Jay And Diane Zidell Charitablefoundation
Jay And Diane Zidell Charitablefoundation maintains substantial assets with zero reported officer compensation.
EIN: 203912349 · Portland, OR · NTEE: T22 · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $2.7M |
| Total Expenses | $1.5M |
| Program Spending | 90% |
| Net Assets | $17.2M |
| Transparency Score | 90/100 |
Is Jay And Diane Zidell Charitablefoundation Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Jay And Diane Zidell Charitablefoundation directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Jay And Diane Zidell Charitablefoundation
Jay And Diane Zidell Charitablefoundation (EIN: 203912349) is a nonprofit organization based in Portland, OR, classified under NTEE code T22. The organization reported total revenue of $2.7M and total assets of $15.0M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Jay And Diane Zidell Charitablefoundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Jay And Diane Zidell Charitablefoundation is a mid-size nonprofit that has been operating for 19 years, with 9 years of IRS 990 filings on record (2011–2022). Revenue has grown at a compound annual rate of 14.8%.
Key Financial Metrics (2022)
From the most recent IRS 990 filing on record:
| Total Revenue | $1.9M |
| Total Expenses | $1.5M |
| Surplus / Deficit | +$413K |
| Total Assets | $17.2M |
| Total Liabilities | $1 |
| Net Assets | $17.2M |
| Operating Margin | 21.4% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 135.5 months |
Financial Health Grade: A
In 2022, Jay And Diane Zidell Charitablefoundation reported a surplus of $413K with revenue exceeding expenses, holds 135.5 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).
Financial Trends
Over 9 years of filings (2011–2022), Jay And Diane Zidell Charitablefoundation's revenue has grown at a compound annual growth rate (CAGR) of 14.8%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2021 | -137.5% | +1.6% | -8.8% |
| 2020 | -5.2% | +74.8% | -4.4% |
| 2019 | -64.0% | -27.9% | +49.2% |
| 2015 | +30.7% | +8.6% | +4.1% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 2007 |
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 Jay And Diane Zidell Charitablefoundation 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, Jay And Diane Zidell Charitablefoundation 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 (2022)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $413K, with revenue exceeding expenses.
- Debt-to-asset ratio: 0.0%.
Executive Compensation Analysis
Executive compensation is reported as 0% across all available filings, indicating that the foundation's leadership is either unpaid or compensated through other means not reported as officer compensation, which is highly favorable for resource allocation.
Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.
Red Flags
The following concerns were identified during AI analysis of Jay And Diane Zidell Charitablefoundation's IRS 990 filings:
- Periods of negative revenue, such as in 2021 ($-205,357), which could indicate investment losses or significant asset revaluations.
Strengths
The following positive indicators were identified for Jay And Diane Zidell Charitablefoundation:
- Zero reported officer compensation across all filings, indicating highly efficient use of funds.
- Consistent filing of IRS 990s, demonstrating transparency.
- Substantial and stable asset base, currently $14,962,590, providing long-term financial security for its mission.
- Minimal liabilities, typically $1, indicating strong financial health and low debt burden.
Frequently Asked Questions about Jay And Diane Zidell Charitablefoundation
Is Jay And Diane Zidell Charitablefoundation a legitimate charity?
Based on AI analysis of IRS 990 filings, Jay And Diane Zidell Charitablefoundation (EIN: 203912349) some concerns. Mission Score: 90/100. 1 red flag identified, 4 strengths noted.
How does Jay And Diane Zidell Charitablefoundation spend its money?
Jay And Diane Zidell Charitablefoundation directs 90% of its spending to programs and services. The remaining budget covers administration and fundraising costs.
Are donations to Jay And Diane Zidell Charitablefoundation tax-deductible?
Jay And Diane Zidell Charitablefoundation is registered as a tax-exempt nonprofit (EIN: 203912349). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
How does Jay And Diane Zidell Charitablefoundation compare to similar nonprofits?
With a transparency score of 90/100 (Excellent), Jay And Diane Zidell Charitablefoundation 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 Jay And Diane Zidell Charitablefoundation located?
Jay And Diane Zidell Charitablefoundation is headquartered in Portland, Oregon and files with the IRS under EIN 203912349. It is classified under NTEE code T22.
How many years of IRS 990 filings does Jay And Diane Zidell Charitablefoundation have?
Jay And Diane Zidell Charitablefoundation 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 $2.7M in total revenue.
Is Jay And Diane Zidell Charitablefoundation a good charity?
Based on the available data, the foundation appears to be a well-managed private foundation. It consistently files its IRS 990s, reports zero officer compensation, and maintains substantial assets, indicating a strong commitment to its charitable purpose with minimal overhead.
How does the foundation manage its assets given revenue fluctuations?
Despite periods of negative revenue, such as in 2021 ($-205,357) and 2012 ($-298,439), the foundation has consistently maintained a significant asset base, currently $14,962,590. This suggests effective investment management and a strategy to draw from its endowment to cover expenses during leaner revenue years.
What is the primary use of the foundation's expenses?
As a private foundation with an NTEE code of T22 (Private Grantmaking Foundations), the vast majority of its expenses would be directed towards grants and contributions to other organizations, fulfilling its charitable mission through indirect support.
Filing History
IRS 990 filing history for Jay And Diane Zidell Charitablefoundation showing financial trends over 9 years of public records:
Over 9 years of IRS 990 filings (2011–2022), Jay And Diane Zidell Charitablefoundation's revenue has grown by 358%, moving from $422K to $1.9M. Total assets increased by 32.7% over the same period, from $12.9M to $17.2M. Total functional expenses rose by 219%, from $476K to $1.5M. In its most recent filing year (2022), Jay And Diane Zidell Charitablefoundation reported a surplus of $413K, with revenue exceeding expenses. The organization holds $1 in liabilities against $17.2M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $17.2M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2022 | $1.9M | $1.5M | $17.2M | $1 | — | View 990 |
| 2021 | $-205,357 | $1.4M | $16.7M | $1 | — | View 990 |
| 2020 | $548K | $1.4M | $18.4M | $1 | — | View 990 |
| 2019 | $578K | $791K | $19.2M | $1 | — | View 990 |
| 2015 | $1.6M | $1.1M | $12.9M | $1 | — | View 990 |
| 2014 | $1.2M | $1.0M | $12.3M | $1 | — | View 990 |
| 2013 | $1.1M | $824K | $12.1M | $1 | — | View 990 |
| 2012 | $-298,439 | $789K | $12.5M | $695K | — | View 990 |
| 2011 | $422K | $476K | $12.9M | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2022: Revenue of $1.9M, expenses of $1.5M, and assets of $17.2M.
- 2021: Revenue of $-205,357, expenses of $1.4M, and assets of $16.7M (revenue -137.5% year-over-year).
- 2020: Revenue of $548K, expenses of $1.4M, and assets of $18.4M (revenue -5.2% year-over-year).
- 2019: Revenue of $578K, expenses of $791K, and assets of $19.2M (revenue -64.0% year-over-year).
- 2015: Revenue of $1.6M, expenses of $1.1M, and assets of $12.9M (revenue +30.7% year-over-year).
- 2014: Revenue of $1.2M, expenses of $1.0M, and assets of $12.3M (revenue +10.0% year-over-year).
- 2013: Revenue of $1.1M, expenses of $824K, and assets of $12.1M.
- 2012: Revenue of $-298,439, expenses of $789K, and assets of $12.5M (revenue -170.7% year-over-year).
- 2011: Revenue of $422K, expenses of $476K, and assets of $12.9M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Jay And Diane Zidell Charitablefoundation:
Data Sources and Methodology
This transparency report for Jay And Diane Zidell Charitablefoundation 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.