Henry And Lucy Moses Fund Inc

Henry And Lucy Moses Fund Inc consistently expends nearly all revenue with no reported officer compensation.

EIN: 136092967 · New York, NY · Updated: 2026-03-28

$3.9MRevenue
$463KAssets
85/100Mission Score (Excellent)
Henry And Lucy Moses Fund Inc Financial Summary
MetricValue
Total Revenue$3.9M
Total Expenses$3.8M
Program Spending90%
Net Assets$387K
Transparency Score85/100

Is Henry And Lucy Moses Fund Inc 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 →

Henry And Lucy Moses Fund Inc directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Henry And Lucy Moses Fund Inc

Henry And Lucy Moses Fund Inc (EIN: 136092967) is a nonprofit organization based in New York, NY. The organization reported total revenue of $3.9M and total assets of $463K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Henry And Lucy Moses Fund Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

84Years Operating
Mid-SizeSize Classification
10Years of Filings
MixedRevenue Trajectory

Henry And Lucy Moses Fund Inc is a mid-size nonprofit that has been operating for 84 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of -5.2%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$3.8M
Total Expenses$3.8M
Surplus / Deficit+$6K
Total Assets$387K
Total Liabilities$1
Net Assets$387K
Operating Margin0.2%
Debt-to-Asset Ratio0.0%
Months of Reserves1.2 months

Financial Health Grade: A

In 2023, Henry And Lucy Moses Fund Inc reported a surplus of $6K with revenue exceeding expenses, holds 1.2 months of operating reserves (limited), has a debt-to-asset ratio of 0.0% (very low leverage).

Financial Trends

Over 10 years of filings (2011–2023), Henry And Lucy Moses Fund Inc's revenue has declined at a compound annual growth rate (CAGR) of -5.2%.

YearRevenue ChangeExpense ChangeAsset Change
2023-2.0%-3.2%+2.6%
2022-0.2%+1.0%-9.9%
2021-2.3%+1.7%+3.0%
2020-4.2%-8.2%+63.8%
2019+18.4%+18.2%-31.7%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date1942

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

AI Transparency Report

The Henry And Lucy Moses Fund Inc demonstrates consistent financial activity, with revenues and expenses closely matched across its filing history. For instance, in 2023, revenue was $3,807,807 against expenses of $3,801,864, indicating a tight operational budget. The organization maintains a relatively stable asset base, with latest reported assets at $462,744, and consistently reports minimal to no liabilities, suggesting sound financial management and a low-risk profile. The absence of reported officer compensation across all filings is a significant indicator of either a volunteer-led board or that compensation is handled through an affiliated entity, which would warrant further investigation for complete transparency. Spending efficiency appears high given the tight revenue-to-expense ratios, implying that most incoming funds are directly expended on the organization's activities. However, without a detailed breakdown of program, administrative, and fundraising expenses, it's challenging to definitively assess the efficiency of resource allocation. The consistent reporting of zero officer compensation is a notable aspect of its financial structure, potentially contributing to lower administrative overhead. Transparency is generally good through its consistent IRS 990 filings. However, the lack of an NTEE code and the absence of detailed expense breakdowns in the provided data limit a deeper analysis of its programmatic focus and spending efficiency. Further transparency could be achieved by clearly outlining the nature of its programs and how funds are allocated across different functional areas.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Henry And Lucy Moses Fund Inc 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: 90%
  • fundraising: 0%

According to IRS 990 filings, Henry And Lucy Moses Fund Inc 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 (2023)

From the most recent IRS 990 filing on record:

$3.8MTotal Revenue
$3.8MTotal Expenses
$387KTotal Assets
$1Total Liabilities
$387KNet Assets
  • The organization reported a surplus of $6K, with revenue exceeding expenses.
  • Debt-to-asset ratio: 0.0%.

Executive Compensation Analysis

Executive compensation is consistently reported as 0% across all filings, indicating either a fully volunteer leadership or that compensation is managed and reported by a related entity, which is unusual for an organization with revenues consistently in the multi-millions.

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 Henry And Lucy Moses Fund Inc's IRS 990 filings:

  • Lack of detailed program expense breakdown in provided data
  • NTEE code unknown, limiting understanding of mission focus
  • Consistent zero officer compensation, which may warrant further inquiry into how leadership is compensated or structured.

Strengths

The following positive indicators were identified for Henry And Lucy Moses Fund Inc:

  • Strong financial stability with revenues closely matching expenses
  • Minimal to no liabilities reported across all filings
  • Consistent expenditure of funds, indicating active programming
  • No reported officer compensation, suggesting low administrative overhead in this specific area

Frequently Asked Questions about Henry And Lucy Moses Fund Inc

Is Henry And Lucy Moses Fund Inc a legitimate charity?

Henry And Lucy Moses Fund Inc (EIN: 136092967) is a registered tax-exempt nonprofit based in New York. Our AI analysis gives it a Mission Score of 85/100. It has 10 years of IRS 990 filings on record. Total revenue: $3.9M. 3 red flags identified. 4 strengths noted. Financial health grade: A.

How does Henry And Lucy Moses Fund Inc spend its money?

Henry And Lucy Moses Fund Inc directs 90% of its spending to programs and services. This exceeds the 65% industry benchmark.

Are donations to Henry And Lucy Moses Fund Inc tax-deductible?

Henry And Lucy Moses Fund Inc is registered as a tax-exempt nonprofit (EIN: 136092967). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

Where is Henry And Lucy Moses Fund Inc located?

Henry And Lucy Moses Fund Inc is headquartered in New York, New York and files with the IRS under EIN 136092967.

How many years of IRS 990 filings does Henry And Lucy Moses Fund Inc have?

Henry And Lucy Moses Fund Inc 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 $3.9M in total revenue.

Is Henry And Lucy Moses Fund Inc a good charity?

Based on the provided data, the organization appears to be financially stable with a strong commitment to expending its funds, as evidenced by the close match between revenues and expenses. The consistent reporting of zero officer compensation is a positive indicator of low overhead, suggesting a high proportion of funds could be directed towards its mission. However, without detailed program information, a full assessment of its impact is limited.

What are the primary programs of Henry And Lucy Moses Fund Inc?

The provided IRS 990 data does not specify the primary programs of the Henry And Lucy Moses Fund Inc. The NTEE code is also unknown, which further limits understanding its specific charitable activities.

How does Henry And Lucy Moses Fund Inc manage its assets?

The organization maintains a stable asset base, ranging from $248,137 to $462,744 over the years, with minimal liabilities (often $0 or $1). This suggests conservative financial management and a focus on expending funds rather than accumulating large reserves.

Why is officer compensation consistently reported as zero?

The consistent reporting of zero officer compensation across all filings is unusual for an organization of this size and revenue. It could indicate that the board and leadership are entirely volunteer-based, or that compensation is paid by a related entity and not directly reported on these 990s. Further investigation into the organizational structure would be needed to clarify this.

Filing History

IRS 990 filing history for Henry And Lucy Moses Fund Inc showing financial trends over 10 years of public records:

Over 10 years of IRS 990 filings (2011–2023), Henry And Lucy Moses Fund Inc's revenue has declined by 47.5%, moving from $7.3M to $3.8M. Total assets decreased by 1.4% over the same period, from $393K to $387K. Total functional expenses fell by 47.8%, from $7.3M to $3.8M. In its most recent filing year (2023), Henry And Lucy Moses Fund Inc reported a surplus of $6K, with revenue exceeding expenses. The organization holds $1 in liabilities against $387K in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $387K.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $3.8M $3.8M $387K $1
2022 $3.9M $3.9M $377K $1 View 990
2021 $3.9M $3.9M $419K $1 View 990
2020 $4.0M $3.8M $407K $1 View 990
2019 $4.2M $4.2M $248K $0 View 990
2015 $3.5M $3.5M $363K $0 View 990
2014 $3.9M $3.9M $380K $0 View 990
2013 $5.2M $5.2M $371K $0 View 990
2012 $5.4M $5.5M $377K $0 View 990
2011 $7.3M $7.3M $393K $0 View 990

Year-by-Year Financial Summary

  • 2023: Revenue of $3.8M, expenses of $3.8M, and assets of $387K (revenue -2.0% year-over-year).
  • 2022: Revenue of $3.9M, expenses of $3.9M, and assets of $377K (revenue -0.2% year-over-year).
  • 2021: Revenue of $3.9M, expenses of $3.9M, and assets of $419K (revenue -2.3% year-over-year).
  • 2020: Revenue of $4.0M, expenses of $3.8M, and assets of $407K (revenue -4.2% year-over-year).
  • 2019: Revenue of $4.2M, expenses of $4.2M, and assets of $248K (revenue +18.4% year-over-year).
  • 2015: Revenue of $3.5M, expenses of $3.5M, and assets of $363K (revenue -9.2% year-over-year).
  • 2014: Revenue of $3.9M, expenses of $3.9M, and assets of $380K (revenue -25.4% year-over-year).
  • 2013: Revenue of $5.2M, expenses of $5.2M, and assets of $371K (revenue -4.8% year-over-year).
  • 2012: Revenue of $5.4M, expenses of $5.5M, and assets of $377K (revenue -24.9% year-over-year).
  • 2011: Revenue of $7.3M, expenses of $7.3M, and assets of $393K.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Henry And Lucy Moses Fund Inc:

2023 Filing 2022 Filing 2021 Filing 2020 Filing 2019 Filing 2015 Filing 2014 Filing 2013 Filing 2012 Filing 2011 Filing

Data Sources and Methodology

This transparency report for Henry And Lucy Moses Fund Inc 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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