George & Marion Buerkel Oscar & Ella Zoellner Foundation
George & Marion Buerkel Oscar & Ella Zoellner Foundation maintains stable assets while expenses recently outpace revenue.
EIN: 208027858 · North Powder, OR · NTEE: B82 · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $2.1M |
| Total Expenses | $178K |
| Program Spending | 85% |
| Net Assets | $1.9M |
| Transparency Score | 80/100 |
Is George & Marion Buerkel Oscar & Ella Zoellner Foundation Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
George & Marion Buerkel Oscar & Ella Zoellner Foundation directs 85% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About George & Marion Buerkel Oscar & Ella Zoellner Foundation
George & Marion Buerkel Oscar & Ella Zoellner Foundation (EIN: 208027858) is a nonprofit organization based in North Powder, OR, classified under NTEE code B82. The organization reported total revenue of $2.1M and total assets of $2.0M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of George & Marion Buerkel Oscar & Ella Zoellner Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
George & Marion Buerkel Oscar & Ella Zoellner 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 3.3%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $52K |
| Total Expenses | $178K |
| Surplus / Deficit | $-126,790 |
| Total Assets | $1.9M |
| Total Liabilities | $1 |
| Net Assets | $1.9M |
| Operating Margin | -245.7% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 129.8 months |
Financial Health Grade: B
In 2023, George & Marion Buerkel Oscar & Ella Zoellner Foundation reported a deficit of $127K with expenses exceeding revenue, holds 129.8 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), George & Marion Buerkel Oscar & Ella Zoellner Foundation's revenue has grown at a compound annual growth rate (CAGR) of 3.3%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | -37.5% | -11.4% | -6.2% |
| 2022 | -69.4% | +12.4% | -5.5% |
| 2021 | +54.5% | +12.2% | +4.3% |
| 2020 | +163.0% | -3.6% | +0.7% |
| 2019 | -91.8% | +28.6% | -10.9% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| 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 George & Marion Buerkel Oscar & Ella Zoellner Foundation with a Mission Score of 80 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: 15%
- programs: 85%
- fundraising: 0%
According to IRS 990 filings, George & Marion Buerkel Oscar & Ella Zoellner Foundation allocates its expenses as follows: admin: 15%, programs: 85%, fundraising: 0%. 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 $127K, with expenses exceeding revenue.
- Debt-to-asset ratio: 0.0%.
Executive Compensation Analysis
Executive compensation is consistently reported as 0% across all available filings, indicating that the organization's leadership is either unpaid or compensated through other means not categorized as officer compensation, which is a positive sign for minimizing overhead.
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 George & Marion Buerkel Oscar & Ella Zoellner Foundation's IRS 990 filings:
- Expenses consistently exceeding revenue in recent years (e.g., 2023: $178,401 expenses vs. $51,611 revenue), potentially drawing down on assets if not offset by unrealized gains.
Strengths
The following positive indicators were identified for George & Marion Buerkel Oscar & Ella Zoellner Foundation:
- Stable asset base consistently around $2 million over the past decade, indicating financial resilience.
- Zero reported officer compensation across all filings, suggesting efficient executive-level cost management.
- Consistent IRS 990 filing history, demonstrating good transparency.
- Low liabilities ($1 in recent years), indicating a healthy balance sheet.
Frequently Asked Questions about George & Marion Buerkel Oscar & Ella Zoellner Foundation
Is George & Marion Buerkel Oscar & Ella Zoellner Foundation a legitimate charity?
Based on AI analysis of IRS 990 filings, George & Marion Buerkel Oscar & Ella Zoellner Foundation (EIN: 208027858) some concerns. Mission Score: 80/100. 1 red flag identified, 4 strengths noted.
How does George & Marion Buerkel Oscar & Ella Zoellner Foundation spend its money?
George & Marion Buerkel Oscar & Ella Zoellner Foundation directs 85% of its spending to programs and services. The remaining budget covers administration and fundraising costs.
Are donations to George & Marion Buerkel Oscar & Ella Zoellner Foundation tax-deductible?
George & Marion Buerkel Oscar & Ella Zoellner Foundation is registered as a tax-exempt nonprofit (EIN: 208027858). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
How does George & Marion Buerkel Oscar & Ella Zoellner Foundation compare to similar nonprofits?
With a transparency score of 80/100 (Excellent), George & Marion Buerkel Oscar & Ella Zoellner Foundation is above average for NTEE category B82 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is George & Marion Buerkel Oscar & Ella Zoellner Foundation located?
George & Marion Buerkel Oscar & Ella Zoellner Foundation is headquartered in North Powder, Oregon and files with the IRS under EIN 208027858. It is classified under NTEE code B82.
How many years of IRS 990 filings does George & Marion Buerkel Oscar & Ella Zoellner Foundation have?
George & Marion Buerkel Oscar & Ella Zoellner 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 $2.1M in total revenue.
What is the primary purpose of the George & Marion Buerkel Oscar & Ella Zoellner Foundation?
Based on its NTEE code B82 (Foundations), it is likely a grant-making organization that distributes funds to other nonprofits or for charitable purposes, rather than directly operating programs.
How does the foundation sustain itself given recent expense-to-revenue trends?
The foundation likely sustains itself through its substantial asset base ($1,999,591 latest assets) and investment returns. While recent years show expenses exceeding revenue (e.g., $178,401 expenses vs. $51,611 revenue in 2023), this is common for foundations that draw from their endowment or prior investment gains to fund their grant-making activities.
Does the foundation engage in fundraising activities?
Given its nature as a private foundation and the absence of reported officer compensation, it is highly probable that the foundation does not engage in public fundraising activities. Its revenue primarily comes from investments.
Filing History
IRS 990 filing history for George & Marion Buerkel Oscar & Ella Zoellner Foundation showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), George & Marion Buerkel Oscar & Ella Zoellner Foundation's revenue has grown by 46.9%, moving from $35K to $52K. Total assets increased by 23.6% over the same period, from $1.6M to $1.9M. Total functional expenses rose by 2219.9%, from $8K to $178K. In its most recent filing year (2023), George & Marion Buerkel Oscar & Ella Zoellner Foundation reported a deficit of $127K, with expenses exceeding revenue. The organization holds $1 in liabilities against $1.9M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $1.9M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $52K | $178K | $1.9M | $1 | — | View 990 |
| 2022 | $83K | $201K | $2.1M | $1 | — | View 990 |
| 2021 | $270K | $179K | $2.2M | $1 | — | View 990 |
| 2020 | $175K | $160K | $2.1M | $1 | — | View 990 |
| 2019 | $66K | $166K | $2.1M | $1 | — | — |
| 2015 | $806K | $129K | $2.3M | $1 | — | View 990 |
| 2014 | $-43,222 | $109K | $1.6M | $1 | — | View 990 |
| 2013 | $155K | $101K | $1.8M | $1 | — | View 990 |
| 2012 | $204K | $10K | $1.8M | $0 | — | View 990 |
| 2011 | $35K | $8K | $1.6M | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $52K, expenses of $178K, and assets of $1.9M (revenue -37.5% year-over-year).
- 2022: Revenue of $83K, expenses of $201K, and assets of $2.1M (revenue -69.4% year-over-year).
- 2021: Revenue of $270K, expenses of $179K, and assets of $2.2M (revenue +54.5% year-over-year).
- 2020: Revenue of $175K, expenses of $160K, and assets of $2.1M (revenue +163.0% year-over-year).
- 2019: Revenue of $66K, expenses of $166K, and assets of $2.1M (revenue -91.8% year-over-year).
- 2015: Revenue of $806K, expenses of $129K, and assets of $2.3M.
- 2014: Revenue of $-43,222, expenses of $109K, and assets of $1.6M (revenue -127.8% year-over-year).
- 2013: Revenue of $155K, expenses of $101K, and assets of $1.8M (revenue -23.8% year-over-year).
- 2012: Revenue of $204K, expenses of $10K, and assets of $1.8M (revenue +480.1% year-over-year).
- 2011: Revenue of $35K, expenses of $8K, and assets of $1.6M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for George & Marion Buerkel Oscar & Ella Zoellner Foundation:
Data Sources and Methodology
This transparency report for George & Marion Buerkel Oscar & Ella Zoellner 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.