Newell D Hale Foundation Datedapril 18 2007
Newell D Hale Foundation shows declining assets and inconsistent financial performance with zero officer compensation.
EIN: 208864136 · Pomfret Ctr, CT · NTEE: T22 · Updated: 2026-03-28
Is Newell D Hale Foundation Datedapril 18 2007 Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Newell D Hale Foundation Datedapril 18 2007 directs 80% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Newell D Hale Foundation Datedapril 18 2007
Newell D Hale Foundation Datedapril 18 2007 (EIN: 208864136) is a nonprofit organization based in Pomfret Ctr, CT, classified under NTEE code T22. The organization reported total revenue of $577K and total assets of $293K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Newell D Hale Foundation Datedapril 18 2007's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Newell D Hale Foundation Datedapril 18 2007 is a small nonprofit that has been operating for 19 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of -15.9%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $43K |
| Total Expenses | $337K |
| Surplus / Deficit | $-294,024 |
| Total Assets | $240K |
| Total Liabilities | $1 |
| Net Assets | $240K |
| Operating Margin | -681.1% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 8.5 months |
Financial Health Grade: B
In 2023, Newell D Hale Foundation Datedapril 18 2007 reported a deficit of $294K with expenses exceeding revenue, holds 8.5 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), Newell D Hale Foundation Datedapril 18 2007's revenue has declined at a compound annual growth rate (CAGR) of -15.9%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | -86.3% | +17.2% | -56.6% |
| 2022 | -14.2% | -41.4% | +0.7% |
| 2021 | -28.1% | +27.9% | -18.4% |
| 2020 | +309.1% | +319.0% | +23.3% |
| 2019 | -86.2% | -96.5% | -31.4% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 2007 |
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 Newell D Hale Foundation Datedapril 18 2007 with a Mission Score of 65 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
- admin: 15%
- programs: 80%
- fundraising: 5%
According to IRS 990 filings, Newell D Hale Foundation Datedapril 18 2007 allocates its expenses as follows: admin: 15%, programs: 80%, fundraising: 5%. With 80% 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 deficit of $294K, with expenses exceeding revenue.
- Debt-to-asset ratio: 0.0%.
Executive Compensation Analysis
Executive compensation is consistently reported as 0% across all available filings, indicating that no funds are allocated to officer salaries, which is highly favorable for a nonprofit 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 Newell D Hale Foundation Datedapril 18 2007's IRS 990 filings:
- Significant and consistent decline in total assets from $2,539,511 in 2014 to $239,829 in 2023.
- Highly inconsistent annual revenue and expense figures, making financial planning and stability uncertain.
- Substantial operating deficits in multiple years, notably $294,024 in 2023 and $1,744,118 in 2015.
Strengths
The following positive indicators were identified for Newell D Hale Foundation Datedapril 18 2007:
- Consistent reporting of 0% officer compensation, indicating efficient use of funds for mission-related activities.
- Low liabilities across all reported periods ($0 or $1), suggesting good debt management.
- Consistent filing of IRS 990 forms, demonstrating transparency in reporting.
Frequently Asked Questions about Newell D Hale Foundation Datedapril 18 2007
Is Newell D Hale Foundation Datedapril 18 2007 a legitimate charity?
Based on AI analysis of IRS 990 filings, Newell D Hale Foundation Datedapril 18 2007 (EIN: 208864136) some concerns. Mission Score: 65/100. 3 red flags identified, 3 strengths noted.
How does Newell D Hale Foundation Datedapril 18 2007 spend its money?
Newell D Hale Foundation Datedapril 18 2007 directs 80% of its spending to programs and services. The remaining budget covers administration and fundraising costs.
Are donations to Newell D Hale Foundation Datedapril 18 2007 tax-deductible?
Newell D Hale Foundation Datedapril 18 2007 is registered as a tax-exempt nonprofit (EIN: 208864136). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Why have the organization's assets declined so significantly from $2,539,511 in 2014 to $239,829 in 2023?
The provided data does not specify the reasons for the asset decline, but it is a substantial reduction that warrants further investigation into investment performance, asset distribution, or significant expenditures not covered by revenue.
What caused the large expense of $2,648,996 in 2015, which far exceeded the revenue of $904,878 for that period?
The data does not provide a breakdown of expenses, so the nature of this large expenditure is unclear. It could represent a significant program investment, a one-time capital expense, or a substantial loss.
How does the organization manage its operations with such fluctuating revenues and occasional large deficits, such as in 2023 where expenses were $337,196 against revenue of $43,172?
The organization likely relies on its existing assets or prior year surpluses to cover deficits. The significant asset base in earlier years may have provided a buffer, but the continued decline suggests this strategy may not be sustainable long-term without consistent revenue generation.
Filing History
IRS 990 filing history for Newell D Hale Foundation Datedapril 18 2007 showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), Newell D Hale Foundation Datedapril 18 2007's revenue has declined by 87.4%, moving from $343K to $43K. Total assets decreased by 88.2% over the same period, from $2.0M to $240K. Total functional expenses rose by 136.9%, from $142K to $337K. In its most recent filing year (2023), Newell D Hale Foundation Datedapril 18 2007 reported a deficit of $294K, with expenses exceeding revenue. The organization holds $1 in liabilities against $240K in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $240K.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $43K | $337K | $240K | $1 | — | — |
| 2022 | $316K | $288K | $553K | $1 | — | View 990 |
| 2021 | $368K | $491K | $549K | $1 | — | View 990 |
| 2020 | $511K | $384K | $672K | $1 | — | — |
| 2019 | $125K | $92K | $545K | $1 | — | — |
| 2015 | $905K | $2.6M | $795K | $1 | — | View 990 |
| 2014 | $307K | $182K | $2.5M | $0 | — | View 990 |
| 2013 | $344K | $31K | $2.4M | $0 | — | View 990 |
| 2012 | $360K | $285K | $2.1M | $1 | — | View 990 |
| 2011 | $343K | $142K | $2.0M | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $43K, expenses of $337K, and assets of $240K (revenue -86.3% year-over-year).
- 2022: Revenue of $316K, expenses of $288K, and assets of $553K (revenue -14.2% year-over-year).
- 2021: Revenue of $368K, expenses of $491K, and assets of $549K (revenue -28.1% year-over-year).
- 2020: Revenue of $511K, expenses of $384K, and assets of $672K (revenue +309.1% year-over-year).
- 2019: Revenue of $125K, expenses of $92K, and assets of $545K (revenue -86.2% year-over-year).
- 2015: Revenue of $905K, expenses of $2.6M, and assets of $795K (revenue +195.0% year-over-year).
- 2014: Revenue of $307K, expenses of $182K, and assets of $2.5M (revenue -10.7% year-over-year).
- 2013: Revenue of $344K, expenses of $31K, and assets of $2.4M (revenue -4.5% year-over-year).
- 2012: Revenue of $360K, expenses of $285K, and assets of $2.1M (revenue +5.0% year-over-year).
- 2011: Revenue of $343K, expenses of $142K, and assets of $2.0M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Newell D Hale Foundation Datedapril 18 2007:
Data Sources and Methodology
This transparency report for Newell D Hale Foundation Datedapril 18 2007 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.