Monte L And Lisa R Froehlich Family Foundation

Monte L And Lisa R Froehlich Family Foundation shows highly variable financial activity with zero executive compensation.

EIN: 202025465 · Lincoln, NE · NTEE: T22 · Updated: 2026-03-28

$1Revenue
$6KAssets
75/100Mission Score (Good)
T22
Monte L And Lisa R Froehlich Family Foundation Financial Summary
MetricValue
Total Revenue$1
Total Expenses$4K
Program Spending90%
Net Assets$5K
Transparency Score75/100

Is Monte L And Lisa R Froehlich Family Foundation Legit?

Some Concerns

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
2 FoundRed Flags

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

Monte L And Lisa R Froehlich Family Foundation directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Monte L And Lisa R Froehlich Family Foundation

Monte L And Lisa R Froehlich Family Foundation (EIN: 202025465) is a nonprofit organization based in Lincoln, NE, classified under NTEE code T22. The organization reported total revenue of $1 and total assets of $6K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Monte L And Lisa R Froehlich Family Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

21Years Operating
MicroSize Classification
10Years of Filings
DecliningRevenue Trajectory

Monte L And Lisa R Froehlich Family Foundation is a micro nonprofit that has been operating for 21 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of -27.9%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$4K
Total Expenses$4K
Surplus / Deficit$-32
Total Assets$6K
Total Liabilities$776
Net Assets$5K
Operating Margin-0.9%
Debt-to-Asset Ratio13.6%
Months of Reserves19.4 months

Financial Health Grade: B

In 2023, Monte L And Lisa R Froehlich Family Foundation reported a deficit of $32 with expenses exceeding revenue, holds 19.4 months of operating reserves (strong position), has a debt-to-asset ratio of 13.6% (very low leverage).

Financial Trends

Over 10 years of filings (2011–2023), Monte L And Lisa R Froehlich Family Foundation's revenue has declined at a compound annual growth rate (CAGR) of -27.9%.

YearRevenue ChangeExpense ChangeAsset Change
2023-12.5%+13.9%+0.0%
2022-93.3%-94.9%-49.2%
2021-44.2%-64.3%+78.8%
2020-58.1%-65.2%-90.7%
2019-13.5%+946.4%-74.2%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date2005

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

AI Transparency Report

The Monte L And Lisa R Froehlich Family Foundation appears to be a small private foundation, as indicated by its NTEE code T22 (Private Grantmaking Foundations) and its fluctuating, but generally modest, financial activity. The organization consistently reports zero officer compensation across all available filings, which is a positive indicator for donor confidence regarding executive pay. However, the foundation's financial health shows significant variability in revenue and expenses over the years, with several periods where expenses substantially exceeded revenue, such as in 202012 (Revenue $107,500, Expenses $170,180) and 201912 (Revenue $256,849, Expenses $488,498). This suggests reliance on prior year assets or significant contributions in specific years to cover operational costs. The latest available data for 202312 shows revenue of $3,500 and expenses of $3,532, with assets of $5,700, indicating very limited current activity and a small asset base. Given its nature as a private foundation, its primary 'program' activity would be grantmaking, and without detailed breakdowns of expenses beyond total expenses, it's challenging to assess spending efficiency in terms of administrative vs. program costs directly from the provided summary data. Transparency is generally good through its 990 filings, but the lack of detailed expense categories limits a deeper analysis of spending efficiency.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Monte L And Lisa R Froehlich Family Foundation with a Mission Score of 75 out of 100 (Good). 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, Monte L And Lisa R Froehlich Family 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:

$4KTotal Revenue
$4KTotal Expenses
$6KTotal Assets
$776Total Liabilities
$5KNet Assets

Executive Compensation Analysis

Executive compensation is consistently reported as 0% across all available filings, indicating that no salaries or other compensation are paid to officers, directors, trustees, or key employees, which is excellent for a foundation 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.

Red Flags

The following concerns were identified during AI analysis of Monte L And Lisa R Froehlich Family Foundation's IRS 990 filings:

Strengths

The following positive indicators were identified for Monte L And Lisa R Froehlich Family Foundation:

Frequently Asked Questions about Monte L And Lisa R Froehlich Family Foundation

Is Monte L And Lisa R Froehlich Family Foundation a legitimate charity?

Based on AI analysis of IRS 990 filings, Monte L And Lisa R Froehlich Family Foundation (EIN: 202025465) some concerns. Mission Score: 75/100. 2 red flags identified, 2 strengths noted.

How does Monte L And Lisa R Froehlich Family Foundation spend its money?

Monte L And Lisa R Froehlich Family Foundation directs 90% of its spending to programs and services. The remaining budget covers administration and fundraising costs.

Are donations to Monte L And Lisa R Froehlich Family Foundation tax-deductible?

Monte L And Lisa R Froehlich Family Foundation is registered as a tax-exempt nonprofit (EIN: 202025465). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

How does Monte L And Lisa R Froehlich Family Foundation compare to similar nonprofits?

With a transparency score of 75/100 (Good), Monte L And Lisa R Froehlich Family Foundation is above average for NTEE category T22 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.

Where is Monte L And Lisa R Froehlich Family Foundation located?

Monte L And Lisa R Froehlich Family Foundation is headquartered in Lincoln, Nebraska and files with the IRS under EIN 202025465. It is classified under NTEE code T22.

How many years of IRS 990 filings does Monte L And Lisa R Froehlich Family Foundation have?

Monte L And Lisa R Froehlich Family 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 in total revenue.

What is the primary purpose of the Monte L And Lisa R Froehlich Family Foundation?

As a private grantmaking foundation (NTEE T22), its primary purpose is typically to make grants to other organizations or individuals to support charitable causes, though specific beneficiaries are not detailed in the provided data.

Why do expenses frequently exceed revenue for this organization?

The foundation's expenses have exceeded revenue in multiple periods (e.g., 202012, 201912, 201412, 201312), which could indicate that it draws upon its asset base to fund grants or operations, or that large contributions are received in specific years to cover these deficits.

What is the current financial stability of the foundation?

With assets of $5,700 and revenue of $3,500 in 202312, the foundation appears to be operating at a very small scale, suggesting limited capacity for significant grantmaking without substantial new contributions.

Filing History

IRS 990 filing history for Monte L And Lisa R Froehlich Family Foundation showing financial trends over 10 years of public records:

Over 10 years of IRS 990 filings (2011–2023), Monte L And Lisa R Froehlich Family Foundation's revenue has declined by 98%, moving from $179K to $4K. Total assets decreased by 98.6% over the same period, from $415K to $6K. Total functional expenses fell by 94.1%, from $60K to $4K. In its most recent filing year (2023), Monte L And Lisa R Froehlich Family Foundation reported a deficit of $32, with expenses exceeding revenue. The organization holds $776 in liabilities against $6K in assets (debt-to-asset ratio: 13.6%), resulting in net assets of $5K.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $4K $4K $6K $776
2022 $4K $3K $6K $744 View 990
2021 $60K $61K $11K $7K
2020 $108K $170K $6K $1K
2019 $257K $488K $67K $1 View 990
2015 $297K $47K $261K $6K View 990
2014 $55K $97K $7K $2K View 990
2013 $167K $517K $48K $0 View 990
2012 $135K $108K $410K $13K View 990
2011 $179K $60K $415K $46K View 990

Year-by-Year Financial Summary

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Monte L And Lisa R Froehlich Family 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 Monte L And Lisa R Froehlich 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.

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