Epperson Family Foundation
Epperson Family Foundation maintains strong asset base with zero officer compensation.
EIN: 205579678 · Gold Canyon, AZ · NTEE: T22 · Updated: 2026-03-28
Is Epperson Family Foundation Legit?
Appears Legitimate
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Epperson Family Foundation directs 95% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Epperson Family Foundation
Epperson Family Foundation (EIN: 205579678) is a nonprofit organization based in Gold Canyon, AZ, classified under NTEE code T22. The organization reported total revenue of $749K and total assets of $2.4M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Epperson Family Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Epperson Family Foundation is a small 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 10.3%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $157K |
| Total Expenses | $185K |
| Surplus / Deficit | $-28,419 |
| Total Assets | $2.3M |
| Total Liabilities | $1 |
| Net Assets | $2.3M |
| Operating Margin | -18.1% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 150.5 months |
Financial Health Grade: B
In 2023, Epperson Family Foundation reported a deficit of $28K with expenses exceeding revenue, holds 150.5 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), Epperson Family Foundation's revenue has grown at a compound annual growth rate (CAGR) of 10.3%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | -40.6% | +8.6% | +1.6% |
| 2022 | -49.4% | -4.4% | -1.2% |
| 2021 | +54.0% | +30.4% | +14.3% |
| 2020 | +195.7% | +5.8% | +11.1% |
| 2019 | -70.5% | +37.2% | -7.0% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 2006 |
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 Epperson Family 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: 5%
- programs: 95%
- fundraising: 0%
According to IRS 990 filings, Epperson Family 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 $28K, with expenses exceeding revenue.
- Debt-to-asset ratio: 0.0%.
Executive Compensation Analysis
Executive compensation is consistently reported as 0% across all filings, indicating that the foundation operates with unpaid leadership, which is highly efficient for an organization of its size with assets over $2 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.
Strengths
The following positive indicators were identified for Epperson Family Foundation:
- Consistent asset growth, from $1.47M in 2011 to $2.33M in 2023.
- Zero officer compensation reported across all filings, indicating high efficiency.
- Minimal liabilities, consistently reported as $1, reflecting strong financial management.
- Healthy asset-to-expense ratio, with assets over 12 times annual expenses in 2023.
- Consistent IRS 990 filing history, demonstrating transparency and compliance.
Frequently Asked Questions about Epperson Family Foundation
Is Epperson Family Foundation a legitimate charity?
Based on AI analysis of IRS 990 filings, Epperson Family Foundation (EIN: 205579678) appears legitimate. Mission Score: 90/100. 0 red flags identified, 5 strengths noted.
How does Epperson Family Foundation spend its money?
Epperson Family Foundation directs 95% of its spending to programs and services. The remaining budget covers administration and fundraising costs.
Are donations to Epperson Family Foundation tax-deductible?
Epperson Family Foundation is registered as a tax-exempt nonprofit (EIN: 205579678). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Is Epperson Family Foundation a good charity?
Based on the available financial data, the Epperson Family Foundation appears to be a very good charity. It maintains a strong asset base, consistently reports 0% officer compensation, and has minimal liabilities, indicating efficient use of funds and strong financial health.
How has the foundation's asset base changed over time?
The foundation's assets have shown consistent growth, increasing from $1,468,931 in 2011 to $2,326,476 in 2023, demonstrating effective asset management and financial stability.
What is the foundation's approach to executive compensation?
The Epperson Family Foundation consistently reports 0% officer compensation, indicating that its leadership serves without pay, which significantly reduces administrative overhead.
Filing History
IRS 990 filing history for Epperson Family Foundation showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), Epperson Family Foundation's revenue has grown by 224.1%, moving from $48K to $157K. Total assets increased by 58.4% over the same period, from $1.5M to $2.3M. Total functional expenses rose by 117.3%, from $85K to $185K. In its most recent filing year (2023), Epperson Family Foundation reported a deficit of $28K, with expenses exceeding revenue. The organization holds $1 in liabilities against $2.3M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $2.3M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $157K | $185K | $2.3M | $1 | — | View 990 |
| 2022 | $265K | $171K | $2.3M | $1 | — | View 990 |
| 2021 | $523K | $179K | $2.3M | $1 | — | View 990 |
| 2020 | $340K | $137K | $2.0M | $1 | — | View 990 |
| 2019 | $115K | $129K | $1.8M | $1 | — | — |
| 2015 | $390K | $94K | $2.0M | $0 | — | View 990 |
| 2014 | $236K | $103K | $1.9M | $0 | — | View 990 |
| 2013 | $218K | $97K | $1.8M | $0 | — | View 990 |
| 2012 | $322K | $175K | $1.6M | $0 | — | View 990 |
| 2011 | $48K | $85K | $1.5M | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $157K, expenses of $185K, and assets of $2.3M (revenue -40.6% year-over-year).
- 2022: Revenue of $265K, expenses of $171K, and assets of $2.3M (revenue -49.4% year-over-year).
- 2021: Revenue of $523K, expenses of $179K, and assets of $2.3M (revenue +54.0% year-over-year).
- 2020: Revenue of $340K, expenses of $137K, and assets of $2.0M (revenue +195.7% year-over-year).
- 2019: Revenue of $115K, expenses of $129K, and assets of $1.8M (revenue -70.5% year-over-year).
- 2015: Revenue of $390K, expenses of $94K, and assets of $2.0M (revenue +65.2% year-over-year).
- 2014: Revenue of $236K, expenses of $103K, and assets of $1.9M (revenue +8.4% year-over-year).
- 2013: Revenue of $218K, expenses of $97K, and assets of $1.8M (revenue -32.5% year-over-year).
- 2012: Revenue of $322K, expenses of $175K, and assets of $1.6M (revenue +564.8% year-over-year).
- 2011: Revenue of $48K, expenses of $85K, and assets of $1.5M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Epperson Family Foundation:
Data Sources and Methodology
This transparency report for Epperson Family 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.