Historic Valley Junction Foundation
EIN: 421338090 · Wdm, IA · NTEE: S30Z
| Metric | Value |
|---|---|
| Total Revenue | $565K |
| Total Expenses | $558K |
| Net Assets | $327K |
Is Historic Valley Junction Foundation Legit?
Insufficient Data
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
About Historic Valley Junction Foundation
Historic Valley Junction Foundation (EIN: 421338090) is a nonprofit organization based in Wdm, IA, classified under NTEE code S30Z. The organization reported total revenue of $565K and total assets of $364K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Historic Valley Junction Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Historic Valley Junction Foundation is a small nonprofit that has been operating for 36 years, with 13 years of IRS 990 filings on record (2012–2023). Revenue has grown at a compound annual rate of -6.7%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $502K |
| Total Expenses | $558K |
| Surplus / Deficit | $-56,224 |
| Total Assets | $344K |
| Total Liabilities | $17K |
| Net Assets | $327K |
| Operating Margin | -11.2% |
| Debt-to-Asset Ratio | 5.0% |
| Months of Reserves | 7.4 months |
Financial Health Grade: B
In 2023, Historic Valley Junction Foundation reported a deficit of $56K with expenses exceeding revenue, holds 7.4 months of operating reserves (strong position), has a debt-to-asset ratio of 5.0% (very low leverage).
Financial Trends
Over 13 years of filings (2012–2023), Historic Valley Junction Foundation's revenue has declined at a compound annual growth rate (CAGR) of -6.7%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +7.7% | +24.4% | -13.6% |
| 2022 | +13.9% | +37.9% | +6.7% |
| 2021 | -14.2% | -11.4% | +31.3% |
| 2020 | -35.5% | -56.8% | +62.3% |
| 2019 | -12.9% | +41.5% | -38.7% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 1990 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Analysis Pending
AI enrichment for Historic Valley Junction Foundation has not yet been completed. Basic IRS 990 data is shown below. Check back later for a full transparency report including a Mission Score, spending breakdown, executive compensation analysis, and red flags assessment.
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Historic Valley Junction Foundation with a Mission Score of 0 out of 100 (Very Poor). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a deficit of $56K, with expenses exceeding revenue.
- Debt-to-asset ratio: 5.0%.
Frequently Asked Questions about Historic Valley Junction Foundation
Is Historic Valley Junction Foundation a legitimate charity?
Based on AI analysis of IRS 990 filings, Historic Valley Junction Foundation (EIN: 421338090) insufficient data. 0 red flags identified, 0 strengths noted.
How does Historic Valley Junction Foundation spend its money?
Detailed spending breakdown data is not yet available for Historic Valley Junction Foundation. Check back for updated IRS 990 analysis.
Are donations to Historic Valley Junction Foundation tax-deductible?
Historic Valley Junction Foundation is registered as a tax-exempt nonprofit (EIN: 421338090). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Where is Historic Valley Junction Foundation located?
Historic Valley Junction Foundation is headquartered in Wdm, Iowa and files with the IRS under EIN 421338090. It is classified under NTEE code S30Z.
How many years of IRS 990 filings does Historic Valley Junction Foundation have?
Historic Valley Junction Foundation has 13 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 $565K in total revenue.
Filing History
IRS 990 filing history for Historic Valley Junction Foundation showing financial trends over 13 years of public records:
Over 13 years of IRS 990 filings (2012–2023), Historic Valley Junction Foundation's revenue has declined by 53.4%, moving from $1.1M to $502K. Total assets increased by 731.1% over the same period, from $41K to $344K. Total functional expenses fell by 50.3%, from $1.1M to $558K. In its most recent filing year (2023), Historic Valley Junction Foundation reported a deficit of $56K, with expenses exceeding revenue. The organization holds $17K in liabilities against $344K in assets (debt-to-asset ratio: 5.0%), resulting in net assets of $327K.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $502K | $558K | $344K | $17K | — | View 990 |
| 2022 | $466K | $449K | $398K | $15K | — | View 990 |
| 2021 | $409K | $326K | $373K | $8K | — | View 990 |
| 2020 | $477K | $367K | $284K | $2K | — | — |
| 2019 | $740K | $850K | $175K | $3K | — | View 990 |
| 2018 | $850K | $601K | $286K | $4K | — | View 990 |
| 2017 | $693K | $660K | $40K | $6K | — | View 990 |
| 2016 | $494K | $475K | $5K | $5K | — | View 990 |
| 2015 | $514K | $517K | $6K | $25K | — | View 990 |
| 2014 | $396K | $397K | $5K | $21K | — | View 990 |
| 2014 | $476K | $484K | $11K | $25K | — | View 990 |
| 2013 | $491K | $511K | $22K | $29K | — | View 990 |
| 2012 | $1.1M | $1.1M | $41K | $28K | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $502K, expenses of $558K, and assets of $344K (revenue +7.7% year-over-year).
- 2022: Revenue of $466K, expenses of $449K, and assets of $398K (revenue +13.9% year-over-year).
- 2021: Revenue of $409K, expenses of $326K, and assets of $373K (revenue -14.2% year-over-year).
- 2020: Revenue of $477K, expenses of $367K, and assets of $284K (revenue -35.5% year-over-year).
- 2019: Revenue of $740K, expenses of $850K, and assets of $175K (revenue -12.9% year-over-year).
- 2018: Revenue of $850K, expenses of $601K, and assets of $286K (revenue +22.5% year-over-year).
- 2017: Revenue of $693K, expenses of $660K, and assets of $40K (revenue +40.4% year-over-year).
- 2016: Revenue of $494K, expenses of $475K, and assets of $5K (revenue -3.9% year-over-year).
- 2015: Revenue of $514K, expenses of $517K, and assets of $6K (revenue +29.8% year-over-year).
- 2014: Revenue of $396K, expenses of $397K, and assets of $5K (revenue -16.9% year-over-year).
- 2014: Revenue of $476K, expenses of $484K, and assets of $11K (revenue -3.0% year-over-year).
- 2013: Revenue of $491K, expenses of $511K, and assets of $22K (revenue -54.4% year-over-year).
- 2012: Revenue of $1.1M, expenses of $1.1M, and assets of $41K.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Historic Valley Junction Foundation:
Data Sources and Methodology
This transparency report for Historic Valley Junction 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.