James And Chloe Gilman Charitable Foundation Inc

James And Chloe Gilman Charitable Foundation maintains strong assets and zero executive compensation.

EIN: 200973410 · Butte, MT · NTEE: T22 · Updated: 2026-03-28

$591KRevenue
$4.9MAssets
90/100Mission Score (Excellent)
T22
James And Chloe Gilman Charitable Foundation Inc Financial Summary
MetricValue
Total Revenue$591K
Total Expenses$74K
Program Spending95%
CEO/Top Officer Pay$5
Net Assets$4.6M
Transparency Score90/100

Is James And Chloe Gilman Charitable Foundation Inc 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 →

James And Chloe Gilman Charitable Foundation Inc directs 95% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About James And Chloe Gilman Charitable Foundation Inc

James And Chloe Gilman Charitable Foundation Inc (EIN: 200973410) is a nonprofit organization based in Butte, MT, classified under NTEE code T22. The organization reported total revenue of $591K and total assets of $4.9M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of James And Chloe Gilman Charitable Foundation Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

22Years Operating
SmallSize Classification
10Years of Filings
MixedRevenue Trajectory

James And Chloe Gilman Charitable Foundation Inc is a small nonprofit that has been operating for 22 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of -1.7%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$276K
Total Expenses$74K
Surplus / Deficit+$202K
Total Assets$4.6M
Total Liabilities$1
Net Assets$4.6M
Operating Margin73.1%
Debt-to-Asset Ratio0.0%
Months of Reserves744.6 months

Financial Health Grade: A

In 2023, James And Chloe Gilman Charitable Foundation Inc reported a surplus of $202K with revenue exceeding expenses, holds 744.6 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), James And Chloe Gilman Charitable Foundation Inc's revenue has declined at a compound annual growth rate (CAGR) of -1.7%.

YearRevenue ChangeExpense ChangeAsset Change
2023-10.6%-78.8%+9.7%
2022-21.5%+34.3%-16.2%
2021+147.3%+12.2%+6.8%
2020-26.0%-1.2%+1.4%
2019-63.1%+53.0%+50.4%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date2004

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

AI Transparency Report

The James And Chloe Gilman Charitable Foundation Inc demonstrates consistent financial health, primarily operating as a grant-making foundation with a strong asset base. Over the past decade, its assets have grown significantly from $1,569,281 in 2011 to $4,611,670 in 2023, indicating sound financial management and investment growth. The foundation consistently reports minimal to no liabilities, suggesting a very stable financial position. Its revenue and expenses fluctuate, which is typical for foundations that may experience variations in investment returns or grant distribution cycles. For instance, in 2023, revenue was $276,103 against expenses of $74,319, showing a surplus that contributes to asset growth. Spending efficiency appears high, as the foundation consistently reports 0% officer compensation across all filings, indicating that administrative costs related to executive salaries are non-existent. This suggests that a very high proportion of its expenses are directed towards its charitable programs (grants). While specific program spending details are not provided in the summary data, the absence of officer compensation is a strong indicator of efficient use of funds. The foundation's consistent filing of IRS Form 990s over a decade demonstrates a commitment to transparency, providing public access to its financial operations. Overall, the foundation exhibits strong financial health, efficient operations due to no executive compensation, and good transparency through its regular IRS filings. Its substantial and growing asset base, coupled with low liabilities, positions it well to continue its charitable activities.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates James And Chloe Gilman Charitable Foundation Inc with a Mission Score of 90 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: 5%
  • programs: 95%
  • fundraising: 0%

According to IRS 990 filings, James And Chloe Gilman Charitable Foundation Inc 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:

$276KTotal Revenue
$74KTotal Expenses
$4.6MTotal Assets
$1Total Liabilities
$4.6MNet Assets
  • The organization reported a surplus of $202K, 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. This is highly unusual for an organization of its size with assets nearing $5 million, suggesting a volunteer-led or very lean operational structure, which maximizes funds available for charitable purposes.

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 James And Chloe Gilman Charitable Foundation Inc:

  • Consistent asset growth, from $1.57M in 2011 to $4.61M in 2023, indicating strong financial management.
  • Zero officer compensation reported across all filings, maximizing funds for charitable programs.
  • Minimal to no liabilities reported, demonstrating excellent financial stability.
  • Consistent IRS 990 filing history over 10 years, indicating good transparency.
  • High program spending efficiency due to very low administrative overhead.

Frequently Asked Questions about James And Chloe Gilman Charitable Foundation Inc

Is James And Chloe Gilman Charitable Foundation Inc a legitimate charity?

James And Chloe Gilman Charitable Foundation Inc (EIN: 200973410) is a registered tax-exempt nonprofit based in Montana. Our AI analysis gives it a Mission Score of 90/100. It has 10 years of IRS 990 filings on record. Total revenue: $591K. No red flags identified. 5 strengths noted. Financial health grade: A.

How does James And Chloe Gilman Charitable Foundation Inc spend its money?

James And Chloe Gilman Charitable Foundation Inc directs 95% of its spending to programs and services. This exceeds the 65% industry benchmark.

Are donations to James And Chloe Gilman Charitable Foundation Inc tax-deductible?

James And Chloe Gilman Charitable Foundation Inc is registered as a tax-exempt nonprofit (EIN: 200973410). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

How much does the James And Chloe Gilman Charitable Foundation Inc CEO make?

James And Chloe Gilman Charitable Foundation Inc's highest-compensated officer earns $5 annually. The organization reported $591K in total revenue. Executive compensation data is disclosed in IRS 990 filings.

How does James And Chloe Gilman Charitable Foundation Inc compare to similar nonprofits?

With a transparency score of 90/100 (Excellent), James And Chloe Gilman Charitable Foundation Inc 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 James And Chloe Gilman Charitable Foundation Inc located?

James And Chloe Gilman Charitable Foundation Inc is headquartered in Butte, Montana and files with the IRS under EIN 200973410. It is classified under NTEE code T22.

How many years of IRS 990 filings does James And Chloe Gilman Charitable Foundation Inc have?

James And Chloe Gilman Charitable Foundation Inc 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 $591K in total revenue.

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

The consistent reporting of 0% officer compensation suggests that the foundation is either entirely volunteer-run at the executive level or that any administrative functions are handled by external, non-officer staff or pro bono services, allowing more funds to be directed to its mission.

What is the primary focus of the foundation's grants?

Based on the NTEE code T22 (Foundations & Fund-Raising Organizations), the foundation primarily operates as a grant-making entity. Without further detail on its specific grant recipients, the exact focus of its charitable distributions is not discernible from the provided data.

Is the foundation's asset growth sustainable?

The foundation has shown consistent asset growth, from $1.57 million in 2011 to $4.61 million in 2023. This growth, coupled with fluctuating but generally positive net revenues (revenue minus expenses), suggests a sustainable financial model, likely driven by investment returns on its endowment.

Filing History

IRS 990 filing history for James And Chloe Gilman Charitable Foundation Inc showing financial trends over 10 years of public records:

Over 10 years of IRS 990 filings (2011–2023), James And Chloe Gilman Charitable Foundation Inc's revenue has declined by 18.9%, moving from $340K to $276K. Total assets increased by 193.9% over the same period, from $1.6M to $4.6M. Total functional expenses rose by 15.3%, from $64K to $74K. In its most recent filing year (2023), James And Chloe Gilman Charitable Foundation Inc reported a surplus of $202K, with revenue exceeding expenses. The organization holds $1 in liabilities against $4.6M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $4.6M.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $276K $74K $4.6M $1 View 990
2022 $309K $351K $4.2M $1 View 990
2021 $394K $261K $5.0M $1
2020 $159K $233K $4.7M $1
2019 $215K $236K $4.6M $1 View 990
2015 $583K $154K $3.1M $0 View 990
2014 $557K $136K $2.9M $0 View 990
2013 $426K $101K $2.4M $0 View 990
2012 $356K $65K $1.9M $0 View 990
2011 $340K $64K $1.6M $0 View 990

Year-by-Year Financial Summary

  • 2023: Revenue of $276K, expenses of $74K, and assets of $4.6M (revenue -10.6% year-over-year).
  • 2022: Revenue of $309K, expenses of $351K, and assets of $4.2M (revenue -21.5% year-over-year).
  • 2021: Revenue of $394K, expenses of $261K, and assets of $5.0M (revenue +147.3% year-over-year).
  • 2020: Revenue of $159K, expenses of $233K, and assets of $4.7M (revenue -26.0% year-over-year).
  • 2019: Revenue of $215K, expenses of $236K, and assets of $4.6M (revenue -63.1% year-over-year).
  • 2015: Revenue of $583K, expenses of $154K, and assets of $3.1M (revenue +4.7% year-over-year).
  • 2014: Revenue of $557K, expenses of $136K, and assets of $2.9M (revenue +30.8% year-over-year).
  • 2013: Revenue of $426K, expenses of $101K, and assets of $2.4M (revenue +19.5% year-over-year).
  • 2012: Revenue of $356K, expenses of $65K, and assets of $1.9M (revenue +4.7% year-over-year).
  • 2011: Revenue of $340K, expenses of $64K, and assets of $1.6M.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for James And Chloe Gilman Charitable Foundation Inc:

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 James And Chloe Gilman Charitable Foundation Inc 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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