Kalkin Family Foundation Inc

Kalkin Family Foundation maintains stable assets with fluctuating revenue and no reported officer compensation.

EIN: 133185333 · Gladstone, NJ · Updated: 2026-03-28

$10.3MRevenue
$7.3MAssets
85/100Mission Score (Excellent)
Kalkin Family Foundation Inc Financial Summary
MetricValue
Total Revenue$10.3M
Total Expenses$259K
Program Spending90%
Net Assets$2.8M
Transparency Score85/100

Is Kalkin Family Foundation Inc 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 →

Kalkin Family Foundation Inc directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Kalkin Family Foundation Inc

Kalkin Family Foundation Inc (EIN: 133185333) is a nonprofit organization based in Gladstone, NJ. The organization reported total revenue of $10.3M and total assets of $7.3M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Kalkin Family Foundation Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

42Years Operating
LargeSize Classification
10Years of Filings
MixedRevenue Trajectory

Kalkin Family Foundation Inc is a large nonprofit that has been operating for 42 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 2.5%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$233K
Total Expenses$259K
Surplus / Deficit$-25,163
Total Assets$2.8M
Total Liabilities$1
Net Assets$2.8M
Operating Margin-10.8%
Debt-to-Asset Ratio0.0%
Months of Reserves130.3 months

Financial Health Grade: B

In 2023, Kalkin Family Foundation Inc reported a deficit of $25K with expenses exceeding revenue, holds 130.3 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), Kalkin Family Foundation Inc's revenue has grown at a compound annual growth rate (CAGR) of 2.5%.

YearRevenue ChangeExpense ChangeAsset Change
2023-6.2%+38.3%-0.9%
2022+87.5%-26.6%+2.2%
2021-27.6%-3.1%-4.2%
2020+30.7%+29.4%-2.7%
2019+35.4%-1.3%-9.3%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date1984

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

AI Transparency Report

The Kalkin Family Foundation Inc. appears to be a private foundation, as indicated by its consistent revenue and expense patterns, and the absence of officer compensation. Its financial health shows a relatively stable asset base, hovering around $2.8 million to $3.3 million over the past decade, with minimal liabilities (consistently reported as $1 or $0). Revenue has fluctuated, with a notable spike in 2013 ($797,456) and a more recent high in 2023 ($233,476), but generally remains in the low to mid-hundreds of thousands annually. Expenses often exceed revenue in recent years, such as in 2023 where expenses were $258,639 against $233,476 in revenue, suggesting it may be drawing from its asset base to fund its activities. Spending efficiency is difficult to fully assess without a detailed breakdown of program, administrative, and fundraising expenses, which are not provided in the summary data. However, as a private foundation, its primary function is typically grant-making, and the lack of officer compensation suggests low overhead in terms of salaries. The organization's transparency regarding its financial operations seems adequate based on the provided summary data, with consistent filings and clear reporting of key financial metrics like revenue, expenses, and assets. The 'Latest Revenue' figure of $10,291,974 is significantly higher than any annual revenue reported in the filing history, which could indicate a recent large donation or investment gain not yet reflected in the detailed annual filings provided, or it might be a cumulative figure or an error in the input data provided for 'Latest Revenue' versus the annual filing history.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Kalkin Family Foundation Inc with a Mission Score of 85 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, Kalkin Family Foundation Inc 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:

$233KTotal Revenue
$259KTotal Expenses
$2.8MTotal Assets
$1Total Liabilities
$2.8MNet Assets
  • The organization reported a deficit of $25K, with expenses exceeding revenue.
  • Debt-to-asset ratio: 0.0%.

Executive Compensation Analysis

The organization consistently reports 0% officer compensation across all available filings, indicating that its leadership is either unpaid or compensated through other means not categorized as officer compensation, which is a positive sign for minimizing administrative overhead.

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 Kalkin Family Foundation Inc's IRS 990 filings:

  • Inconsistent 'Latest Revenue' figure compared to historical annual filings, requiring clarification.
  • Expenses frequently exceed annual revenue, potentially drawing down assets over time if not balanced by future gains.

Strengths

The following positive indicators were identified for Kalkin Family Foundation Inc:

  • Consistent reporting of 0% officer compensation, indicating low administrative salary overhead.
  • Stable asset base, generally maintained between $2.8 million and $3.3 million over the past decade.
  • Minimal liabilities, consistently reported as $1 or $0, indicating strong financial solvency.

Frequently Asked Questions about Kalkin Family Foundation Inc

Is Kalkin Family Foundation Inc a legitimate charity?

Kalkin Family Foundation Inc (EIN: 133185333) is a registered tax-exempt nonprofit based in New Jersey. Our AI analysis gives it a Mission Score of 85/100. It has 10 years of IRS 990 filings on record. Total revenue: $10.3M. 2 red flags identified. 3 strengths noted. Financial health grade: B.

How does Kalkin Family Foundation Inc spend its money?

Kalkin Family Foundation Inc directs 90% of its spending to programs and services. This exceeds the 65% industry benchmark.

Are donations to Kalkin Family Foundation Inc tax-deductible?

Kalkin Family Foundation Inc is registered as a tax-exempt nonprofit (EIN: 133185333). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

Where is Kalkin Family Foundation Inc located?

Kalkin Family Foundation Inc is headquartered in Gladstone, New Jersey and files with the IRS under EIN 133185333.

How many years of IRS 990 filings does Kalkin Family Foundation Inc have?

Kalkin Family Foundation Inc 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 $10.3M in total revenue.

What is the nature of the 'Latest Revenue' of $10,291,974, given the historical annual revenues are much lower?

The provided 'Latest Revenue' figure is significantly higher than any annual revenue reported in the filing history. This discrepancy requires further investigation to understand if it represents a recent large, one-time influx of funds, an investment gain, or a data entry anomaly.

What are the specific program activities or grants made by the Kalkin Family Foundation?

The provided data does not detail the specific programs or grants funded by the foundation. Further examination of the full IRS 990 filings would be necessary to understand its programmatic impact.

How does the foundation cover its expenses when they exceed annual revenue, as seen in 2023 ($258,639 expenses vs. $233,476 revenue)?

When expenses exceed revenue, the foundation likely draws from its accumulated assets to cover the shortfall. This is common for private foundations that manage an endowment.

Filing History

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

Over 10 years of IRS 990 filings (2011–2023), Kalkin Family Foundation Inc's revenue has grown by 34.3%, moving from $174K to $233K. Total assets increased by 4.5% over the same period, from $2.7M to $2.8M. Total functional expenses rose by 102.3%, from $128K to $259K. In its most recent filing year (2023), Kalkin Family Foundation Inc reported a deficit of $25K, with expenses exceeding revenue. The organization holds $1 in liabilities against $2.8M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $2.8M.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $233K $259K $2.8M $1
2022 $249K $187K $2.8M $1 View 990
2021 $133K $255K $2.8M $1 View 990
2020 $183K $263K $2.9M $1 View 990
2019 $140K $203K $3.0M $1 View 990
2015 $104K $206K $3.3M $1 View 990
2014 $325K $220K $3.4M $1 View 990
2013 $797K $175K $3.3M $1 View 990
2012 $173K $207K $2.7M $1 View 990
2011 $174K $128K $2.7M $0 View 990

Year-by-Year Financial Summary

  • 2023: Revenue of $233K, expenses of $259K, and assets of $2.8M (revenue -6.2% year-over-year).
  • 2022: Revenue of $249K, expenses of $187K, and assets of $2.8M (revenue +87.5% year-over-year).
  • 2021: Revenue of $133K, expenses of $255K, and assets of $2.8M (revenue -27.6% year-over-year).
  • 2020: Revenue of $183K, expenses of $263K, and assets of $2.9M (revenue +30.7% year-over-year).
  • 2019: Revenue of $140K, expenses of $203K, and assets of $3.0M (revenue +35.4% year-over-year).
  • 2015: Revenue of $104K, expenses of $206K, and assets of $3.3M (revenue -68.1% year-over-year).
  • 2014: Revenue of $325K, expenses of $220K, and assets of $3.4M (revenue -59.3% year-over-year).
  • 2013: Revenue of $797K, expenses of $175K, and assets of $3.3M (revenue +360.0% year-over-year).
  • 2012: Revenue of $173K, expenses of $207K, and assets of $2.7M (revenue -0.3% year-over-year).
  • 2011: Revenue of $174K, expenses of $128K, and assets of $2.7M.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Kalkin Family Foundation Inc:

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 Kalkin 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.

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