Frances W Burton Foundation
Frances W Burton Foundation consistently spends more than it earns annually, drawing from a substantial endowment.
EIN: 204214804 · Salt Lake Cty, UT · NTEE: T20 · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $3.6M |
| Total Expenses | $330K |
| Program Spending | 80% |
| Net Assets | $3.9M |
| Transparency Score | 75/100 |
Is Frances W Burton Foundation Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Frances W Burton Foundation directs 80% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Frances W Burton Foundation
Frances W Burton Foundation (EIN: 204214804) is a nonprofit organization based in Salt Lake Cty, UT, classified under NTEE code T20. The organization reported total revenue of $3.6M and total assets of $4.9M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Frances W Burton Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Frances W Burton 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 -1.5%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $184K |
| Total Expenses | $330K |
| Surplus / Deficit | $-146,063 |
| Total Assets | $3.9M |
| Total Liabilities | $1 |
| Net Assets | $3.9M |
| Operating Margin | -79.6% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 140.7 months |
Financial Health Grade: B
In 2023, Frances W Burton Foundation reported a deficit of $146K with expenses exceeding revenue, holds 140.7 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), Frances W Burton Foundation's revenue has declined at a compound annual growth rate (CAGR) of -1.5%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | -65.7% | -12.4% | -4.1% |
| 2022 | +47.0% | -10.7% | +4.9% |
| 2021 | +366.7% | +49.6% | +6.9% |
| 2020 | -56.5% | -1.7% | -5.0% |
| 2019 | +50.4% | -5.7% | -29.2% |
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 Frances W Burton Foundation with a Mission Score of 75 out of 100 (Good). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Spending Breakdown
- admin: 15%
- programs: 80%
- fundraising: 5%
According to IRS 990 filings, Frances W Burton Foundation allocates its expenses as follows: admin: 15%, programs: 80%, fundraising: 5%. With 80% 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 $146K, with expenses exceeding revenue.
- Debt-to-asset ratio: 0.0%.
Executive Compensation Analysis
Executive compensation is reported as 0% across all available filings, indicating that officers are either unpaid or compensated through other means not categorized as officer compensation, which is a strong positive for 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 Frances W Burton Foundation's IRS 990 filings:
- Consistent annual deficits (expenses exceeding revenue) in multiple periods, such as $329,671 expenses vs. $183,608 revenue in 2023.
- Significant decline in total assets from $5,532,345 in 2014 to $3,865,877 in 2023 without clear explanation in provided data.
Strengths
The following positive indicators were identified for Frances W Burton Foundation:
- Zero reported officer compensation across all filings, indicating efficient use of funds at the executive level.
- Very low liabilities ($1 across all periods) demonstrating strong financial management and no significant debt.
- Consistent IRS 990 filing history (10 filings), indicating good transparency and compliance.
- Substantial asset base ($3,865,877 in 2023) provides long-term financial stability.
Frequently Asked Questions about Frances W Burton Foundation
Is Frances W Burton Foundation a legitimate charity?
Frances W Burton Foundation (EIN: 204214804) is a registered tax-exempt nonprofit based in Utah. Our AI analysis gives it a Mission Score of 75/100. It has 10 years of IRS 990 filings on record. Total revenue: $3.6M. 2 red flags identified. 4 strengths noted. Financial health grade: B.
How does Frances W Burton Foundation spend its money?
Frances W Burton Foundation directs 80% of its spending to programs and services. Fundraising costs 5%. This exceeds the 65% industry benchmark.
Are donations to Frances W Burton Foundation tax-deductible?
Frances W Burton Foundation is registered as a tax-exempt nonprofit (EIN: 204214804). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
What percentage of Frances W Burton Foundation's spending goes to programs?
Frances W Burton Foundation directs 80% to programs, 5% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.
How does Frances W Burton Foundation compare to similar nonprofits?
With a transparency score of 75/100 (Good), Frances W Burton 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 Frances W Burton Foundation located?
Frances W Burton Foundation is headquartered in Salt Lake Cty, Utah and files with the IRS under EIN 204214804. It is classified under NTEE code T20.
How many years of IRS 990 filings does Frances W Burton Foundation have?
Frances W Burton 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 $3.6M in total revenue.
How does the Frances W Burton Foundation sustain its operations given that expenses frequently exceed revenue?
The foundation appears to sustain its operations by drawing from its substantial asset base, which was $3,865,877 in 2023. This suggests it operates as an endowment-based foundation, using investment returns or principal to cover annual expenses.
What are the primary program areas or beneficiaries of the Frances W Burton Foundation's grants?
The provided NTEE code T20 (Foundations, Philanthropy, and Grantmaking) indicates the organization is a grantmaking foundation. However, the specific program areas or beneficiaries are not detailed in the provided financial summary.
What is the reason for the significant decrease in assets from $5,532,345 in 2014 to $3,865,877 in 2023?
The decrease in assets over this period could be due to a combination of factors, including consistent spending exceeding revenue, market fluctuations impacting investment values, or significant grant distributions that reduced the principal.
Filing History
IRS 990 filing history for Frances W Burton Foundation showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), Frances W Burton Foundation's revenue has declined by 16.6%, moving from $220K to $184K. Total assets decreased by 29.7% over the same period, from $5.5M to $3.9M. Total functional expenses rose by 3.8%, from $318K to $330K. In its most recent filing year (2023), Frances W Burton Foundation reported a deficit of $146K, with expenses exceeding revenue. The organization holds $1 in liabilities against $3.9M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $3.9M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $184K | $330K | $3.9M | $1 | — | — |
| 2022 | $536K | $376K | $4.0M | $1 | — | View 990 |
| 2021 | $364K | $421K | $3.8M | $1 | — | View 990 |
| 2020 | $78K | $282K | $3.6M | $1 | — | View 990 |
| 2019 | $180K | $287K | $3.8M | $1 | — | View 990 |
| 2015 | $119K | $304K | $5.3M | $1 | — | View 990 |
| 2014 | $321K | $309K | $5.5M | $1 | — | View 990 |
| 2013 | $314K | $293K | $5.5M | $1 | — | View 990 |
| 2012 | $292K | $298K | $5.5M | $1 | — | View 990 |
| 2011 | $220K | $318K | $5.5M | $1 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $184K, expenses of $330K, and assets of $3.9M (revenue -65.7% year-over-year).
- 2022: Revenue of $536K, expenses of $376K, and assets of $4.0M (revenue +47.0% year-over-year).
- 2021: Revenue of $364K, expenses of $421K, and assets of $3.8M (revenue +366.7% year-over-year).
- 2020: Revenue of $78K, expenses of $282K, and assets of $3.6M (revenue -56.5% year-over-year).
- 2019: Revenue of $180K, expenses of $287K, and assets of $3.8M (revenue +50.4% year-over-year).
- 2015: Revenue of $119K, expenses of $304K, and assets of $5.3M (revenue -62.8% year-over-year).
- 2014: Revenue of $321K, expenses of $309K, and assets of $5.5M (revenue +2.1% year-over-year).
- 2013: Revenue of $314K, expenses of $293K, and assets of $5.5M (revenue +7.7% year-over-year).
- 2012: Revenue of $292K, expenses of $298K, and assets of $5.5M (revenue +32.6% year-over-year).
- 2011: Revenue of $220K, expenses of $318K, and assets of $5.5M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Frances W Burton Foundation:
Data Sources and Methodology
This transparency report for Frances W Burton 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.