Energy Transfer Sunoco Foundation
Energy Transfer Sunoco Foundation maintains strong asset base and zero executive compensation over a decade.
EIN: 203459268 · Wilmington, DE · NTEE: T20 · Updated: 2026-03-28
Is Energy Transfer Sunoco Foundation Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Energy Transfer Sunoco Foundation directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Energy Transfer Sunoco Foundation
Energy Transfer Sunoco Foundation (EIN: 203459268) is a nonprofit organization based in Wilmington, DE, classified under NTEE code T20. The organization reported total revenue of $3.9M and total assets of $29.6M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Energy Transfer Sunoco Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Energy Transfer Sunoco Foundation is a mid-size nonprofit that has been operating for 21 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 9.2%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $1.8M |
| Total Expenses | $1.6M |
| Surplus / Deficit | +$225K |
| Total Assets | $29.0M |
| Total Liabilities | $1 |
| Net Assets | $29.0M |
| Operating Margin | 12.3% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 216.5 months |
Financial Health Grade: A
In 2023, Energy Transfer Sunoco Foundation reported a surplus of $225K with revenue exceeding expenses, holds 216.5 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), Energy Transfer Sunoco Foundation's revenue has grown at a compound annual growth rate (CAGR) of 9.2%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | -4.1% | -16.3% | +0.8% |
| 2022 | -26.9% | +3.3% | +-0.0% |
| 2021 | +33.6% | +11.1% | +2.7% |
| 2020 | -33.1% | -1.6% | +1.0% |
| 2019 | +106.4% | -8.0% | -6.4% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 2005 |
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 Energy Transfer Sunoco 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, Energy Transfer Sunoco 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:
- The organization reported a surplus of $225K, with revenue exceeding expenses.
- Debt-to-asset ratio: 0.0%.
Executive Compensation Analysis
Executive compensation has consistently been reported as 0% across all ten years of available filings, indicating that no officers or key employees receive salaries from the foundation, which is highly commendable for a nonprofit of its size with assets nearing $30 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 Energy Transfer Sunoco Foundation's IRS 990 filings:
- No detailed program vs. administrative vs. fundraising expense breakdown available in summary data (common for foundations)
Strengths
The following positive indicators were identified for Energy Transfer Sunoco Foundation:
- Consistent 0% officer compensation across all filings
- Strong and stable asset base (approx. $29 million)
- Minimal liabilities ($0 or $1) indicating low financial risk
- Consistent revenue generation, often exceeding expenses in recent years
- Long history of IRS 990 filings demonstrating transparency
Frequently Asked Questions about Energy Transfer Sunoco Foundation
Is Energy Transfer Sunoco Foundation a legitimate charity?
Based on AI analysis of IRS 990 filings, Energy Transfer Sunoco Foundation (EIN: 203459268) some concerns. Mission Score: 92/100. 1 red flag identified, 5 strengths noted.
How does Energy Transfer Sunoco Foundation spend its money?
Energy Transfer Sunoco Foundation directs 90% of its spending to programs and services. The remaining budget covers administration and fundraising costs.
Are donations to Energy Transfer Sunoco Foundation tax-deductible?
Energy Transfer Sunoco Foundation is registered as a tax-exempt nonprofit (EIN: 203459268). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Is Energy Transfer Sunoco Foundation a good charity?
Based on the provided financial data, the Energy Transfer Sunoco Foundation appears to be a very good charity. It maintains a strong asset base (latest $28,951,367), consistently manages expenses below revenue in recent years, and most notably, reports 0% officer compensation across all ten years of filings, indicating highly efficient use of funds.
How has the foundation's financial health changed over time?
The foundation has maintained a remarkably stable financial position over the past decade. While annual revenues and expenses fluctuate, its asset base has consistently remained around $28-31 million, demonstrating long-term stability and effective asset management. Liabilities have also remained consistently minimal ($0 or $1).
What is the foundation's approach to executive compensation?
The foundation's approach to executive compensation is highly conservative, reporting 0% officer compensation in every available filing from 2011 to 2023. This suggests that leadership roles are likely filled by volunteers or compensated by an affiliated entity, allowing all foundation funds to be directed towards its mission.
Filing History
IRS 990 filing history for Energy Transfer Sunoco Foundation showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), Energy Transfer Sunoco Foundation's revenue has grown by 187%, moving from $637K to $1.8M. Total assets decreased by 8.9% over the same period, from $31.8M to $29.0M. Total functional expenses fell by 12.5%, from $1.8M to $1.6M. In its most recent filing year (2023), Energy Transfer Sunoco Foundation reported a surplus of $225K, with revenue exceeding expenses. The organization holds $1 in liabilities against $29.0M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $29.0M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $1.8M | $1.6M | $29.0M | $1 | — | — |
| 2022 | $1.9M | $1.9M | $28.7M | $1 | — | View 990 |
| 2021 | $2.6M | $1.9M | $28.7M | $1 | — | — |
| 2020 | $2.0M | $1.7M | $28.0M | $1 | — | — |
| 2019 | $2.9M | $1.7M | $27.7M | $1 | — | View 990 |
| 2015 | $1.4M | $1.8M | $29.6M | $0 | — | View 990 |
| 2014 | $1.6M | $1.7M | $30.0M | $0 | — | View 990 |
| 2013 | $1.6M | $1.9M | $30.2M | $1 | — | View 990 |
| 2012 | $1.0M | $2.3M | $30.5M | $0 | — | View 990 |
| 2011 | $637K | $1.8M | $31.8M | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $1.8M, expenses of $1.6M, and assets of $29.0M (revenue -4.1% year-over-year).
- 2022: Revenue of $1.9M, expenses of $1.9M, and assets of $28.7M (revenue -26.9% year-over-year).
- 2021: Revenue of $2.6M, expenses of $1.9M, and assets of $28.7M (revenue +33.6% year-over-year).
- 2020: Revenue of $2.0M, expenses of $1.7M, and assets of $28.0M (revenue -33.1% year-over-year).
- 2019: Revenue of $2.9M, expenses of $1.7M, and assets of $27.7M (revenue +106.4% year-over-year).
- 2015: Revenue of $1.4M, expenses of $1.8M, and assets of $29.6M (revenue -9.4% year-over-year).
- 2014: Revenue of $1.6M, expenses of $1.7M, and assets of $30.0M (revenue +0.3% year-over-year).
- 2013: Revenue of $1.6M, expenses of $1.9M, and assets of $30.2M (revenue +52.3% year-over-year).
- 2012: Revenue of $1.0M, expenses of $2.3M, and assets of $30.5M (revenue +60.3% year-over-year).
- 2011: Revenue of $637K, expenses of $1.8M, and assets of $31.8M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Energy Transfer Sunoco Foundation:
Data Sources and Methodology
This transparency report for Energy Transfer Sunoco 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.