Jonathan & Susan Dolgen Family Foundation Inc
Jonathan & Susan Dolgen Family Foundation consistently grows assets with zero officer compensation.
EIN: 133993946 · Wilmington, DE · NTEE: T20Z · Updated: 2026-03-28
Is Jonathan & Susan Dolgen Family Foundation Inc Legit?
Appears Legitimate
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Jonathan & Susan Dolgen Family Foundation Inc directs 95% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Jonathan & Susan Dolgen Family Foundation Inc
Jonathan & Susan Dolgen Family Foundation Inc (EIN: 133993946) is a nonprofit organization based in Wilmington, DE, classified under NTEE code T20Z. The organization reported total revenue of $1.6M and total assets of $4.5M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Jonathan & Susan Dolgen Family Foundation Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Jonathan & Susan Dolgen Family Foundation Inc is a mid-size nonprofit that has been operating for 28 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 15.7%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $648K |
| Total Expenses | $311K |
| Surplus / Deficit | +$338K |
| Total Assets | $4.0M |
| Total Liabilities | $5K |
| Net Assets | $4.0M |
| Operating Margin | 52.1% |
| Debt-to-Asset Ratio | 0.1% |
| Months of Reserves | 156.3 months |
Financial Health Grade: A
In 2023, Jonathan & Susan Dolgen Family Foundation Inc reported a surplus of $338K with revenue exceeding expenses, holds 156.3 months of operating reserves (strong position), has a debt-to-asset ratio of 0.1% (very low leverage).
Financial Trends
Over 10 years of filings (2011–2023), Jonathan & Susan Dolgen Family Foundation Inc's revenue has grown at a compound annual growth rate (CAGR) of 15.7%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +92.4% | +31.3% | +8.2% |
| 2022 | -68.7% | +7.5% | +2.8% |
| 2021 | +724.7% | -14.7% | +30.8% |
| 2020 | -79.3% | -40.0% | -4.4% |
| 2019 | +348.0% | +7.9% | +51.3% |
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 Transparency Report
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Jonathan & Susan Dolgen Family Foundation Inc with a Mission Score of 90 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: 95%
- fundraising: 0%
According to IRS 990 filings, Jonathan & Susan Dolgen Family Foundation Inc allocates its expenses as follows: admin: 5%, programs: 95%, fundraising: 0%. With 95% 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 $338K, with revenue exceeding expenses.
- Debt-to-asset ratio: 0.1%.
Executive Compensation Analysis
Executive compensation is 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 a positive sign for resource allocation.
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 Jonathan & Susan Dolgen Family Foundation Inc:
- Zero officer compensation reported across all filings, indicating high efficiency in resource allocation.
- Consistent asset growth, from $2,150,706 in 2011 to $4,046,686 in 2023, demonstrating strong financial management.
- Positive net income in most recent years (e.g., $648,407 revenue vs. $310,744 expenses in 2023), contributing to sustainability.
- Low liabilities relative to assets, indicating a healthy balance sheet (e.g., $4,750 liabilities vs. $4,046,686 assets in 2023).
Frequently Asked Questions about Jonathan & Susan Dolgen Family Foundation Inc
Is Jonathan & Susan Dolgen Family Foundation Inc a legitimate charity?
Based on AI analysis of IRS 990 filings, Jonathan & Susan Dolgen Family Foundation Inc (EIN: 133993946) appears legitimate. Mission Score: 90/100. 0 red flags identified, 4 strengths noted.
How does Jonathan & Susan Dolgen Family Foundation Inc spend its money?
Jonathan & Susan Dolgen Family Foundation Inc directs 95% of its spending to programs and services. The remaining budget covers administration and fundraising costs.
Are donations to Jonathan & Susan Dolgen Family Foundation Inc tax-deductible?
Jonathan & Susan Dolgen Family Foundation Inc is registered as a tax-exempt nonprofit (EIN: 133993946). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Is Jonathan & Susan Dolgen Family Foundation Inc a good charity?
Based on the provided data, the foundation appears to be a very good charity. It consistently reports zero officer compensation, indicating that all revenue is directed towards its mission or asset growth. Its assets have grown significantly from $2,150,706 in 2011 to $4,046,686 in 2023, demonstrating strong financial management and sustainability.
How has the foundation's financial health changed over time?
The foundation's financial health has significantly improved. Assets have nearly doubled from $2,150,706 in 2011 to $4,046,686 in 2023. Revenue has fluctuated but generally trended upwards, with notable peaks like $1,076,594 in 2021, while expenses have remained relatively controlled, leading to consistent asset growth.
What is the organization's approach to executive compensation?
The organization reports 0% officer compensation in all available filings, suggesting a volunteer-led or very lean administrative structure where executive roles are not compensated through traditional officer salaries, maximizing funds available for programs.
Filing History
IRS 990 filing history for Jonathan & Susan Dolgen Family Foundation Inc showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), Jonathan & Susan Dolgen Family Foundation Inc's revenue has grown by 477.8%, moving from $112K to $648K. Total assets increased by 88.2% over the same period, from $2.2M to $4.0M. Total functional expenses fell by 0.6%, from $313K to $311K. In its most recent filing year (2023), Jonathan & Susan Dolgen Family Foundation Inc reported a surplus of $338K, with revenue exceeding expenses. The organization holds $5K in liabilities against $4.0M in assets (debt-to-asset ratio: 0.1%), resulting in net assets of $4.0M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $648K | $311K | $4.0M | $5K | — | — |
| 2022 | $337K | $237K | $3.7M | $5K | — | View 990 |
| 2021 | $1.1M | $220K | $3.6M | $5K | — | View 990 |
| 2020 | $131K | $258K | $2.8M | $5K | — | View 990 |
| 2019 | $629K | $430K | $2.9M | $5K | — | View 990 |
| 2015 | $140K | $399K | $1.9M | $4K | — | View 990 |
| 2014 | $348K | $660K | $2.2M | $4K | — | View 990 |
| 2013 | $710K | $390K | $2.5M | $5K | — | View 990 |
| 2012 | $109K | $352K | $2.2M | $4K | — | View 990 |
| 2011 | $112K | $313K | $2.2M | $4K | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $648K, expenses of $311K, and assets of $4.0M (revenue +92.4% year-over-year).
- 2022: Revenue of $337K, expenses of $237K, and assets of $3.7M (revenue -68.7% year-over-year).
- 2021: Revenue of $1.1M, expenses of $220K, and assets of $3.6M (revenue +724.7% year-over-year).
- 2020: Revenue of $131K, expenses of $258K, and assets of $2.8M (revenue -79.3% year-over-year).
- 2019: Revenue of $629K, expenses of $430K, and assets of $2.9M (revenue +348.0% year-over-year).
- 2015: Revenue of $140K, expenses of $399K, and assets of $1.9M (revenue -59.6% year-over-year).
- 2014: Revenue of $348K, expenses of $660K, and assets of $2.2M (revenue -51.0% year-over-year).
- 2013: Revenue of $710K, expenses of $390K, and assets of $2.5M (revenue +550.4% year-over-year).
- 2012: Revenue of $109K, expenses of $352K, and assets of $2.2M (revenue -2.8% year-over-year).
- 2011: Revenue of $112K, expenses of $313K, and assets of $2.2M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Jonathan & Susan Dolgen Family Foundation Inc:
Data Sources and Methodology
This transparency report for Jonathan & Susan Dolgen Family Foundation 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.