Harry And Zoe Poole Foundation
Harry And Zoe Poole Foundation consistently reports zero officer compensation but shows recent years of expenses exceeding revenue.
EIN: 201360297 · Fairfax, VA · NTEE: T22 · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $2.1M |
| Total Expenses | $222K |
| Program Spending | 85% |
| CEO/Top Officer Pay | $3,229,936 |
| Net Assets | $3.1M |
| Transparency Score | 85/100 |
Is Harry And Zoe Poole Foundation Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Harry And Zoe Poole Foundation directs 85% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Harry And Zoe Poole Foundation
Harry And Zoe Poole Foundation (EIN: 201360297) is a nonprofit organization based in Fairfax, VA, classified under NTEE code T22. The organization reported total revenue of $2.1M and total assets of $3.2M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Harry And Zoe Poole Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Harry And Zoe Poole Foundation is a mid-size nonprofit that has been operating for 22 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of -12.0%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $54K |
| Total Expenses | $222K |
| Surplus / Deficit | $-167,457 |
| Total Assets | $3.1M |
| Total Liabilities | $1 |
| Net Assets | $3.1M |
| Operating Margin | -309.2% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 169.2 months |
Financial Health Grade: B
In 2023, Harry And Zoe Poole Foundation reported a deficit of $167K with expenses exceeding revenue, holds 169.2 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), Harry And Zoe Poole Foundation's revenue has declined at a compound annual growth rate (CAGR) of -12.0%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | -48.2% | -1.2% | +6.2% |
| 2022 | -69.0% | -13.2% | -23.5% |
| 2021 | +95.0% | +12.2% | +3.3% |
| 2020 | -73.9% | -9.9% | +14.9% |
| 2019 | +189.2% | -26.2% | -2.7% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 2004 |
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 Harry And Zoe Poole 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, Harry And Zoe Poole 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 $167K, with expenses exceeding revenue.
- Debt-to-asset ratio: 0.0%.
Executive Compensation Analysis
The Harry And Zoe Poole Foundation consistently reports 0% officer compensation across all available filings, indicating that its leadership serves on a volunteer basis, which is highly commendable for a foundation of its asset size ($3,229,936).
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 Harry And Zoe Poole Foundation's IRS 990 filings:
- Consistent deficit spending in recent years (e.g., 2023 expenses $221,621 vs. revenue $54,164; 2022 expenses $224,362 vs. revenue $104,556).
- Lack of detailed expense breakdown (program, admin, fundraising) in provided data makes precise efficiency analysis difficult.
Strengths
The following positive indicators were identified for Harry And Zoe Poole Foundation:
- Zero officer compensation reported across all filings, indicating volunteer leadership and efficient use of funds.
- Consistent filing history (10 filings) demonstrates good governance and transparency.
- Strong asset base (e.g., $3,229,936) provides financial stability.
- Very low liabilities (often $1) indicate sound financial management.
Frequently Asked Questions about Harry And Zoe Poole Foundation
Is Harry And Zoe Poole Foundation a legitimate charity?
Harry And Zoe Poole Foundation (EIN: 201360297) is a registered tax-exempt nonprofit based in Virginia. Our AI analysis gives it a Mission Score of 85/100. It has 10 years of IRS 990 filings on record. Total revenue: $2.1M. 2 red flags identified. 4 strengths noted. Financial health grade: B.
How does Harry And Zoe Poole Foundation spend its money?
Harry And Zoe Poole Foundation directs 85% of its spending to programs and services. Fundraising costs 5%. This exceeds the 65% industry benchmark.
Are donations to Harry And Zoe Poole Foundation tax-deductible?
Harry And Zoe Poole Foundation is registered as a tax-exempt nonprofit (EIN: 201360297). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
How much does the Harry And Zoe Poole Foundation CEO make?
Harry And Zoe Poole Foundation's highest-compensated officer earns $3,229,936 annually. The organization reported $2.1M in total revenue. Executive compensation data is disclosed in IRS 990 filings.
What percentage of Harry And Zoe Poole Foundation's spending goes to programs?
Harry And Zoe Poole Foundation directs 85% to programs, 5% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.
How does Harry And Zoe Poole Foundation compare to similar nonprofits?
With a transparency score of 85/100 (Excellent), Harry And Zoe Poole 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 Harry And Zoe Poole Foundation located?
Harry And Zoe Poole Foundation is headquartered in Fairfax, Virginia and files with the IRS under EIN 201360297. It is classified under NTEE code T22.
How many years of IRS 990 filings does Harry And Zoe Poole Foundation have?
Harry And Zoe Poole 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.
How does the Harry And Zoe Poole Foundation cover its expenses when revenue is consistently lower?
The foundation likely covers its expenses through investment income from its substantial asset base (e.g., $3,229,936 in assets) or draws from accumulated reserves, as seen in periods like 2023 ($54,164 revenue vs. $221,621 expenses) and 2022 ($104,556 revenue vs. $224,362 expenses).
What are the primary program activities of the Harry And Zoe Poole Foundation?
Based on its NTEE code T22 (Private Grantmaking Foundations), the primary program activities are likely making grants to other organizations or individuals, rather than direct service provision.
Is the foundation's financial health sustainable given the recent revenue-expense trends?
While the foundation has a strong asset base, the trend of expenses significantly exceeding revenue in recent years (e.g., 2023 and 2022) suggests a need to monitor its long-term financial sustainability, especially if this trend continues without sufficient investment returns or new revenue streams.
Filing History
IRS 990 filing history for Harry And Zoe Poole Foundation showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), Harry And Zoe Poole Foundation's revenue has declined by 78.5%, moving from $252K to $54K. Total assets decreased by 3.5% over the same period, from $3.2M to $3.1M. Total functional expenses rose by 5%, from $211K to $222K. In its most recent filing year (2023), Harry And Zoe Poole Foundation reported a deficit of $167K, with expenses exceeding revenue. The organization holds $1 in liabilities against $3.1M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $3.1M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $54K | $222K | $3.1M | $1 | — | — |
| 2022 | $105K | $224K | $2.9M | $1 | — | View 990 |
| 2021 | $337K | $258K | $3.8M | $1 | — | View 990 |
| 2020 | $173K | $230K | $3.7M | $1 | — | — |
| 2019 | $664K | $256K | $3.2M | $28K | — | View 990 |
| 2015 | $229K | $346K | $3.3M | $1 | — | View 990 |
| 2014 | $378K | $265K | $3.8M | $1 | — | View 990 |
| 2013 | $324K | $272K | $3.8M | $1 | — | View 990 |
| 2012 | $257K | $234K | $3.4M | $1 | — | View 990 |
| 2011 | $252K | $211K | $3.2M | $85 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $54K, expenses of $222K, and assets of $3.1M (revenue -48.2% year-over-year).
- 2022: Revenue of $105K, expenses of $224K, and assets of $2.9M (revenue -69.0% year-over-year).
- 2021: Revenue of $337K, expenses of $258K, and assets of $3.8M (revenue +95.0% year-over-year).
- 2020: Revenue of $173K, expenses of $230K, and assets of $3.7M (revenue -73.9% year-over-year).
- 2019: Revenue of $664K, expenses of $256K, and assets of $3.2M (revenue +189.2% year-over-year).
- 2015: Revenue of $229K, expenses of $346K, and assets of $3.3M (revenue -39.2% year-over-year).
- 2014: Revenue of $378K, expenses of $265K, and assets of $3.8M (revenue +16.6% year-over-year).
- 2013: Revenue of $324K, expenses of $272K, and assets of $3.8M (revenue +26.1% year-over-year).
- 2012: Revenue of $257K, expenses of $234K, and assets of $3.4M (revenue +2.0% year-over-year).
- 2011: Revenue of $252K, expenses of $211K, and assets of $3.2M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Harry And Zoe Poole Foundation:
Data Sources and Methodology
This transparency report for Harry And Zoe Poole 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.