Overton Family Foundation
Overton Family Foundation shows consistent asset growth and minimal liabilities with no reported officer compensation.
EIN: 200081041 · Suffolk, VA · NTEE: T20 · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $613K |
| Total Expenses | $501K |
| Program Spending | 90% |
| Net Assets | $7.5M |
| Transparency Score | 90/100 |
Search Intent Cockpit
Overton Family Foundation Form 990, Revenue, CEO Pay, and IRS Filing Signals
Overton Family Foundation 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 Overton Family Foundation in one place.
Form 990 Filing Summary
9 filing years are available, with latest revenue of $942K and expenses of $501K.
Revenue and Expenses
Overton Family Foundation reported $942K in revenue and $501K in expenses, a surplus of $441K.
Executive Compensation
Officer, director, trustee, and key employee pay is reviewed from IRS 990 compensation disclosures when present.
Charity Score and Red Flags
90/100 mission score, 0 red flags, and 5 strengths are shown from structured and AI review.
Is Overton Family Foundation Legit?
Appears Legitimate
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
IRS 990 Data Cockpit
Where the Money Comes From and Where It Goes
Revenue Source Mix
Revenue-source line items are not available on the stored filing yet. Future ingestion now preserves contribution, program-revenue, and investment-income fields when ProPublica provides them.
Expense Deployment
| Program services | $451K (90%) |
Across stored filings, Overton Family Foundation shows contribution history pending. Next enrichment targets: revenue-source fields, IRS BMF classification.
Decision Cockpit
One-Stop Donor, Research, and Peer Context Hub
| Decision Lens | Signal | What to Inspect Next |
|---|---|---|
| Legitimacy | Appears Legitimate | Good filing record; no red flags identified |
| Mission spend | 90% to programs | Excellent |
| Financial durability | Grade A | 9 stored filing years |
| Peer context | Compare with Association Of Small Business Development Centers | Virginia and Philanthropy context |
Trust Check
Review legitimacy, deductibility, red flags, and filing consistency.
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Local and Sector Spokes
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Suffolk, VA nonprofitsPhilanthropy in Virginia
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Keep the Investigation Moving
Overton Family Foundation directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Overton Family Foundation
Overton Family Foundation (EIN: 200081041) is a nonprofit organization based in Suffolk, VA, classified under NTEE code T20. The organization reported total revenue of $613K and total assets of $8.2M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Overton Family Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Overton Family Foundation is a small nonprofit that has been operating for 22 years, with 9 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 8.2%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $942K |
| Total Expenses | $501K |
| Surplus / Deficit | +$441K |
| Total Assets | $7.5M |
| Total Liabilities | $1 |
| Net Assets | $7.5M |
| Operating Margin | 46.8% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 178.7 months |
Financial Health Grade: A
In 2023, Overton Family Foundation reported a surplus of $441K with revenue exceeding expenses, holds 178.7 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).
Financial Trends
Over 9 years of filings (2011–2023), Overton Family Foundation's revenue has grown at a compound annual growth rate (CAGR) of 8.2%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +24.5% | -6.1% | +6.3% |
| 2022 | -36.3% | +9.2% | +3.3% |
| 2021 | +117.0% | +12.1% | +11.5% |
| 2020 | +2.5% | +3.5% | +1.9% |
| 2019 | -10.5% | +23.5% | +9.6% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| 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 Overton 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: 10%
- programs: 90%
- fundraising: 0%
According to IRS 990 filings, Overton 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:
- The organization reported a surplus of $441K, with revenue exceeding expenses.
- Debt-to-asset ratio: 0.0%.
Executive Compensation Analysis
The Overton Family Foundation consistently reports 0% officer compensation across all available filings, indicating that no salaries or other compensation are paid to its officers. This suggests a volunteer-led or very lean operational structure, directing more funds towards its programmatic activities.
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 Overton Family Foundation:
- Consistent asset growth, from $3,969,741 in 2011 to $7,463,127 in 2023, indicating financial stability.
- Minimal liabilities ($1 or $0 across all filings), demonstrating a very low debt burden.
- No reported officer compensation, suggesting high efficiency and dedication of resources to the mission.
- Consistent operational surplus, with revenues generally exceeding expenses (e.g., $942,272 revenue vs. $501,095 expenses in 2023).
- Long filing history (9 filings), indicating sustained operation and compliance.
Frequently Asked Questions about Overton Family Foundation
Is Overton Family Foundation a legitimate charity?
Overton Family Foundation (EIN: 200081041) is a registered tax-exempt nonprofit based in Virginia. Our AI analysis gives it a Mission Score of 90/100. It has 9 years of IRS 990 filings on record. Total revenue: $613K. No red flags identified. 5 strengths noted. Financial health grade: A.
How does Overton Family Foundation spend its money?
Overton Family Foundation directs 90% of its spending to programs and services. This exceeds the 65% industry benchmark.
Are donations to Overton Family Foundation tax-deductible?
Overton Family Foundation is registered as a tax-exempt nonprofit (EIN: 200081041). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
How does Overton Family Foundation compare to similar nonprofits?
With a transparency score of 90/100 (Excellent), Overton Family Foundation is above average for NTEE category T20 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is Overton Family Foundation located?
Overton Family Foundation is headquartered in Suffolk, Virginia and files with the IRS under EIN 200081041. It is classified under NTEE code T20.
How many years of IRS 990 filings does Overton Family Foundation have?
Overton Family Foundation has 9 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 $613K in total revenue.
What are the specific program activities funded by the Overton Family Foundation?
The provided data does not detail the specific program activities. To understand this, one would need to review the full IRS Form 990, specifically Part III (Statement of Program Service Accomplishments).
How does the foundation manage to operate without officer compensation?
The consistent reporting of 0% officer compensation suggests that the foundation's leadership may be entirely volunteer-based or that compensation is covered by an external entity, allowing all reported expenses to be non-executive related.
What is the primary source of the foundation's revenue?
The provided data only shows total revenue figures. To determine the primary source (e.g., contributions, investment income), one would need to consult the full IRS Form 990, specifically Part VIII (Statement of Revenue).
Filing History
IRS 990 filing history for Overton Family Foundation showing financial trends over 9 years of public records:
Over 9 years of IRS 990 filings (2011–2023), Overton Family Foundation's revenue has grown by 157.7%, moving from $366K to $942K. Total assets increased by 88% over the same period, from $4.0M to $7.5M. Total functional expenses rose by 162.9%, from $191K to $501K. In its most recent filing year (2023), Overton Family Foundation reported a surplus of $441K, with revenue exceeding expenses. The organization holds $1 in liabilities against $7.5M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $7.5M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $942K | $501K | $7.5M | $1 | — | — |
| 2022 | $757K | $534K | $7.0M | $1 | — | View 990 |
| 2021 | $1.2M | $489K | $6.8M | $1 | — | View 990 |
| 2020 | $547K | $436K | $6.1M | $1 | — | — |
| 2019 | $534K | $421K | $6.0M | $1 | — | View 990 |
| 2015 | $597K | $341K | $5.5M | $1 | — | View 990 |
| 2013 | $783K | $258K | $4.7M | $1 | — | View 990 |
| 2012 | $430K | $260K | $4.1M | $1 | — | View 990 |
| 2011 | $366K | $191K | $4.0M | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $942K, expenses of $501K, and assets of $7.5M (revenue +24.5% year-over-year).
- 2022: Revenue of $757K, expenses of $534K, and assets of $7.0M (revenue -36.3% year-over-year).
- 2021: Revenue of $1.2M, expenses of $489K, and assets of $6.8M (revenue +117.0% year-over-year).
- 2020: Revenue of $547K, expenses of $436K, and assets of $6.1M (revenue +2.5% year-over-year).
- 2019: Revenue of $534K, expenses of $421K, and assets of $6.0M (revenue -10.5% year-over-year).
- 2015: Revenue of $597K, expenses of $341K, and assets of $5.5M (revenue -23.8% year-over-year).
- 2013: Revenue of $783K, expenses of $258K, and assets of $4.7M (revenue +82.1% year-over-year).
- 2012: Revenue of $430K, expenses of $260K, and assets of $4.1M (revenue +17.6% year-over-year).
- 2011: Revenue of $366K, expenses of $191K, and assets of $4.0M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Overton Family Foundation:
Data Sources and Methodology
This transparency report for Overton 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.