Mosby Foundation
Mosby Foundation reports significant surplus in 2023, boosting assets after years of fluctuating financial performance.
EIN: 201468817 · Staunton, VA · NTEE: D20 · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $326K |
| Total Expenses | $259K |
| Program Spending | 85% |
| CEO/Top Officer Pay | $479,043. |
| Net Assets | $337K |
| Transparency Score | 85/100 |
Is Mosby Foundation Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Mosby Foundation directs 85% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Mosby Foundation
Mosby Foundation (EIN: 201468817) is a nonprofit organization based in Staunton, VA, classified under NTEE code D20. The organization reported total revenue of $326K and total assets of $320K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Mosby Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Mosby Foundation is a small nonprofit that has been operating for 22 years, with 13 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 9.8%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $479K |
| Total Expenses | $259K |
| Surplus / Deficit | +$220K |
| Total Assets | $345K |
| Total Liabilities | $8K |
| Net Assets | $337K |
| Operating Margin | 45.8% |
| Debt-to-Asset Ratio | 2.4% |
| Months of Reserves | 16.0 months |
Financial Health Grade: A
In 2023, Mosby Foundation reported a surplus of $220K with revenue exceeding expenses, holds 16.0 months of operating reserves (strong position), has a debt-to-asset ratio of 2.4% (very low leverage).
Financial Trends
Over 13 years of filings (2011–2023), Mosby Foundation's revenue has grown at a compound annual growth rate (CAGR) of 9.8%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +241.0% | +66.3% | +164.0% |
| 2022 | -24.3% | -37.3% | -8.8% |
| 2021 | -19.1% | +2.0% | -31.5% |
| 2020 | +1.1% | -9.3% | -1.6% |
| 2019 | -46.0% | -33.4% | -16.4% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 4000 |
| IRS Ruling Date | 2004 |
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 Mosby Foundation with a Mission Score of 85 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: 10%
- programs: 85%
- fundraising: 5%
According to IRS 990 filings, Mosby Foundation allocates its expenses as follows: admin: 10%, programs: 85%, fundraising: 5%. With 85% 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 $220K, with revenue exceeding expenses.
- Debt-to-asset ratio: 2.4%.
Executive Compensation Analysis
Executive compensation is reported as 0% across all available filings, indicating that the organization's officers are either uncompensated or compensated through mechanisms not categorized as officer compensation, which is highly favorable for a nonprofit of its size with recent revenues up to $479,043.
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 Mosby Foundation's IRS 990 filings:
- Inconsistent revenue generation in prior years, with expenses exceeding revenue in multiple periods (e.g., 2022, 2021, 2020, 2019), which could indicate reliance on reserves or inconsistent funding streams.
Strengths
The following positive indicators were identified for Mosby Foundation:
- Strong financial performance in the most recent filing (2023) with a significant surplus of over $200,000 ($479,043 revenue vs. $259,415 expenses).
- Consistent reporting of 0% officer compensation across all 13 filings, indicating a high dedication to mission-focused spending and low administrative overhead in leadership salaries.
- Growing asset base, reaching $345,148 in 2023, which provides financial stability and capacity for future programs.
- Low liabilities, with the highest reported being $16,846 in 2015, suggesting responsible debt management.
Frequently Asked Questions about Mosby Foundation
Is Mosby Foundation a legitimate charity?
Mosby Foundation (EIN: 201468817) is a registered tax-exempt nonprofit based in Virginia. Our AI analysis gives it a Mission Score of 85/100. It has 13 years of IRS 990 filings on record. Total revenue: $326K. 1 red flag identified. 4 strengths noted. Financial health grade: A.
How does Mosby Foundation spend its money?
Mosby Foundation directs 85% of its spending to programs and services. Fundraising costs 5%. This exceeds the 65% industry benchmark.
Are donations to Mosby Foundation tax-deductible?
Mosby Foundation is registered as a tax-exempt nonprofit (EIN: 201468817). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
How much does the Mosby Foundation CEO make?
Mosby Foundation's highest-compensated officer earns $479,043. annually. The organization reported $326K in total revenue. Executive compensation data is disclosed in IRS 990 filings.
What percentage of Mosby Foundation's spending goes to programs?
Mosby Foundation directs 85% to programs, 5% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.
How does Mosby Foundation compare to similar nonprofits?
With a transparency score of 85/100 (Excellent), Mosby Foundation is above average for NTEE category D20 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is Mosby Foundation located?
Mosby Foundation is headquartered in Staunton, Virginia and files with the IRS under EIN 201468817. It is classified under NTEE code D20.
How many years of IRS 990 filings does Mosby Foundation have?
Mosby Foundation has 13 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 $326K in total revenue.
Is Mosby Foundation a good charity?
Based on the available data, Mosby Foundation appears to be a good charity. It consistently reports 0% officer compensation, indicating a strong commitment to directing funds towards its mission. The significant surplus in 2023 ($479,043 revenue vs. $259,415 expenses) demonstrates strong financial health and capacity to fund programs.
How has Mosby Foundation's financial health changed over time?
Mosby Foundation's financial health has fluctuated, experiencing periods where expenses exceeded revenue (e.g., 2022, 2021, 2020, 2019). However, the most recent filing for 2023 shows a substantial positive shift with revenue of $479,043 significantly exceeding expenses of $259,415, leading to a healthy increase in assets to $345,148.
What is the trend in Mosby Foundation's assets?
The organization's assets have generally trended upwards over the years, from $163,122 in 2014 to $345,148 in 2023, despite some dips. The most recent increase from $130,761 in 2022 to $345,148 in 2023 is particularly strong, indicating a growing financial reserve.
Filing History
IRS 990 filing history for Mosby Foundation showing financial trends over 13 years of public records:
Over 13 years of IRS 990 filings (2011–2023), Mosby Foundation's revenue has grown by 206.1%, moving from $157K to $479K. Total assets increased by 336% over the same period, from $79K to $345K. Total functional expenses rose by 137%, from $109K to $259K. In its most recent filing year (2023), Mosby Foundation reported a surplus of $220K, with revenue exceeding expenses. The organization holds $8K in liabilities against $345K in assets (debt-to-asset ratio: 2.4%), resulting in net assets of $337K.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $479K | $259K | $345K | $8K | — | — |
| 2022 | $140K | $156K | $131K | $14K | — | View 990 |
| 2021 | $186K | $249K | $143K | $11K | — | View 990 |
| 2020 | $229K | $244K | $209K | $13K | — | — |
| 2019 | $227K | $269K | $213K | $2K | — | View 990 |
| 2018 | $420K | $404K | $255K | $1K | — | View 990 |
| 2017 | $360K | $274K | $250K | $12K | — | View 990 |
| 2016 | $156K | $209K | $158K | $6K | — | View 990 |
| 2015 | $315K | $273K | $222K | $17K | — | View 990 |
| 2014 | $566K | $533K | $163K | $508 | — | View 990 |
| 2013 | $511K | $500K | $131K | $628 | — | View 990 |
| 2012 | $514K | $473K | $120K | $426 | — | View 990 |
| 2011 | $157K | $109K | $79K | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $479K, expenses of $259K, and assets of $345K (revenue +241.0% year-over-year).
- 2022: Revenue of $140K, expenses of $156K, and assets of $131K (revenue -24.3% year-over-year).
- 2021: Revenue of $186K, expenses of $249K, and assets of $143K (revenue -19.1% year-over-year).
- 2020: Revenue of $229K, expenses of $244K, and assets of $209K (revenue +1.1% year-over-year).
- 2019: Revenue of $227K, expenses of $269K, and assets of $213K (revenue -46.0% year-over-year).
- 2018: Revenue of $420K, expenses of $404K, and assets of $255K (revenue +16.5% year-over-year).
- 2017: Revenue of $360K, expenses of $274K, and assets of $250K (revenue +131.1% year-over-year).
- 2016: Revenue of $156K, expenses of $209K, and assets of $158K (revenue -50.5% year-over-year).
- 2015: Revenue of $315K, expenses of $273K, and assets of $222K (revenue -44.3% year-over-year).
- 2014: Revenue of $566K, expenses of $533K, and assets of $163K (revenue +10.8% year-over-year).
- 2013: Revenue of $511K, expenses of $500K, and assets of $131K (revenue -0.7% year-over-year).
- 2012: Revenue of $514K, expenses of $473K, and assets of $120K (revenue +228.4% year-over-year).
- 2011: Revenue of $157K, expenses of $109K, and assets of $79K.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Mosby Foundation:
Data Sources and Methodology
This transparency report for Mosby 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.