Jack And Debra Edelman Foundationinc

Jack And Debra Edelman Foundationinc shows strong asset growth and zero officer compensation.

EIN: 208022209 · Richmond, IN · NTEE: T22 · Updated: 2026-03-28

$2.8MRevenue
$4.2MAssets
92/100Mission Score (Excellent)
T22
Jack And Debra Edelman Foundationinc Financial Summary
MetricValue
Total Revenue$2.8M
Total Expenses$379K
Program Spending90%
CEO/Top Officer Pay$3
Net Assets$3.1M
Transparency Score92/100

Is Jack And Debra Edelman Foundationinc Legit?

Some Concerns

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
1 FoundRed Flags

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

Jack And Debra Edelman Foundationinc directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Jack And Debra Edelman Foundationinc

Jack And Debra Edelman Foundationinc (EIN: 208022209) is a nonprofit organization based in Richmond, IN, classified under NTEE code T22. The organization reported total revenue of $2.8M and total assets of $4.2M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Jack And Debra Edelman Foundationinc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

18Years Operating
Mid-SizeSize Classification
10Years of Filings
MixedRevenue Trajectory

Jack And Debra Edelman Foundationinc is a mid-size nonprofit that has been operating for 18 years, with 10 years of IRS 990 filings on record (2011–2023).

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$2.3M
Total Expenses$379K
Surplus / Deficit+$1.9M
Total Assets$3.1M
Total Liabilities$1
Net Assets$3.1M
Operating Margin83.5%
Debt-to-Asset Ratio0.0%
Months of Reserves97.2 months

Financial Health Grade: A

In 2023, Jack And Debra Edelman Foundationinc reported a surplus of $1.9M with revenue exceeding expenses, holds 97.2 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).

Financial Trends

YearRevenue ChangeExpense ChangeAsset Change
2023+128.0%+12.4%+168.1%
2022+1431.3%+40.1%+142.5%
2021-87.5%-14.8%-27.0%
2020+60.5%-30.0%+60.1%
2019-9.2%+21.9%+106.2%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date2008

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

AI Transparency Report

The Jack And Debra Edelman Foundationinc demonstrates strong financial health and efficiency, particularly in its recent filings. In 2023, the organization reported revenue of $2,304,410 against expenses of $379,237, indicating a significant surplus that contributed to a substantial increase in assets to $3,070,503. This trend of revenue exceeding expenses is consistent in recent years, with 2022 showing revenue of $1,010,539 and expenses of $337,497. The foundation's assets have grown considerably, from $142,021 in 2011 to over $3 million in 2023, reflecting effective financial management and growth in its endowment or investment portfolio. The organization consistently reports 0% officer compensation across all available filings, which is a strong indicator of efficient spending and a focus on mission-related expenditures rather than administrative overhead. With liabilities consistently reported as $1, the foundation maintains a very healthy balance sheet with minimal debt. While specific program spending percentages are not detailed in the provided summary, the low overall expenses relative to revenue suggest a lean operational model. The NTEE code T22, 'Private Grantmaking Foundations', implies that a significant portion of its expenses would be in grants, aligning with its purpose. Overall, the Jack And Debra Edelman Foundationinc appears to be a well-managed and financially robust private foundation. Its consistent growth in assets, minimal liabilities, and zero officer compensation point to a high degree of financial prudence and a strong commitment to its philanthropic objectives. The lack of detailed program vs. administrative expense breakdown is a minor transparency point, but the overall financial picture is very positive.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Jack And Debra Edelman Foundationinc with a Mission Score of 92 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, Jack And Debra Edelman Foundationinc 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:

$2.3MTotal Revenue
$379KTotal Expenses
$3.1MTotal Assets
$1Total Liabilities
$3.1MNet Assets
  • The organization reported a surplus of $1.9M, with revenue exceeding expenses.
  • Debt-to-asset ratio: 0.0%.

Executive Compensation Analysis

Executive compensation is consistently reported as 0% across all available filings, indicating that no salaries are paid to officers, which is highly efficient for an organization of its size with assets exceeding $3 million.

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 Jack And Debra Edelman Foundationinc's IRS 990 filings:

  • Lack of detailed program vs. administrative expense breakdown in summary data

Strengths

The following positive indicators were identified for Jack And Debra Edelman Foundationinc:

  • Strong asset growth, from $142,021 in 2011 to $3,070,503 in 2023.
  • Consistently low expenses relative to revenue, indicating efficiency.
  • Zero officer compensation reported across all filings, maximizing funds for mission.
  • Minimal liabilities ($1 consistently reported), indicating strong financial stability.
  • Significant revenue increases in recent years, such as $2,304,410 in 2023.

Frequently Asked Questions about Jack And Debra Edelman Foundationinc

Is Jack And Debra Edelman Foundationinc a legitimate charity?

Jack And Debra Edelman Foundationinc (EIN: 208022209) is a registered tax-exempt nonprofit based in Indiana. Our AI analysis gives it a Mission Score of 92/100. It has 10 years of IRS 990 filings on record. Total revenue: $2.8M. 1 red flag identified. 5 strengths noted. Financial health grade: A.

How does Jack And Debra Edelman Foundationinc spend its money?

Jack And Debra Edelman Foundationinc directs 90% of its spending to programs and services. This exceeds the 65% industry benchmark.

Are donations to Jack And Debra Edelman Foundationinc tax-deductible?

Jack And Debra Edelman Foundationinc is registered as a tax-exempt nonprofit (EIN: 208022209). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

How much does the Jack And Debra Edelman Foundationinc CEO make?

Jack And Debra Edelman Foundationinc's highest-compensated officer earns $3 annually. The organization reported $2.8M in total revenue. Executive compensation data is disclosed in IRS 990 filings.

How does Jack And Debra Edelman Foundationinc compare to similar nonprofits?

With a transparency score of 92/100 (Excellent), Jack And Debra Edelman Foundationinc 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 Jack And Debra Edelman Foundationinc located?

Jack And Debra Edelman Foundationinc is headquartered in Richmond, Indiana and files with the IRS under EIN 208022209. It is classified under NTEE code T22.

How many years of IRS 990 filings does Jack And Debra Edelman Foundationinc have?

Jack And Debra Edelman Foundationinc 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 $2.8M in total revenue.

Is Jack And Debra Edelman Foundationinc a good charity?

Based on the provided financial data, the Jack And Debra Edelman Foundationinc appears to be a very good charity. It demonstrates strong financial health, significant asset growth, and a highly efficient operational model with 0% officer compensation.

How has the foundation's financial health changed over time?

The foundation's financial health has significantly improved over time, with assets growing from $142,021 in 2011 to $3,070,503 in 2023. Revenue has also seen substantial increases, particularly in recent years, far outpacing expenses.

What is the organization's approach to executive compensation?

The organization's approach to executive compensation is highly conservative, with 0% reported officer compensation in all available filings, suggesting a volunteer-led or very lean administrative structure.

Filing History

IRS 990 filing history for Jack And Debra Edelman Foundationinc showing financial trends over 10 years of public records:

Total assets increased by 2062% over the same period, from $142K to $3.1M. Total functional expenses rose by 631.7%, from $52K to $379K. In its most recent filing year (2023), Jack And Debra Edelman Foundationinc reported a surplus of $1.9M, with revenue exceeding expenses. The organization holds $1 in liabilities against $3.1M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $3.1M.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $2.3M $379K $3.1M $1 View 990
2022 $1.0M $337K $1.1M $1 View 990
2021 $66K $241K $472K $1 View 990
2020 $526K $283K $647K $1
2019 $328K $404K $404K $1 View 990
2015 $361K $332K $196K $1 View 990
2014 $308K $252K $167K $1 View 990
2013 $73K $355K $110K $1 View 990
2012 $502K $252K $392K $1 View 990
2011 $-6,147 $52K $142K $1 View 990

Year-by-Year Financial Summary

  • 2023: Revenue of $2.3M, expenses of $379K, and assets of $3.1M (revenue +128.0% year-over-year).
  • 2022: Revenue of $1.0M, expenses of $337K, and assets of $1.1M (revenue +1431.3% year-over-year).
  • 2021: Revenue of $66K, expenses of $241K, and assets of $472K (revenue -87.5% year-over-year).
  • 2020: Revenue of $526K, expenses of $283K, and assets of $647K (revenue +60.5% year-over-year).
  • 2019: Revenue of $328K, expenses of $404K, and assets of $404K (revenue -9.2% year-over-year).
  • 2015: Revenue of $361K, expenses of $332K, and assets of $196K (revenue +17.2% year-over-year).
  • 2014: Revenue of $308K, expenses of $252K, and assets of $167K (revenue +323.2% year-over-year).
  • 2013: Revenue of $73K, expenses of $355K, and assets of $110K (revenue -85.5% year-over-year).
  • 2012: Revenue of $502K, expenses of $252K, and assets of $392K.
  • 2011: Revenue of $-6,147, expenses of $52K, and assets of $142K.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Jack And Debra Edelman Foundationinc:

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 Jack And Debra Edelman Foundationinc 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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