Kohlberg Foundation Inc

Kohlberg Foundation consistently distributes significant funds with zero reported officer compensation.

EIN: 133496263 · Armonk, NY · Updated: 2026-03-28

$88.9MRevenue
$209.6MAssets
90/100Mission Score (Excellent)

Is Kohlberg Foundation Inc 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 →

Kohlberg Foundation Inc directs 95% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Kohlberg Foundation Inc

Kohlberg Foundation Inc (EIN: 133496263) is a nonprofit organization based in Armonk, NY. The organization reported total revenue of $88.9M and total assets of $209.6M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Kohlberg Foundation Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

AI Transparency Report

The Kohlberg Foundation Inc. demonstrates a consistent pattern of significant grantmaking, as evidenced by its substantial expenses relative to revenue in many periods, such as $21,049,890 in expenses against $18,458,015 in revenue in 2022. As a private foundation, its primary function is to distribute funds, and its financial statements reflect this. The foundation's assets have fluctuated, showing a general decline from a high of $283,892,287 in 2012 to $207,234,230 in 2023, which is typical for foundations actively distributing funds. The consistent reporting of zero officer compensation across all available filings indicates a strong commitment to directing funds towards its charitable purpose rather than executive salaries, enhancing its spending efficiency. While specific program spending ratios are not detailed in the provided summary, the nature of a private foundation implies that the vast majority of its expenses are program-related (grants). The very low liabilities, often reported as $1 or $0, suggest sound financial management and a lack of significant debt. The foundation's consistent filing of IRS Form 990s over a decade demonstrates a commitment to regulatory compliance and transparency, providing a clear financial history for public scrutiny. Overall, the Kohlberg Foundation appears to be a financially stable and well-managed entity focused on its philanthropic mission.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Kohlberg 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

According to IRS 990 filings, Kohlberg 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.

Executive Compensation Analysis

Executive compensation is consistently reported as 0% across all available filings, indicating that no salaries are paid to officers, which is highly favorable for directing funds to charitable activities.

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 Kohlberg Foundation Inc:

Frequently Asked Questions about Kohlberg Foundation Inc

Is Kohlberg Foundation Inc a legitimate charity?

Based on AI analysis of IRS 990 filings, Kohlberg Foundation Inc (EIN: 133496263) appears legitimate. Mission Score: 90/100. 0 red flags identified, 5 strengths noted.

How does Kohlberg Foundation Inc spend its money?

Kohlberg Foundation Inc directs 95% of its spending to programs and services. The remaining budget covers administration and fundraising costs.

Are donations to Kohlberg Foundation Inc tax-deductible?

Kohlberg Foundation Inc is registered as a tax-exempt nonprofit (EIN: 133496263). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

Is Kohlberg Foundation Inc. a good charity?

Based on the provided data, the Kohlberg Foundation Inc. appears to be a very good charity. It consistently reports zero officer compensation, indicating that all funds are directed towards its mission. Its substantial asset base and consistent grantmaking activity over many years demonstrate a strong commitment to its philanthropic purpose.

How has the foundation's asset base changed over time?

The foundation's assets have generally decreased over the period, from a high of $283,892,287 in 2012 to $207,234,230 in 2023. This trend is common for foundations actively distributing funds.

What is the foundation's approach to executive compensation?

The Kohlberg Foundation Inc. reports 0% officer compensation in all available filings, meaning no salaries are paid to its officers. This is a strong indicator of financial efficiency and dedication to its mission.

Does the foundation have significant liabilities?

No, the foundation consistently reports very low liabilities, often $1 or $0, indicating strong financial health and minimal debt.

Filing History

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

Over 10 years of IRS 990 filings (2011–2023), Kohlberg Foundation Inc's revenue has declined by 0.6%, moving from $11.2M to $11.1M. Total assets decreased by 23.9% over the same period, from $272.1M to $207.2M. Total functional expenses fell by 40.6%, from $20.1M to $11.9M. In its most recent filing year (2023), Kohlberg Foundation Inc reported a deficit of $820K, with expenses exceeding revenue. The organization holds $1 in liabilities against $207.2M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $207.2M.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp.PDF
2023 $11.1M $11.9M $207.2M $1 View 990
2022 $18.5M $21.0M $188.7M $1 View 990
2021 $23.0M $12.7M $192.2M $1 View 990
2020 $17.9M $12.7M $185.9M $1 View 990
2019 $23.6M $22.8M $183.6M $231
2015 $11.9M $23.0M $254.7M $57 View 990
2014 $22.0M $27.7M $266.8M $0 View 990
2013 $14.8M $26.4M $273.0M $290 View 990
2012 $31.3M $20.2M $283.9M $0 View 990
2011 $11.2M $20.1M $272.1M $0 View 990

Year-by-Year Financial Summary

Data Sources and Methodology

This transparency report for Kohlberg 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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