Charles And Marion Weber Foundation

Charles And Marion Weber Foundation maintains strong assets and zero officer compensation despite recent revenue shortfalls.

EIN: 207338204 · Tulsa, OK · NTEE: T20 · Updated: 2026-03-28

$1.9MRevenue
$4.3MAssets
90/100Mission Score (Excellent)
T20
Charles And Marion Weber Foundation Financial Summary
MetricValue
Total Revenue$1.9M
Total Expenses$351K
Program Spending95%
Net Assets$4.4M
Transparency Score90/100

Is Charles And Marion Weber Foundation 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 →

Charles And Marion Weber Foundation directs 95% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Charles And Marion Weber Foundation

Charles And Marion Weber Foundation (EIN: 207338204) is a nonprofit organization based in Tulsa, OK, classified under NTEE code T20. The organization reported total revenue of $1.9M and total assets of $4.3M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Charles And Marion Weber Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

17Years Operating
Mid-SizeSize Classification
10Years of Filings
MixedRevenue Trajectory

Charles And Marion Weber Foundation is a mid-size nonprofit that has been operating for 17 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of -4.1%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$111K
Total Expenses$351K
Surplus / Deficit$-240,112
Total Assets$4.4M
Total Liabilities$1
Net Assets$4.4M
Operating Margin-216.1%
Debt-to-Asset Ratio0.0%
Months of Reserves151.3 months

Financial Health Grade: B

In 2023, Charles And Marion Weber Foundation reported a deficit of $240K with expenses exceeding revenue, holds 151.3 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), Charles And Marion Weber Foundation's revenue has declined at a compound annual growth rate (CAGR) of -4.1%.

YearRevenue ChangeExpense ChangeAsset Change
2023-1.8%-11.5%-5.2%
2022-66.4%+4.1%-3.6%
2021-47.3%+17.9%+4.7%
2020+268.4%+41.3%+66.0%
2019+20.7%-14.4%-9.9%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date2009

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

AI Transparency Report

The Charles And Marion Weber Foundation appears to be a well-managed private foundation, consistently maintaining a strong asset base relative to its annual expenses. With latest reported assets of $4,347,387 and liabilities consistently at $1 or $0 across all filings, the organization demonstrates excellent financial stability and minimal debt risk. The foundation's revenue has fluctuated, with a notable peak of $639,651 in 2020, but generally remains sufficient to cover its operational expenses, although in recent years (2022 and 2023), expenses ($397,074 and $351,242 respectively) have exceeded revenue ($113,151 and $111,130 respectively), indicating reliance on its substantial asset base for grantmaking and operations. The consistent reporting of 0% officer compensation across all filings suggests a highly efficient and volunteer-driven or minimally compensated leadership structure, which is a strong indicator of fiscal prudence and dedication to its mission. This also contributes to a very low administrative overhead, allowing more funds to be directed towards its programmatic goals.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Charles And Marion Weber 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: 5%
  • programs: 95%
  • fundraising: 0%

According to IRS 990 filings, Charles And Marion Weber 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:

$111KTotal Revenue
$351KTotal Expenses
$4.4MTotal Assets
$1Total Liabilities
$4.4MNet Assets
  • The organization reported a deficit of $240K, 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 leadership is either entirely volunteer-based or compensated through other means not categorized as officer compensation, which is highly efficient for an organization of its asset 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 Charles And Marion Weber Foundation's IRS 990 filings:

  • Recent years (2022, 2023) show expenses significantly exceeding revenue, indicating reliance on asset drawdowns.

Strengths

The following positive indicators were identified for Charles And Marion Weber Foundation:

  • Consistently low liabilities ($0 or $1) across all filings, indicating excellent financial health.
  • Zero officer compensation reported across all filings, demonstrating high efficiency and dedication.
  • Strong asset base ($4,347,387 latest) provides significant financial stability.
  • Consistent filing history (10 filings) indicates good transparency and compliance.

Frequently Asked Questions about Charles And Marion Weber Foundation

Is Charles And Marion Weber Foundation a legitimate charity?

Charles And Marion Weber Foundation (EIN: 207338204) is a registered tax-exempt nonprofit based in Oklahoma. Our AI analysis gives it a Mission Score of 90/100. It has 10 years of IRS 990 filings on record. Total revenue: $1.9M. 1 red flag identified. 4 strengths noted. Financial health grade: B.

How does Charles And Marion Weber Foundation spend its money?

Charles And Marion Weber Foundation directs 95% of its spending to programs and services. This exceeds the 65% industry benchmark.

Are donations to Charles And Marion Weber Foundation tax-deductible?

Charles And Marion Weber Foundation is registered as a tax-exempt nonprofit (EIN: 207338204). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

How does Charles And Marion Weber Foundation compare to similar nonprofits?

With a transparency score of 90/100 (Excellent), Charles And Marion Weber Foundation 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 Charles And Marion Weber Foundation located?

Charles And Marion Weber Foundation is headquartered in Tulsa, Oklahoma and files with the IRS under EIN 207338204. It is classified under NTEE code T20.

How many years of IRS 990 filings does Charles And Marion Weber Foundation have?

Charles And Marion Weber Foundation 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 $1.9M in total revenue.

How does the foundation sustain its operations when expenses exceed revenue, as seen in 2022 and 2023?

The foundation likely draws from its substantial asset base, which stood at $4,347,387 in the latest filing, to cover expenses when annual revenue is insufficient.

What are the specific programmatic areas or grants funded by the Charles And Marion Weber Foundation?

Based on the NTEE code T20 (Philanthropy, Voluntarism, and Grantmaking Foundations), the foundation primarily engages in grantmaking, but specific beneficiaries or program areas are not detailed in the provided financial summary.

What is the source of the foundation's revenue, given its fluctuations?

The provided data only shows 'Revenue' without specifying sources (e.g., investment income, donations). Given it's a private foundation, investment returns on its endowment are a likely primary source, which can fluctuate annually.

Filing History

IRS 990 filing history for Charles And Marion Weber Foundation showing financial trends over 10 years of public records:

Over 10 years of IRS 990 filings (2011–2023), Charles And Marion Weber Foundation's revenue has declined by 39.4%, moving from $184K to $111K. Total assets increased by 43.1% over the same period, from $3.1M to $4.4M. Total functional expenses rose by 37.6%, from $255K to $351K. In its most recent filing year (2023), Charles And Marion Weber Foundation reported a deficit of $240K, 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 $111K $351K $4.4M $1 View 990
2022 $113K $397K $4.7M $1 View 990
2021 $337K $382K $4.8M $1 View 990
2020 $640K $324K $4.6M $1 View 990
2019 $174K $229K $2.8M $1 View 990
2015 $144K $268K $3.1M $1 View 990
2014 $286K $292K $3.2M $1 View 990
2013 $291K $249K $3.2M $0 View 990
2012 $323K $235K $3.2M $0 View 990
2011 $184K $255K $3.1M $0 View 990

Year-by-Year Financial Summary

  • 2023: Revenue of $111K, expenses of $351K, and assets of $4.4M (revenue -1.8% year-over-year).
  • 2022: Revenue of $113K, expenses of $397K, and assets of $4.7M (revenue -66.4% year-over-year).
  • 2021: Revenue of $337K, expenses of $382K, and assets of $4.8M (revenue -47.3% year-over-year).
  • 2020: Revenue of $640K, expenses of $324K, and assets of $4.6M (revenue +268.4% year-over-year).
  • 2019: Revenue of $174K, expenses of $229K, and assets of $2.8M (revenue +20.7% year-over-year).
  • 2015: Revenue of $144K, expenses of $268K, and assets of $3.1M (revenue -49.6% year-over-year).
  • 2014: Revenue of $286K, expenses of $292K, and assets of $3.2M (revenue -1.7% year-over-year).
  • 2013: Revenue of $291K, expenses of $249K, and assets of $3.2M (revenue -10.1% year-over-year).
  • 2012: Revenue of $323K, expenses of $235K, and assets of $3.2M (revenue +76.1% year-over-year).
  • 2011: Revenue of $184K, expenses of $255K, and assets of $3.1M.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Charles And Marion Weber Foundation:

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 Charles And Marion Weber 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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