Jerrold And Sally Fine Foundation Inc
Jerrold And Sally Fine Foundation: Consistent Grantmaking, Minimal Overhead
EIN: 222774146 · Darien, CT · Updated: 2026-04-04
Is Jerrold And Sally Fine Foundation Inc Legit?
Appears Legitimate
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Jerrold And Sally Fine Foundation Inc directs 95% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Jerrold And Sally Fine Foundation Inc
Jerrold And Sally Fine Foundation Inc (EIN: 222774146) is a nonprofit organization based in Darien, CT. The organization reported total revenue of $38K and total assets of $1.1M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Jerrold And Sally Fine Foundation Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Jerrold And Sally Fine Foundation Inc is a micro nonprofit that has been operating for 39 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of -1.0%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $201K |
| Total Expenses | $80K |
| Surplus / Deficit | +$121K |
| Total Assets | $1.0M |
| Total Liabilities | $1 |
| Net Assets | $1.0M |
| Operating Margin | 60.1% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 157.4 months |
Financial Health Grade: A
In 2023, Jerrold And Sally Fine Foundation Inc reported a surplus of $121K with revenue exceeding expenses, holds 157.4 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), Jerrold And Sally Fine Foundation Inc's revenue has declined at a compound annual growth rate (CAGR) of -1.0%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2022 | -311.7% | +3.1% | -16.6% |
| 2021 | -61.1% | +10.1% | -1.1% |
| 2020 | +712.1% | -9.8% | +7.8% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 1987 |
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 Jerrold And Sally Fine Foundation Inc with a Mission Score of 85 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: 3%
- programs: 95%
- fundraising: 2%
According to IRS 990 filings, Jerrold And Sally Fine Foundation Inc allocates its expenses as follows: admin: 3%, programs: 95%, fundraising: 2%. 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 $121K, with revenue exceeding expenses.
- Debt-to-asset ratio: 0.0%.
Executive Compensation Analysis
No executive compensation is reported in any available filings, suggesting a volunteer-driven model or that compensation falls below reporting thresholds.
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 Jerrold And Sally Fine Foundation Inc:
- Consistent grantmaking activity over multiple years.
- Very low administrative and fundraising expenses, maximizing funds for programs.
- Strong asset base provides stability for future operations.
Frequently Asked Questions about Jerrold And Sally Fine Foundation Inc
Is Jerrold And Sally Fine Foundation Inc a legitimate charity?
Based on AI analysis of IRS 990 filings, Jerrold And Sally Fine Foundation Inc (EIN: 222774146) appears legitimate. Mission Score: 85/100. 0 red flags identified, 3 strengths noted.
How does Jerrold And Sally Fine Foundation Inc spend its money?
Jerrold And Sally Fine Foundation Inc directs 95% of its spending to programs and services. The remaining budget covers administration and fundraising costs.
Are donations to Jerrold And Sally Fine Foundation Inc tax-deductible?
Jerrold And Sally Fine Foundation Inc is registered as a tax-exempt nonprofit (EIN: 222774146). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
What does Jerrold And Sally Fine Foundation Inc do?
Jerrold And Sally Fine Foundation Inc is a nonprofit organization in the Unknown sector, located in Darien, Connecticut. It is classified under NTEE code Unknown.
How much revenue does Jerrold And Sally Fine Foundation Inc have?
Jerrold And Sally Fine Foundation Inc reported total revenue of $37,662. Based on 10 IRS 990 filings on record.
What are Jerrold And Sally Fine Foundation Inc's total assets?
Jerrold And Sally Fine Foundation Inc holds total assets of $1,112,003 as reported in IRS 990 filings.
Where is Jerrold And Sally Fine Foundation Inc located?
Jerrold And Sally Fine Foundation Inc is based in Darien, Connecticut.
What is Jerrold And Sally Fine Foundation Inc's EIN?
Jerrold And Sally Fine Foundation Inc's Employer Identification Number (EIN) is 222774146. This is the unique tax ID assigned by the IRS for tax-exempt organizations.
What type of nonprofit is Jerrold And Sally Fine Foundation Inc?
Jerrold And Sally Fine Foundation Inc is classified under NTEE code Unknown (Unknown).
Is Jerrold And Sally Fine Foundation Inc a registered 501(c)(3)?
Jerrold And Sally Fine Foundation Inc appears in IRS records (EIN: 222774146). Check the IRS Tax Exempt Organization Search for the most current determination letter status.
Does Jerrold And Sally Fine Foundation Inc file IRS Form 990?
Yes, Jerrold And Sally Fine Foundation Inc has 10 IRS Form 990 filings on record. The most recent covers tax period 202312.
What was Jerrold And Sally Fine Foundation Inc's revenue in 2023?
In the 202312 filing period, Jerrold And Sally Fine Foundation Inc reported total revenue of $200,538, total expenses of $79,919, and net assets of $1,048,588.
Is Jerrold And Sally Fine Foundation Inc's revenue growing or declining?
Jerrold And Sally Fine Foundation Inc's revenue is relatively stable. Revenue went from $-116,175 (202212) to $200,538 (202312), a 0.0% change. Based on 10 filings on record.
What is Jerrold And Sally Fine Foundation Inc's most recent 990 filing?
The most recent IRS Form 990 filing for Jerrold And Sally Fine Foundation Inc covers tax period 202312. It shows revenue of $200,538, expenses of $79,919, total assets of $1,048,588, and liabilities of $1.
How much does Jerrold And Sally Fine Foundation Inc spend on programs vs administration?
Based on IRS 990 analysis, Jerrold And Sally Fine Foundation Inc allocates approximately 95% of expenses to program services, 3% to administrative costs, and 2% to fundraising. This indicates strong program focus.
Is Jerrold And Sally Fine Foundation Inc a trustworthy charity?
Based on AI analysis of IRS 990 data, Jerrold And Sally Fine Foundation Inc appears trustworthy. Mission Score: 85/100 (Excellent). No red flags identified. 3 strengths noted.
What are Jerrold And Sally Fine Foundation Inc's strengths?
Positive indicators for Jerrold And Sally Fine Foundation Inc include: Consistent grantmaking activity over multiple years.. Very low administrative and fundraising expenses, maximizing funds for programs.. Strong asset base provides stability for future operations.. These findings are derived from AI analysis of the organization's financial filings.
How does Jerrold And Sally Fine Foundation Inc compensate executives?
No executive compensation is reported in any available filings, suggesting a volunteer-driven model or that compensation falls below reporting thresholds. Executive compensation data is sourced from IRS 990 filings, which require disclosure of officer, director, and key employee pay.
Given the consistent 'x' (expenses) figures around $60,000-$80,000 annually, what is the primary nature of these expenses if no executive compensation is reported?
These expenses likely cover operational costs such as professional fees (e.g., accounting, legal), investment management fees, and other general administrative overhead necessary to manage the foundation's assets and grantmaking process, rather than salaries.
How does the foundation's consistent asset level, despite varying annual returns, reflect its long-term financial strategy?
The foundation appears to maintain a stable asset base, suggesting a strategy focused on preserving capital for sustained grantmaking rather than aggressive growth or significant asset depletion. This indicates a commitment to long-term philanthropic impact.
Filing History
IRS 990 filing history for Jerrold And Sally Fine Foundation Inc showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), Jerrold And Sally Fine Foundation Inc's revenue has declined by 11%, moving from $225K to $201K. Total assets decreased by 34.7% over the same period, from $1.6M to $1.0M. Total functional expenses rose by 19%, from $67K to $80K. In its most recent filing year (2023), Jerrold And Sally Fine Foundation Inc reported a surplus of $121K, with revenue exceeding expenses. The organization holds $1 in liabilities against $1.0M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $1.0M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $201K | $80K | $1.0M | $1 | — | View 990 |
| 2022 | $-116,175 | $69K | $928K | $1 | — | View 990 |
| 2021 | $55K | $67K | $1.1M | $1 | — | View 990 |
| 2020 | $141K | $61K | $1.1M | $1 | — | — |
| 2019 | $17K | $67K | $1.0M | $1 | — | View 990 |
| 2015 | $-199,319 | $75K | $1.1M | $1 | — | View 990 |
| 2014 | $-73,506 | $82K | $1.3M | $1 | — | View 990 |
| 2013 | $91K | $76K | $1.6M | $1 | — | View 990 |
| 2012 | $70K | $84K | $1.6M | $1 | — | View 990 |
| 2011 | $225K | $67K | $1.6M | $1 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $201K, expenses of $80K, and assets of $1.0M.
- 2022: Revenue of $-116,175, expenses of $69K, and assets of $928K (revenue -311.7% year-over-year).
- 2021: Revenue of $55K, expenses of $67K, and assets of $1.1M (revenue -61.1% year-over-year).
- 2020: Revenue of $141K, expenses of $61K, and assets of $1.1M (revenue +712.1% year-over-year).
- 2019: Revenue of $17K, expenses of $67K, and assets of $1.0M.
- 2015: Revenue of $-199,319, expenses of $75K, and assets of $1.1M.
- 2014: Revenue of $-73,506, expenses of $82K, and assets of $1.3M (revenue -180.4% year-over-year).
- 2013: Revenue of $91K, expenses of $76K, and assets of $1.6M (revenue +30.7% year-over-year).
- 2012: Revenue of $70K, expenses of $84K, and assets of $1.6M (revenue -69.0% year-over-year).
- 2011: Revenue of $225K, expenses of $67K, and assets of $1.6M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Jerrold And Sally Fine Foundation Inc:
Data Sources and Methodology
This transparency report for Jerrold And Sally Fine 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.