Jim And Susan Neuberger Foundation
Jim And Susan Neuberger Foundation maintains strong asset growth with no reported officer compensation.
EIN: 208524786 · Oklahoma City, OK · NTEE: T20 · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $1.4M |
| Total Expenses | $138K |
| Program Spending | 90% |
| Net Assets | $1.6M |
| Transparency Score | 95/100 |
Is Jim And Susan Neuberger Foundation Legit?
Appears Legitimate
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Jim And Susan Neuberger Foundation directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Jim And Susan Neuberger Foundation
Jim And Susan Neuberger Foundation (EIN: 208524786) is a nonprofit organization based in Oklahoma City, OK, classified under NTEE code T20. The organization reported total revenue of $1.4M and total assets of $2.0M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Jim And Susan Neuberger Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Jim And Susan Neuberger Foundation is a mid-size 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 4.0%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $160K |
| Total Expenses | $138K |
| Surplus / Deficit | +$21K |
| Total Assets | $1.6M |
| Total Liabilities | $1 |
| Net Assets | $1.6M |
| Operating Margin | 13.4% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 139.1 months |
Financial Health Grade: A
In 2023, Jim And Susan Neuberger Foundation reported a surplus of $21K with revenue exceeding expenses, holds 139.1 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), Jim And Susan Neuberger Foundation's revenue has grown at a compound annual growth rate (CAGR) of 4.0%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | -46.0% | +0.9% | +1.2% |
| 2022 | +9.8% | -32.8% | +6.6% |
| 2021 | +86.7% | +21.2% | +4.6% |
| 2020 | -7.3% | +14.9% | -1.8% |
| 2019 | -2.8% | +172.1% | +50.5% |
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 Jim And Susan Neuberger Foundation with a Mission Score of 95 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, Jim And Susan Neuberger Foundation 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 (2023)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $21K, 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 the foundation's leadership is either unpaid or compensated through other means not reported as officer compensation, which is highly favorable for a foundation of its 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.
Strengths
The following positive indicators were identified for Jim And Susan Neuberger Foundation:
- Consistent asset growth from $547,868 in 2011 to $1,602,203 in 2023.
- Zero reported officer compensation across all filings, indicating high efficiency.
- Minimal liabilities, consistently reported as $1, reflecting strong financial stability.
- Revenue generally exceeds expenses, contributing to a healthy financial position.
Frequently Asked Questions about Jim And Susan Neuberger Foundation
Is Jim And Susan Neuberger Foundation a legitimate charity?
Jim And Susan Neuberger Foundation (EIN: 208524786) is a registered tax-exempt nonprofit based in Oklahoma. Our AI analysis gives it a Mission Score of 95/100. It has 10 years of IRS 990 filings on record. Total revenue: $1.4M. No red flags identified. 4 strengths noted. Financial health grade: A.
How does Jim And Susan Neuberger Foundation spend its money?
Jim And Susan Neuberger Foundation directs 90% of its spending to programs and services. This exceeds the 65% industry benchmark.
Are donations to Jim And Susan Neuberger Foundation tax-deductible?
Jim And Susan Neuberger Foundation is registered as a tax-exempt nonprofit (EIN: 208524786). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
How does Jim And Susan Neuberger Foundation compare to similar nonprofits?
With a transparency score of 95/100 (Excellent), Jim And Susan Neuberger Foundation 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 Jim And Susan Neuberger Foundation located?
Jim And Susan Neuberger Foundation is headquartered in Oklahoma City, Oklahoma and files with the IRS under EIN 208524786. It is classified under NTEE code T20.
How many years of IRS 990 filings does Jim And Susan Neuberger Foundation have?
Jim And Susan Neuberger Foundation 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 $1.4M in total revenue.
Is the Jim And Susan Neuberger Foundation a good charity?
Based on the available IRS 990 data, the Jim And Susan Neuberger Foundation appears to be a very good charity. It demonstrates strong financial health, consistent asset growth, minimal liabilities, and a remarkable commitment to directing funds towards its mission by reporting 0% officer compensation.
How has the foundation's financial health changed over time?
The foundation's financial health has significantly improved over time, with assets growing from $547,868 in 2011 to $1,602,203 in 2023, representing nearly a threefold increase. Revenue has generally outpaced expenses, contributing to this steady growth.
What is the foundation's approach to executive compensation?
The foundation's approach to executive compensation is highly conservative, consistently reporting 0% officer compensation across all filings. This suggests that executive leadership is either voluntary or compensated through non-traditional means, ensuring more funds are available for programmatic use.
Filing History
IRS 990 filing history for Jim And Susan Neuberger Foundation showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), Jim And Susan Neuberger Foundation's revenue has grown by 60.2%, moving from $100K to $160K. Total assets increased by 192.4% over the same period, from $548K to $1.6M. Total functional expenses rose by 361.8%, from $30K to $138K. In its most recent filing year (2023), Jim And Susan Neuberger Foundation reported a surplus of $21K, with revenue exceeding expenses. The organization holds $1 in liabilities against $1.6M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $1.6M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $160K | $138K | $1.6M | $1 | — | View 990 |
| 2022 | $296K | $137K | $1.6M | $1 | — | View 990 |
| 2021 | $269K | $204K | $1.5M | $1 | — | View 990 |
| 2020 | $144K | $168K | $1.4M | $1 | — | View 990 |
| 2019 | $156K | $146K | $1.4M | $1 | — | View 990 |
| 2015 | $160K | $54K | $961K | $1 | — | View 990 |
| 2014 | $187K | $49K | $854K | $1 | — | View 990 |
| 2013 | $105K | $42K | $725K | $1 | — | View 990 |
| 2012 | $146K | $35K | $653K | $0 | — | View 990 |
| 2011 | $100K | $30K | $548K | $1 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $160K, expenses of $138K, and assets of $1.6M (revenue -46.0% year-over-year).
- 2022: Revenue of $296K, expenses of $137K, and assets of $1.6M (revenue +9.8% year-over-year).
- 2021: Revenue of $269K, expenses of $204K, and assets of $1.5M (revenue +86.7% year-over-year).
- 2020: Revenue of $144K, expenses of $168K, and assets of $1.4M (revenue -7.3% year-over-year).
- 2019: Revenue of $156K, expenses of $146K, and assets of $1.4M (revenue -2.8% year-over-year).
- 2015: Revenue of $160K, expenses of $54K, and assets of $961K (revenue -14.4% year-over-year).
- 2014: Revenue of $187K, expenses of $49K, and assets of $854K (revenue +77.6% year-over-year).
- 2013: Revenue of $105K, expenses of $42K, and assets of $725K (revenue -27.9% year-over-year).
- 2012: Revenue of $146K, expenses of $35K, and assets of $653K (revenue +46.7% year-over-year).
- 2011: Revenue of $100K, expenses of $30K, and assets of $548K.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Jim And Susan Neuberger Foundation:
Data Sources and Methodology
This transparency report for Jim And Susan Neuberger 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.