Fermata Charitable Foundation

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Fermata Charitable Foundation Form 990, Revenue, CEO Pay, and IRS Filing Signals

Fermata Charitable Foundation is surfaced here as a decision-ready nonprofit financial profile, not just a charity listing. The page consolidates IRS Form 990 revenue, expenses, assets, tax-exempt classification, executive compensation, mission score, red flags, and year-by-year filing history so donors, researchers, journalists, and grant teams can answer the common search questions around Fermata Charitable Foundation in one place.

Is Fermata Charitable Foundation Legit?

Some Concerns

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

IRS 990 Data Cockpit

Where the Money Comes From and Where It Goes

Across stored filings, Fermata Charitable Foundation shows contribution history pending. Next enrichment targets: revenue-source fields, IRS BMF classification.

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Keep the Investigation Moving

Fermata Charitable Foundation directs 85% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Fermata Charitable Foundation

Fermata Charitable Foundation (EIN: 207034733) is a nonprofit organization based in Elmhurst, IL, classified under NTEE code T20. The organization reported total revenue of $5.4M and total assets of $5.0M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Fermata Charitable Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

Fermata Charitable Foundation 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 6.9%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Financial Health Grade: B

In 2023, Fermata Charitable Foundation reported a deficit of $116K with expenses exceeding revenue, holds 130.2 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), Fermata Charitable Foundation's revenue has grown at a compound annual growth rate (CAGR) of 6.9%.

IRS Tax-Exempt Classification

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 Fermata Charitable Foundation with a Mission Score of 85 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: 85%
• fundraising: 5%

According to IRS 990 filings, Fermata Charitable Foundation allocates its expenses as follows: admin: 10%, programs: 85%, fundraising: 5%. With 85% 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 $116K, with expenses exceeding revenue.
• Debt-to-asset ratio: 0.0%.

Executive Compensation Analysis

Executive compensation is consistently reported as 0% across all available filings, suggesting that the organization's leadership is either entirely volunteer-based or compensated through non-officer categories, which is highly unusual for an organization with over $5 million in assets.

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 Fermata Charitable Foundation's IRS 990 filings:

• Significant revenue volatility, including negative revenue in 2022, could indicate an unstable funding model.
• Lack of reported officer compensation for an organization with over $5 million in assets is unusual and warrants further investigation into leadership structure and sustainability.

Strengths

The following positive indicators were identified for Fermata Charitable Foundation:

• Strong asset base of $5,046,195, indicating financial stability.
• Consistently low liabilities ($1 reported in recent years), suggesting minimal debt burden.
• Consistent 0% reported officer compensation, potentially indicating high volunteer engagement at leadership levels.
• Good transparency with 10 IRS 990 filings available.

Frequently Asked Questions about Fermata Charitable Foundation

Filing History

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

Over 10 years of IRS 990 filings (2011–2023), Fermata Charitable Foundation's revenue has grown by 121.9%, moving from $140K to $311K. Total assets increased by 91.6% over the same period, from $2.4M to $4.6M. Total functional expenses rose by 271.6%, from $115K to $427K. In its most recent filing year (2023), Fermata Charitable Foundation reported a deficit of $116K, with expenses exceeding revenue. The organization holds $1 in liabilities against $4.6M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $4.6M.

Year-by-Year Financial Summary

• 2023: Revenue of $311K, expenses of $427K, and assets of $4.6M.
• 2022: Revenue of $-99,632, expenses of $232K, and assets of $4.8M (revenue -105.9% year-over-year).
• 2021: Revenue of $1.7M, expenses of $739K, and assets of $5.1M (revenue +147.8% year-over-year).
• 2020: Revenue of $677K, expenses of $702K, and assets of $4.2M (revenue -48.2% year-over-year).
• 2019: Revenue of $1.3M, expenses of $227K, and assets of $4.2M (revenue +532.0% year-over-year).
• 2015: Revenue of $207K, expenses of $173K, and assets of $2.7M (revenue -36.3% year-over-year).
• 2014: Revenue of $325K, expenses of $162K, and assets of $2.7M (revenue +48.4% year-over-year).
• 2013: Revenue of $219K, expenses of $148K, and assets of $2.4M (revenue +154.8% year-over-year).
• 2012: Revenue of $86K, expenses of $131K, and assets of $2.4M (revenue -38.8% year-over-year).
• 2011: Revenue of $140K, expenses of $115K, and assets of $2.4M.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Fermata Charitable Foundation:

Data Sources and Methodology

This transparency report for Fermata 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.