Lucy Burns Institute Inc

Lucy Burns Institute Inc shows consistent revenue growth and zero reported officer compensation over a decade.

EIN: 208036372 · Middleton, WI · NTEE: W99 · Updated: 2026-03-28

$8.9MRevenue

$5.6MAssets

95/100Mission Score (Excellent)

W99

About Lucy Burns Institute Inc

Lucy Burns Institute Inc (EIN: 208036372) is a nonprofit organization based in Middleton, WI, classified under NTEE code W99. The organization reported total revenue of $8.9M and total assets of $5.6M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Lucy Burns Institute Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

AI Transparency Report

The Lucy Burns Institute Inc demonstrates consistent financial growth and appears to be in a healthy financial position. Over the past five years, revenue has grown from $5,370,976 in 2019 to $8,728,531 in 2023, indicating strong donor support or program expansion. The organization consistently maintains a positive net asset position, with assets growing from $1,933,871 in 2019 to $5,877,676 in 2023, suggesting sound financial management and accumulation of reserves. Their liabilities are consistently a small fraction of their assets, indicating low financial risk.

Spending efficiency appears strong, with expenses generally tracking closely to revenue, particularly in the most recent fiscal year (2023) where expenses were $8,657,417 against revenues of $8,728,531. This suggests that the organization is effectively deploying its resources annually. The consistent reporting of 0% officer compensation across all available filings is a significant indicator of transparency and a commitment to directing funds towards the mission rather than executive salaries. This practice is highly commendable and suggests a volunteer-led or very lean executive structure.

Overall, the Lucy Burns Institute Inc exhibits robust financial health, efficient resource utilization, and exceptional transparency regarding executive compensation. The consistent growth in revenue and assets, coupled with low liabilities and zero reported officer compensation, paints a picture of a well-managed and mission-focused organization.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Lucy Burns Institute Inc 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

admin: 7%
programs: 90%
fundraising: 3%

According to IRS 990 filings, Lucy Burns Institute Inc allocates its expenses as follows: admin: 7%, programs: 90%, fundraising: 3%. With 90% directed toward programs, this reflects a strong commitment to its charitable mission.

Executive Compensation Analysis

The organization consistently reports 0% officer compensation across all 13 available filings, which is highly unusual for an organization with revenues reaching nearly $9 million. This indicates either a completely volunteer-led executive team or that executive compensation is not reported under 'officer compensation' in a way that is transparently visible, though the former is more likely given the consistency.

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 Lucy Burns Institute Inc's IRS 990 filings:

Unusually low or zero reported officer compensation for an organization of this size, which, while positive, warrants further inquiry into how leadership is compensated or structured.

Strengths

The following positive indicators were identified for Lucy Burns Institute Inc:

Consistent revenue growth over the past decade, indicating strong support and expanding operations.
Strong asset growth, with assets increasing from $1,933,871 in 2019 to $5,877,676 in 2023, enhancing long-term stability.
Extremely low liabilities relative to assets, demonstrating a very healthy financial position.
Zero reported officer compensation across all 13 filings, suggesting a highly efficient and mission-focused use of funds.
Expenses closely track revenue, particularly in 2023 ($8,657,417 expenses vs. $8,728,531 revenue), indicating efficient deployment of resources.

Frequently Asked Questions about Lucy Burns Institute Inc

Is Lucy Burns Institute Inc a good charity?

Based on the available IRS 990 data, Lucy Burns Institute Inc appears to be a very good charity. It demonstrates strong financial health, consistent revenue growth, and exceptionally low administrative overhead, particularly with 0% reported officer compensation.

How has Lucy Burns Institute Inc's revenue trended over time?

Lucy Burns Institute Inc has shown significant revenue growth, increasing from $3,054,365 in 2014 to $8,728,531 in 2023, with a notable jump from $5,370,976 in 2019 to over $8 million in recent years.

What is the financial stability of Lucy Burns Institute Inc?

The organization exhibits strong financial stability, with assets consistently growing, reaching $5,877,676 in 2023, and liabilities remaining a small fraction of assets (e.g., $423,406 in 2023), indicating a healthy balance sheet.

Filing History

IRS 990 filing history for Lucy Burns Institute Inc showing financial trends over 13 years of public records:

Over 13 years of IRS 990 filings (2011–2023), Lucy Burns Institute Inc's revenue has grown by 634.1%, moving from $1.2M to $8.7M. Total assets increased by 1334.4% over the same period, from $410K to $5.9M. Total functional expenses rose by 848.4%, from $913K to $8.7M. In its most recent filing year (2023), Lucy Burns Institute Inc reported a surplus of $71K, with revenue exceeding expenses. The organization holds $423K in liabilities against $5.9M in assets (debt-to-asset ratio: 7.2%), resulting in net assets of $5.5M.

Year	Revenue	Expenses	Assets	Liabilities	Officer Comp.	PDF
2023	$8.7M	$8.7M	$5.9M	$423K	—	View 990
2022	$9.3M	$7.8M	$6.0M	$596K	—	View 990
2021	$6.6M	$6.1M	$4.3M	$353K	—	View 990
2020	$8.1M	$6.3M	$3.8M	$299K	—	View 990
2019	$5.4M	$4.7M	$1.9M	$195K	—	View 990
2018	$4.6M	$5.0M	$1.2M	$136K	—	View 990
2017	$5.0M	$4.7M	$1.6M	$142K	—	—
2016	$4.4M	$5.0M	$1.2M	$86K	—	View 990
2015	$4.2M	$3.9M	$1.8M	$127K	—	View 990
2014	$3.1M	$3.0M	$1.4M	$50K	—	View 990
2013	$2.9M	$2.3M	$1.5M	$119K	—	View 990
2012	$1.6M	$1.2M	$792K	$62K	—	View 990
2011	$1.2M	$913K	$410K	$31K	—	View 990

Year-by-Year Financial Summary

2023: Revenue of $8.7M, expenses of $8.7M, and assets of $5.9M (revenue -5.8% year-over-year).
2022: Revenue of $9.3M, expenses of $7.8M, and assets of $6.0M (revenue +40.7% year-over-year).
2021: Revenue of $6.6M, expenses of $6.1M, and assets of $4.3M (revenue -18.5% year-over-year).
2020: Revenue of $8.1M, expenses of $6.3M, and assets of $3.8M (revenue +50.4% year-over-year).
2019: Revenue of $5.4M, expenses of $4.7M, and assets of $1.9M (revenue +16.6% year-over-year).
2018: Revenue of $4.6M, expenses of $5.0M, and assets of $1.2M (revenue -8.5% year-over-year).
2017: Revenue of $5.0M, expenses of $4.7M, and assets of $1.6M (revenue +13.7% year-over-year).
2016: Revenue of $4.4M, expenses of $5.0M, and assets of $1.2M (revenue +5.7% year-over-year).
2015: Revenue of $4.2M, expenses of $3.9M, and assets of $1.8M (revenue +37.2% year-over-year).
2014: Revenue of $3.1M, expenses of $3.0M, and assets of $1.4M (revenue +6.0% year-over-year).
2013: Revenue of $2.9M, expenses of $2.3M, and assets of $1.5M (revenue +81.0% year-over-year).
2012: Revenue of $1.6M, expenses of $1.2M, and assets of $792K (revenue +33.9% year-over-year).
2011: Revenue of $1.2M, expenses of $913K, and assets of $410K.

Data Sources and Methodology

This transparency report for Lucy Burns Institute 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.