Jerry Metcalf Foundation
EIN: 841422789 · Helena, MT · NTEE: T20Z
| Metric | Value |
|---|---|
| Total Revenue | $47K |
| Total Expenses | $12K |
| Net Assets | $224K |
Is Jerry Metcalf Foundation Legit?
Insufficient Data
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
About Jerry Metcalf Foundation
Jerry Metcalf Foundation (EIN: 841422789) is a nonprofit organization based in Helena, MT, classified under NTEE code T20Z. The organization reported total revenue of $47K and total assets of $224K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Jerry Metcalf Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Jerry Metcalf Foundation is a micro nonprofit that has been operating for 28 years, with 7 years of IRS 990 filings on record (2012–2021). Revenue has grown at a compound annual rate of -6.9%.
Key Financial Metrics (2021)
From the most recent IRS 990 filing on record:
| Total Revenue | $15K |
| Total Expenses | $12K |
| Surplus / Deficit | +$3K |
| Total Assets | $224K |
| Total Liabilities | $1 |
| Net Assets | $224K |
| Operating Margin | 18.4% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 215.3 months |
Financial Health Grade: A
In 2021, Jerry Metcalf Foundation reported a surplus of $3K with revenue exceeding expenses, holds 215.3 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).
Financial Trends
Over 7 years of filings (2012–2021), Jerry Metcalf Foundation's revenue has declined at a compound annual growth rate (CAGR) of -6.9%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2021 | +1.8% | -80.7% | +1.3% |
| 2020 | -41.5% | +6.9% | -18.4% |
| 2019 | -53.6% | -16.0% | -15.7% |
| 2015 | +71.3% | -5.3% | -4.9% |
| 2014 | +350.3% | +23.1% | -11.5% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 1998 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Analysis Pending
AI enrichment for Jerry Metcalf Foundation has not yet been completed. Basic IRS 990 data is shown below. Check back later for a full transparency report including a Mission Score, spending breakdown, executive compensation analysis, and red flags assessment.
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Jerry Metcalf Foundation with a Mission Score of 0 out of 100 (Very Poor). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Key Financial Metrics (2021)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $3K, with revenue exceeding expenses.
- Debt-to-asset ratio: 0.0%.
Frequently Asked Questions about Jerry Metcalf Foundation
Is Jerry Metcalf Foundation a legitimate charity?
Based on AI analysis of IRS 990 filings, Jerry Metcalf Foundation (EIN: 841422789) insufficient data. 0 red flags identified, 0 strengths noted.
How does Jerry Metcalf Foundation spend its money?
Detailed spending breakdown data is not yet available for Jerry Metcalf Foundation. Check back for updated IRS 990 analysis.
Are donations to Jerry Metcalf Foundation tax-deductible?
Jerry Metcalf Foundation is registered as a tax-exempt nonprofit (EIN: 841422789). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Where is Jerry Metcalf Foundation located?
Jerry Metcalf Foundation is headquartered in Helena, Montana and files with the IRS under EIN 841422789. It is classified under NTEE code T20Z.
How many years of IRS 990 filings does Jerry Metcalf Foundation have?
Jerry Metcalf Foundation has 7 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 $47K in total revenue.
Filing History
IRS 990 filing history for Jerry Metcalf Foundation showing financial trends over 7 years of public records:
Over 7 years of IRS 990 filings (2012–2021), Jerry Metcalf Foundation's revenue has declined by 47.6%, moving from $29K to $15K. Total assets decreased by 48.7% over the same period, from $437K to $224K. Total functional expenses fell by 82.8%, from $73K to $12K. In its most recent filing year (2021), Jerry Metcalf Foundation reported a surplus of $3K, with revenue exceeding expenses. The organization holds $1 in liabilities against $224K in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $224K.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2021 | $15K | $12K | $224K | $1 | — | — |
| 2020 | $15K | $65K | $221K | $1 | — | — |
| 2019 | $26K | $60K | $271K | $321 | — | View 990 |
| 2015 | $55K | $72K | $322K | $166 | — | View 990 |
| 2014 | $32K | $76K | $338K | $166 | — | View 990 |
| 2013 | $7K | $62K | $382K | $511 | — | View 990 |
| 2012 | $29K | $73K | $437K | $442 | — | View 990 |
Year-by-Year Financial Summary
- 2021: Revenue of $15K, expenses of $12K, and assets of $224K (revenue +1.8% year-over-year).
- 2020: Revenue of $15K, expenses of $65K, and assets of $221K (revenue -41.5% year-over-year).
- 2019: Revenue of $26K, expenses of $60K, and assets of $271K (revenue -53.6% year-over-year).
- 2015: Revenue of $55K, expenses of $72K, and assets of $322K (revenue +71.3% year-over-year).
- 2014: Revenue of $32K, expenses of $76K, and assets of $338K (revenue +350.3% year-over-year).
- 2013: Revenue of $7K, expenses of $62K, and assets of $382K (revenue -75.4% year-over-year).
- 2012: Revenue of $29K, expenses of $73K, and assets of $437K.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Jerry Metcalf Foundation:
Data Sources and Methodology
This transparency report for Jerry Metcalf Foundation 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.