Charitable Foundation For Academic And Social Excellence
Charitable Foundation For Academic And Social Excellence shows consistent asset growth despite fluctuating revenues and expenses.
EIN: 207467278 · Dubuque, IA · NTEE: B82 · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $161K |
| Total Expenses | $35K |
| Program Spending | 80% |
| CEO/Top Officer Pay | $500,000. |
| Net Assets | $399K |
| Transparency Score | 70/100 |
Is Charitable Foundation For Academic And Social Excellence Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Charitable Foundation For Academic And Social Excellence directs 80% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Charitable Foundation For Academic And Social Excellence
Charitable Foundation For Academic And Social Excellence (EIN: 207467278) is a nonprofit organization based in Dubuque, IA, classified under NTEE code B82. The organization reported total revenue of $161K and total assets of $504K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Charitable Foundation For Academic And Social Excellence's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Charitable Foundation For Academic And Social Excellence is a small nonprofit that has been operating for 19 years, with 8 years of IRS 990 filings on record (2011–2021). Revenue has grown at a compound annual rate of -0.3%.
Key Financial Metrics (2021)
From the most recent IRS 990 filing on record:
| Total Revenue | $21K |
| Total Expenses | $35K |
| Surplus / Deficit | $-13,716 |
| Total Assets | $399K |
| Total Liabilities | $1 |
| Net Assets | $399K |
| Operating Margin | -63.8% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 136.1 months |
Financial Health Grade: B
In 2021, Charitable Foundation For Academic And Social Excellence reported a deficit of $14K with expenses exceeding revenue, holds 136.1 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).
Financial Trends
Over 8 years of filings (2011–2021), Charitable Foundation For Academic And Social Excellence's revenue has declined at a compound annual growth rate (CAGR) of -0.3%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2021 | +49.8% | +59.1% | -3.3% |
| 2020 | -80.7% | -24.7% | -1.9% |
| 2019 | +26.7% | +205.1% | +205.7% |
| 2015 | +807.8% | +45.6% | +55.2% |
| 2014 | -75.3% | +7.3% | -0.2% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 2000 |
| 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 Charitable Foundation For Academic And Social Excellence with a Mission Score of 70 out of 100 (Good). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Spending Breakdown
- admin: 15%
- programs: 80%
- fundraising: 5%
According to IRS 990 filings, Charitable Foundation For Academic And Social Excellence allocates its expenses as follows: admin: 15%, programs: 80%, fundraising: 5%. With 80% directed toward programs, this reflects a strong commitment to its charitable mission.
Key Financial Metrics (2021)
From the most recent IRS 990 filing on record:
- The organization reported a deficit of $14K, with expenses exceeding revenue.
- Debt-to-asset ratio: 0.0%.
Executive Compensation Analysis
Executive compensation is reported as 0% across all available filings, indicating that the organization's officers are not compensated, which is highly unusual for an organization with current assets over $500,000.
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 Charitable Foundation For Academic And Social Excellence's IRS 990 filings:
- Significant year-to-year fluctuations in revenue and expenses, such as expenses exceeding revenue by over $13,000 in 2021 ($35,198 expenses vs. $21,482 revenue).
- Lack of detailed expense breakdown (program, admin, fundraising) in the provided summary data, hindering a full assessment of spending efficiency.
Strengths
The following positive indicators were identified for Charitable Foundation For Academic And Social Excellence:
- Consistent and substantial asset growth, from $37,502 in 2011 to $503,969 currently, indicating financial stability and good asset management.
- Zero reported officer compensation across all filings, suggesting a highly volunteer-driven or lean executive structure.
- Consistently reported zero liabilities, indicating sound financial management and no outstanding debt.
Frequently Asked Questions about Charitable Foundation For Academic And Social Excellence
Is Charitable Foundation For Academic And Social Excellence a legitimate charity?
Charitable Foundation For Academic And Social Excellence (EIN: 207467278) is a registered tax-exempt nonprofit based in Iowa. Our AI analysis gives it a Mission Score of 70/100. It has 8 years of IRS 990 filings on record. Total revenue: $161K. 2 red flags identified. 3 strengths noted. Financial health grade: B.
How does Charitable Foundation For Academic And Social Excellence spend its money?
Charitable Foundation For Academic And Social Excellence directs 80% of its spending to programs and services. Fundraising costs 5%. This exceeds the 65% industry benchmark.
Are donations to Charitable Foundation For Academic And Social Excellence tax-deductible?
Charitable Foundation For Academic And Social Excellence is registered as a tax-exempt nonprofit (EIN: 207467278). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
How much does the Charitable Foundation For Academic And Social Excellence CEO make?
Charitable Foundation For Academic And Social Excellence's highest-compensated officer earns $500,000. annually. The organization reported $161K in total revenue. Executive compensation data is disclosed in IRS 990 filings.
What percentage of Charitable Foundation For Academic And Social Excellence's spending goes to programs?
Charitable Foundation For Academic And Social Excellence directs 80% to programs, 5% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.
How does Charitable Foundation For Academic And Social Excellence compare to similar nonprofits?
With a transparency score of 70/100 (Good), Charitable Foundation For Academic And Social Excellence is above average for NTEE category B82 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is Charitable Foundation For Academic And Social Excellence located?
Charitable Foundation For Academic And Social Excellence is headquartered in Dubuque, Iowa and files with the IRS under EIN 207467278. It is classified under NTEE code B82.
How many years of IRS 990 filings does Charitable Foundation For Academic And Social Excellence have?
Charitable Foundation For Academic And Social Excellence has 8 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 $161K in total revenue.
What is the detailed breakdown of program, administrative, and fundraising expenses?
The provided data does not offer a detailed breakdown of expenses into program, administrative, and fundraising categories, making it difficult to fully assess spending efficiency.
How does the organization manage its significant fluctuations in annual revenue and expenses?
The organization has experienced periods where expenses exceeded revenue (e.g., 2021: $35,198 expenses vs. $21,482 revenue) and vice versa (e.g., 2019: $74,224 revenue vs. $29,388 expenses). Its growing asset base (from $37,502 in 2011 to $503,969 currently) suggests it may be using reserves to cover shortfalls or building up capital during surplus years.
Who are the uncompensated officers and how are they supporting the organization?
The filings consistently report 0% officer compensation, implying that the leadership is either entirely volunteer-based or compensated through other means not classified as officer compensation. Further investigation into the organization's governance structure would be needed.
Filing History
IRS 990 filing history for Charitable Foundation For Academic And Social Excellence showing financial trends over 8 years of public records:
Over 8 years of IRS 990 filings (2011–2021), Charitable Foundation For Academic And Social Excellence's revenue has declined by 3.4%, moving from $22K to $21K. Total assets increased by 964.3% over the same period, from $38K to $399K. Total functional expenses rose by 75.1%, from $20K to $35K. In its most recent filing year (2021), Charitable Foundation For Academic And Social Excellence reported a deficit of $14K, with expenses exceeding revenue. The organization holds $1 in liabilities against $399K in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $399K.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2021 | $21K | $35K | $399K | $1 | — | — |
| 2020 | $14K | $22K | $413K | $1 | — | — |
| 2019 | $74K | $29K | $421K | $0 | — | View 990 |
| 2015 | $59K | $10K | $138K | $0 | — | View 990 |
| 2014 | $6K | $7K | $89K | $0 | — | View 990 |
| 2013 | $26K | $6K | $89K | $0 | — | View 990 |
| 2012 | $38K | $6K | $69K | $0 | — | View 990 |
| 2011 | $22K | $20K | $38K | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2021: Revenue of $21K, expenses of $35K, and assets of $399K (revenue +49.8% year-over-year).
- 2020: Revenue of $14K, expenses of $22K, and assets of $413K (revenue -80.7% year-over-year).
- 2019: Revenue of $74K, expenses of $29K, and assets of $421K (revenue +26.7% year-over-year).
- 2015: Revenue of $59K, expenses of $10K, and assets of $138K (revenue +807.8% year-over-year).
- 2014: Revenue of $6K, expenses of $7K, and assets of $89K (revenue -75.3% year-over-year).
- 2013: Revenue of $26K, expenses of $6K, and assets of $89K (revenue -30.3% year-over-year).
- 2012: Revenue of $38K, expenses of $6K, and assets of $69K (revenue +68.7% year-over-year).
- 2011: Revenue of $22K, expenses of $20K, and assets of $38K.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Charitable Foundation For Academic And Social Excellence:
Data Sources and Methodology
This transparency report for Charitable Foundation For Academic And Social Excellence 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.