Dola Hamilton Stemberg Charitable Foundation

Dola Hamilton Stemberg Charitable Foundation maintains strong financial health with growing assets and no reported officer compensation.

EIN: 205672504 · Ft Lauderdale, FL · NTEE: T20 · Updated: 2026-03-28

$1.3MRevenue
$9.7MAssets
90/100Mission Score (Excellent)
T20
Dola Hamilton Stemberg Charitable Foundation Financial Summary
MetricValue
Total Revenue$1.3M
Total Expenses$615K
Program Spending90%
CEO/Top Officer Pay$9.7
Net Assets$9.1M
Transparency Score90/100

Is Dola Hamilton Stemberg Charitable Foundation Legit?

Appears Legitimate

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
NoneRed Flags

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

Dola Hamilton Stemberg Charitable Foundation directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Dola Hamilton Stemberg Charitable Foundation

Dola Hamilton Stemberg Charitable Foundation (EIN: 205672504) is a nonprofit organization based in Ft Lauderdale, FL, classified under NTEE code T20. The organization reported total revenue of $1.3M and total assets of $9.7M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Dola Hamilton Stemberg Charitable 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

Dola Hamilton Stemberg Charitable 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 6.7%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$1.0M
Total Expenses$615K
Surplus / Deficit+$432K
Total Assets$9.1M
Total Liabilities$1
Net Assets$9.1M
Operating Margin41.3%
Debt-to-Asset Ratio0.0%
Months of Reserves178.3 months

Financial Health Grade: A

In 2023, Dola Hamilton Stemberg Charitable Foundation reported a surplus of $432K with revenue exceeding expenses, holds 178.3 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), Dola Hamilton Stemberg Charitable Foundation's revenue has grown at a compound annual growth rate (CAGR) of 6.7%.

YearRevenue ChangeExpense ChangeAsset Change
2023-5.4%+22.8%-2.8%
2022-28.4%+19.6%-6.7%
2021+604.0%+32.5%+33.0%
2020+52.0%+113.8%+1.3%
2019-7.4%+140.3%+84.3%

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 Dola Hamilton Stemberg Charitable Foundation appears to be a well-managed private foundation with a strong financial position. Over the past three years (2021-2023), the foundation has consistently generated significant revenue, averaging over $1 million annually, while keeping expenses considerably lower. For instance, in 2023, revenue was $1,047,554 against expenses of $615,350, indicating a healthy surplus that contributes to its growing asset base. The foundation's assets have shown consistent growth, reaching $9,718,778 in the latest period, up from $4,062,515 in 2015, demonstrating effective asset management and investment. The foundation's spending efficiency is notable, particularly given the consistent reporting of 0% officer compensation across all available filings. This suggests that administrative costs related to executive salaries are either non-existent or covered by other means, which is a positive indicator for donor confidence. While specific program spending details are not provided in the summary data, the low overall expense ratio relative to revenue suggests that a significant portion of available funds is likely directed towards its charitable purpose. The consistent filing of IRS Form 990s over a decade also points to a commitment to transparency and regulatory compliance.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Dola Hamilton Stemberg Charitable 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: 10%
  • programs: 90%
  • fundraising: 0%

According to IRS 990 filings, Dola Hamilton Stemberg Charitable Foundation 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:

$1.0MTotal Revenue
$615KTotal Expenses
$9.1MTotal Assets
$1Total Liabilities
$9.1MNet Assets
  • The organization reported a surplus of $432K, with revenue exceeding expenses.
  • Debt-to-asset ratio: 0.0%.

Executive Compensation Analysis

Executive compensation is reported as 0% across all available filings, indicating that no salaries are paid to officers, which is highly unusual for an organization of its size and asset base ($9.7 million). This suggests extremely low administrative overhead related to leadership salaries.

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 Dola Hamilton Stemberg Charitable Foundation:

  • Strong and growing asset base, reaching $9,718,778 in the latest period.
  • Consistent revenue generation exceeding expenses, indicating financial stability.
  • 0% reported officer compensation across all filings, suggesting very low administrative overhead.
  • Long history of IRS 990 filings (10 filings), demonstrating commitment to transparency and compliance.
  • Healthy financial surplus generation, with revenue of $1,047,554 against expenses of $615,350 in 2023.

Frequently Asked Questions about Dola Hamilton Stemberg Charitable Foundation

Is Dola Hamilton Stemberg Charitable Foundation a legitimate charity?

Dola Hamilton Stemberg Charitable Foundation (EIN: 205672504) is a registered tax-exempt nonprofit based in Florida. Our AI analysis gives it a Mission Score of 90/100. It has 10 years of IRS 990 filings on record. Total revenue: $1.3M. No red flags identified. 5 strengths noted. Financial health grade: A.

How does Dola Hamilton Stemberg Charitable Foundation spend its money?

Dola Hamilton Stemberg Charitable Foundation directs 90% of its spending to programs and services. This exceeds the 65% industry benchmark.

Are donations to Dola Hamilton Stemberg Charitable Foundation tax-deductible?

Dola Hamilton Stemberg Charitable Foundation is registered as a tax-exempt nonprofit (EIN: 205672504). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

How much does the Dola Hamilton Stemberg Charitable Foundation CEO make?

Dola Hamilton Stemberg Charitable Foundation's highest-compensated officer earns $9.7 annually. The organization reported $1.3M in total revenue. Executive compensation data is disclosed in IRS 990 filings.

How does Dola Hamilton Stemberg Charitable Foundation compare to similar nonprofits?

With a transparency score of 90/100 (Excellent), Dola Hamilton Stemberg Charitable 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 Dola Hamilton Stemberg Charitable Foundation located?

Dola Hamilton Stemberg Charitable Foundation is headquartered in Ft Lauderdale, Florida and files with the IRS under EIN 205672504. It is classified under NTEE code T20.

How many years of IRS 990 filings does Dola Hamilton Stemberg Charitable Foundation have?

Dola Hamilton Stemberg Charitable 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 $1.3M in total revenue.

Is the Dola Hamilton Stemberg Charitable Foundation a good charity?

Based on the provided financial data, the foundation appears to be a very good charity from a financial health and efficiency perspective. It has a strong asset base, consistently generates more revenue than expenses, and reports 0% officer compensation, indicating excellent financial stewardship.

How has the foundation's asset base changed over time?

The foundation's assets have shown significant and consistent growth, increasing from $4,062,515 in 2015 to $9,718,778 in the latest period, nearly tripling in less than a decade.

What is the trend in the foundation's revenue and expenses?

Revenue has fluctuated but generally remained strong, with the last three years averaging over $1 million. Expenses have consistently been lower than revenue, allowing for asset growth. For example, in 2023, revenue was $1,047,554 while expenses were $615,350.

Filing History

IRS 990 filing history for Dola Hamilton Stemberg Charitable Foundation showing financial trends over 10 years of public records:

Over 10 years of IRS 990 filings (2011–2023), Dola Hamilton Stemberg Charitable Foundation's revenue has grown by 117%, moving from $483K to $1.0M. Total assets increased by 122% over the same period, from $4.1M to $9.1M. Total functional expenses rose by 70.2%, from $362K to $615K. In its most recent filing year (2023), Dola Hamilton Stemberg Charitable Foundation reported a surplus of $432K, with revenue exceeding expenses. The organization holds $1 in liabilities against $9.1M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $9.1M.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $1.0M $615K $9.1M $1 View 990
2022 $1.1M $501K $9.4M $1 View 990
2021 $1.5M $419K $10.1M $1 View 990
2020 $220K $316K $7.6M $1
2019 $144K $148K $7.5M $0 View 990
2015 $156K $62K $4.1M $0 View 990
2014 $354K $152K $3.9M $0 View 990
2013 $1.1M $317K $3.8M $0 View 990
2012 $227K $847K $3.2M $0 View 990
2011 $483K $362K $4.1M $0 View 990

Year-by-Year Financial Summary

  • 2023: Revenue of $1.0M, expenses of $615K, and assets of $9.1M (revenue -5.4% year-over-year).
  • 2022: Revenue of $1.1M, expenses of $501K, and assets of $9.4M (revenue -28.4% year-over-year).
  • 2021: Revenue of $1.5M, expenses of $419K, and assets of $10.1M (revenue +604.0% year-over-year).
  • 2020: Revenue of $220K, expenses of $316K, and assets of $7.6M (revenue +52.0% year-over-year).
  • 2019: Revenue of $144K, expenses of $148K, and assets of $7.5M (revenue -7.4% year-over-year).
  • 2015: Revenue of $156K, expenses of $62K, and assets of $4.1M (revenue -55.9% year-over-year).
  • 2014: Revenue of $354K, expenses of $152K, and assets of $3.9M (revenue -66.7% year-over-year).
  • 2013: Revenue of $1.1M, expenses of $317K, and assets of $3.8M (revenue +369.9% year-over-year).
  • 2012: Revenue of $227K, expenses of $847K, and assets of $3.2M (revenue -53.1% year-over-year).
  • 2011: Revenue of $483K, expenses of $362K, and assets of $4.1M.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Dola Hamilton Stemberg Charitable 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 Dola Hamilton Stemberg Charitable 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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