Coleman Fung Foundation Inc

Coleman Fung Foundation experiences consistent deficit spending, drawing down assets while maintaining zero officer compensation.

EIN: 203996786 · Wilmington, DE · NTEE: T22 · Updated: 2026-03-28

$4.7MRevenue
$13.1MAssets
85/100Mission Score (Excellent)
T22
Coleman Fung Foundation Inc Financial Summary
MetricValue
Total Revenue$4.7M
Total Expenses$2.1M
Program Spending90%
CEO/Top Officer Pay$12
Net Assets$12.8M
Transparency Score85/100

Is Coleman Fung Foundation Inc Legit?

Some Concerns

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
2 FoundRed Flags

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

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

About Coleman Fung Foundation Inc

Coleman Fung Foundation Inc (EIN: 203996786) is a nonprofit organization based in Wilmington, DE, classified under NTEE code T22. The organization reported total revenue of $4.7M and total assets of $13.1M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Coleman Fung Foundation Inc'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

Coleman Fung Foundation Inc 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 3.6%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$973K
Total Expenses$2.1M
Surplus / Deficit$-1,086,951
Total Assets$12.8M
Total Liabilities$1
Net Assets$12.8M
Operating Margin-111.8%
Debt-to-Asset Ratio0.0%
Months of Reserves74.8 months

Financial Health Grade: B

In 2023, Coleman Fung Foundation Inc reported a deficit of $1.1M with expenses exceeding revenue, holds 74.8 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), Coleman Fung Foundation Inc's revenue has grown at a compound annual growth rate (CAGR) of 3.6%.

YearRevenue ChangeExpense ChangeAsset Change
2023+143.5%+17.4%-7.8%
2022+20.6%+7.3%-8.9%
2021+272.3%+23.4%-7.9%
2020-91.3%+5.3%-6.9%
2019-36.6%+58.7%-0.7%

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 Coleman Fung Foundation Inc. demonstrates a consistent commitment to its mission, as evidenced by its program spending. However, the organization has experienced a trend of expenses exceeding revenue in recent years, with the 202312 period showing expenses of $2,059,527 against revenue of $972,576. This has led to a gradual decline in assets from a high of $17,938,744 in 201512 to $12,834,434 in 202312. While this is not immediately alarming given the substantial asset base, it is a trend that warrants monitoring to ensure long-term sustainability. The foundation's financial health is generally stable, supported by its significant asset base. The absence of officer compensation across all reported periods indicates a lean operational structure at the executive level, which is a positive sign for donor confidence. The liabilities have consistently been very low, often reported as $1, which suggests strong financial management and minimal debt burden. The foundation's transparency is good, with consistent 990 filings available for public review. Spending efficiency appears to be high, particularly given the zero officer compensation. The primary financial concern is the sustained deficit spending, which, if continued, will further erode the asset base. However, the foundation's NTEE code T22 (Private Grantmaking Foundations) suggests its primary activity is making grants, which inherently involves distributing funds, and the asset base is substantial enough to support this for the foreseeable future.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Coleman Fung 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, Coleman Fung 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:

$973KTotal Revenue
$2.1MTotal Expenses
$12.8MTotal Assets
$1Total Liabilities
$12.8MNet Assets
  • The organization reported a deficit of $1.1M, 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 organization's leadership is either unpaid or compensated through other means not categorized as officer compensation, which is highly efficient for an organization with assets exceeding $12 million.

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 Coleman Fung Foundation Inc's IRS 990 filings:

  • Consistent deficit spending, with expenses exceeding revenue in multiple recent periods (e.g., 202312 expenses $2,059,527 vs. revenue $972,576).
  • Declining asset base over the past several years, from $17.9M in 2015 to $12.8M in 2023.

Strengths

The following positive indicators were identified for Coleman Fung Foundation Inc:

  • Zero officer compensation reported across all filings, indicating high efficiency at the executive level.
  • Very low liabilities, often reported as $1, suggesting strong financial management and minimal debt.
  • Substantial asset base of over $12 million, providing a strong financial foundation.
  • Consistent filing of IRS Form 990s, demonstrating good transparency.

Frequently Asked Questions about Coleman Fung Foundation Inc

Is Coleman Fung Foundation Inc a legitimate charity?

Coleman Fung Foundation Inc (EIN: 203996786) is a registered tax-exempt nonprofit based in Delaware. Our AI analysis gives it a Mission Score of 85/100. It has 10 years of IRS 990 filings on record. Total revenue: $4.7M. 2 red flags identified. 4 strengths noted. Financial health grade: B.

How does Coleman Fung Foundation Inc spend its money?

Coleman Fung Foundation Inc directs 90% of its spending to programs and services. This exceeds the 65% industry benchmark.

Are donations to Coleman Fung Foundation Inc tax-deductible?

Coleman Fung Foundation Inc is registered as a tax-exempt nonprofit (EIN: 203996786). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

How much does the Coleman Fung Foundation Inc CEO make?

Coleman Fung Foundation Inc's highest-compensated officer earns $12 annually. The organization reported $4.7M in total revenue. Executive compensation data is disclosed in IRS 990 filings.

How does Coleman Fung Foundation Inc compare to similar nonprofits?

With a transparency score of 85/100 (Excellent), Coleman Fung Foundation Inc is above average for NTEE category T22 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.

Where is Coleman Fung Foundation Inc located?

Coleman Fung Foundation Inc is headquartered in Wilmington, Delaware and files with the IRS under EIN 203996786. It is classified under NTEE code T22.

How many years of IRS 990 filings does Coleman Fung Foundation Inc have?

Coleman Fung 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 $4.7M in total revenue.

Is Coleman Fung Foundation Inc. financially sustainable given its deficit spending?

While the foundation has a substantial asset base of $12,834,434 (202312), it has consistently spent more than it earned in recent years. For example, in 202312, expenses were $2,059,527 against revenue of $972,576. This trend, if continued, will eventually deplete its assets, though it has a significant buffer.

How does the lack of officer compensation impact the organization?

The consistent reporting of 0% officer compensation across all filings suggests a highly efficient operational model at the executive level, potentially allowing more funds to be directed towards its programmatic mission. This is a strong positive indicator for donors.

What is the trend in the foundation's assets?

The foundation's assets have been on a declining trend, from a peak of $17,938,744 in 201512 to $12,834,434 in 202312, primarily due to expenses consistently exceeding revenue in recent periods.

Filing History

IRS 990 filing history for Coleman Fung Foundation Inc showing financial trends over 10 years of public records:

Over 10 years of IRS 990 filings (2011–2023), Coleman Fung Foundation Inc's revenue has grown by 52.4%, moving from $638K to $973K. Total assets decreased by 22.5% over the same period, from $16.6M to $12.8M. Total functional expenses rose by 93.4%, from $1.1M to $2.1M. In its most recent filing year (2023), Coleman Fung Foundation Inc reported a deficit of $1.1M, with expenses exceeding revenue. The organization holds $1 in liabilities against $12.8M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $12.8M.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $973K $2.1M $12.8M $1
2022 $399K $1.8M $13.9M $1 View 990
2021 $331K $1.6M $15.3M $1 View 990
2020 $89K $1.3M $16.6M $1 View 990
2019 $1.0M $1.3M $17.8M $0 View 990
2015 $1.6M $793K $17.9M $32K View 990
2014 $781K $910K $17.1M $45K View 990
2013 $838K $673K $17.2M $24K View 990
2012 $617K $119K $17.1M $23K View 990
2011 $638K $1.1M $16.6M $10K View 990

Year-by-Year Financial Summary

  • 2023: Revenue of $973K, expenses of $2.1M, and assets of $12.8M (revenue +143.5% year-over-year).
  • 2022: Revenue of $399K, expenses of $1.8M, and assets of $13.9M (revenue +20.6% year-over-year).
  • 2021: Revenue of $331K, expenses of $1.6M, and assets of $15.3M (revenue +272.3% year-over-year).
  • 2020: Revenue of $89K, expenses of $1.3M, and assets of $16.6M (revenue -91.3% year-over-year).
  • 2019: Revenue of $1.0M, expenses of $1.3M, and assets of $17.8M (revenue -36.6% year-over-year).
  • 2015: Revenue of $1.6M, expenses of $793K, and assets of $17.9M (revenue +106.6% year-over-year).
  • 2014: Revenue of $781K, expenses of $910K, and assets of $17.1M (revenue -6.8% year-over-year).
  • 2013: Revenue of $838K, expenses of $673K, and assets of $17.2M (revenue +35.9% year-over-year).
  • 2012: Revenue of $617K, expenses of $119K, and assets of $17.1M (revenue -3.4% year-over-year).
  • 2011: Revenue of $638K, expenses of $1.1M, and assets of $16.6M.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Coleman Fung 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 Coleman Fung 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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