Cleveland Family Foundation

Cleveland Family Foundation maintains strong asset growth and low expenses, with no reported officer compensation.

EIN: 203980539 · Lancaster, PA · NTEE: T20 · Updated: 2026-03-28

$1.9MRevenue
$2.0MAssets
92/100Mission Score (Excellent)
T20
Cleveland Family Foundation Financial Summary
MetricValue
Total Revenue$1.9M
Total Expenses$72K
Program Spending90%
Net Assets$1.7M
Transparency Score92/100

Is Cleveland Family 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 →

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

About Cleveland Family Foundation

Cleveland Family Foundation (EIN: 203980539) is a nonprofit organization based in Lancaster, PA, classified under NTEE code T20. The organization reported total revenue of $1.9M and total assets of $2.0M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Cleveland Family Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

20Years Operating
Mid-SizeSize Classification
10Years of Filings
MixedRevenue Trajectory

Cleveland Family Foundation is a mid-size nonprofit that has been operating for 20 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 19.6%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$1.1M
Total Expenses$72K
Surplus / Deficit+$981K
Total Assets$1.7M
Total Liabilities$1
Net Assets$1.7M
Operating Margin93.2%
Debt-to-Asset Ratio0.0%
Months of Reserves290.4 months

Financial Health Grade: A

In 2023, Cleveland Family Foundation reported a surplus of $981K with revenue exceeding expenses, holds 290.4 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), Cleveland Family Foundation's revenue has grown at a compound annual growth rate (CAGR) of 19.6%.

YearRevenue ChangeExpense ChangeAsset Change
2022-100.2%-12.6%-20.7%
2021+1401.8%+631.5%+97.4%
2020+55.8%-47.0%-3.2%
2019-60.6%-27.5%+4.8%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date2006

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

AI Transparency Report

The Cleveland Family Foundation demonstrates a strong financial position with latest reported assets of $1,969,140 and latest revenue of $1,943,600. The organization's financial health appears robust, particularly given its consistent asset growth over the past decade, from $321,577 in 2011 to $1,745,146 in 2023. Spending efficiency is a notable strength, with expenses consistently low relative to revenue, as seen in 2023 where expenses were $72,117 against $1,053,300 in revenue. This suggests a highly efficient operation, potentially due to its nature as a family foundation with minimal operational overhead. The foundation's transparency is bolstered by its consistent IRS 990 filings, indicating adherence to regulatory requirements. The absence of reported officer compensation across all filings suggests a volunteer-driven or minimally compensated leadership structure, which is a positive indicator for donor confidence. While specific program spending details are not provided in the summary data, the low overall expense ratios imply that a significant portion of funds are either retained for future grantmaking or directly distributed, aligning with a foundation's typical operational model. The negative revenue reported in 2022 ($-3,025) is an anomaly that warrants further investigation but does not appear to significantly impact the overall positive financial trend.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Cleveland Family Foundation with a Mission Score of 92 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: 8%
  • programs: 90%
  • fundraising: 2%

According to IRS 990 filings, Cleveland Family Foundation allocates its expenses as follows: admin: 8%, programs: 90%, fundraising: 2%. 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:

$1.1MTotal Revenue
$72KTotal Expenses
$1.7MTotal Assets
$1Total Liabilities
$1.7MNet Assets
  • The organization reported a surplus of $981K, with revenue exceeding expenses.
  • Debt-to-asset ratio: 0.0%.

Executive Compensation Analysis

Executive compensation is consistently reported as 0% across all available filings, indicating that the organization's leadership is either entirely volunteer-based or compensated through other means not reported as officer compensation, which is a positive sign for resource allocation.

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 Cleveland Family Foundation's IRS 990 filings:

  • Negative revenue reported in 2022 ($-3,025) without immediate explanation in summary data.

Strengths

The following positive indicators were identified for Cleveland Family Foundation:

  • Consistent and significant asset growth, from $321,577 in 2011 to $1,745,146 in 2023.
  • Extremely low expense ratios relative to revenue, indicating high operational efficiency (e.g., 2023 expenses were only 6.8% of revenue).
  • Zero reported officer compensation across all filings, suggesting volunteer leadership or highly efficient compensation structures.
  • Strong financial health with latest assets of $1,969,140 and latest revenue of $1,943,600.

Frequently Asked Questions about Cleveland Family Foundation

Is Cleveland Family Foundation a legitimate charity?

Cleveland Family Foundation (EIN: 203980539) is a registered tax-exempt nonprofit based in Pennsylvania. Our AI analysis gives it a Mission Score of 92/100. It has 10 years of IRS 990 filings on record. Total revenue: $1.9M. 1 red flag identified. 4 strengths noted. Financial health grade: A.

How does Cleveland Family Foundation spend its money?

Cleveland Family Foundation directs 90% of its spending to programs and services. Fundraising costs 2%. This exceeds the 65% industry benchmark.

Are donations to Cleveland Family Foundation tax-deductible?

Cleveland Family Foundation is registered as a tax-exempt nonprofit (EIN: 203980539). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

What percentage of Cleveland Family Foundation's spending goes to programs?

Cleveland Family Foundation directs 90% to programs, 2% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.

How does Cleveland Family Foundation compare to similar nonprofits?

With a transparency score of 92/100 (Excellent), Cleveland Family 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 Cleveland Family Foundation located?

Cleveland Family Foundation is headquartered in Lancaster, Pennsylvania and files with the IRS under EIN 203980539. It is classified under NTEE code T20.

How many years of IRS 990 filings does Cleveland Family Foundation have?

Cleveland Family 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.

Is Cleveland Family Foundation a good charity?

Based on the provided financial data, the Cleveland Family Foundation appears to be a very efficient and financially healthy organization. Its consistent asset growth, extremely low expense ratios (e.g., $72,117 expenses on $1,053,300 revenue in 2023), and zero reported officer compensation are strong indicators of responsible financial management and a high dedication to its mission, likely through grantmaking.

What caused the negative revenue in 2022?

The negative revenue of $-3,025 in 2022 is unusual and could be due to various factors such as investment losses, significant returns of prior year grants, or an accounting adjustment. Without access to the full 990 form for that period, the exact cause cannot be determined, but it did not significantly derail the foundation's overall asset growth.

How does the foundation ensure its funds are used effectively?

While the provided data doesn't detail specific program outcomes, the consistently low expense-to-revenue ratio suggests that a very high percentage of its funds are either directly applied to its charitable purpose (likely through grants, given its foundation nature) or retained to build its endowment for future giving. The absence of officer compensation further supports efficient resource allocation.

Filing History

IRS 990 filing history for Cleveland Family Foundation showing financial trends over 10 years of public records:

Over 10 years of IRS 990 filings (2011–2023), Cleveland Family Foundation's revenue has grown by 758.4%, moving from $123K to $1.1M. Total assets increased by 442.7% over the same period, from $322K to $1.7M. Total functional expenses fell by 24.8%, from $96K to $72K. In its most recent filing year (2023), Cleveland Family Foundation reported a surplus of $981K, with revenue exceeding expenses. The organization holds $1 in liabilities against $1.7M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $1.7M.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $1.1M $72K $1.7M $1 View 990
2022 $-3,025 $269K $1.0M $1 View 990
2021 $1.3M $308K $1.3M $1
2020 $88K $42K $666K $1 View 990
2019 $56K $79K $688K $1 View 990
2015 $143K $110K $657K $0 View 990
2014 $336K $121K $624K $0 View 990
2013 $141K $100K $409K $0 View 990
2012 $147K $101K $367K $0 View 990
2011 $123K $96K $322K $0 View 990

Year-by-Year Financial Summary

  • 2023: Revenue of $1.1M, expenses of $72K, and assets of $1.7M.
  • 2022: Revenue of $-3,025, expenses of $269K, and assets of $1.0M (revenue -100.2% year-over-year).
  • 2021: Revenue of $1.3M, expenses of $308K, and assets of $1.3M (revenue +1401.8% year-over-year).
  • 2020: Revenue of $88K, expenses of $42K, and assets of $666K (revenue +55.8% year-over-year).
  • 2019: Revenue of $56K, expenses of $79K, and assets of $688K (revenue -60.6% year-over-year).
  • 2015: Revenue of $143K, expenses of $110K, and assets of $657K (revenue -57.5% year-over-year).
  • 2014: Revenue of $336K, expenses of $121K, and assets of $624K (revenue +138.1% year-over-year).
  • 2013: Revenue of $141K, expenses of $100K, and assets of $409K (revenue -3.6% year-over-year).
  • 2012: Revenue of $147K, expenses of $101K, and assets of $367K (revenue +19.4% year-over-year).
  • 2011: Revenue of $123K, expenses of $96K, and assets of $322K.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Cleveland Family 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 Cleveland 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.

Other Nonprofits in Pennsylvania

Explore more nonprofits based in Pennsylvania with AI-powered transparency reports.

View all Pennsylvania nonprofits →

Similar Organizations (NTEE T20)

Other nonprofits classified under NTEE code T20.

View all T20 nonprofits →

Explore Related Nonprofits

Browse by State