • 2015: Revenue of $2.2M, expenses of $5K, and assets of $2.3M (revenue +2397.2% year-over-year).
  • 2014: Revenue of $87K, expenses of $14K, and assets of $137K (revenue +2142.8% year-over-year).
  • 2013: Revenue of $4K, expenses of $8K, and assets of $64K (revenue +5232.9% year-over-year).
  • 2012: Revenue of $73, expenses of $7K, and assets of $68K (revenue -47.9% year-over-year).
  • 2011: Revenue of $140, expenses of $7K, and assets of $75K.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Catherine B Stayer Family Foundation Inc:

2023 Filing 2022 Filing 2021 Filing 2020 Filing 2019 Filing 2015 Filing 2014 Filing 2013 Filing 2012 Filing 2011 Filing

Data Sources and Methodology

This transparency report for Catherine B Stayer Family Foundation Inc 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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