Eppstein Uhen Foundation Inc
Eppstein Uhen Foundation Inc consistently grows assets with minimal expenses and no officer compensation.
EIN: 208080585 · Milwaukee, WI · NTEE: T20 · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $3.2M |
| Total Expenses | $157K |
| Program Spending | 90% |
| Net Assets | $2.9M |
| Transparency Score | 95/100 |
Is Eppstein Uhen Foundation Inc Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Eppstein Uhen Foundation Inc directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Eppstein Uhen Foundation Inc
Eppstein Uhen Foundation Inc (EIN: 208080585) is a nonprofit organization based in Milwaukee, WI, classified under NTEE code T20. The organization reported total revenue of $3.2M and total assets of $3.5M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Eppstein Uhen Foundation Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Eppstein Uhen Foundation Inc is a mid-size nonprofit that has been operating for 19 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 15.4%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $373K |
| Total Expenses | $157K |
| Surplus / Deficit | +$216K |
| Total Assets | $2.9M |
| Total Liabilities | $1 |
| Net Assets | $2.9M |
| Operating Margin | 58.0% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 224.2 months |
Financial Health Grade: A
In 2023, Eppstein Uhen Foundation Inc reported a surplus of $216K with revenue exceeding expenses, holds 224.2 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), Eppstein Uhen Foundation Inc's revenue has grown at a compound annual growth rate (CAGR) of 15.4%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +15.1% | +63.4% | +8.0% |
| 2022 | -76.1% | -5.6% | +8.1% |
| 2021 | +802.4% | +347.0% | +104.5% |
| 2020 | -56.2% | -76.1% | +11.2% |
| 2019 | +131.0% | +1.5% | +190.4% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1200 |
| IRS Ruling Date | 2007 |
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 Eppstein Uhen Foundation Inc with a Mission Score of 95 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, Eppstein Uhen 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:
- The organization reported a surplus of $216K, with revenue exceeding expenses.
- Debt-to-asset ratio: 0.0%.
Executive Compensation Analysis
Executive compensation is reported as 0% across all available filing periods, indicating that the organization's leadership is either entirely volunteer-based or compensated through other means not classified as officer compensation, which is highly favorable for donor confidence and resource allocation.
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 Eppstein Uhen Foundation Inc's IRS 990 filings:
- No specific program spending breakdown provided in summary data, making it difficult to precisely quantify direct program impact without full 990 review.
Strengths
The following positive indicators were identified for Eppstein Uhen Foundation Inc:
- Consistent and significant asset growth, from $189,891 in 2011 to $2,924,556 in 2023, indicating strong financial management.
- Extremely low expense ratios relative to revenue across all reported periods (e.g., 2023 expenses were $156,500 on $372,996 revenue).
- Zero reported officer compensation for all available filings, suggesting volunteer leadership or highly efficient administrative structures.
- Strong financial stability with low liabilities reported across most periods (e.g., $1 in 2023 and 2022).
- Positive revenue trends, with significant spikes like $1,356,449 in 2021, demonstrating fundraising capacity.
Frequently Asked Questions about Eppstein Uhen Foundation Inc
Is Eppstein Uhen Foundation Inc a legitimate charity?
Based on AI analysis of IRS 990 filings, Eppstein Uhen Foundation Inc (EIN: 208080585) some concerns. Mission Score: 95/100. 1 red flag identified, 5 strengths noted.
How does Eppstein Uhen Foundation Inc spend its money?
Eppstein Uhen Foundation Inc directs 90% of its spending to programs and services. The remaining budget covers administration and fundraising costs.
Are donations to Eppstein Uhen Foundation Inc tax-deductible?
Eppstein Uhen Foundation Inc is registered as a tax-exempt nonprofit (EIN: 208080585). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
How does Eppstein Uhen Foundation Inc compare to similar nonprofits?
With a transparency score of 95/100 (Excellent), Eppstein Uhen Foundation Inc 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 Eppstein Uhen Foundation Inc located?
Eppstein Uhen Foundation Inc is headquartered in Milwaukee, Wisconsin and files with the IRS under EIN 208080585. It is classified under NTEE code T20.
How many years of IRS 990 filings does Eppstein Uhen Foundation Inc have?
Eppstein Uhen 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 $3.2M in total revenue.
Is Eppstein Uhen Foundation Inc a good charity?
Based on the provided financial data, Eppstein Uhen Foundation Inc appears to be a very good charity. It demonstrates excellent financial health, consistent asset growth, extremely low expense ratios relative to revenue, and no reported officer compensation, all of which are strong indicators of efficiency and dedication to its mission.
How has the organization's financial health changed over time?
The organization's financial health has significantly improved over time, with assets growing from $189,891 in 2011 to $2,924,556 in 2023. This substantial growth, coupled with consistently low expenses, indicates robust financial management and sustainability.
What is the organization's spending efficiency?
The organization exhibits high spending efficiency. For example, in 2023, expenses were only $156,500 against revenues of $372,996, meaning a large portion of revenue was retained or directed towards future program capacity rather than immediate operational costs. The absence of officer compensation further enhances this efficiency.
Filing History
IRS 990 filing history for Eppstein Uhen Foundation Inc showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), Eppstein Uhen Foundation Inc's revenue has grown by 459.7%, moving from $67K to $373K. Total assets increased by 1440.1% over the same period, from $190K to $2.9M. Total functional expenses rose by 137.2%, from $66K to $157K. In its most recent filing year (2023), Eppstein Uhen Foundation Inc reported a surplus of $216K, with revenue exceeding expenses. The organization holds $1 in liabilities against $2.9M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $2.9M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $373K | $157K | $2.9M | $1 | — | — |
| 2022 | $324K | $96K | $2.7M | $1 | — | View 990 |
| 2021 | $1.4M | $101K | $2.5M | $25K | — | View 990 |
| 2020 | $150K | $23K | $1.2M | $1 | — | — |
| 2019 | $343K | $95K | $1.1M | $5K | — | View 990 |
| 2015 | $149K | $94K | $379K | $1 | — | View 990 |
| 2014 | $124K | $89K | $324K | $1 | — | View 990 |
| 2013 | $155K | $79K | $289K | $0 | — | View 990 |
| 2012 | $93K | $71K | $212K | $1 | — | View 990 |
| 2011 | $67K | $66K | $190K | $1 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $373K, expenses of $157K, and assets of $2.9M (revenue +15.1% year-over-year).
- 2022: Revenue of $324K, expenses of $96K, and assets of $2.7M (revenue -76.1% year-over-year).
- 2021: Revenue of $1.4M, expenses of $101K, and assets of $2.5M (revenue +802.4% year-over-year).
- 2020: Revenue of $150K, expenses of $23K, and assets of $1.2M (revenue -56.2% year-over-year).
- 2019: Revenue of $343K, expenses of $95K, and assets of $1.1M (revenue +131.0% year-over-year).
- 2015: Revenue of $149K, expenses of $94K, and assets of $379K (revenue +19.7% year-over-year).
- 2014: Revenue of $124K, expenses of $89K, and assets of $324K (revenue -20.0% year-over-year).
- 2013: Revenue of $155K, expenses of $79K, and assets of $289K (revenue +66.5% year-over-year).
- 2012: Revenue of $93K, expenses of $71K, and assets of $212K (revenue +40.0% year-over-year).
- 2011: Revenue of $67K, expenses of $66K, and assets of $190K.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Eppstein Uhen Foundation Inc:
Data Sources and Methodology
This transparency report for Eppstein Uhen 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.