Jim And Carol Trawick Founation Inc
Jim And Carol Trawick Foundation shows declining assets and inconsistent financial performance over the past decade.
EIN: 203932082 · Bethesda, MD · NTEE: T30 · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $451K |
| Total Expenses | $497K |
| Program Spending | 80% |
| Net Assets | $260K |
| Transparency Score | 65/100 |
Is Jim And Carol Trawick Founation Inc Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Jim And Carol Trawick Founation Inc directs 80% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Jim And Carol Trawick Founation Inc
Jim And Carol Trawick Founation Inc (EIN: 203932082) is a nonprofit organization based in Bethesda, MD, classified under NTEE code T30. The organization reported total revenue of $451K and total assets of $253K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Jim And Carol Trawick Founation Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Jim And Carol Trawick Founation Inc is a small 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 9.5%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $552K |
| Total Expenses | $497K |
| Surplus / Deficit | +$55K |
| Total Assets | $262K |
| Total Liabilities | $2K |
| Net Assets | $260K |
| Operating Margin | 10.0% |
| Debt-to-Asset Ratio | 0.9% |
| Months of Reserves | 6.3 months |
Financial Health Grade: A
In 2023, Jim And Carol Trawick Founation Inc reported a surplus of $55K with revenue exceeding expenses, holds 6.3 months of operating reserves (strong position), has a debt-to-asset ratio of 0.9% (very low leverage).
Financial Trends
Over 10 years of filings (2011–2023), Jim And Carol Trawick Founation Inc's revenue has grown at a compound annual growth rate (CAGR) of 9.5%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +200.5% | -18.4% | +31.8% |
| 2022 | -77.6% | +26.8% | -66.5% |
| 2021 | +7.0% | -29.6% | +134.6% |
| 2020 | +1.1% | -59.7% | +50.4% |
| 2019 | +31.8% | +13.7% | -96.3% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 2100 |
| 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 Jim And Carol Trawick Founation Inc with a Mission Score of 65 out of 100 (Good). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Spending Breakdown
- admin: 15%
- programs: 80%
- fundraising: 5%
According to IRS 990 filings, Jim And Carol Trawick Founation Inc allocates its expenses as follows: admin: 15%, programs: 80%, fundraising: 5%. With 80% 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 $55K, with revenue exceeding expenses.
- Debt-to-asset ratio: 0.9%.
Executive Compensation Analysis
Executive compensation is consistently reported as 0% across all available filings, indicating that officers are not compensated, which is a positive for a foundation of this size.
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 Jim And Carol Trawick Founation Inc's IRS 990 filings:
- Significant decline in total assets from $7.4 million in 2011 to $262,312 in 2023.
- Frequent operating deficits, with expenses exceeding revenue in multiple years (e.g., 2019, 2022).
- Inconsistent revenue generation, making financial planning and program stability challenging.
Strengths
The following positive indicators were identified for Jim And Carol Trawick Founation Inc:
- Consistent reporting of 0% officer compensation, indicating volunteer leadership or external funding for salaries.
- Low liabilities across all reported periods, suggesting good debt management.
- Long history of IRS 990 filings (10 filings), indicating transparency in reporting.
Frequently Asked Questions about Jim And Carol Trawick Founation Inc
Is Jim And Carol Trawick Founation Inc a legitimate charity?
Jim And Carol Trawick Founation Inc (EIN: 203932082) is a registered tax-exempt nonprofit based in Maryland. Our AI analysis gives it a Mission Score of 65/100. It has 10 years of IRS 990 filings on record. Total revenue: $451K. 3 red flags identified. 3 strengths noted. Financial health grade: A.
How does Jim And Carol Trawick Founation Inc spend its money?
Jim And Carol Trawick Founation Inc directs 80% of its spending to programs and services. Fundraising costs 5%. This exceeds the 65% industry benchmark.
Are donations to Jim And Carol Trawick Founation Inc tax-deductible?
Jim And Carol Trawick Founation Inc is registered as a tax-exempt nonprofit (EIN: 203932082). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
What percentage of Jim And Carol Trawick Founation Inc's spending goes to programs?
Jim And Carol Trawick Founation Inc directs 80% to programs, 5% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.
How does Jim And Carol Trawick Founation Inc compare to similar nonprofits?
With a transparency score of 65/100 (Good), Jim And Carol Trawick Founation Inc is above average for NTEE category T30 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is Jim And Carol Trawick Founation Inc located?
Jim And Carol Trawick Founation Inc is headquartered in Bethesda, Maryland and files with the IRS under EIN 203932082. It is classified under NTEE code T30.
How many years of IRS 990 filings does Jim And Carol Trawick Founation Inc have?
Jim And Carol Trawick Founation Inc 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 $451K in total revenue.
Is Jim And Carol Trawick Foundation Inc. financially sustainable long-term?
The foundation's assets have significantly decreased from over $7 million in 2011 to $262,312 in 2023, and it has frequently operated at a deficit, raising concerns about its long-term financial sustainability without a change in its funding or spending model.
What caused the substantial decline in assets?
The provided data shows a consistent trend of expenses often exceeding revenue, particularly in earlier years (e.g., 2011-2015), which would lead to a draw-down of assets to cover operational costs and grants.
How does the foundation ensure its programs are impactful given the fluctuating financial health?
While the financial data indicates volatility, the consistent 0% officer compensation suggests resources are directed elsewhere. However, without program-specific expense details, it's difficult to assess direct program impact efficiency.
Filing History
IRS 990 filing history for Jim And Carol Trawick Founation Inc showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), Jim And Carol Trawick Founation Inc's revenue has grown by 195.8%, moving from $187K to $552K. Total assets decreased by 96.5% over the same period, from $7.4M to $262K. Total functional expenses fell by 64.9%, from $1.4M to $497K. In its most recent filing year (2023), Jim And Carol Trawick Founation Inc reported a surplus of $55K, with revenue exceeding expenses. The organization holds $2K in liabilities against $262K in assets (debt-to-asset ratio: 0.9%), resulting in net assets of $260K.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $552K | $497K | $262K | $2K | — | — |
| 2022 | $184K | $608K | $199K | $1K | — | View 990 |
| 2021 | $821K | $480K | $594K | $998 | — | View 990 |
| 2020 | $767K | $681K | $253K | $1K | — | View 990 |
| 2019 | $758K | $1.7M | $168K | $2K | — | View 990 |
| 2015 | $575K | $1.5M | $4.6M | $2K | — | View 990 |
| 2014 | $743K | $1.4M | $5.5M | $2K | — | View 990 |
| 2013 | $600K | $1.2M | $6.2M | $1K | — | View 990 |
| 2012 | $681K | $1.3M | $6.8M | $2K | — | View 990 |
| 2011 | $187K | $1.4M | $7.4M | $4K | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $552K, expenses of $497K, and assets of $262K (revenue +200.5% year-over-year).
- 2022: Revenue of $184K, expenses of $608K, and assets of $199K (revenue -77.6% year-over-year).
- 2021: Revenue of $821K, expenses of $480K, and assets of $594K (revenue +7.0% year-over-year).
- 2020: Revenue of $767K, expenses of $681K, and assets of $253K (revenue +1.1% year-over-year).
- 2019: Revenue of $758K, expenses of $1.7M, and assets of $168K (revenue +31.8% year-over-year).
- 2015: Revenue of $575K, expenses of $1.5M, and assets of $4.6M (revenue -22.6% year-over-year).
- 2014: Revenue of $743K, expenses of $1.4M, and assets of $5.5M (revenue +23.9% year-over-year).
- 2013: Revenue of $600K, expenses of $1.2M, and assets of $6.2M (revenue -12.0% year-over-year).
- 2012: Revenue of $681K, expenses of $1.3M, and assets of $6.8M (revenue +265.1% year-over-year).
- 2011: Revenue of $187K, expenses of $1.4M, and assets of $7.4M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Jim And Carol Trawick Founation Inc:
Data Sources and Methodology
This transparency report for Jim And Carol Trawick Founation 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.