Iris And Junming Le Foundationtrust Dated 3 10 06

Iris And Junming Le Foundationtrust consistently spends more than it earns, drawing down on its $18.8 million asset base.

EIN: 206861899 · Boca Raton, FL · NTEE: T22 · Updated: 2026-03-28

$13.9MRevenue
$19.2MAssets
85/100Mission Score (Excellent)
T22
Iris And Junming Le Foundationtrust Dated 3 10 06 Financial Summary
MetricValue
Total Revenue$13.9M
Total Expenses$1.0M
Program Spending90%
Net Assets$18.8M
Transparency Score85/100

Is Iris And Junming Le Foundationtrust Dated 3 10 06 Legit?

Some Concerns

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
2 FoundRed Flags

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

Iris And Junming Le Foundationtrust Dated 3 10 06 directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Iris And Junming Le Foundationtrust Dated 3 10 06

Iris And Junming Le Foundationtrust Dated 3 10 06 (EIN: 206861899) is a nonprofit organization based in Boca Raton, FL, classified under NTEE code T22. The organization reported total revenue of $13.9M and total assets of $19.2M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Iris And Junming Le Foundationtrust Dated 3 10 06's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

19Years Operating
LargeSize Classification
10Years of Filings
MixedRevenue Trajectory

Iris And Junming Le Foundationtrust Dated 3 10 06 is a large nonprofit that has been operating for 19 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$438K
Total Expenses$1.0M
Surplus / Deficit$-574,386
Total Assets$18.8M
Total Liabilities$1
Net Assets$18.8M
Operating Margin-131.2%
Debt-to-Asset Ratio0.0%
Months of Reserves223.2 months

Financial Health Grade: B

In 2023, Iris And Junming Le Foundationtrust Dated 3 10 06 reported a deficit of $574K with expenses exceeding revenue, holds 223.2 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), Iris And Junming Le Foundationtrust Dated 3 10 06's revenue has declined at a compound annual growth rate (CAGR) of -12.0%.

YearRevenue ChangeExpense ChangeAsset Change
2023-12.1%-7.7%-3.0%
2022-49.6%+29.4%-3.0%
2021+184.3%-17.5%+0.7%
2020-44.4%-3.5%-3.3%
2019-75.2%+68.9%+21.2%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date2007

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

AI Transparency Report

The Iris And Junming Le Foundationtrust Dated 3 10 06 appears to be a well-established private foundation with a substantial asset base, currently at $18,824,956 as of the 202312 filing. Over the past several years, the foundation has consistently reported minimal liabilities ($1), indicating a strong balance sheet and sound financial management in that regard. However, recent filings show a trend where expenses have exceeded revenue, for example, in 202312, expenses were $1,012,264 against revenue of $437,878, and in 202212, expenses were $1,096,481 against revenue of $498,104. This suggests the foundation is drawing down on its assets to fund its activities, which is common for private foundations but warrants monitoring to ensure long-term sustainability. The organization's spending efficiency is difficult to fully assess without a detailed breakdown of program service expenses versus administrative and fundraising costs, which are not provided in the summary data. However, the consistent reporting of 0% officer compensation across all available filings is a positive indicator of efficient use of funds at the executive level and suggests a volunteer-driven or very lean operational structure for leadership. The foundation's transparency is generally good, with 10 filings available, demonstrating a consistent reporting history to the IRS. While the foundation maintains a healthy asset base, the consistent deficit spending in recent years (e.g., $574,386 deficit in 202312) means its asset growth has slowed or reversed compared to earlier periods. For instance, assets decreased from $19,997,719 in 202112 to $18,824,956 in 202312. This trend, while not immediately alarming given the substantial assets, is a key financial aspect to watch for future sustainability and impact.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Iris And Junming Le Foundationtrust Dated 3 10 06 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, Iris And Junming Le Foundationtrust Dated 3 10 06 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:

$438KTotal Revenue
$1.0MTotal Expenses
$18.8MTotal Assets
$1Total Liabilities
$18.8MNet Assets
  • The organization reported a deficit of $574K, with expenses exceeding revenue.
  • Debt-to-asset ratio: 0.0%.

Executive Compensation Analysis

Executive compensation is consistently reported as 0% across all available filings, indicating that the foundation's leadership either serves on a volunteer basis or is compensated through other means not classified as officer compensation, which is a strong positive for financial efficiency.

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 Iris And Junming Le Foundationtrust Dated 3 10 06's IRS 990 filings:

  • Consistent deficit spending in recent years (e.g., $574,386 in 202312) where expenses exceed revenue, leading to asset reduction.
  • Lack of detailed breakdown for program vs. administrative expenses in the provided data, making it hard to fully assess spending efficiency beyond executive compensation.

Strengths

The following positive indicators were identified for Iris And Junming Le Foundationtrust Dated 3 10 06:

  • Strong asset base of $18,824,956 (202312) provides significant financial stability.
  • Consistently reports 0% officer compensation, indicating highly efficient executive leadership costs.
  • Minimal liabilities ($1 across all filings) demonstrates excellent balance sheet health.
  • Long history of IRS 990 filings (10 filings) indicates good transparency and compliance.

Frequently Asked Questions about Iris And Junming Le Foundationtrust Dated 3 10 06

Is Iris And Junming Le Foundationtrust Dated 3 10 06 a legitimate charity?

Iris And Junming Le Foundationtrust Dated 3 10 06 (EIN: 206861899) is a registered tax-exempt nonprofit based in Florida. Our AI analysis gives it a Mission Score of 85/100. It has 10 years of IRS 990 filings on record. Total revenue: $13.9M. 2 red flags identified. 4 strengths noted. Financial health grade: B.

How does Iris And Junming Le Foundationtrust Dated 3 10 06 spend its money?

Iris And Junming Le Foundationtrust Dated 3 10 06 directs 90% of its spending to programs and services. This exceeds the 65% industry benchmark.

Are donations to Iris And Junming Le Foundationtrust Dated 3 10 06 tax-deductible?

Iris And Junming Le Foundationtrust Dated 3 10 06 is registered as a tax-exempt nonprofit (EIN: 206861899). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

How does Iris And Junming Le Foundationtrust Dated 3 10 06 compare to similar nonprofits?

With a transparency score of 85/100 (Excellent), Iris And Junming Le Foundationtrust Dated 3 10 06 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 Iris And Junming Le Foundationtrust Dated 3 10 06 located?

Iris And Junming Le Foundationtrust Dated 3 10 06 is headquartered in Boca Raton, Florida and files with the IRS under EIN 206861899. It is classified under NTEE code T22.

How many years of IRS 990 filings does Iris And Junming Le Foundationtrust Dated 3 10 06 have?

Iris And Junming Le Foundationtrust Dated 3 10 06 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 $13.9M in total revenue.

Is the Iris And Junming Le Foundationtrust financially sustainable given its recent spending trends?

While the foundation has a substantial asset base of $18,824,956 (202312), it has consistently spent more than its revenue in recent years (e.g., $1,012,264 expenses vs. $437,878 revenue in 202312). This trend of drawing down assets, if continued, could impact long-term sustainability, though its current asset level provides a significant buffer.

What are the primary program areas supported by the foundation?

The provided NTEE code T22 indicates 'Private Grantmaking Foundations,' meaning the organization primarily makes grants to other organizations. Specific program areas are not detailed in the provided financial summary.

How does the foundation manage to operate with 0% officer compensation?

The consistent reporting of 0% officer compensation suggests that the foundation's leadership may be entirely volunteer-based, or their compensation is covered by an affiliated entity, or structured in a way that it is not reported as officer compensation on the 990 form. This is a highly efficient operational model for executive leadership.

Filing History

IRS 990 filing history for Iris And Junming Le Foundationtrust Dated 3 10 06 showing financial trends over 10 years of public records:

Over 10 years of IRS 990 filings (2011–2023), Iris And Junming Le Foundationtrust Dated 3 10 06's revenue has declined by 78.4%, moving from $2.0M to $438K. Total assets increased by 123.3% over the same period, from $8.4M to $18.8M. Total functional expenses rose by 204.4%, from $333K to $1.0M. In its most recent filing year (2023), Iris And Junming Le Foundationtrust Dated 3 10 06 reported a deficit of $574K, with expenses exceeding revenue. The organization holds $1 in liabilities against $18.8M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $18.8M.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $438K $1.0M $18.8M $1 View 990
2022 $498K $1.1M $19.4M $1 View 990
2021 $988K $847K $20.0M $1 View 990
2020 $348K $1.0M $19.9M $1
2019 $625K $1.1M $20.5M $1
2015 $2.5M $630K $16.9M $1 View 990
2014 $3.3M $555K $15.1M $1 View 990
2013 $2.5M $457K $12.3M $1 View 990
2012 $2.3M $427K $10.3M $1 View 990
2011 $2.0M $333K $8.4M $1 View 990

Year-by-Year Financial Summary

  • 2023: Revenue of $438K, expenses of $1.0M, and assets of $18.8M (revenue -12.1% year-over-year).
  • 2022: Revenue of $498K, expenses of $1.1M, and assets of $19.4M (revenue -49.6% year-over-year).
  • 2021: Revenue of $988K, expenses of $847K, and assets of $20.0M (revenue +184.3% year-over-year).
  • 2020: Revenue of $348K, expenses of $1.0M, and assets of $19.9M (revenue -44.4% year-over-year).
  • 2019: Revenue of $625K, expenses of $1.1M, and assets of $20.5M (revenue -75.2% year-over-year).
  • 2015: Revenue of $2.5M, expenses of $630K, and assets of $16.9M (revenue -22.9% year-over-year).
  • 2014: Revenue of $3.3M, expenses of $555K, and assets of $15.1M (revenue +30.1% year-over-year).
  • 2013: Revenue of $2.5M, expenses of $457K, and assets of $12.3M (revenue +9.9% year-over-year).
  • 2012: Revenue of $2.3M, expenses of $427K, and assets of $10.3M (revenue +12.9% year-over-year).
  • 2011: Revenue of $2.0M, expenses of $333K, and assets of $8.4M.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Iris And Junming Le Foundationtrust Dated 3 10 06:

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 Iris And Junming Le Foundationtrust Dated 3 10 06 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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