Clifton B Batchelder And Anne Stuart Batchelder Foundation
Batchelder Foundation maintains stable assets while consistently spending more than annual revenue on its mission.
EIN: 201162883 · Omaha, NE · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $899K |
| Total Expenses | $335K |
| Program Spending | 95% |
| Net Assets | $3.8M |
| Transparency Score | 85/100 |
Is Clifton B Batchelder And Anne Stuart Batchelder Foundation Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Clifton B Batchelder And Anne Stuart Batchelder Foundation directs 95% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Clifton B Batchelder And Anne Stuart Batchelder Foundation
Clifton B Batchelder And Anne Stuart Batchelder Foundation (EIN: 201162883) is a nonprofit organization based in Omaha, NE. The organization reported total revenue of $899K and total assets of $3.8M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Clifton B Batchelder And Anne Stuart Batchelder Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Clifton B Batchelder And Anne Stuart Batchelder Foundation is a small nonprofit that has been operating for 22 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of -17.8%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $247K |
| Total Expenses | $335K |
| Surplus / Deficit | $-87,125 |
| Total Assets | $3.8M |
| Total Liabilities | $1 |
| Net Assets | $3.8M |
| Operating Margin | -35.2% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 137.4 months |
Financial Health Grade: B
In 2023, Clifton B Batchelder And Anne Stuart Batchelder Foundation reported a deficit of $87K with expenses exceeding revenue, holds 137.4 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), Clifton B Batchelder And Anne Stuart Batchelder Foundation's revenue has declined at a compound annual growth rate (CAGR) of -17.8%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | -21.5% | -4.1% | -2.3% |
| 2022 | -29.6% | -0.1% | -0.9% |
| 2021 | +51.6% | +7.5% | +2.5% |
| 2020 | +198.4% | +1.7% | -0.8% |
| 2019 | -70.6% | -4.8% | -3.4% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 2004 |
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 Clifton B Batchelder And Anne Stuart Batchelder 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, Clifton B Batchelder And Anne Stuart Batchelder 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 $87K, 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 the foundation's leadership is either unpaid or compensated through other means not reported 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 Clifton B Batchelder And Anne Stuart Batchelder Foundation's IRS 990 filings:
- Consistent spending exceeding annual revenue, indicating reliance on endowment draw-down which, if not managed, could impact long-term asset stability (though assets have remained stable to date).
Strengths
The following positive indicators were identified for Clifton B Batchelder And Anne Stuart Batchelder Foundation:
- Strong asset base, consistently around $3.8 million to $4.1 million, providing long-term stability.
- Zero officer compensation reported across all filings, indicating highly efficient use of funds for leadership.
- Minimal liabilities reported, consistently $1 or less in recent years, suggesting strong financial management.
- Consistent operation and grant-making activity over more than a decade.
Frequently Asked Questions about Clifton B Batchelder And Anne Stuart Batchelder Foundation
Is Clifton B Batchelder And Anne Stuart Batchelder Foundation a legitimate charity?
Based on AI analysis of IRS 990 filings, Clifton B Batchelder And Anne Stuart Batchelder Foundation (EIN: 201162883) some concerns. Mission Score: 85/100. 1 red flag identified, 4 strengths noted.
How does Clifton B Batchelder And Anne Stuart Batchelder Foundation spend its money?
Clifton B Batchelder And Anne Stuart Batchelder Foundation directs 95% of its spending to programs and services. The remaining budget covers administration and fundraising costs.
Are donations to Clifton B Batchelder And Anne Stuart Batchelder Foundation tax-deductible?
Clifton B Batchelder And Anne Stuart Batchelder Foundation is registered as a tax-exempt nonprofit (EIN: 201162883). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Where is Clifton B Batchelder And Anne Stuart Batchelder Foundation located?
Clifton B Batchelder And Anne Stuart Batchelder Foundation is headquartered in Omaha, Nebraska and files with the IRS under EIN 201162883.
How many years of IRS 990 filings does Clifton B Batchelder And Anne Stuart Batchelder Foundation have?
Clifton B Batchelder And Anne Stuart Batchelder 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 $899K in total revenue.
Is the Clifton B Batchelder And Anne Stuart Batchelder Foundation financially stable?
Yes, the foundation appears financially stable with a consistent asset base of approximately $3.8 million to $4.1 million over the past decade, despite annual fluctuations in revenue and expenses. For example, in 2023, assets were $3,830,348.
Does the foundation spend efficiently?
Based on the available data, the foundation appears to be highly efficient in terms of executive compensation, reporting 0% officer compensation across all filings. Without a detailed breakdown of other expenses, it's difficult to fully assess overall spending efficiency, but the lack of executive salaries is a strong positive indicator.
What is the primary activity of this foundation?
Given the nature of a private foundation and the consistent expenses without officer compensation, its primary activity is likely grant-making to support various charitable causes, drawing from its endowment.
Does the foundation rely on its endowment for funding?
Yes, in most recent years, the foundation's expenses have exceeded its revenue (e.g., 2023 expenses of $334,593 vs. revenue of $247,468), suggesting it draws from its substantial asset base to fund its activities.
Filing History
IRS 990 filing history for Clifton B Batchelder And Anne Stuart Batchelder Foundation showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), Clifton B Batchelder And Anne Stuart Batchelder Foundation's revenue has declined by 90.5%, moving from $2.6M to $247K. Total assets decreased by 7.2% over the same period, from $4.1M to $3.8M. Total functional expenses rose by 287.2%, from $86K to $335K. In its most recent filing year (2023), Clifton B Batchelder And Anne Stuart Batchelder Foundation reported a deficit of $87K, with expenses exceeding revenue. The organization holds $1 in liabilities against $3.8M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $3.8M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $247K | $335K | $3.8M | $1 | — | View 990 |
| 2022 | $315K | $349K | $3.9M | $1 | — | View 990 |
| 2021 | $448K | $349K | $4.0M | $1 | — | — |
| 2020 | $295K | $325K | $3.9M | $1 | — | — |
| 2019 | $99K | $320K | $3.9M | $2K | — | View 990 |
| 2015 | $337K | $336K | $4.0M | $0 | — | View 990 |
| 2014 | $370K | $338K | $4.0M | $0 | — | View 990 |
| 2013 | $259K | $312K | $4.0M | $0 | — | View 990 |
| 2012 | $250K | $326K | $4.0M | $0 | — | View 990 |
| 2011 | $2.6M | $86K | $4.1M | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $247K, expenses of $335K, and assets of $3.8M (revenue -21.5% year-over-year).
- 2022: Revenue of $315K, expenses of $349K, and assets of $3.9M (revenue -29.6% year-over-year).
- 2021: Revenue of $448K, expenses of $349K, and assets of $4.0M (revenue +51.6% year-over-year).
- 2020: Revenue of $295K, expenses of $325K, and assets of $3.9M (revenue +198.4% year-over-year).
- 2019: Revenue of $99K, expenses of $320K, and assets of $3.9M (revenue -70.6% year-over-year).
- 2015: Revenue of $337K, expenses of $336K, and assets of $4.0M (revenue -8.8% year-over-year).
- 2014: Revenue of $370K, expenses of $338K, and assets of $4.0M (revenue +43.0% year-over-year).
- 2013: Revenue of $259K, expenses of $312K, and assets of $4.0M (revenue +3.6% year-over-year).
- 2012: Revenue of $250K, expenses of $326K, and assets of $4.0M (revenue -90.4% year-over-year).
- 2011: Revenue of $2.6M, expenses of $86K, and assets of $4.1M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Clifton B Batchelder And Anne Stuart Batchelder Foundation:
Data Sources and Methodology
This transparency report for Clifton B Batchelder And Anne Stuart Batchelder 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.