Halbrook Family Foundation
Halbrook Family Foundation maintains strong assets and zero officer compensation amidst fluctuating revenues.
EIN: 203898148 · St Augustine, FL · NTEE: T22 · Updated: 2026-03-28
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Halbrook Family Foundation is mapped to EIN 203898148.
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90% program spend, health grade A
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| Metric | Value |
|---|---|
| Total Revenue | $1.4M |
| Total Expenses | $871K |
| Program Spending | 90% |
| CEO/Top Officer Pay | $7 |
| Net Assets | $7.4M |
| Transparency Score | 95/100 |
Search Intent Cockpit
Halbrook Family Foundation Form 990, Revenue, CEO Pay, and IRS Filing Signals
Halbrook Family 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 Halbrook Family Foundation in one place.
Form 990 Filing Summary
10 filing years are available, with latest revenue of $1.8M and expenses of $871K.
Revenue and Expenses
Halbrook Family Foundation reported $1.8M in revenue and $871K in expenses, a surplus of $890K.
Executive Compensation
Top officer compensation appears as $7 in the stored analysis, with context against revenue and expenses below.
Charity Score and Red Flags
95/100 mission score, 2 red flags, and 4 strengths are shown from structured and AI review.
Is Halbrook Family 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
Revenue Source Mix
Revenue-source line items are not available on the stored filing yet. Future ingestion now preserves contribution, program-revenue, and investment-income fields when ProPublica provides them.
Expense Deployment
| Program services | $784K (90%) |
Across stored filings, Halbrook Family Foundation shows contribution history pending. Next enrichment targets: revenue-source fields, IRS BMF classification.
Decision Cockpit
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| Decision Lens | Signal | What to Inspect Next |
|---|---|---|
| Legitimacy | Some Concerns | Good filing record; 2 red flags identified |
| Mission spend | 90% to programs | Excellent |
| Financial durability | Grade A | 10 stored filing years |
| Peer context | Compare with Cornelia Warren Community Assn Inc | Florida and Philanthropy context |
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Request a concise report for Halbrook Family Foundation with revenue, expenses, executive compensation, red flags, peer context, and IRS source links. You can also request CSV exports or watchlist updates for future filings.
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Halbrook Family Foundation directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Halbrook Family Foundation
Halbrook Family Foundation (EIN: 203898148) is a nonprofit organization based in St Augustine, FL, classified under NTEE code T22. The organization reported total revenue of $1.4M and total assets of $7.3M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Halbrook Family Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Halbrook Family Foundation is a mid-size nonprofit that has been operating for 20 years, with 10 years of IRS 990 filings on record (2012–2024). Revenue has grown at a compound annual rate of 10.7%.
Key Financial Metrics (2024)
From the most recent IRS 990 filing on record:
| Total Revenue | $1.8M |
| Total Expenses | $871K |
| Surplus / Deficit | +$890K |
| Total Assets | $7.4M |
| Total Liabilities | $1 |
| Net Assets | $7.4M |
| Operating Margin | 50.5% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 101.7 months |
Financial Health Grade: A
In 2024, Halbrook Family Foundation reported a surplus of $890K with revenue exceeding expenses, holds 101.7 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 (2012–2024), Halbrook Family Foundation's revenue has grown at a compound annual growth rate (CAGR) of 10.7%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2024 | +1071.8% | -16.9% | -1.9% |
| 2023 | -85.5% | +6.9% | -1.4% |
| 2022 | +36.1% | +4.1% | +2.4% |
| 2021 | -34.8% | +0.3% | -8.8% |
| 2020 | +89.6% | +75.2% | +17.0% |
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 Halbrook Family Foundation 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, Halbrook Family Foundation 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 (2024)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $890K, with revenue exceeding expenses.
- Debt-to-asset ratio: 0.0%.
Executive Compensation Analysis
Executive compensation is consistently reported as 0% across all ten filing periods, indicating that no officers receive salaries from the foundation. This is highly unusual for an organization with assets over $7 million and suggests that leadership is either volunteer-based or compensated through other means, significantly reducing administrative 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 Halbrook Family Foundation's IRS 990 filings:
- Significant revenue volatility year-to-year (e.g., $150,221 in 202306 vs. $1,760,252 in 202406)
- Large liability increase in 202306 ($1,030,000) which then significantly decreased to $1 in 202406, warranting further investigation into the nature of these liabilities.
Strengths
The following positive indicators were identified for Halbrook Family Foundation:
- Consistent zero officer compensation across all reported periods, indicating high efficiency and dedication.
- Strong and stable asset base, currently at $7,263,467, providing financial resilience.
- Positive net income in the most recent filing (202406) with revenue of $1,760,252 exceeding expenses of $870,735.
- Consistent IRS 990 filing history over 10 periods, demonstrating good transparency.
Frequently Asked Questions about Halbrook Family Foundation
Is Halbrook Family Foundation a legitimate charity?
Halbrook Family Foundation (EIN: 203898148) is a registered tax-exempt nonprofit based in Florida. Our AI analysis gives it a Mission Score of 95/100. It has 10 years of IRS 990 filings on record. Total revenue: $1.4M. 2 red flags identified. 4 strengths noted. Financial health grade: A.
How does Halbrook Family Foundation spend its money?
Halbrook Family Foundation directs 90% of its spending to programs and services. This exceeds the 65% industry benchmark.
Are donations to Halbrook Family Foundation tax-deductible?
Halbrook Family Foundation is registered as a tax-exempt nonprofit (EIN: 203898148). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
How much does the Halbrook Family Foundation CEO make?
Halbrook Family Foundation's highest-compensated officer earns $7 annually. The organization reported $1.4M in total revenue. Executive compensation data is disclosed in IRS 990 filings.
How does Halbrook Family Foundation compare to similar nonprofits?
With a transparency score of 95/100 (Excellent), Halbrook Family Foundation is above average for NTEE category T22 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is Halbrook Family Foundation located?
Halbrook Family Foundation is headquartered in St Augustine, Florida and files with the IRS under EIN 203898148. It is classified under NTEE code T22.
How many years of IRS 990 filings does Halbrook Family Foundation have?
Halbrook Family 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 $1.4M in total revenue.
Is Halbrook Family Foundation a good charity?
Based on the available data, the Halbrook Family Foundation appears to be a very good charity. It consistently reports zero officer compensation, indicating a strong commitment to directing funds towards its mission. Its asset base is stable and healthy, and it has a history of managing expenses effectively.
How does the foundation manage its expenses given fluctuating revenues?
The foundation demonstrates effective expense management. For example, in 202306, despite a low revenue of $150,221, expenses were $1,047,699, leading to a deficit. However, in the subsequent period (202406), revenue surged to $1,760,252 while expenses were contained at $870,735, allowing for recovery and growth. This suggests a strategic approach to spending, possibly adjusting grantmaking or operational costs in response to income variations.
What is the significance of zero officer compensation?
Zero officer compensation is a significant indicator of efficiency and dedication. It means that the individuals leading the foundation are not drawing salaries from the organization, allowing a greater proportion of funds to be allocated directly to programs and charitable activities. This is a strong positive for donors and beneficiaries.
Filing History
IRS 990 filing history for Halbrook Family Foundation showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2012–2024), Halbrook Family Foundation's revenue has grown by 237.6%, moving from $521K to $1.8M. Total assets increased by 29.9% over the same period, from $5.7M to $7.4M. Total functional expenses rose by 190.5%, from $300K to $871K. In its most recent filing year (2024), Halbrook Family Foundation reported a surplus of $890K, with revenue exceeding expenses. The organization holds $1 in liabilities against $7.4M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $7.4M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2024 | $1.8M | $871K | $7.4M | $1 | — | View 990 |
| 2023 | $150K | $1.0M | $7.5M | $1.0M | — | View 990 |
| 2022 | $1.0M | $980K | $7.6M | $240K | — | View 990 |
| 2021 | $763K | $941K | $7.4M | $117K | — | View 990 |
| 2020 | $1.2M | $939K | $8.2M | $655K | — | — |
| 2016 | $617K | $536K | $7.0M | $0 | — | View 990 |
| 2015 | $863K | $475K | $6.9M | $0 | — | View 990 |
| 2014 | $335K | $382K | $6.5M | $0 | — | View 990 |
| 2013 | $1.2M | $367K | $6.6M | $0 | — | View 990 |
| 2012 | $521K | $300K | $5.7M | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2024: Revenue of $1.8M, expenses of $871K, and assets of $7.4M (revenue +1071.8% year-over-year).
- 2023: Revenue of $150K, expenses of $1.0M, and assets of $7.5M (revenue -85.5% year-over-year).
- 2022: Revenue of $1.0M, expenses of $980K, and assets of $7.6M (revenue +36.1% year-over-year).
- 2021: Revenue of $763K, expenses of $941K, and assets of $7.4M (revenue -34.8% year-over-year).
- 2020: Revenue of $1.2M, expenses of $939K, and assets of $8.2M (revenue +89.6% year-over-year).
- 2016: Revenue of $617K, expenses of $536K, and assets of $7.0M (revenue -28.5% year-over-year).
- 2015: Revenue of $863K, expenses of $475K, and assets of $6.9M (revenue +157.8% year-over-year).
- 2014: Revenue of $335K, expenses of $382K, and assets of $6.5M (revenue -73.1% year-over-year).
- 2013: Revenue of $1.2M, expenses of $367K, and assets of $6.6M (revenue +138.7% year-over-year).
- 2012: Revenue of $521K, expenses of $300K, and assets of $5.7M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Halbrook Family Foundation:
Data Sources and Methodology
This transparency report for Halbrook Family 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.