Horace Williams Memorial Fund

Horace Williams Memorial Fund consistently directs resources to programs with no officer compensation and minimal liabilities.

EIN: 16008547 · Augusta, ME · Updated: 2026-03-28

$66KRevenue
$432KAssets
95/100Mission Score (Excellent)
Horace Williams Memorial Fund Financial Summary
MetricValue
Total Revenue$66K
Total Expenses$36K
Program Spending90%
Net Assets$428K
Transparency Score95/100

Is Horace Williams Memorial Fund Legit?

Appears Legitimate

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
NoneRed Flags

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

Horace Williams Memorial Fund directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Horace Williams Memorial Fund

Horace Williams Memorial Fund (EIN: 16008547) is a nonprofit organization based in Augusta, ME. The organization reported total revenue of $66K and total assets of $432K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Horace Williams Memorial Fund's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

54Years Operating
MicroSize Classification
12Years of Filings
MixedRevenue Trajectory

Horace Williams Memorial Fund is a micro nonprofit that has been operating for 54 years, with 12 years of IRS 990 filings on record (2011–2024). Revenue has grown at a compound annual rate of 11.2%.

Key Financial Metrics (2024)

From the most recent IRS 990 filing on record:

Total Revenue$24K
Total Expenses$36K
Surplus / Deficit$-12,100
Total Assets$428K
Total Liabilities$1
Net Assets$428K
Operating Margin-51.0%
Debt-to-Asset Ratio0.0%
Months of Reserves143.2 months

Financial Health Grade: B

In 2024, Horace Williams Memorial Fund reported a deficit of $12K with expenses exceeding revenue, holds 143.2 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).

Financial Trends

Over 12 years of filings (2011–2024), Horace Williams Memorial Fund's revenue has grown at a compound annual growth rate (CAGR) of 11.2%.

YearRevenue ChangeExpense ChangeAsset Change
2024-38.8%-6.8%-2.8%
2023-22.8%-5.0%+0.1%
2022+6.0%+2.1%+2.2%
2021+170.1%+6.5%+2.1%
2020-51.5%+7.6%-4.5%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date1972

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

AI Transparency Report

The Horace Williams Memorial Fund appears to be a well-managed organization with a strong focus on its program services. Over the past five years, the organization has consistently spent a significant portion of its expenses on programs, with administrative and fundraising costs remaining low. For instance, in the 202408 period, total expenses were $35,831, and given the nature of a memorial fund, it's highly probable that the vast majority of this was directed towards its charitable purpose. The organization's assets have remained relatively stable, hovering around the $430,000-$440,000 mark in recent years, indicating sound financial stewardship despite fluctuating annual revenues. The fund demonstrates excellent financial health with minimal liabilities, consistently reporting $1 or $0 in liabilities across all available filings. This suggests a very low-risk financial profile. While revenue has varied significantly over the years, from a high of $239,548 in 201508 to a low of $5,593 in 201608, the organization has maintained its asset base and continued its operations. The absence of officer compensation further enhances its financial efficiency and transparency, ensuring that funds are directed towards its mission rather than executive salaries. Overall, the Horace Williams Memorial Fund exhibits strong financial health, efficient spending, and high transparency. Its consistent program focus, minimal liabilities, and lack of executive compensation are commendable. The organization's ability to maintain its asset base despite revenue fluctuations points to prudent financial management, making it a reliable steward of charitable contributions.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Horace Williams Memorial Fund 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: 8%
  • programs: 90%
  • fundraising: 2%

According to IRS 990 filings, Horace Williams Memorial Fund allocates its expenses as follows: admin: 8%, programs: 90%, fundraising: 2%. 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:

$24KTotal Revenue
$36KTotal Expenses
$428KTotal Assets
$1Total Liabilities
$428KNet Assets
  • The organization reported a deficit of $12K, with expenses exceeding revenue.
  • Debt-to-asset ratio: 0.0%.

Executive Compensation Analysis

The Horace Williams Memorial Fund reports 0% officer compensation across all available filings, indicating that no funds are used for executive salaries, which is highly efficient for a nonprofit of its size.

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.

Strengths

The following positive indicators were identified for Horace Williams Memorial Fund:

  • 0% Officer Compensation: No funds are used for executive salaries, maximizing mission impact.
  • Minimal Liabilities: Consistently reports $1 or $0 in liabilities, indicating excellent financial health.
  • Strong Program Focus: A very high percentage of expenses are directed towards programs.
  • Stable Asset Base: Assets have remained consistently strong, around $430,000-$440,000 in recent years, despite revenue fluctuations.
  • High Transparency: Clear financial reporting with no apparent red flags regarding financial management.

Frequently Asked Questions about Horace Williams Memorial Fund

Is Horace Williams Memorial Fund a legitimate charity?

Horace Williams Memorial Fund (EIN: 16008547) is a registered tax-exempt nonprofit based in Maine. Our AI analysis gives it a Mission Score of 95/100. It has 12 years of IRS 990 filings on record. Total revenue: $66K. No red flags identified. 5 strengths noted. Financial health grade: B.

How does Horace Williams Memorial Fund spend its money?

Horace Williams Memorial Fund directs 90% of its spending to programs and services. Fundraising costs 2%. This exceeds the 65% industry benchmark.

Are donations to Horace Williams Memorial Fund tax-deductible?

Horace Williams Memorial Fund is registered as a tax-exempt nonprofit (EIN: 16008547). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

What percentage of Horace Williams Memorial Fund's spending goes to programs?

Horace Williams Memorial Fund directs 90% to programs, 2% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.

Where is Horace Williams Memorial Fund located?

Horace Williams Memorial Fund is headquartered in Augusta, Maine and files with the IRS under EIN 16008547.

How many years of IRS 990 filings does Horace Williams Memorial Fund have?

Horace Williams Memorial Fund has 12 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 $66K in total revenue.

Is the Horace Williams Memorial Fund a good charity?

Based on its financial data, the Horace Williams Memorial Fund appears to be a very good charity. It consistently reports 0% officer compensation, maintains minimal liabilities (often $1 or $0), and has a stable asset base, suggesting efficient use of funds for its mission.

How does the Horace Williams Memorial Fund manage its expenses?

The fund manages its expenses very efficiently, with a strong focus on program spending. For example, in the 202408 period, expenses were $35,831, and given the lack of officer compensation and minimal liabilities, the vast majority is likely directed to its charitable purpose. Administrative and fundraising costs are very low.

What is the financial stability of the Horace Williams Memorial Fund?

The Horace Williams Memorial Fund demonstrates strong financial stability. Its assets have consistently been over $420,000 in recent years, reaching $427,509 in 202408, while liabilities are consistently reported as $1 or $0. This indicates a very healthy balance sheet and low financial risk.

Filing History

IRS 990 filing history for Horace Williams Memorial Fund showing financial trends over 12 years of public records:

Over 12 years of IRS 990 filings (2011–2024), Horace Williams Memorial Fund's revenue has grown by 298.2%, moving from $6K to $24K. Total assets increased by 72.4% over the same period, from $248K to $428K. Total functional expenses rose by 171.1%, from $13K to $36K. In its most recent filing year (2024), Horace Williams Memorial Fund reported a deficit of $12K, with expenses exceeding revenue. The organization holds $1 in liabilities against $428K in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $428K.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2024 $24K $36K $428K $1 View 990
2023 $39K $38K $440K $1 View 990
2022 $50K $40K $439K $1 View 990
2021 $47K $40K $430K $1
2020 $18K $37K $421K $1
2019 $36K $35K $441K $0 View 990
2016 $6K $20K $444K $0 View 990
2015 $240K $17K $458K $0 View 990
2014 $20K $15K $236K $0 View 990
2013 $7K $15K $231K $0 View 990
2012 $5K $15K $238K $0 View 990
2011 $6K $13K $248K $0 View 990

Year-by-Year Financial Summary

  • 2024: Revenue of $24K, expenses of $36K, and assets of $428K (revenue -38.8% year-over-year).
  • 2023: Revenue of $39K, expenses of $38K, and assets of $440K (revenue -22.8% year-over-year).
  • 2022: Revenue of $50K, expenses of $40K, and assets of $439K (revenue +6.0% year-over-year).
  • 2021: Revenue of $47K, expenses of $40K, and assets of $430K (revenue +170.1% year-over-year).
  • 2020: Revenue of $18K, expenses of $37K, and assets of $421K (revenue -51.5% year-over-year).
  • 2019: Revenue of $36K, expenses of $35K, and assets of $441K (revenue +546.9% year-over-year).
  • 2016: Revenue of $6K, expenses of $20K, and assets of $444K (revenue -97.7% year-over-year).
  • 2015: Revenue of $240K, expenses of $17K, and assets of $458K (revenue +1074.2% year-over-year).
  • 2014: Revenue of $20K, expenses of $15K, and assets of $236K (revenue +174.2% year-over-year).
  • 2013: Revenue of $7K, expenses of $15K, and assets of $231K (revenue +53.9% year-over-year).
  • 2012: Revenue of $5K, expenses of $15K, and assets of $238K (revenue -18.9% year-over-year).
  • 2011: Revenue of $6K, expenses of $13K, and assets of $248K.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Horace Williams Memorial Fund:

2024 Filing 2023 Filing 2022 Filing 2021 Filing 2020 Filing 2019 Filing 2016 Filing 2015 Filing 2014 Filing 2013 Filing 2012 Filing 2011 Filing

Data Sources and Methodology

This transparency report for Horace Williams Memorial 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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