Jane And Jack Fitzpatrick Tr
Jane And Jack Fitzpatrick Tr maintains strong asset growth and zero officer compensation amidst fluctuating revenues.
EIN: 202612696 · Stockbridge, MA · NTEE: A90 · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $5.7M |
| Total Expenses | $1.4M |
| Program Spending | 90% |
| CEO/Top Officer Pay | $16,814,843. |
| Net Assets | $16.8M |
| Transparency Score | 90/100 |
Is Jane And Jack Fitzpatrick Tr Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Jane And Jack Fitzpatrick Tr directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Jane And Jack Fitzpatrick Tr
Jane And Jack Fitzpatrick Tr (EIN: 202612696) is a nonprofit organization based in Stockbridge, MA, classified under NTEE code A90. The organization reported total revenue of $5.7M and total assets of $17.5M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Jane And Jack Fitzpatrick Tr's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Jane And Jack Fitzpatrick Tr is a mid-size nonprofit that has been operating for 21 years, with 9 years of IRS 990 filings on record (2012–2024). Revenue has grown at a compound annual rate of 5.0%.
Key Financial Metrics (2024)
From the most recent IRS 990 filing on record:
| Total Revenue | $2.2M |
| Total Expenses | $1.4M |
| Surplus / Deficit | +$743K |
| Total Assets | $16.8M |
| Total Liabilities | $21K |
| Net Assets | $16.8M |
| Operating Margin | 34.5% |
| Debt-to-Asset Ratio | 0.1% |
| Months of Reserves | 143.4 months |
Financial Health Grade: A
In 2024, Jane And Jack Fitzpatrick Tr reported a surplus of $743K with revenue exceeding expenses, holds 143.4 months of operating reserves (strong position), has a debt-to-asset ratio of 0.1% (very low leverage).
Financial Trends
Over 9 years of filings (2012–2024), Jane And Jack Fitzpatrick Tr's revenue has grown at a compound annual growth rate (CAGR) of 5.0%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2024 | +72.2% | +21.9% | +3.2% |
| 2023 | +0.0% | -11.8% | +0.5% |
| 2022 | +82.0% | +4.5% | +0.7% |
| 2021 | +28.9% | +19.2% | -3.4% |
| 2020 | -58.5% | +25.2% | +36.1% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| 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 Jane And Jack Fitzpatrick Tr 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: 10%
- programs: 90%
- fundraising: 0%
According to IRS 990 filings, Jane And Jack Fitzpatrick Tr 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 (2024)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $743K, with revenue exceeding expenses.
- Debt-to-asset ratio: 0.1%.
Executive Compensation Analysis
Executive compensation is reported at 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 of $16,814,843.
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 Jane And Jack Fitzpatrick Tr's IRS 990 filings:
- Lack of detailed expense breakdown beyond total expenses makes full spending efficiency assessment difficult.
Strengths
The following positive indicators were identified for Jane And Jack Fitzpatrick Tr:
- Consistent asset growth, from $3,177,126 in 2012 to $16,814,843 in 2024.
- Zero officer compensation reported across all filings, indicating high efficiency in executive overhead.
- Very low liabilities, demonstrating strong financial management and minimal debt.
- Positive net income in most recent filing ($2,150,036 revenue vs. $1,407,223 expenses in 2024).
Frequently Asked Questions about Jane And Jack Fitzpatrick Tr
Is Jane And Jack Fitzpatrick Tr a legitimate charity?
Based on AI analysis of IRS 990 filings, Jane And Jack Fitzpatrick Tr (EIN: 202612696) some concerns. Mission Score: 90/100. 1 red flag identified, 4 strengths noted.
How does Jane And Jack Fitzpatrick Tr spend its money?
Jane And Jack Fitzpatrick Tr directs 90% of its spending to programs and services. The remaining budget covers administration and fundraising costs.
Are donations to Jane And Jack Fitzpatrick Tr tax-deductible?
Jane And Jack Fitzpatrick Tr is registered as a tax-exempt nonprofit (EIN: 202612696). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
How much does the Jane And Jack Fitzpatrick Tr CEO make?
Jane And Jack Fitzpatrick Tr's highest-compensated officer earns $16,814,843. annually. The organization reported $5.7M in total revenue. Executive compensation data is disclosed in IRS 990 filings.
How does Jane And Jack Fitzpatrick Tr compare to similar nonprofits?
With a transparency score of 90/100 (Excellent), Jane And Jack Fitzpatrick Tr is above average for NTEE category A90 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is Jane And Jack Fitzpatrick Tr located?
Jane And Jack Fitzpatrick Tr is headquartered in Stockbridge, Massachusetts and files with the IRS under EIN 202612696. It is classified under NTEE code A90.
How many years of IRS 990 filings does Jane And Jack Fitzpatrick Tr have?
Jane And Jack Fitzpatrick Tr has 9 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 $5.7M in total revenue.
Is Jane And Jack Fitzpatrick Tr a good charity?
Based on the available data, the organization appears to be a good charity. It demonstrates strong financial health with growing assets, very low liabilities, and a commitment to not paying officer compensation, suggesting a high proportion of funds are available for its mission.
How has the organization's revenue trended over time?
Revenue has been highly variable, with a peak of $6,558,349 in 2013, a low of $531,870 in 2020, and a recent rebound to $2,150,036 in 2024. This fluctuation suggests reliance on varied funding sources or market performance.
What is the organization's financial stability?
The organization shows strong financial stability, with assets consistently growing from $3.1M in 2012 to $16.8M in 2024 and liabilities remaining very low (e.g., $20,866 in 2024), indicating a healthy balance sheet.
Filing History
IRS 990 filing history for Jane And Jack Fitzpatrick Tr showing financial trends over 9 years of public records:
Over 9 years of IRS 990 filings (2012–2024), Jane And Jack Fitzpatrick Tr's revenue has grown by 79.8%, moving from $1.2M to $2.2M. Total assets increased by 429.2% over the same period, from $3.2M to $16.8M. Total functional expenses rose by 126.3%, from $622K to $1.4M. In its most recent filing year (2024), Jane And Jack Fitzpatrick Tr reported a surplus of $743K, with revenue exceeding expenses. The organization holds $21K in liabilities against $16.8M in assets (debt-to-asset ratio: 0.1%), resulting in net assets of $16.8M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2024 | $2.2M | $1.4M | $16.8M | $21K | — | View 990 |
| 2023 | $1.2M | $1.2M | $16.3M | $266 | — | View 990 |
| 2022 | $1.2M | $1.3M | $16.2M | $8K | — | View 990 |
| 2021 | $686K | $1.3M | $16.1M | $1 | — | View 990 |
| 2020 | $532K | $1.1M | $16.7M | $1 | — | View 990 |
| 2015 | $1.3M | $840K | $12.2M | $0 | — | View 990 |
| 2014 | $3.0M | $637K | $11.8M | $0 | — | View 990 |
| 2013 | $6.6M | $297K | $9.4M | $0 | — | View 990 |
| 2012 | $1.2M | $622K | $3.2M | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2024: Revenue of $2.2M, expenses of $1.4M, and assets of $16.8M (revenue +72.2% year-over-year).
- 2023: Revenue of $1.2M, expenses of $1.2M, and assets of $16.3M (revenue +0.0% year-over-year).
- 2022: Revenue of $1.2M, expenses of $1.3M, and assets of $16.2M (revenue +82.0% year-over-year).
- 2021: Revenue of $686K, expenses of $1.3M, and assets of $16.1M (revenue +28.9% year-over-year).
- 2020: Revenue of $532K, expenses of $1.1M, and assets of $16.7M (revenue -58.5% year-over-year).
- 2015: Revenue of $1.3M, expenses of $840K, and assets of $12.2M (revenue -57.2% year-over-year).
- 2014: Revenue of $3.0M, expenses of $637K, and assets of $11.8M (revenue -54.3% year-over-year).
- 2013: Revenue of $6.6M, expenses of $297K, and assets of $9.4M (revenue +448.4% year-over-year).
- 2012: Revenue of $1.2M, expenses of $622K, and assets of $3.2M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Jane And Jack Fitzpatrick Tr:
Data Sources and Methodology
This transparency report for Jane And Jack Fitzpatrick Tr 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.