Jerrold Van Winter Charitablefoundation
Jerrold Van Winter Charitablefoundation shows strong asset growth and zero reported officer compensation amidst highly variable revenues.
EIN: 207047342 · Rockville, MD · NTEE: T20 · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $22.2M |
| Total Expenses | $1.4M |
| Program Spending | 90% |
| CEO/Top Officer Pay | $42 |
| Net Assets | $42.7M |
| Transparency Score | 92/100 |
Is Jerrold Van Winter Charitablefoundation Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Jerrold Van Winter Charitablefoundation directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Jerrold Van Winter Charitablefoundation
Jerrold Van Winter Charitablefoundation (EIN: 207047342) is a nonprofit organization based in Rockville, MD, classified under NTEE code T20. The organization reported total revenue of $22.2M and total assets of $62.8M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Jerrold Van Winter Charitablefoundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Jerrold Van Winter Charitablefoundation is a large nonprofit that has been operating for 19 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 2.4%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $2.7M |
| Total Expenses | $1.4M |
| Surplus / Deficit | +$1.2M |
| Total Assets | $42.7M |
| Total Liabilities | $1 |
| Net Assets | $42.7M |
| Operating Margin | 46.0% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 356.8 months |
Financial Health Grade: A
In 2023, Jerrold Van Winter Charitablefoundation reported a surplus of $1.2M with revenue exceeding expenses, holds 356.8 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 Van Winter Charitablefoundation's revenue has grown at a compound annual growth rate (CAGR) of 2.4%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | -91.3% | -28.9% | +3.0% |
| 2022 | +197.6% | +96.6% | +221.5% |
| 2021 | +3290.7% | +1.1% | +253.6% |
| 2020 | +165.4% | +371.7% | -16.3% |
| 2019 | -98.1% | -89.6% | -18.7% |
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 Jerrold Van Winter Charitablefoundation with a Mission Score of 92 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: 90%
- fundraising: 5%
According to IRS 990 filings, Jerrold Van Winter Charitablefoundation 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.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $1.2M, 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 no officers or key employees are directly compensated by the foundation, which is highly unusual for an organization with assets exceeding $42 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.
Red Flags
The following concerns were identified during AI analysis of Jerrold Van Winter Charitablefoundation's IRS 990 filings:
- Highly volatile annual revenues, making future financial projections challenging.
- Lack of detailed expense breakdown (program, admin, fundraising) in provided data, making precise spending efficiency analysis difficult.
Strengths
The following positive indicators were identified for Jerrold Van Winter Charitablefoundation:
- Consistent 0% officer compensation, indicating high efficiency in leadership costs.
- Significant and consistent asset growth, from $1,009,707 in 2011 to $42,673,177 in 2023.
- Minimal liabilities ($1 reported in most periods), demonstrating strong financial stability.
- Expenses generally well below revenue in recent years, allowing for capital accumulation.
- Long history of consistent IRS 990 filings, indicating good transparency.
Frequently Asked Questions about Jerrold Van Winter Charitablefoundation
Is Jerrold Van Winter Charitablefoundation a legitimate charity?
Based on AI analysis of IRS 990 filings, Jerrold Van Winter Charitablefoundation (EIN: 207047342) some concerns. Mission Score: 92/100. 2 red flags identified, 5 strengths noted.
How does Jerrold Van Winter Charitablefoundation spend its money?
Jerrold Van Winter Charitablefoundation directs 90% of its spending to programs and services. The remaining budget covers administration and fundraising costs.
Are donations to Jerrold Van Winter Charitablefoundation tax-deductible?
Jerrold Van Winter Charitablefoundation is registered as a tax-exempt nonprofit (EIN: 207047342). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
How much does the Jerrold Van Winter Charitablefoundation CEO make?
Jerrold Van Winter Charitablefoundation's highest-compensated officer earns $42 annually. The organization reported $22.2M in total revenue. Executive compensation data is disclosed in IRS 990 filings.
What percentage of Jerrold Van Winter Charitablefoundation's spending goes to programs?
Jerrold Van Winter Charitablefoundation directs 90% to programs, 5% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.
How does Jerrold Van Winter Charitablefoundation compare to similar nonprofits?
With a transparency score of 92/100 (Excellent), Jerrold Van Winter Charitablefoundation is above average for NTEE category T20 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is Jerrold Van Winter Charitablefoundation located?
Jerrold Van Winter Charitablefoundation is headquartered in Rockville, Maryland and files with the IRS under EIN 207047342. It is classified under NTEE code T20.
How many years of IRS 990 filings does Jerrold Van Winter Charitablefoundation have?
Jerrold Van Winter Charitablefoundation 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 $22.2M in total revenue.
Is Jerrold Van Winter Charitablefoundation a good charity?
Based on the available data, the Jerrold Van Winter Charitablefoundation appears to be a financially sound organization with strong asset growth and a remarkable record of 0% officer compensation, suggesting a high dedication of resources to its mission. Its minimal liabilities also indicate responsible financial management.
How has the organization's financial health changed over time?
The organization's financial health has significantly improved, with assets growing from $1,009,707 in 2011 to $42,673,177 in 2023. While revenues have been highly volatile, the foundation has consistently managed to keep expenses below revenue in most recent years, leading to substantial asset accumulation.
What is the significance of 0% officer compensation?
The consistent reporting of 0% officer compensation is highly significant. It suggests that the foundation's leadership may be entirely volunteer-based, or that compensation is handled by an affiliated entity, allowing a greater proportion of funds to be directed towards programmatic activities rather than administrative overhead.
Filing History
IRS 990 filing history for Jerrold Van Winter Charitablefoundation showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), Jerrold Van Winter Charitablefoundation's revenue has grown by 33%, moving from $2.0M to $2.7M. Total assets increased by 4126.3% over the same period, from $1.0M to $42.7M. Total functional expenses rose by 35.7%, from $1.1M to $1.4M. In its most recent filing year (2023), Jerrold Van Winter Charitablefoundation reported a surplus of $1.2M, with revenue exceeding expenses. The organization holds $1 in liabilities against $42.7M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $42.7M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $2.7M | $1.4M | $42.7M | $1 | — | View 990 |
| 2022 | $30.6M | $2.0M | $41.4M | $1 | — | View 990 |
| 2021 | $10.3M | $1.0M | $12.9M | $1 | — | View 990 |
| 2020 | $303K | $1.0M | $3.6M | $1 | — | View 990 |
| 2019 | $114K | $215K | $4.4M | $1 | — | View 990 |
| 2015 | $6.1M | $2.1M | $5.4M | $1 | — | View 990 |
| 2014 | $2.2M | $1.1M | $1.3M | $1 | — | View 990 |
| 2013 | $1.1M | $1.0M | $192K | $1 | — | View 990 |
| 2012 | $200K | $1.1M | $133K | $1 | — | View 990 |
| 2011 | $2.0M | $1.1M | $1.0M | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $2.7M, expenses of $1.4M, and assets of $42.7M (revenue -91.3% year-over-year).
- 2022: Revenue of $30.6M, expenses of $2.0M, and assets of $41.4M (revenue +197.6% year-over-year).
- 2021: Revenue of $10.3M, expenses of $1.0M, and assets of $12.9M (revenue +3290.7% year-over-year).
- 2020: Revenue of $303K, expenses of $1.0M, and assets of $3.6M (revenue +165.4% year-over-year).
- 2019: Revenue of $114K, expenses of $215K, and assets of $4.4M (revenue -98.1% year-over-year).
- 2015: Revenue of $6.1M, expenses of $2.1M, and assets of $5.4M (revenue +177.4% year-over-year).
- 2014: Revenue of $2.2M, expenses of $1.1M, and assets of $1.3M (revenue +100.0% year-over-year).
- 2013: Revenue of $1.1M, expenses of $1.0M, and assets of $192K (revenue +449.6% year-over-year).
- 2012: Revenue of $200K, expenses of $1.1M, and assets of $133K (revenue -90.0% year-over-year).
- 2011: Revenue of $2.0M, expenses of $1.1M, and assets of $1.0M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Jerrold Van Winter Charitablefoundation:
Data Sources and Methodology
This transparency report for Jerrold Van Winter 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.