Grace Richardson Stetson Fund

Grace Richardson Stetson Fund consistently spends more than it earns, drawing down its assets.

EIN: 208934914 · Parsippany, NJ · NTEE: H12 · Updated: 2026-03-28

$53KRevenue
$980KAssets
65/100Mission Score (Good)
H12
Grace Richardson Stetson Fund Financial Summary
MetricValue
Total Revenue$53K
Total Expenses$90K
Program Spending80%
CEO/Top Officer Pay$1
Net Assets$916K
Transparency Score65/100

Is Grace Richardson Stetson Fund Legit?

Some Concerns

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
3 FoundRed Flags

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

Grace Richardson Stetson Fund directs 80% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Grace Richardson Stetson Fund

Grace Richardson Stetson Fund (EIN: 208934914) is a nonprofit organization based in Parsippany, NJ, classified under NTEE code H12. The organization reported total revenue of $53K and total assets of $980K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Grace Richardson Stetson Fund's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

19Years Operating
MicroSize Classification
9Years of Filings
MixedRevenue Trajectory

Grace Richardson Stetson Fund is a micro nonprofit that has been operating for 19 years, with 9 years of IRS 990 filings on record (2012–2024). Revenue has grown at a compound annual rate of -1.2%.

Key Financial Metrics (2024)

From the most recent IRS 990 filing on record:

Total Revenue$25K
Total Expenses$90K
Surplus / Deficit$-64,375
Total Assets$916K
Total Liabilities$1
Net Assets$916K
Operating Margin-255.3%
Debt-to-Asset Ratio0.0%
Months of Reserves122.7 months

Financial Health Grade: B

In 2024, Grace Richardson Stetson Fund reported a deficit of $64K with expenses exceeding revenue, holds 122.7 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).

Financial Trends

Over 9 years of filings (2012–2024), Grace Richardson Stetson Fund's revenue has declined at a compound annual growth rate (CAGR) of -1.2%.

YearRevenue ChangeExpense ChangeAsset Change
2024-27.2%-6.9%-6.6%
2023-76.7%+4.4%-5.9%
2022+282.5%+2.8%+5.7%
2021-32.0%+4.0%-4.9%
2020+82.2%-4.6%+2.9%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date2007

Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.

AI Transparency Report

The Grace Richardson Stetson Fund, with an NTEE code of H12 (Philanthropy, Voluntarism, and Grantmaking Foundations), appears to be a grantmaking organization. Its financial health shows a consistent pattern of expenses exceeding revenue in most recent years, leading to a gradual decline in assets from a peak of $1,128,619 in 2013 to $979,535 currently. For instance, in 2024, expenses were $89,586 against revenues of $25,211, and in 2023, expenses were $96,230 against revenues of $34,646. This trend suggests the organization is spending down its endowment or relying on prior years' gains, which is not sustainable without significant new funding. The organization's spending efficiency is difficult to fully assess without a detailed breakdown of program, administrative, and fundraising expenses, as the provided data only gives total expenses. However, the consistent expense levels (around $80,000-$90,000 annually) despite fluctuating revenues indicate a stable operational cost structure. A key positive is the reported 0% officer compensation across all filings, which suggests a volunteer-led or very lean executive structure, contributing to lower overhead. The organization's transparency is generally good, with consistent annual filings available, showing its financial activities over a long period. While the fund maintains a substantial asset base of nearly $1 million, the consistent deficit spending is a concern for its long-term viability. The lack of officer compensation is a strong point for efficiency, but without knowing how the $80,000-$90,000 in annual expenses are allocated, it's challenging to determine the true program spending ratio. The organization's mission score reflects its consistent grantmaking activity, but also acknowledges the financial sustainability challenges.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Grace Richardson Stetson Fund with a Mission Score of 65 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, Grace Richardson Stetson Fund 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 (2024)

From the most recent IRS 990 filing on record:

$25KTotal Revenue
$90KTotal Expenses
$916KTotal Assets
$1Total Liabilities
$916KNet Assets
  • The organization reported a deficit of $64K, 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 the organization's leadership is either entirely volunteer-based or compensated through other means not classified as officer compensation, which is highly efficient for an organization of its size with assets nearing $1 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.

Red Flags

The following concerns were identified during AI analysis of Grace Richardson Stetson Fund's IRS 990 filings:

  • Consistent deficit spending: Expenses have exceeded revenue in 7 out of 9 reported periods, including the last two years (2024: $89,586 expenses vs. $25,211 revenue; 2023: $96,230 expenses vs. $34,646 revenue).
  • Declining asset base: Total assets have decreased from a high of $1,128,619 in 2013 to $979,535 currently, indicating a gradual erosion of the endowment.
  • Revenue volatility: Annual revenue fluctuates significantly (e.g., $181,812 in 2013 vs. $25,211 in 2024), making financial planning challenging.

Strengths

The following positive indicators were identified for Grace Richardson Stetson Fund:

  • No officer compensation: 0% officer compensation reported across all filings, indicating highly efficient executive leadership costs.
  • Substantial asset base: Maintains nearly $1 million in assets, providing a significant endowment for its grantmaking activities.
  • Consistent grantmaking activity: Despite financial fluctuations, the organization consistently incurs expenses, suggesting ongoing fulfillment of its mission.
  • Long filing history: A history of 9 IRS 990 filings demonstrates consistent transparency and compliance.

Frequently Asked Questions about Grace Richardson Stetson Fund

Is Grace Richardson Stetson Fund a legitimate charity?

Grace Richardson Stetson Fund (EIN: 208934914) is a registered tax-exempt nonprofit based in New Jersey. Our AI analysis gives it a Mission Score of 65/100. It has 9 years of IRS 990 filings on record. Total revenue: $53K. 3 red flags identified. 4 strengths noted. Financial health grade: B.

How does Grace Richardson Stetson Fund spend its money?

Grace Richardson Stetson Fund directs 80% of its spending to programs and services. Fundraising costs 5%. This exceeds the 65% industry benchmark.

Are donations to Grace Richardson Stetson Fund tax-deductible?

Grace Richardson Stetson Fund is registered as a tax-exempt nonprofit (EIN: 208934914). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

How much does the Grace Richardson Stetson Fund CEO make?

Grace Richardson Stetson Fund's highest-compensated officer earns $1 annually. The organization reported $53K in total revenue. Executive compensation data is disclosed in IRS 990 filings.

What percentage of Grace Richardson Stetson Fund's spending goes to programs?

Grace Richardson Stetson Fund directs 80% to programs, 5% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.

How does Grace Richardson Stetson Fund compare to similar nonprofits?

With a transparency score of 65/100 (Good), Grace Richardson Stetson Fund is above average for NTEE category H12 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.

Where is Grace Richardson Stetson Fund located?

Grace Richardson Stetson Fund is headquartered in Parsippany, New Jersey and files with the IRS under EIN 208934914. It is classified under NTEE code H12.

How many years of IRS 990 filings does Grace Richardson Stetson Fund have?

Grace Richardson Stetson Fund has 9 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 $53K in total revenue.

Is the Grace Richardson Stetson Fund financially sustainable?

Based on the provided data, the fund has consistently spent more than its revenue in most recent years (e.g., $89,586 expenses vs. $25,211 revenue in 2024), leading to a decline in assets from $1,128,619 in 2013 to $979,535 currently. This trend suggests a reliance on asset drawdowns, which is not sustainable long-term without increased revenue or reduced expenses.

What is the primary use of the organization's expenses?

The NTEE code H12 suggests the organization is a grantmaking foundation. While specific expense breakdowns are not provided, the consistent annual expenses (around $80,000-$90,000) likely represent grants disbursed and associated administrative costs for managing the fund and its grantmaking activities.

How does the lack of officer compensation impact the organization?

The 0% officer compensation is a significant positive, indicating very low overhead in terms of executive salaries. This allows a larger portion of the organization's funds to be directed towards its mission, whether through grants or other program activities, enhancing its spending efficiency.

Filing History

IRS 990 filing history for Grace Richardson Stetson Fund showing financial trends over 9 years of public records:

Over 9 years of IRS 990 filings (2012–2024), Grace Richardson Stetson Fund's revenue has declined by 13.8%, moving from $29K to $25K. Total assets decreased by 12.3% over the same period, from $1.0M to $916K. Total functional expenses rose by 40.6%, from $64K to $90K. In its most recent filing year (2024), Grace Richardson Stetson Fund reported a deficit of $64K, with expenses exceeding revenue. The organization holds $1 in liabilities against $916K in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $916K.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2024 $25K $90K $916K $1 View 990
2023 $35K $96K $981K $1 View 990
2022 $149K $92K $1.0M $1 View 990
2021 $39K $90K $986K $1 View 990
2020 $57K $86K $1.0M $1 View 990
2015 $31K $90K $1.0M $0 View 990
2014 $24K $86K $1.1M $0 View 990
2013 $182K $80K $1.1M $0 View 990
2012 $29K $64K $1.0M $0 View 990

Year-by-Year Financial Summary

  • 2024: Revenue of $25K, expenses of $90K, and assets of $916K (revenue -27.2% year-over-year).
  • 2023: Revenue of $35K, expenses of $96K, and assets of $981K (revenue -76.7% year-over-year).
  • 2022: Revenue of $149K, expenses of $92K, and assets of $1.0M (revenue +282.5% year-over-year).
  • 2021: Revenue of $39K, expenses of $90K, and assets of $986K (revenue -32.0% year-over-year).
  • 2020: Revenue of $57K, expenses of $86K, and assets of $1.0M (revenue +82.2% year-over-year).
  • 2015: Revenue of $31K, expenses of $90K, and assets of $1.0M (revenue +28.7% year-over-year).
  • 2014: Revenue of $24K, expenses of $86K, and assets of $1.1M (revenue -86.6% year-over-year).
  • 2013: Revenue of $182K, expenses of $80K, and assets of $1.1M (revenue +521.4% year-over-year).
  • 2012: Revenue of $29K, expenses of $64K, and assets of $1.0M.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Grace Richardson Stetson Fund:

2024 Filing 2023 Filing 2022 Filing 2021 Filing 2020 Filing 2015 Filing 2014 Filing 2013 Filing 2012 Filing

Data Sources and Methodology

This transparency report for Grace Richardson Stetson Fund 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.

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