Mcshane Family Foundation
Mcshane Family Foundation consistently maintains low expenses and zero officer compensation, growing assets for future charitable giving.
EIN: 203967708 · Naples, FL · NTEE: T20 · Updated: 2026-03-28
Is Mcshane Family Foundation Legit?
Appears Legitimate
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Mcshane Family Foundation directs 95% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Mcshane Family Foundation
Mcshane Family Foundation (EIN: 203967708) is a nonprofit organization based in Naples, FL, classified under NTEE code T20. The organization reported total revenue of $1.4M and total assets of $1.2M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Mcshane Family Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Mcshane Family Foundation is a mid-size nonprofit that has been operating for 20 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 30.1%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $1.3M |
| Total Expenses | $193K |
| Surplus / Deficit | +$1.1M |
| Total Assets | $1.0M |
| Total Liabilities | $1 |
| Net Assets | $1.0M |
| Operating Margin | 85.4% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 63.3 months |
Financial Health Grade: A
In 2023, Mcshane Family Foundation reported a surplus of $1.1M with revenue exceeding expenses, holds 63.3 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), Mcshane Family Foundation's revenue has grown at a compound annual growth rate (CAGR) of 30.1%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +131.1% | -5.6% | +39.6% |
| 2022 | -52.6% | -31.2% | +17.2% |
| 2021 | +233.4% | +15.0% | +42.4% |
| 2020 | -59.7% | +6.1% | -6.8% |
| 2019 | +185.5% | +29.0% | +29.7% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1200 |
| IRS Ruling Date | 2006 |
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 Mcshane Family Foundation 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
- admin: 5%
- programs: 95%
- fundraising: 0%
According to IRS 990 filings, Mcshane Family Foundation 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.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $1.1M, with revenue exceeding expenses.
- Debt-to-asset ratio: 0.0%.
Executive Compensation Analysis
Executive compensation is reported as 0% across all available filings, indicating that the foundation is run by unpaid volunteers or has no paid officers, which is highly efficient for an organization of its size.
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 Mcshane Family Foundation:
- Zero officer compensation reported across all filings, indicating volunteer leadership and efficient use of funds.
- Consistently low expense ratio relative to revenue, demonstrating strong financial efficiency (e.g., 2023 expenses were only 14.6% of revenue).
- Significant and consistent growth in assets over time, from $204,717 in 2011 to $1,016,125 in 2023, indicating strong financial management.
- Minimal liabilities ($1 across all periods) suggesting a very stable financial position.
- Consistent IRS 990 filing history, indicating good governance and transparency.
Frequently Asked Questions about Mcshane Family Foundation
Is Mcshane Family Foundation a legitimate charity?
Based on AI analysis of IRS 990 filings, Mcshane Family Foundation (EIN: 203967708) appears legitimate. Mission Score: 90/100. 0 red flags identified, 5 strengths noted.
How does Mcshane Family Foundation spend its money?
Mcshane Family Foundation directs 95% of its spending to programs and services. The remaining budget covers administration and fundraising costs.
Are donations to Mcshane Family Foundation tax-deductible?
Mcshane Family Foundation is registered as a tax-exempt nonprofit (EIN: 203967708). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Is Mcshane Family Foundation a good charity?
Based on the available IRS 990 data, the Mcshane Family Foundation appears to be a very well-managed and efficient private grantmaking foundation. It consistently reports zero officer compensation, very low expenses relative to revenue, and a strong growth in assets, indicating a focus on its charitable mission and responsible financial stewardship.
How does the foundation manage its expenses?
The foundation manages its expenses exceptionally well, consistently reporting very low total expenses compared to its revenue. For example, in 2023, expenses were only $192,517 against $1,317,131 in revenue. This suggests a highly efficient operation with minimal overhead, likely due to volunteer leadership and a focus on direct grantmaking or asset growth.
What is the trend in the foundation's assets?
The foundation's assets have shown significant growth over time, increasing from $204,717 in 2011 to $1,016,125 in 2023. This indicates that the foundation is effectively accumulating and managing its resources, likely to support its long-term grantmaking objectives.
Filing History
IRS 990 filing history for Mcshane Family Foundation showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), Mcshane Family Foundation's revenue has grown by 2245.6%, moving from $56K to $1.3M. Total assets increased by 396.4% over the same period, from $205K to $1.0M. Total functional expenses rose by 324.8%, from $45K to $193K. In its most recent filing year (2023), Mcshane Family Foundation reported a surplus of $1.1M, with revenue exceeding expenses. The organization holds $1 in liabilities against $1.0M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $1.0M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $1.3M | $193K | $1.0M | $1 | — | View 990 |
| 2022 | $570K | $204K | $728K | $1 | — | View 990 |
| 2021 | $1.2M | $296K | $621K | $1 | — | View 990 |
| 2020 | $361K | $258K | $436K | $1 | — | — |
| 2019 | $895K | $243K | $468K | $1 | — | View 990 |
| 2015 | $314K | $188K | $361K | $1 | — | View 990 |
| 2014 | $279K | $163K | $326K | $1 | — | View 990 |
| 2013 | $292K | $134K | $359K | $1 | — | View 990 |
| 2012 | $117K | $98K | $201K | $1 | — | View 990 |
| 2011 | $56K | $45K | $205K | $1 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $1.3M, expenses of $193K, and assets of $1.0M (revenue +131.1% year-over-year).
- 2022: Revenue of $570K, expenses of $204K, and assets of $728K (revenue -52.6% year-over-year).
- 2021: Revenue of $1.2M, expenses of $296K, and assets of $621K (revenue +233.4% year-over-year).
- 2020: Revenue of $361K, expenses of $258K, and assets of $436K (revenue -59.7% year-over-year).
- 2019: Revenue of $895K, expenses of $243K, and assets of $468K (revenue +185.5% year-over-year).
- 2015: Revenue of $314K, expenses of $188K, and assets of $361K (revenue +12.4% year-over-year).
- 2014: Revenue of $279K, expenses of $163K, and assets of $326K (revenue -4.4% year-over-year).
- 2013: Revenue of $292K, expenses of $134K, and assets of $359K (revenue +150.2% year-over-year).
- 2012: Revenue of $117K, expenses of $98K, and assets of $201K (revenue +107.6% year-over-year).
- 2011: Revenue of $56K, expenses of $45K, and assets of $205K.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Mcshane Family Foundation:
Data Sources and Methodology
This transparency report for Mcshane 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.