J M R Barker Foundation
J M R Barker Foundation consistently spends more than it earns, drawing from substantial assets, with no reported officer compensation.
EIN: 136268289 · Waltham, MA · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $3.2M |
| Total Expenses | $5.0M |
| Program Spending | 90% |
| CEO/Top Officer Pay | $84 |
| Net Assets | $77.8M |
| Transparency Score | 85/100 |
Is J M R Barker Foundation Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
J M R Barker Foundation directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About J M R Barker Foundation
J M R Barker Foundation (EIN: 136268289) is a nonprofit organization based in Waltham, MA. The organization reported total revenue of $3.2M and total assets of $84.5M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of J M R Barker Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
J M R Barker Foundation is a mid-size nonprofit that has been operating for 58 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of -12.6%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $1.8M |
| Total Expenses | $5.0M |
| Surplus / Deficit | $-3,206,941 |
| Total Assets | $79.3M |
| Total Liabilities | $1.5M |
| Net Assets | $77.8M |
| Operating Margin | -178.9% |
| Debt-to-Asset Ratio | 1.9% |
| Months of Reserves | 190.4 months |
Financial Health Grade: B
In 2023, J M R Barker Foundation reported a deficit of $3.2M with expenses exceeding revenue, holds 190.4 months of operating reserves (strong position), has a debt-to-asset ratio of 1.9% (very low leverage).
Financial Trends
Over 10 years of filings (2011–2023), J M R Barker Foundation's revenue has declined at a compound annual growth rate (CAGR) of -12.6%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | -30.6% | -10.8% | +6.6% |
| 2022 | -62.1% | +75.8% | -22.1% |
| 2021 | +170.2% | -16.3% | +6.9% |
| 2020 | -47.7% | +10.3% | +16.7% |
| 2019 | +75.2% | -49.9% | +7.1% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 1968 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Transparency Report
Mission Effectiveness Score
NonprofitSpending's AI analysis rates J M R Barker 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
- admin: 10%
- programs: 90%
- fundraising: 0%
According to IRS 990 filings, J M R Barker Foundation 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:
- The organization reported a deficit of $3.2M, with expenses exceeding revenue.
- Debt-to-asset ratio: 1.9%.
Executive Compensation Analysis
Executive compensation is consistently reported as 0% across all available filings, indicating that no officers receive compensation from the organization. This is highly unusual for an organization with assets exceeding $84 million and suggests a volunteer-driven leadership or compensation handled by an external entity, which enhances 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 J M R Barker Foundation's IRS 990 filings:
- Consistent deficit spending in recent years (e.g., 202312 expenses $4,999,475 vs. revenue $1,792,534)
- Lack of NTEE code, hindering peer comparison and mission clarity.
Strengths
The following positive indicators were identified for J M R Barker Foundation:
- Substantial asset base ($84,521,329) providing financial stability.
- 0% officer compensation across all filings, indicating high efficiency in leadership costs.
- Low liabilities relative to assets (e.g., $1,517,400 liabilities vs. $79,306,649 assets in 202312).
Frequently Asked Questions about J M R Barker Foundation
Is J M R Barker Foundation a legitimate charity?
Based on AI analysis of IRS 990 filings, J M R Barker Foundation (EIN: 136268289) some concerns. Mission Score: 85/100. 2 red flags identified, 3 strengths noted.
How does J M R Barker Foundation spend its money?
J M R Barker Foundation directs 90% of its spending to programs and services. The remaining budget covers administration and fundraising costs.
Are donations to J M R Barker Foundation tax-deductible?
J M R Barker Foundation is registered as a tax-exempt nonprofit (EIN: 136268289). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
How much does the J M R Barker Foundation CEO make?
J M R Barker Foundation's highest-compensated officer earns $84 annually. The organization reported $3.2M in total revenue. Executive compensation data is disclosed in IRS 990 filings.
Where is J M R Barker Foundation located?
J M R Barker Foundation is headquartered in Waltham, Massachusetts and files with the IRS under EIN 136268289.
How many years of IRS 990 filings does J M R Barker Foundation have?
J M R Barker 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 $3.2M in total revenue.
Is the J M R Barker Foundation financially sustainable given recent revenue deficits?
While the foundation has significant assets ($84,521,329), its recent trend of expenses exceeding revenue (e.g., $4,999,475 expenses vs. $1,792,534 revenue in 202312) suggests it is drawing down its principal or relying on investment returns not fully captured in 'revenue.' This pattern, if sustained, could impact long-term sustainability, though its large asset base provides a substantial buffer.
What is the nature of the J M R Barker Foundation's expenses if officer compensation is 0%?
With 0% officer compensation, the expenses primarily consist of program-related costs, administrative overhead (excluding executive salaries), and potentially investment management fees. This indicates a highly efficient operational model in terms of leadership compensation.
Why is there no NTEE code available for the organization?
The absence of an NTEE code makes it difficult to precisely categorize the foundation's mission and compare its financial performance against peer organizations. This could be due to the nature of its activities or how it was classified during registration.
Filing History
IRS 990 filing history for J M R Barker Foundation showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), J M R Barker Foundation's revenue has declined by 80%, moving from $9.0M to $1.8M. Total assets increased by 13.8% over the same period, from $69.7M to $79.3M. Total functional expenses rose by 21.6%, from $4.1M to $5.0M. In its most recent filing year (2023), J M R Barker Foundation reported a deficit of $3.2M, with expenses exceeding revenue. The organization holds $1.5M in liabilities against $79.3M in assets (debt-to-asset ratio: 1.9%), resulting in net assets of $77.8M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $1.8M | $5.0M | $79.3M | $1.5M | — | View 990 |
| 2022 | $2.6M | $5.6M | $74.4M | $1.1M | — | View 990 |
| 2021 | $6.8M | $3.2M | $95.5M | $701K | — | View 990 |
| 2020 | $2.5M | $3.8M | $89.3M | $2.5M | — | View 990 |
| 2019 | $4.8M | $3.5M | $76.5M | $2.9M | — | View 990 |
| 2015 | $2.7M | $6.9M | $71.4M | $3.7M | — | View 990 |
| 2014 | $13.6M | $4.1M | $75.5M | $844K | — | View 990 |
| 2013 | $5.9M | $3.6M | $71.6M | $1.2M | — | View 990 |
| 2012 | $4.1M | $2.7M | $71.6M | $628K | — | View 990 |
| 2011 | $9.0M | $4.1M | $69.7M | $1.7M | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $1.8M, expenses of $5.0M, and assets of $79.3M (revenue -30.6% year-over-year).
- 2022: Revenue of $2.6M, expenses of $5.6M, and assets of $74.4M (revenue -62.1% year-over-year).
- 2021: Revenue of $6.8M, expenses of $3.2M, and assets of $95.5M (revenue +170.2% year-over-year).
- 2020: Revenue of $2.5M, expenses of $3.8M, and assets of $89.3M (revenue -47.7% year-over-year).
- 2019: Revenue of $4.8M, expenses of $3.5M, and assets of $76.5M (revenue +75.2% year-over-year).
- 2015: Revenue of $2.7M, expenses of $6.9M, and assets of $71.4M (revenue -79.8% year-over-year).
- 2014: Revenue of $13.6M, expenses of $4.1M, and assets of $75.5M (revenue +129.1% year-over-year).
- 2013: Revenue of $5.9M, expenses of $3.6M, and assets of $71.6M (revenue +46.6% year-over-year).
- 2012: Revenue of $4.1M, expenses of $2.7M, and assets of $71.6M (revenue -54.8% year-over-year).
- 2011: Revenue of $9.0M, expenses of $4.1M, and assets of $69.7M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for J M R Barker Foundation:
Data Sources and Methodology
This transparency report for J M R Barker 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.