L & J Goldrich Foundation

L & J Goldrich Foundation maintains strong asset growth with minimal expenses and no officer compensation.

EIN: 116038035 · Virginia Bch, VA · Updated: 2026-03-28

$1.3MRevenue
$5.7MAssets
95/100Mission Score (Excellent)
L & J Goldrich Foundation Financial Summary
MetricValue
Total Revenue$1.3M
Total Expenses$101K
Program Spending90%
CEO/Top Officer Pay$5
Net Assets$5.6M
Transparency Score95/100

Is L & J Goldrich 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 →

L & J Goldrich Foundation directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About L & J Goldrich Foundation

L & J Goldrich Foundation (EIN: 116038035) is a nonprofit organization based in Virginia Bch, VA. The organization reported total revenue of $1.3M and total assets of $5.7M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of L & J Goldrich Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

68Years Operating
Mid-SizeSize Classification
10Years of Filings
MixedRevenue Trajectory

L & J Goldrich Foundation is a mid-size nonprofit that has been operating for 68 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 28.5%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$570K
Total Expenses$101K
Surplus / Deficit+$469K
Total Assets$5.6M
Total Liabilities$1
Net Assets$5.6M
Operating Margin82.3%
Debt-to-Asset Ratio0.0%
Months of Reserves664.8 months

Financial Health Grade: A

In 2023, L & J Goldrich Foundation reported a surplus of $469K with revenue exceeding expenses, holds 664.8 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), L & J Goldrich Foundation's revenue has grown at a compound annual growth rate (CAGR) of 28.5%.

YearRevenue ChangeExpense ChangeAsset Change
2023+953.8%+73.5%+9.2%
2022-98.3%+13.7%+0.2%
2021+208.6%-95.1%+164.7%
2020+239.7%+562.5%+3.9%
2019+116.3%+3.4%+2.4%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date1958

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

AI Transparency Report

The L & J Goldrich Foundation demonstrates strong financial health with consistently growing assets, reaching $5,572,232 in 2023. The foundation's revenue has fluctuated significantly over the years, with a high of $3,268,856 in 2021 and $569,698 in 2023. However, expenses have remained relatively low compared to revenue in most recent years, indicating efficient management of funds. For instance, in 2023, expenses were only $100,580 against $569,698 in revenue, contributing to asset growth. The foundation consistently reports zero officer compensation, which is a positive indicator of resource allocation directly to its mission rather than administrative overhead for leadership salaries. The organization's spending efficiency appears very high, particularly in recent years where expenses are a small fraction of revenue. For example, in 2023, expenses were approximately 17.6% of revenue. This suggests that a significant portion of its income is either retained for future programs or directly distributed as grants, aligning with its nature as a private foundation. The consistent reporting of minimal liabilities ($1 in recent years) also points to sound financial management and a low-risk profile. The absence of officer compensation further enhances its spending efficiency and transparency profile. Transparency is generally good, with 10 years of filing history available. The consistent reporting of zero officer compensation is a key transparency strength, indicating that the foundation's leadership is not drawing salaries from its charitable funds. While the NTEE code is unknown, which can sometimes hinder a full understanding of its specific programmatic focus, the overall financial data suggests a well-managed and fiscally responsible entity. The low expense ratios across multiple years are a strong positive for its financial health and operational efficiency.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates L & J Goldrich 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, L & J Goldrich 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:

$570KTotal Revenue
$101KTotal Expenses
$5.6MTotal Assets
$1Total Liabilities
$5.6MNet Assets

Executive Compensation Analysis

Executive compensation is consistently reported as 0% across all available filings, indicating that the foundation's leadership is not compensated from its charitable funds, which is highly commendable for a foundation of its size with assets over $5 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.

Red Flags

The following concerns were identified during AI analysis of L & J Goldrich Foundation's IRS 990 filings:

Strengths

The following positive indicators were identified for L & J Goldrich Foundation:

Frequently Asked Questions about L & J Goldrich Foundation

Is L & J Goldrich Foundation a legitimate charity?

L & J Goldrich Foundation (EIN: 116038035) is a registered tax-exempt nonprofit based in Virginia. Our AI analysis gives it a Mission Score of 95/100. It has 10 years of IRS 990 filings on record. Total revenue: $1.3M. 1 red flag identified. 5 strengths noted. Financial health grade: A.

How does L & J Goldrich Foundation spend its money?

L & J Goldrich Foundation directs 90% of its spending to programs and services. This exceeds the 65% industry benchmark.

Are donations to L & J Goldrich Foundation tax-deductible?

L & J Goldrich Foundation is registered as a tax-exempt nonprofit (EIN: 116038035). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

How much does the L & J Goldrich Foundation CEO make?

L & J Goldrich Foundation's highest-compensated officer earns $5 annually. The organization reported $1.3M in total revenue. Executive compensation data is disclosed in IRS 990 filings.

Where is L & J Goldrich Foundation located?

L & J Goldrich Foundation is headquartered in Virginia Bch, Virginia and files with the IRS under EIN 116038035.

How many years of IRS 990 filings does L & J Goldrich Foundation have?

L & J Goldrich 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 $1.3M in total revenue.

Is L & J Goldrich Foundation a good charity?

Based on the financial data, the L & J Goldrich Foundation appears to be a very good charity. It demonstrates excellent financial health with growing assets ($5,572,232 in 2023), very low expenses relative to revenue (e.g., $100,580 expenses vs. $569,698 revenue in 2023), and consistently reports zero officer compensation, indicating efficient use of funds.

How does the foundation manage its expenses?

The foundation manages its expenses exceptionally well, consistently keeping them very low. For example, in 2023, expenses were only $100,580 against $569,698 in revenue, and in 2021, expenses were $50,992 against $3,268,856 in revenue. This suggests a highly efficient operational model, likely focused on grant-making with minimal overhead.

What is the trend in the foundation's assets?

The foundation's assets show a strong upward trend, growing from $346,438 in 2011 to $5,572,232 in 2023, indicating successful financial management and accumulation of resources for its mission.

Filing History

IRS 990 filing history for L & J Goldrich Foundation showing financial trends over 10 years of public records:

Over 10 years of IRS 990 filings (2011–2023), L & J Goldrich Foundation's revenue has grown by 1929%, moving from $28K to $570K. Total assets increased by 1508.4% over the same period, from $346K to $5.6M. Total functional expenses rose by 113.3%, from $47K to $101K. In its most recent filing year (2023), L & J Goldrich Foundation reported a surplus of $469K, with revenue exceeding expenses. The organization holds $1 in liabilities against $5.6M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $5.6M.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $570K $101K $5.6M $1
2022 $54K $58K $5.1M $1 View 990
2021 $3.3M $51K $5.1M $1 View 990
2020 $1.1M $1.0M $1.9M $1 View 990
2019 $312K $156K $1.9M $1 View 990
2015 $144K $151K $1.8M $2K View 990
2014 $27K $79K $1.6M $0 View 990
2013 $422K $98K $1.5M $0 View 990
2012 $34K $40K $340K $1 View 990
2011 $28K $47K $346K $0 View 990

Year-by-Year Financial Summary

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for L & J Goldrich 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 L & J Goldrich 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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