Isdell Family Foundation

Isdell Family Foundation consistently distributes more than its annual revenue, drawing down its asset base.

EIN: 206759053 · Chatham, NJ · NTEE: T20 · Updated: 2026-03-28

$7.0MRevenue
$11.2MAssets
85/100Mission Score (Excellent)
T20
Isdell Family Foundation Financial Summary
MetricValue
Total Revenue$7.0M
Total Expenses$3.1M
Program Spending95%
Net Assets$13.0M
Transparency Score85/100

Is Isdell Family Foundation 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 →

Isdell Family Foundation directs 95% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Isdell Family Foundation

Isdell Family Foundation (EIN: 206759053) is a nonprofit organization based in Chatham, NJ, classified under NTEE code T20. The organization reported total revenue of $7.0M and total assets of $11.2M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Isdell Family Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

20Years Operating
Mid-SizeSize Classification
10Years of Filings
MixedRevenue Trajectory

Isdell Family Foundation is a mid-size nonprofit that has been operating for 20 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of -4.9%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$523K
Total Expenses$3.1M
Surplus / Deficit$-2,596,294
Total Assets$13.0M
Total Liabilities$1
Net Assets$13.0M
Operating Margin-496.9%
Debt-to-Asset Ratio0.0%
Months of Reserves50.1 months

Financial Health Grade: B

In 2023, Isdell Family Foundation reported a deficit of $2.6M with expenses exceeding revenue, holds 50.1 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), Isdell Family Foundation's revenue has declined at a compound annual growth rate (CAGR) of -4.9%.

YearRevenue ChangeExpense ChangeAsset Change
2023-12.7%+43.8%-16.6%
2022-62.1%+40.2%-9.1%
2021+414.3%+34.5%+0.1%
2020-60.3%+2.6%-4.7%
2019+44.7%+23.6%+1.6%

IRS Tax-Exempt Classification

IRS Classification Codes1200
IRS Ruling Date2006

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

AI Transparency Report

The Isdell Family Foundation, a private foundation, exhibits a consistent pattern of spending exceeding its annual revenue in recent years, drawing down its asset base. For instance, in 2023, expenses were $3,118,802 against revenue of $522,508, and in 2022, expenses were $2,168,942 against revenue of $598,268. This indicates a strategy of distributing more than it receives in a given year, which is common for foundations with substantial endowments. The foundation consistently reports minimal liabilities ($1 in recent years), suggesting sound financial management regarding debt. Its assets have decreased from a peak of over $18 million in 2019 to $13 million in 2023, reflecting these distributions. Regarding spending efficiency, as a private foundation, its primary function is grantmaking, which is inherently program-focused. The absence of reported officer compensation across all filings indicates that executive leadership is likely unpaid, or compensation is covered by other means, which can be a positive indicator of efficiency. However, without a detailed breakdown of program, administrative, and fundraising expenses, a precise assessment of spending efficiency is challenging. The NTEE code T20 (Private Grantmaking Foundations) suggests its activities are primarily grant-making, which generally aligns with high program spending. Transparency appears to be adequate through its consistent IRS 990 filings. The foundation's financial health, while showing a decline in assets due to distributions, remains robust with over $13 million in assets as of 2023. The long-term trend shows significant fluctuations in revenue, with some years like 2013 seeing very high revenue ($9,760,888) and others much lower, indicating reliance on investment returns or large, infrequent contributions.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Isdell Family 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

According to IRS 990 filings, Isdell Family Foundation allocates its expenses as follows: admin: 5%, programs: 95%, fundraising: 0%. With 95% 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:

$523KTotal Revenue
$3.1MTotal Expenses
$13.0MTotal Assets
$1Total Liabilities
$13.0MNet Assets

Executive Compensation Analysis

The Isdell Family Foundation consistently reports 0% officer compensation across all available filings, indicating that its leadership is either unpaid or compensated through other entities, which is a strong positive for minimizing overhead.

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 Isdell Family Foundation's IRS 990 filings:

Strengths

The following positive indicators were identified for Isdell Family Foundation:

Frequently Asked Questions about Isdell Family Foundation

Is Isdell Family Foundation a legitimate charity?

Based on AI analysis of IRS 990 filings, Isdell Family Foundation (EIN: 206759053) some concerns. Mission Score: 85/100. 2 red flags identified, 4 strengths noted.

How does Isdell Family Foundation spend its money?

Isdell Family Foundation directs 95% of its spending to programs and services. The remaining budget covers administration and fundraising costs.

Are donations to Isdell Family Foundation tax-deductible?

Isdell Family Foundation is registered as a tax-exempt nonprofit (EIN: 206759053). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

How does Isdell Family Foundation compare to similar nonprofits?

With a transparency score of 85/100 (Excellent), Isdell Family Foundation is above average for NTEE category T20 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.

Where is Isdell Family Foundation located?

Isdell Family Foundation is headquartered in Chatham, New Jersey and files with the IRS under EIN 206759053. It is classified under NTEE code T20.

How many years of IRS 990 filings does Isdell Family Foundation have?

Isdell Family 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 $7.0M in total revenue.

Is the Isdell Family Foundation financially sustainable given its spending patterns?

The foundation has consistently spent more than its annual revenue in recent years, leading to a reduction in its asset base from over $18 million to $13 million. While it still holds substantial assets, this trend suggests a finite lifespan if current spending rates continue without significant new endowments or investment gains.

What is the primary purpose of the Isdell Family Foundation's expenditures?

As a private grantmaking foundation (NTEE T20), its expenditures are primarily focused on making grants to other organizations or individuals to further its charitable mission. The absence of officer compensation further supports a direct grantmaking model.

Why does the foundation report $1 in liabilities consistently?

Reporting $1 in liabilities is often a placeholder or a nominal amount used by some private foundations to indicate virtually no outstanding debt or significant financial obligations, reflecting a very healthy balance sheet.

Filing History

IRS 990 filing history for Isdell Family Foundation showing financial trends over 10 years of public records:

Over 10 years of IRS 990 filings (2011–2023), Isdell Family Foundation's revenue has declined by 45.3%, moving from $954K to $523K. Total assets increased by 91.7% over the same period, from $6.8M to $13.0M. Total functional expenses rose by 626.6%, from $429K to $3.1M. In its most recent filing year (2023), Isdell Family Foundation reported a deficit of $2.6M, with expenses exceeding revenue. The organization holds $1 in liabilities against $13.0M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $13.0M.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $523K $3.1M $13.0M $1 View 990
2022 $598K $2.2M $15.6M $1 View 990
2021 $1.6M $1.5M $17.2M $1
2020 $307K $1.1M $17.2M $1
2019 $774K $1.1M $18.0M $1 View 990
2015 $535K $907K $17.7M $1 View 990
2014 $4.7M $829K $18.1M $1 View 990
2013 $9.8M $2.1M $14.3M $1 View 990
2012 $261K $493K $6.6M $0 View 990
2011 $954K $429K $6.8M $0 View 990

Year-by-Year Financial Summary

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Isdell Family Foundation:

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 Isdell Family 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.

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