Jung Family Charitable Foundation

Jung Family Charitable Foundation maintains stable assets with minimal expenses and no officer compensation, despite fluctuating revenues.

EIN: 203578181 · Cedar Rapids, IA · NTEE: T22 · Updated: 2026-03-28

$2.3MRevenue
$196KAssets
75/100Mission Score (Good)
T22
Jung Family Charitable Foundation Financial Summary
MetricValue
Total Revenue$2.3M
Total Expenses$12K
Program Spending85%
Net Assets$204K
Transparency Score75/100

Is Jung Family Charitable Foundation Legit?

Some Concerns

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
2 FoundRed Flags

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

Jung Family Charitable Foundation directs 85% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Jung Family Charitable Foundation

Jung Family Charitable Foundation (EIN: 203578181) is a nonprofit organization based in Cedar Rapids, IA, classified under NTEE code T22. The organization reported total revenue of $2.3M and total assets of $196K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Jung Family Charitable Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

21Years Operating
Mid-SizeSize Classification
10Years of Filings
MixedRevenue Trajectory

Jung Family Charitable Foundation is a mid-size nonprofit that has been operating for 21 years, with 10 years of IRS 990 filings on record (2011–2023).

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$21K
Total Expenses$12K
Surplus / Deficit+$9K
Total Assets$204K
Total Liabilities$1
Net Assets$204K
Operating Margin43.3%
Debt-to-Asset Ratio0.0%
Months of Reserves207.4 months

Financial Health Grade: A

In 2023, Jung Family Charitable Foundation reported a surplus of $9K with revenue exceeding expenses, holds 207.4 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).

Financial Trends

YearRevenue ChangeExpense ChangeAsset Change
2022-168.1%+11.7%-14.7%
2021-6.0%+2.3%+8.2%
2020+156.0%+4.4%+10.2%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date2005

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

AI Transparency Report

The Jung Family Charitable Foundation appears to be a small, private foundation with a consistent pattern of modest revenue and expenses over the past decade. The latest reported revenue of $2,338,172 is an anomaly compared to previous years, which typically show revenue in the range of -$22,071 to $31,407. This significant jump in revenue for the latest period (not detailed in the provided filing history, which shows $20,854 for 202312) warrants further investigation to understand its source and impact on the foundation's operations. The foundation consistently reports very low liabilities ($1), indicating a strong balance sheet in terms of debt. Given its nature as a charitable foundation, the primary focus would be on its grant-making activities, which are not explicitly detailed in the provided summary but would fall under program spending. Spending efficiency is difficult to fully assess without a detailed breakdown of program, administrative, and fundraising expenses. However, with total expenses typically ranging from $11,355 to $16,630 in most years, and no officer compensation reported, the operational overhead appears to be minimal. The foundation's assets have fluctuated, generally staying within the $190,000 to $245,000 range, suggesting a stable, albeit not rapidly growing, endowment. The absence of officer compensation is a positive indicator for efficiency, as it means a larger portion of funds can potentially go towards charitable purposes. Transparency is generally good given the availability of 990 filings. However, the lack of detailed expense categories (program, admin, fundraising) in the provided data makes a granular assessment of spending efficiency challenging. The significant discrepancy between the 'Latest Revenue' ($2,338,172) and the '202312 Revenue' ($20,854) in the filing history is a point that needs clarification for a complete understanding of the foundation's current financial standing and transparency.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Jung Family Charitable Foundation with a Mission Score of 75 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: 85%
  • fundraising: 0%

According to IRS 990 filings, Jung Family Charitable Foundation allocates its expenses as follows: admin: 15%, programs: 85%, fundraising: 0%. 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:

$21KTotal Revenue
$12KTotal Expenses
$204KTotal Assets
$1Total Liabilities
$204KNet Assets
  • The organization reported a surplus of $9K, with revenue exceeding expenses.
  • Debt-to-asset ratio: 0.0%.

Executive Compensation Analysis

The Jung Family Charitable Foundation consistently reports 0% officer compensation across all provided filing periods, indicating that no salaries are paid to its officers, which is highly efficient 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.

Red Flags

The following concerns were identified during AI analysis of Jung Family Charitable Foundation's IRS 990 filings:

  • Significant discrepancy between 'Latest Revenue' and most recent filing's revenue, requiring clarification.
  • Negative revenue reported in multiple years, indicating potential investment losses or unusual financial events.

Strengths

The following positive indicators were identified for Jung Family Charitable Foundation:

  • Consistent reporting of 0% officer compensation, indicating high efficiency in leadership costs.
  • Very low liabilities ($1) across all reported periods, demonstrating strong financial stability.
  • Stable asset base, generally maintained between $190,000 and $245,000, suggesting prudent financial management of its endowment.

Frequently Asked Questions about Jung Family Charitable Foundation

Is Jung Family Charitable Foundation a legitimate charity?

Jung Family Charitable Foundation (EIN: 203578181) is a registered tax-exempt nonprofit based in Iowa. Our AI analysis gives it a Mission Score of 75/100. It has 10 years of IRS 990 filings on record. Total revenue: $2.3M. 2 red flags identified. 3 strengths noted. Financial health grade: A.

How does Jung Family Charitable Foundation spend its money?

Jung Family Charitable Foundation directs 85% of its spending to programs and services. This exceeds the 65% industry benchmark.

Are donations to Jung Family Charitable Foundation tax-deductible?

Jung Family Charitable Foundation is registered as a tax-exempt nonprofit (EIN: 203578181). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

How does Jung Family Charitable Foundation compare to similar nonprofits?

With a transparency score of 75/100 (Good), Jung Family Charitable 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 Jung Family Charitable Foundation located?

Jung Family Charitable Foundation is headquartered in Cedar Rapids, Iowa and files with the IRS under EIN 203578181. It is classified under NTEE code T22.

How many years of IRS 990 filings does Jung Family Charitable Foundation have?

Jung Family Charitable 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 $2.3M in total revenue.

What is the source of the 'Latest Revenue' of $2,338,172, given that the 202312 filing shows only $20,854?

The provided data shows a significant discrepancy between the 'Latest Revenue' figure and the most recent filing's revenue. Understanding the source of this large revenue figure is crucial for assessing the foundation's current financial capacity and activities.

What are the specific grant-making activities or programs supported by the Jung Family Charitable Foundation?

Without details on program spending, it's difficult to assess the direct impact of the foundation's charitable activities. Understanding the nature of their grants would provide insight into their mission fulfillment.

How does the foundation manage its investments to generate revenue, especially given the negative revenue reported in some years?

Several years show negative revenue (e.g., $-20,096 in 202212, $-22,071 in 201512), suggesting investment losses. An understanding of their investment strategy would clarify their financial sustainability.

Filing History

IRS 990 filing history for Jung Family Charitable Foundation showing financial trends over 10 years of public records:

Total assets decreased by 9.4% over the same period, from $225K to $204K. Total functional expenses fell by 26.9%, from $16K to $12K. In its most recent filing year (2023), Jung Family Charitable Foundation reported a surplus of $9K, with revenue exceeding expenses. The organization holds $1 in liabilities against $204K in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $204K.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $21K $12K $204K $1
2022 $-20,096 $14K $195K $1 View 990
2021 $30K $12K $229K $1
2020 $31K $12K $211K $1
2019 $12K $11K $192K $1 View 990
2015 $-22,071 $15K $198K $1 View 990
2014 $7K $17K $235K $1 View 990
2013 $21K $14K $244K $1 View 990
2012 $28K $16K $236K $1 View 990
2011 $-19,930 $16K $225K $1 View 990

Year-by-Year Financial Summary

  • 2023: Revenue of $21K, expenses of $12K, and assets of $204K.
  • 2022: Revenue of $-20,096, expenses of $14K, and assets of $195K (revenue -168.1% year-over-year).
  • 2021: Revenue of $30K, expenses of $12K, and assets of $229K (revenue -6.0% year-over-year).
  • 2020: Revenue of $31K, expenses of $12K, and assets of $211K (revenue +156.0% year-over-year).
  • 2019: Revenue of $12K, expenses of $11K, and assets of $192K.
  • 2015: Revenue of $-22,071, expenses of $15K, and assets of $198K (revenue -419.6% year-over-year).
  • 2014: Revenue of $7K, expenses of $17K, and assets of $235K (revenue -67.2% year-over-year).
  • 2013: Revenue of $21K, expenses of $14K, and assets of $244K (revenue -24.1% year-over-year).
  • 2012: Revenue of $28K, expenses of $16K, and assets of $236K.
  • 2011: Revenue of $-19,930, expenses of $16K, and assets of $225K.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Jung Family Charitable 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 Jung Family Charitable 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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