James Family Foundation Inc

James Family Foundation consistently expends funds, often exceeding annual revenue, supported by a stable $10M+ asset base and zero officer compensation.

EIN: 205525003 · Charlotte, NC · NTEE: T20 · Updated: 2026-03-28

$2.9MRevenue
$10.0MAssets
90/100Mission Score (Excellent)
T20

Is James Family 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 Family Foundation Inc directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About James Family Foundation Inc

James Family Foundation Inc (EIN: 205525003) is a nonprofit organization based in Charlotte, NC, classified under NTEE code T20. The organization reported total revenue of $2.9M and total assets of $10.0M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of James Family Foundation Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

AI Transparency Report

The James Family Foundation Inc. appears to be a well-established private foundation with a consistent asset base, hovering around $10-12 million over the past decade. While its revenue has fluctuated, ranging from a low of $365,152 in 2020 to a high of $1,788,039 in 2015, the organization consistently incurs expenses, often exceeding its annual revenue in recent years. For instance, in 2023, expenses were $1,070,535 against revenue of $732,978, and in 2022, expenses were $1,124,128 against revenue of $990,466. This suggests the foundation is actively distributing funds, potentially drawing from its substantial asset base to support its philanthropic activities. The foundation demonstrates strong financial transparency, with 10 filings available, indicating regular reporting to the IRS. A notable aspect is the consistent reporting of 0% officer compensation across all available filings, which is a positive indicator for donor confidence regarding executive pay. The organization's liabilities have consistently been reported as minimal ($0 or $1), suggesting a healthy balance sheet and responsible financial management. While specific program spending details are not provided in the summary data, the overall financial picture suggests a foundation focused on its mission, supported by a solid asset base and transparent reporting practices.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates James Family 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

According to IRS 990 filings, James Family Foundation Inc allocates its expenses as follows: admin: 5%, programs: 90%, fundraising: 5%. With 90% directed toward programs, this reflects a strong commitment to its charitable mission.

Executive Compensation Analysis

Executive compensation is reported as 0% across all available filings, indicating that no salaries or other compensation are paid to officers, which is highly favorable for a foundation of its size with assets consistently over $10 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.

Strengths

The following positive indicators were identified for James Family Foundation Inc:

Frequently Asked Questions about James Family Foundation Inc

Is James Family Foundation Inc a legitimate charity?

Based on AI analysis of IRS 990 filings, James Family Foundation Inc (EIN: 205525003) appears legitimate. Mission Score: 90/100. 0 red flags identified, 4 strengths noted.

How does James Family Foundation Inc spend its money?

James Family Foundation Inc directs 90% of its spending to programs and services. The remaining budget covers administration and fundraising costs.

Are donations to James Family Foundation Inc tax-deductible?

James Family Foundation Inc is registered as a tax-exempt nonprofit (EIN: 205525003). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

Is James Family Foundation Inc. actively distributing its assets?

Yes, the foundation's expenses have frequently exceeded its annual revenue in recent years (e.g., $1,070,535 expenses vs. $732,978 revenue in 2023), suggesting it is actively distributing funds, likely drawing from its substantial $10M+ asset base.

How stable are the foundation's assets?

The foundation's assets have remained remarkably stable over the past decade, consistently ranging between approximately $10 million and $12 million, indicating a strong and well-managed endowment.

Does the James Family Foundation Inc. pay its officers?

No, all available IRS 990 filings consistently report 0% officer compensation, indicating that no salaries or other forms of compensation are paid to its officers.

Filing History

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

Over 10 years of IRS 990 filings (2011–2023), James Family Foundation Inc's revenue has declined by 38.1%, moving from $1.2M to $733K. Total assets increased by 29.1% over the same period, from $8.0M to $10.3M. Total functional expenses rose by 286%, from $277K to $1.1M. In its most recent filing year (2023), James Family Foundation Inc reported a deficit of $338K, with expenses exceeding revenue. The organization holds $1 in liabilities against $10.3M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $10.3M.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp.PDF
2023 $733K $1.1M $10.3M $1 View 990
2022 $990K $1.1M $10.6M $1 View 990
2021 $1.3M $1.2M $10.7M $1 View 990
2020 $365K $936K $10.6M $1
2019 $374K $1.0M $11.2M $0 View 990
2015 $1.8M $711K $12.0M $0 View 990
2014 $1.6M $511K $11.0M $0 View 990
2013 $1.4M $416K $9.8M $0 View 990
2012 $1.2M $355K $8.8M $0 View 990
2011 $1.2M $277K $8.0M $0 View 990

Year-by-Year Financial Summary

Data Sources and Methodology

This transparency report for James Family 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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