John P Calamos Sr Foundation
John P Calamos Sr Foundation maintains substantial assets despite fluctuating revenues and occasional operating deficits.
EIN: 201383344 · Naperville, IL · NTEE: T22 · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $14.9M |
| Total Expenses | $1.6M |
| Program Spending | 85% |
| Net Assets | $36.3M |
| Transparency Score | 80/100 |
Is John P Calamos Sr Foundation Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
John P Calamos Sr Foundation directs 85% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About John P Calamos Sr Foundation
John P Calamos Sr Foundation (EIN: 201383344) is a nonprofit organization based in Naperville, IL, classified under NTEE code T22. The organization reported total revenue of $14.9M and total assets of $44.9M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of John P Calamos Sr Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
John P Calamos Sr Foundation is a large nonprofit that has been operating for 20 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of -6.1%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $1.0M |
| Total Expenses | $1.6M |
| Surplus / Deficit | $-580,357 |
| Total Assets | $36.3M |
| Total Liabilities | $1 |
| Net Assets | $36.3M |
| Operating Margin | -56.0% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 269.8 months |
Financial Health Grade: B
In 2023, John P Calamos Sr Foundation reported a deficit of $580K with expenses exceeding revenue, holds 269.8 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), John P Calamos Sr Foundation's revenue has declined at a compound annual growth rate (CAGR) of -6.1%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | -79.5% | +104.0% | +26.4% |
| 2022 | -62.9% | +181.6% | -29.4% |
| 2021 | +587.7% | -59.6% | +37.4% |
| 2020 | +108.1% | +17.0% | +27.0% |
| 2019 | -45.8% | -46.3% | +22.5% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 2006 |
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 John P Calamos Sr Foundation with a Mission Score of 80 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: 85%
- fundraising: 5%
According to IRS 990 filings, John P Calamos Sr Foundation allocates its expenses as follows: admin: 10%, programs: 85%, fundraising: 5%. With 85% 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 deficit of $580K, with expenses exceeding revenue.
- Debt-to-asset ratio: 0.0%.
Executive Compensation Analysis
Executive compensation is consistently reported as 0% across all available filings, indicating that no officers receive salaries from the foundation, which is a positive sign for resource allocation relative to the organization's size and mission.
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 John P Calamos Sr Foundation's IRS 990 filings:
- Significant year-to-year revenue volatility, making financial planning potentially challenging.
- Operating deficit in 2023 ($1,036,214 revenue vs. $1,616,571 expenses), indicating expenses exceeded income for that period.
- Fluctuating liabilities, reaching over $8 million in 2019, warranting further investigation into their nature.
Strengths
The following positive indicators were identified for John P Calamos Sr Foundation:
- Substantial and growing asset base, reaching $44,851,372, providing long-term financial stability.
- Consistent reporting of 0% officer compensation, indicating efficient use of funds for leadership.
- NTEE code T22 (Private Grantmaking Foundations) suggests a clear focus on charitable giving as its primary activity.
Frequently Asked Questions about John P Calamos Sr Foundation
Is John P Calamos Sr Foundation a legitimate charity?
John P Calamos Sr Foundation (EIN: 201383344) is a registered tax-exempt nonprofit based in Illinois. Our AI analysis gives it a Mission Score of 80/100. It has 10 years of IRS 990 filings on record. Total revenue: $14.9M. 3 red flags identified. 3 strengths noted. Financial health grade: B.
How does John P Calamos Sr Foundation spend its money?
John P Calamos Sr Foundation directs 85% of its spending to programs and services. Fundraising costs 5%. This exceeds the 65% industry benchmark.
Are donations to John P Calamos Sr Foundation tax-deductible?
John P Calamos Sr Foundation is registered as a tax-exempt nonprofit (EIN: 201383344). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
What percentage of John P Calamos Sr Foundation's spending goes to programs?
John P Calamos Sr Foundation directs 85% to programs, 5% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.
How does John P Calamos Sr Foundation compare to similar nonprofits?
With a transparency score of 80/100 (Excellent), John P Calamos Sr Foundation is above average for NTEE category T22 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is John P Calamos Sr Foundation located?
John P Calamos Sr Foundation is headquartered in Naperville, Illinois and files with the IRS under EIN 201383344. It is classified under NTEE code T22.
How many years of IRS 990 filings does John P Calamos Sr Foundation have?
John P Calamos Sr 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 $14.9M in total revenue.
What is the specific breakdown of program, administrative, and fundraising expenses?
The provided summary data does not detail the functional expense breakdown. A review of the full IRS 990 forms would be necessary to determine the exact percentages allocated to programs, administration, and fundraising.
What caused the significant fluctuations in revenue and liabilities over the years?
The summary data does not provide reasons for these fluctuations. Changes in investment performance, large one-time donations, or specific grant commitments could explain the revenue volatility, while the nature of liabilities (e.g., grants payable, investment liabilities) would need to be examined in the full filings.
How does the foundation ensure its grantmaking is effective and impactful?
The provided data does not offer insights into the foundation's grantmaking strategy or impact assessment. This information would typically be found in the organization's annual reports or program descriptions within the full 990.
Filing History
IRS 990 filing history for John P Calamos Sr Foundation showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), John P Calamos Sr Foundation's revenue has declined by 52.9%, moving from $2.2M to $1.0M. Total assets increased by 404.3% over the same period, from $7.2M to $36.3M. Total functional expenses rose by 62.8%, from $993K to $1.6M. In its most recent filing year (2023), John P Calamos Sr Foundation reported a deficit of $580K, with expenses exceeding revenue. The organization holds $1 in liabilities against $36.3M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $36.3M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $1.0M | $1.6M | $36.3M | $1 | — | View 990 |
| 2022 | $5.1M | $792K | $28.8M | $2 | — | View 990 |
| 2021 | $13.6M | $281K | $40.7M | $3.6M | — | — |
| 2020 | $2.0M | $697K | $29.6M | $7.2M | — | — |
| 2019 | $953K | $596K | $23.3M | $8.5M | — | View 990 |
| 2015 | $1.8M | $1.1M | $19.0M | $6.6M | — | View 990 |
| 2014 | $4.8M | $3.3M | $16.5M | $4.8M | — | View 990 |
| 2013 | $1.8M | $1.1M | $11.4M | $1.2M | — | View 990 |
| 2012 | $3.4M | $1.0M | $9.6M | $1 | — | View 990 |
| 2011 | $2.2M | $993K | $7.2M | $1 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $1.0M, expenses of $1.6M, and assets of $36.3M (revenue -79.5% year-over-year).
- 2022: Revenue of $5.1M, expenses of $792K, and assets of $28.8M (revenue -62.9% year-over-year).
- 2021: Revenue of $13.6M, expenses of $281K, and assets of $40.7M (revenue +587.7% year-over-year).
- 2020: Revenue of $2.0M, expenses of $697K, and assets of $29.6M (revenue +108.1% year-over-year).
- 2019: Revenue of $953K, expenses of $596K, and assets of $23.3M (revenue -45.8% year-over-year).
- 2015: Revenue of $1.8M, expenses of $1.1M, and assets of $19.0M (revenue -63.4% year-over-year).
- 2014: Revenue of $4.8M, expenses of $3.3M, and assets of $16.5M (revenue +171.7% year-over-year).
- 2013: Revenue of $1.8M, expenses of $1.1M, and assets of $11.4M (revenue -47.6% year-over-year).
- 2012: Revenue of $3.4M, expenses of $1.0M, and assets of $9.6M (revenue +53.5% year-over-year).
- 2011: Revenue of $2.2M, expenses of $993K, and assets of $7.2M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for John P Calamos Sr Foundation:
Data Sources and Methodology
This transparency report for John P Calamos Sr 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.