David And Geri Epstein Private Foundation Dated 9 13 00
David And Geri Epstein Private Foundation consistently distributes nearly all revenue with zero officer compensation.
EIN: 201069019 · Westport, CT · NTEE: T22 · Updated: 2026-03-28
Is David And Geri Epstein Private Foundation Dated 9 13 00 Legit?
Appears Legitimate
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
David And Geri Epstein Private Foundation Dated 9 13 00 directs 95% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About David And Geri Epstein Private Foundation Dated 9 13 00
David And Geri Epstein Private Foundation Dated 9 13 00 (EIN: 201069019) is a nonprofit organization based in Westport, CT, classified under NTEE code T22. The organization reported total revenue of $14.4M and total assets of $31.5M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of David And Geri Epstein Private Foundation Dated 9 13 00's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
David And Geri Epstein Private Foundation Dated 9 13 00 is a large 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 12.8%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $1.4M |
| Total Expenses | $1.4M |
| Surplus / Deficit | +$1K |
| Total Assets | $19.8M |
| Total Liabilities | $1 |
| Net Assets | $19.8M |
| Operating Margin | 0.1% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 169.7 months |
Financial Health Grade: A
In 2023, David And Geri Epstein Private Foundation Dated 9 13 00 reported a surplus of $1K with revenue exceeding expenses, holds 169.7 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), David And Geri Epstein Private Foundation Dated 9 13 00's revenue has grown at a compound annual growth rate (CAGR) of 12.8%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +33.1% | +11.7% | +0.8% |
| 2022 | -41.2% | -3.2% | -4.0% |
| 2021 | +267.1% | -21.0% | +2.5% |
| 2020 | -77.4% | +99.8% | -4.9% |
| 2019 | +311.8% | +174.1% | +282.5% |
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 David And Geri Epstein Private Foundation Dated 9 13 00 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, David And Geri Epstein Private Foundation Dated 9 13 00 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 surplus of $1K, 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 no officers receive salaries from the foundation, 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.
Strengths
The following positive indicators were identified for David And Geri Epstein Private Foundation Dated 9 13 00:
- Consistent zero officer compensation across all filings.
- Minimal liabilities ($1 reported in most recent filings).
- Strong asset growth over the past decade, from $4.8M to $19.8M.
- High proportion of expenses relative to revenue, indicating active grant-making (e.g., 2023: $1,402,446 expenses on $1,403,901 revenue).
Frequently Asked Questions about David And Geri Epstein Private Foundation Dated 9 13 00
Is David And Geri Epstein Private Foundation Dated 9 13 00 a legitimate charity?
Based on AI analysis of IRS 990 filings, David And Geri Epstein Private Foundation Dated 9 13 00 (EIN: 201069019) appears legitimate. Mission Score: 90/100. 0 red flags identified, 4 strengths noted.
How does David And Geri Epstein Private Foundation Dated 9 13 00 spend its money?
David And Geri Epstein Private Foundation Dated 9 13 00 directs 95% of its spending to programs and services. The remaining budget covers administration and fundraising costs.
Are donations to David And Geri Epstein Private Foundation Dated 9 13 00 tax-deductible?
David And Geri Epstein Private Foundation Dated 9 13 00 is registered as a tax-exempt nonprofit (EIN: 201069019). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Is David And Geri Epstein Private Foundation a good charity?
Yes, as a private foundation, it appears to be a highly effective grant-making entity. Its consistent zero officer compensation, minimal liabilities, and high proportion of expenses relative to revenue (e.g., $1,402,446 expenses on $1,403,901 revenue in 2023) suggest that it efficiently deploys its resources towards its charitable mission.
How has the foundation's asset base changed over time?
The foundation's assets have grown substantially, from $4,818,157 in 2011 to $19,834,598 in 2023, demonstrating strong financial management and growth in its endowment.
What is the foundation's approach to executive compensation?
The foundation reports 0% officer compensation in all available filings, indicating that its leadership is either unpaid or compensated through other means not reported as officer compensation, which is a strong indicator of efficiency.
Filing History
IRS 990 filing history for David And Geri Epstein Private Foundation Dated 9 13 00 showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), David And Geri Epstein Private Foundation Dated 9 13 00's revenue has grown by 325.4%, moving from $330K to $1.4M. Total assets increased by 311.7% over the same period, from $4.8M to $19.8M. Total functional expenses rose by 377.8%, from $294K to $1.4M. In its most recent filing year (2023), David And Geri Epstein Private Foundation Dated 9 13 00 reported a surplus of $1K, with revenue exceeding expenses. The organization holds $1 in liabilities against $19.8M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $19.8M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $1.4M | $1.4M | $19.8M | $1 | — | — |
| 2022 | $1.1M | $1.3M | $19.7M | $1 | — | View 990 |
| 2021 | $1.8M | $1.3M | $20.5M | $1 | — | View 990 |
| 2020 | $489K | $1.6M | $20.0M | $1 | — | View 990 |
| 2019 | $2.2M | $822K | $21.1M | $1 | — | View 990 |
| 2015 | $525K | $300K | $5.5M | $1 | — | View 990 |
| 2014 | $810K | $292K | $5.3M | $1 | — | View 990 |
| 2013 | $464K | $308K | $4.8M | $1 | — | View 990 |
| 2012 | $82K | $294K | $4.6M | $0 | — | View 990 |
| 2011 | $330K | $294K | $4.8M | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $1.4M, expenses of $1.4M, and assets of $19.8M (revenue +33.1% year-over-year).
- 2022: Revenue of $1.1M, expenses of $1.3M, and assets of $19.7M (revenue -41.2% year-over-year).
- 2021: Revenue of $1.8M, expenses of $1.3M, and assets of $20.5M (revenue +267.1% year-over-year).
- 2020: Revenue of $489K, expenses of $1.6M, and assets of $20.0M (revenue -77.4% year-over-year).
- 2019: Revenue of $2.2M, expenses of $822K, and assets of $21.1M (revenue +311.8% year-over-year).
- 2015: Revenue of $525K, expenses of $300K, and assets of $5.5M (revenue -35.2% year-over-year).
- 2014: Revenue of $810K, expenses of $292K, and assets of $5.3M (revenue +74.4% year-over-year).
- 2013: Revenue of $464K, expenses of $308K, and assets of $4.8M (revenue +467.0% year-over-year).
- 2012: Revenue of $82K, expenses of $294K, and assets of $4.6M (revenue -75.2% year-over-year).
- 2011: Revenue of $330K, expenses of $294K, and assets of $4.8M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for David And Geri Epstein Private Foundation Dated 9 13 00:
Data Sources and Methodology
This transparency report for David And Geri Epstein Private Foundation Dated 9 13 00 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.