James J And Rosanne C Keller Family Foundation Inc
Keller Family Foundation shows substantial asset growth and minimal overhead with zero officer compensation.
EIN: 202052136 · Bte Des Morts, WI · NTEE: T21 · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $3.2M |
| Total Expenses | $122K |
| Program Spending | 95% |
| Net Assets | $2.6M |
| Transparency Score | 90/100 |
Is James J And Rosanne C Keller Family Foundation Inc Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
James J And Rosanne C Keller Family Foundation Inc directs 95% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About James J And Rosanne C Keller Family Foundation Inc
James J And Rosanne C Keller Family Foundation Inc (EIN: 202052136) is a nonprofit organization based in Bte Des Morts, WI, classified under NTEE code T21. The organization reported total revenue of $3.2M and total assets of $7.8M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of James J And Rosanne C Keller Family Foundation Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
James J And Rosanne C Keller Family Foundation Inc is a mid-size nonprofit that has been operating for 21 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 | $2.0M |
| Total Expenses | $122K |
| Surplus / Deficit | +$1.9M |
| Total Assets | $2.6M |
| Total Liabilities | $1 |
| Net Assets | $2.6M |
| Operating Margin | 93.9% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 259.5 months |
Financial Health Grade: A
In 2023, James J And Rosanne C Keller Family Foundation Inc reported a surplus of $1.9M with revenue exceeding expenses, holds 259.5 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).
Financial Trends
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +1393.6% | -15.1% | +254.2% |
| 2022 | -46.4% | -21.9% | -1.2% |
| 2021 | -49.9% | -0.8% | +9.9% |
| 2020 | +97.0% | +105.8% | +85.5% |
| 2019 | +152.5% | +234.1% | +129.2% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1200 |
| IRS Ruling Date | 2005 |
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 James J And Rosanne C Keller 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
- admin: 5%
- programs: 95%
- fundraising: 0%
According to IRS 990 filings, James J And Rosanne C Keller Family 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:
- 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 the foundation's leadership is either unpaid or compensated through other means not reported as officer compensation, which is highly favorable for resource allocation.
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 James J And Rosanne C Keller Family Foundation Inc's IRS 990 filings:
- Lack of detailed program spending breakdown in public filings (common for private foundations)
Strengths
The following positive indicators were identified for James J And Rosanne C Keller Family Foundation Inc:
- Strong asset growth, from $35,260 in 2011 to $2,641,375 in 2023
- Very low expenses relative to revenue, e.g., $122,160 expenses vs. $2,017,733 revenue in 2023
- Consistent 0% officer compensation across all reported periods
- Significant increase in revenue in recent years, with latest revenue at $2,017,733 in 2023
- Minimal liabilities reported ($1 in recent years)
Frequently Asked Questions about James J And Rosanne C Keller Family Foundation Inc
Is James J And Rosanne C Keller Family Foundation Inc a legitimate charity?
Based on AI analysis of IRS 990 filings, James J And Rosanne C Keller Family Foundation Inc (EIN: 202052136) some concerns. Mission Score: 90/100. 1 red flag identified, 5 strengths noted.
How does James J And Rosanne C Keller Family Foundation Inc spend its money?
James J And Rosanne C Keller Family Foundation Inc directs 95% of its spending to programs and services. The remaining budget covers administration and fundraising costs.
Are donations to James J And Rosanne C Keller Family Foundation Inc tax-deductible?
James J And Rosanne C Keller Family Foundation Inc is registered as a tax-exempt nonprofit (EIN: 202052136). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
How does James J And Rosanne C Keller Family Foundation Inc compare to similar nonprofits?
With a transparency score of 90/100 (Excellent), James J And Rosanne C Keller Family Foundation Inc is above average for NTEE category T21 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is James J And Rosanne C Keller Family Foundation Inc located?
James J And Rosanne C Keller Family Foundation Inc is headquartered in Bte Des Morts, Wisconsin and files with the IRS under EIN 202052136. It is classified under NTEE code T21.
How many years of IRS 990 filings does James J And Rosanne C Keller Family Foundation Inc have?
James J And Rosanne C Keller Family 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 $3.2M in total revenue.
Is James J And Rosanne C Keller Family Foundation Inc a good charity?
Based on the available IRS 990 data, the foundation appears to be a very good charity from a financial perspective. It demonstrates strong asset growth, high revenue relative to expenses, and a consistent record of zero officer compensation, suggesting efficient use of funds for its charitable purpose.
How has the foundation's financial health changed over time?
The foundation's financial health has significantly improved over time. Assets grew from $35,260 in 2011 to $2,641,375 in 2023, and revenue has seen substantial increases, particularly in recent years, indicating robust growth and financial stability.
What is the foundation's spending efficiency?
The foundation exhibits excellent spending efficiency. For example, in 2023, expenses were only $122,160 against $2,017,733 in revenue, meaning a very small percentage of its income is consumed by operational costs, allowing a large portion to be directed to its mission.
Does the foundation pay its officers?
According to all available IRS 990 filings, the foundation consistently reports 0% for officer compensation, indicating that its officers are not compensated through this category.
Filing History
IRS 990 filing history for James J And Rosanne C Keller Family Foundation Inc showing financial trends over 10 years of public records:
Total assets increased by 7391.1% over the same period, from $35K to $2.6M. Total functional expenses rose by 391.7%, from $25K to $122K. In its most recent filing year (2023), James J And Rosanne C Keller Family Foundation Inc reported a surplus of $1.9M, with revenue exceeding expenses. The organization holds $1 in liabilities against $2.6M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $2.6M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $2.0M | $122K | $2.6M | $1 | — | View 990 |
| 2022 | $135K | $144K | $746K | $1 | — | View 990 |
| 2021 | $252K | $184K | $755K | $1 | — | — |
| 2020 | $503K | $186K | $687K | $1 | — | — |
| 2019 | $255K | $90K | $370K | $1 | — | View 990 |
| 2015 | $101K | $27K | $162K | $0 | — | View 990 |
| 2014 | $2K | $19K | $87K | $0 | — | View 990 |
| 2013 | $1K | $18K | $105K | $0 | — | View 990 |
| 2012 | $97K | $11K | $121K | $0 | — | View 990 |
| 2011 | $-1,775 | $25K | $35K | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $2.0M, expenses of $122K, and assets of $2.6M (revenue +1393.6% year-over-year).
- 2022: Revenue of $135K, expenses of $144K, and assets of $746K (revenue -46.4% year-over-year).
- 2021: Revenue of $252K, expenses of $184K, and assets of $755K (revenue -49.9% year-over-year).
- 2020: Revenue of $503K, expenses of $186K, and assets of $687K (revenue +97.0% year-over-year).
- 2019: Revenue of $255K, expenses of $90K, and assets of $370K (revenue +152.5% year-over-year).
- 2015: Revenue of $101K, expenses of $27K, and assets of $162K (revenue +6047.6% year-over-year).
- 2014: Revenue of $2K, expenses of $19K, and assets of $87K (revenue +13.8% year-over-year).
- 2013: Revenue of $1K, expenses of $18K, and assets of $105K (revenue -98.5% year-over-year).
- 2012: Revenue of $97K, expenses of $11K, and assets of $121K.
- 2011: Revenue of $-1,775, expenses of $25K, and assets of $35K.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for James J And Rosanne C Keller Family Foundation Inc:
Data Sources and Methodology
This transparency report for James J And Rosanne C Keller 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.