Lucy Burns Institute Inc

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Lucy Burns Institute Inc Form 990, Revenue, CEO Pay, and IRS Filing Signals

Lucy Burns Institute Inc is surfaced here as a decision-ready nonprofit financial profile, not just a charity listing. The page consolidates IRS Form 990 revenue, expenses, assets, tax-exempt classification, executive compensation, mission score, red flags, and year-by-year filing history so donors, researchers, journalists, and grant teams can answer the common search questions around Lucy Burns Institute Inc in one place.

Is Lucy Burns Institute Inc Legit?

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

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Request a concise report for Lucy Burns Institute Inc with revenue, expenses, executive compensation, red flags, peer context, and IRS source links. You can also request CSV exports or watchlist updates for future filings.

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Lucy Burns Institute Inc directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

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.

Organization Overview

Lucy Burns Institute Inc is a mid-size nonprofit that has been operating for 18 years, with 13 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 18.1%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Financial Health Grade: A

In 2023, Lucy Burns Institute Inc reported a surplus of $71K with revenue exceeding expenses, holds 8.1 months of operating reserves (strong position), has a debt-to-asset ratio of 7.2% (very low leverage).

Financial Trends

Over 13 years of filings (2011–2023), Lucy Burns Institute Inc's revenue has grown at a compound annual growth rate (CAGR) of 18.1%.

IRS Tax-Exempt Classification

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

AI Transparency Report

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.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

• The organization reported a surplus of $71K, with revenue exceeding expenses.
• Debt-to-asset ratio: 7.2%.

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

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-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.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Lucy Burns Institute Inc:

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.