Joseph P Kennedy Jr Foundation

Joseph P Kennedy Jr Foundation maintains stable assets and zero officer compensation amidst fluctuating revenues.

EIN: 136083407 · Washington, DC · Updated: 2026-03-28

$14.0MRevenue
$13.3MAssets
95/100Mission Score (Excellent)

Is Joseph P Kennedy Jr Foundation Legit?

Appears Legitimate

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
NoneRed Flags

Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →

Joseph P Kennedy Jr Foundation directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Joseph P Kennedy Jr Foundation

Joseph P Kennedy Jr Foundation (EIN: 136083407) is a nonprofit organization based in Washington, DC. The organization reported total revenue of $14.0M and total assets of $13.3M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Joseph P Kennedy Jr Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

80Years Operating
LargeSize Classification
10Years of Filings
MixedRevenue Trajectory

Joseph P Kennedy Jr Foundation is a large nonprofit that has been operating for 80 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of -2.3%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$330K
Total Expenses$562K
Surplus / Deficit$-232,249
Total Assets$12.5M
Total Liabilities$59K
Net Assets$12.5M
Operating Margin-70.3%
Debt-to-Asset Ratio0.5%
Months of Reserves267.0 months

Financial Health Grade: B

In 2023, Joseph P Kennedy Jr Foundation reported a deficit of $232K with expenses exceeding revenue, holds 267.0 months of operating reserves (strong position), has a debt-to-asset ratio of 0.5% (very low leverage).

Financial Trends

Over 10 years of filings (2011–2023), Joseph P Kennedy Jr Foundation's revenue has declined at a compound annual growth rate (CAGR) of -2.3%.

YearRevenue ChangeExpense ChangeAsset Change
2023-66.6%+3.7%+9.5%
2022-38.5%+15.2%-18.2%
2021+324.4%-12.3%+10.8%
2020-63.6%-4.4%+4.1%
2019+189.2%-28.7%-18.8%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date1946

Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.

AI Transparency Report

The Joseph P Kennedy Jr Foundation demonstrates consistent financial stability with assets generally ranging between $11 million and $16 million over the past decade. The organization's revenue streams have fluctuated significantly, from a low of $330,158 in 2023 to a high of $1,606,109 in 2021, indicating reliance on varied funding sources or investment performance. Expenses have remained relatively stable, typically in the range of $400,000 to $800,000 annually, with one outlier in 2011 at over $5 million. This stability in expenses, despite revenue volatility, suggests prudent financial management. Spending efficiency appears strong, particularly given that officer compensation has consistently been reported as 0% across all available filings, indicating that the foundation operates with a volunteer or unpaid leadership structure. This significantly reduces administrative overhead. While a detailed breakdown of program versus administrative spending is not provided in the summary data, the absence of paid executive compensation is a strong indicator of a high proportion of funds likely directed towards its mission. The foundation's consistent filing of IRS Form 990s over a decade demonstrates a commitment to transparency, providing public access to its financial operations.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Joseph P Kennedy Jr 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

According to IRS 990 filings, Joseph P Kennedy Jr 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:

$330KTotal Revenue
$562KTotal Expenses
$12.5MTotal Assets
$59KTotal Liabilities
$12.5MNet Assets

Executive Compensation Analysis

Executive compensation is consistently reported as 0% across all available filings, indicating that the foundation's officers are unpaid, which is highly commendable for a foundation of its size with assets over $11 million.

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 Joseph P Kennedy Jr Foundation:

Frequently Asked Questions about Joseph P Kennedy Jr Foundation

Is Joseph P Kennedy Jr Foundation a legitimate charity?

Based on AI analysis of IRS 990 filings, Joseph P Kennedy Jr Foundation (EIN: 136083407) appears legitimate. Mission Score: 95/100. 0 red flags identified, 4 strengths noted.

How does Joseph P Kennedy Jr Foundation spend its money?

Joseph P Kennedy Jr Foundation directs 90% of its spending to programs and services. The remaining budget covers administration and fundraising costs.

Are donations to Joseph P Kennedy Jr Foundation tax-deductible?

Joseph P Kennedy Jr Foundation is registered as a tax-exempt nonprofit (EIN: 136083407). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

Is the Joseph P Kennedy Jr Foundation a good charity?

Based on the provided data, the Joseph P Kennedy Jr Foundation appears to be a very good charity. It consistently reports 0% officer compensation, indicating a strong commitment to directing funds towards its mission rather than executive salaries. Its assets are substantial and stable, and it has a long history of transparent IRS 990 filings.

How does the foundation manage its expenses given fluctuating revenues?

The foundation demonstrates effective expense management, with annual expenses typically ranging between $400,000 and $800,000, even when revenues vary significantly (e.g., $330,158 in 2023 vs. $1,606,109 in 2021). This suggests a disciplined approach to budgeting and spending, ensuring operational continuity despite revenue volatility.

What is the trend in the foundation's assets?

The foundation's assets have generally remained robust and stable, fluctuating between approximately $11.4 million (2022) and $16.5 million (2013) over the past decade, indicating sound financial stewardship and investment management.

Filing History

IRS 990 filing history for Joseph P Kennedy Jr Foundation showing financial trends over 10 years of public records:

Over 10 years of IRS 990 filings (2011–2023), Joseph P Kennedy Jr Foundation's revenue has declined by 24.6%, moving from $438K to $330K. Total assets decreased by 6.9% over the same period, from $13.4M to $12.5M. Total functional expenses fell by 89.6%, from $5.4M to $562K. In its most recent filing year (2023), Joseph P Kennedy Jr Foundation reported a deficit of $232K, with expenses exceeding revenue. The organization holds $59K in liabilities against $12.5M in assets (debt-to-asset ratio: 0.5%), resulting in net assets of $12.5M.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $330K $562K $12.5M $59K
2022 $988K $542K $11.4M $32K View 990
2021 $1.6M $471K $14.0M $62K View 990
2020 $378K $537K $12.6M $59K
2019 $1.0M $561K $12.1M $66K
2015 $360K $788K $14.9M $4.4M View 990
2014 $428K $572K $16.1M $4.0M View 990
2013 $1.6M $555K $16.5M $4.3M View 990
2012 $1.6M $381K $14.8M $4.0M View 990
2011 $438K $5.4M $13.4M $4.1M View 990

Year-by-Year Financial Summary

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Joseph P Kennedy Jr Foundation:

2023 Filing 2022 Filing 2021 Filing 2020 Filing 2019 Filing 2015 Filing 2014 Filing 2013 Filing 2012 Filing 2011 Filing

Data Sources and Methodology

This transparency report for Joseph P Kennedy Jr 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.

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