Kautz Family Foundation

Kautz Family Foundation consistently spends more than it earns, drawing on substantial assets.

EIN: 133103149 · Tucson, AZ · Updated: 2026-03-28

$15.4MRevenue
$43.2MAssets
85/100Mission Score (Excellent)

Is Kautz Family Foundation Legit?

Some Concerns

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
1 FoundRed Flags

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

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

About Kautz Family Foundation

Kautz Family Foundation (EIN: 133103149) is a nonprofit organization based in Tucson, AZ. The organization reported total revenue of $15.4M and total assets of $43.2M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Kautz Family Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

44Years Operating
LargeSize Classification
9Years of Filings
MixedRevenue Trajectory

Kautz Family Foundation is a large nonprofit that has been operating for 44 years, with 9 years of IRS 990 filings on record (2012–2024). Revenue has grown at a compound annual rate of 4.9%.

Key Financial Metrics (2024)

From the most recent IRS 990 filing on record:

Total Revenue$3.5M
Total Expenses$4.8M
Surplus / Deficit$-1,281,936
Total Assets$42.3M
Total Liabilities$1
Net Assets$42.3M
Operating Margin-36.3%
Debt-to-Asset Ratio0.0%
Months of Reserves105.4 months

Financial Health Grade: B

In 2024, Kautz Family Foundation reported a deficit of $1.3M with expenses exceeding revenue, holds 105.4 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).

Financial Trends

Over 9 years of filings (2012–2024), Kautz Family Foundation's revenue has grown at a compound annual growth rate (CAGR) of 4.9%.

YearRevenue ChangeExpense ChangeAsset Change
2024+111.2%+18.9%-3.0%
2023-68.0%-0.3%-5.0%
2022+235.4%+10.4%+2.9%
2021-72.2%+17.0%-4.8%
2020+99.0%+77.1%+187.0%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date1982

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

AI Transparency Report

The Kautz Family Foundation demonstrates a consistent pattern of distributing more in expenses than it generates in revenue in recent years, as seen in the 202402 period where expenses were $4,816,894 against revenues of $3,534,958, and similarly in 202302 with expenses of $4,050,295 against revenues of $1,673,717. This suggests the foundation is drawing down on its assets to fund its activities, which have remained substantial, with assets consistently above $42 million in the last four periods. The foundation maintains extremely low liabilities, often reported as $1, indicating a very strong balance sheet and minimal debt burden. The absence of reported officer compensation across all filings suggests either a volunteer-led board or compensation is covered by other means not disclosed in this specific field, which enhances its perceived efficiency in administrative costs. While the foundation's asset base is robust, the trend of expenses exceeding revenue warrants attention for long-term sustainability if it continues. However, as a family foundation, this could be a deliberate strategy for grantmaking. The lack of specific program spending breakdown in the provided data makes it challenging to assess spending efficiency directly, but the zero officer compensation is a positive indicator for administrative cost control. The consistent filing history and minimal liabilities point to a well-managed and transparent financial operation in terms of reporting compliance and fiscal responsibility. Overall, the Kautz Family Foundation appears financially stable due to its significant asset base, despite recent operational deficits. Its transparency is good regarding asset and liability reporting, and the absence of officer compensation is a notable strength. Further analysis would benefit from a detailed breakdown of program versus administrative expenses.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Kautz Family Foundation 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

According to IRS 990 filings, Kautz Family 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 (2024)

From the most recent IRS 990 filing on record:

$3.5MTotal Revenue
$4.8MTotal Expenses
$42.3MTotal Assets
$1Total Liabilities
$42.3MNet Assets

Executive Compensation Analysis

Executive compensation is reported as 0% across all available filings, indicating that officers either serve without compensation or their compensation is covered by an external entity, which significantly reduces the organization's 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 Kautz Family Foundation's IRS 990 filings:

Strengths

The following positive indicators were identified for Kautz Family Foundation:

Frequently Asked Questions about Kautz Family Foundation

Is Kautz Family Foundation a legitimate charity?

Based on AI analysis of IRS 990 filings, Kautz Family Foundation (EIN: 133103149) some concerns. Mission Score: 85/100. 1 red flag identified, 4 strengths noted.

How does Kautz Family Foundation spend its money?

Kautz Family Foundation directs 90% of its spending to programs and services. The remaining budget covers administration and fundraising costs.

Are donations to Kautz Family Foundation tax-deductible?

Kautz Family Foundation is registered as a tax-exempt nonprofit (EIN: 133103149). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

Is the Kautz Family Foundation financially sustainable given its recent revenue-expense trends?

While the foundation has consistently spent more than its revenue in recent years (e.g., $4.8M expenses vs. $3.5M revenue in 202402), its substantial asset base of over $42 million provides a strong buffer, suggesting short-term sustainability is not an immediate concern. However, a prolonged trend of expenses exceeding revenue would eventually deplete assets.

How does the Kautz Family Foundation manage its administrative costs?

The foundation appears to manage administrative costs very efficiently, as evidenced by 0% reported officer compensation across all filings. This suggests a lean operational structure or external support for executive functions.

What is the long-term strategy for the foundation's assets?

The foundation's assets have fluctuated but remained robust, with the latest reported at $43,191,058. The trend of spending exceeding revenue suggests a strategy of asset utilization for grantmaking, but without explicit statements, the long-term strategy for asset preservation versus distribution is not fully clear from the financial data alone.

Filing History

IRS 990 filing history for Kautz Family Foundation showing financial trends over 9 years of public records:

Over 9 years of IRS 990 filings (2012–2024), Kautz Family Foundation's revenue has grown by 76.7%, moving from $2.0M to $3.5M. Total assets increased by 178.8% over the same period, from $15.2M to $42.3M. Total functional expenses rose by 240.5%, from $1.4M to $4.8M. In its most recent filing year (2024), Kautz Family Foundation reported a deficit of $1.3M, with expenses exceeding revenue. The organization holds $1 in liabilities against $42.3M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $42.3M.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2024 $3.5M $4.8M $42.3M $1 View 990
2023 $1.7M $4.1M $43.6M $1 View 990
2022 $5.2M $4.1M $45.9M $1 View 990
2021 $1.6M $3.7M $44.6M $1 View 990
2020 $5.6M $3.1M $46.8M $1 View 990
2015 $2.8M $1.8M $16.3M $0 View 990
2014 $1.8M $1.5M $15.7M $0 View 990
2013 $2.3M $1.5M $15.4M $0 View 990
2012 $2.0M $1.4M $15.2M $0 View 990

Year-by-Year Financial Summary

View Individual Filing Years

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

2024 Filing 2023 Filing 2022 Filing 2021 Filing 2020 Filing 2015 Filing 2014 Filing 2013 Filing 2012 Filing

Data Sources and Methodology

This transparency report for Kautz Family 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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