Penn Oberlander Family Foundation
Penn Oberlander Family Foundation maintains strong assets and no executive compensation, despite fluctuating annual revenue.
EIN: 203858920 · Old Greenwich, CT · NTEE: T22 · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $486K |
| Total Expenses | $417K |
| Program Spending | 90% |
| CEO/Top Officer Pay | $3 |
| Net Assets | $2.8M |
| Transparency Score | 85/100 |
Search Intent Cockpit
Penn Oberlander Family Foundation Form 990, Revenue, CEO Pay, and IRS Filing Signals
Penn Oberlander 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 Penn Oberlander Family Foundation in one place.
Form 990 Filing Summary
10 filing years are available, with latest revenue of $86K and expenses of $417K.
Revenue and Expenses
Penn Oberlander Family Foundation reported $86K in revenue and $417K in expenses, a deficit of $331K.
Executive Compensation
Top officer compensation appears as $3 in the stored analysis, with context against revenue and expenses below.
Charity Score and Red Flags
85/100 mission score, 1 red flag, and 4 strengths are shown from structured and AI review.
Is Penn Oberlander Family Foundation Legit?
Some Concerns
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 | $375K (90%) |
Across stored filings, Penn Oberlander 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 | Some Concerns | Good filing record; 1 red flag identified |
| Mission spend | 90% to programs | Excellent |
| Financial durability | Grade B | 10 stored filing years |
| Peer context | Compare with Teen Center Of Wilton Inc | Connecticut and Philanthropy context |
Trust Check
Review legitimacy, deductibility, red flags, and filing consistency.
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Keep the Investigation Moving
Penn Oberlander Family Foundation directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Penn Oberlander Family Foundation
Penn Oberlander Family Foundation (EIN: 203858920) is a nonprofit organization based in Old Greenwich, CT, classified under NTEE code T22. The organization reported total revenue of $486K and total assets of $3.3M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Penn Oberlander Family Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Penn Oberlander Family Foundation is a small 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 -12.1%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $86K |
| Total Expenses | $417K |
| Surplus / Deficit | $-330,506 |
| Total Assets | $2.8M |
| Total Liabilities | $1 |
| Net Assets | $2.8M |
| Operating Margin | -383.9% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 80.1 months |
Financial Health Grade: B
In 2023, Penn Oberlander Family Foundation reported a deficit of $331K with expenses exceeding revenue, holds 80.1 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), Penn Oberlander Family Foundation's revenue has declined at a compound annual growth rate (CAGR) of -12.1%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | -84.6% | +4.1% | -0.3% |
| 2022 | +6.2% | -12.0% | -6.9% |
| 2021 | +1.1% | +20.8% | +11.8% |
| 2020 | +17.1% | -2.6% | +8.9% |
| 2019 | +46.5% | -3.9% | +4.1% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| 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 Penn Oberlander Family 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: 90%
- fundraising: 0%
According to IRS 990 filings, Penn Oberlander 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 deficit of $331K, 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 salaries are paid to officers, which is highly commendable for an organization of its size with assets exceeding $3 million.
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 Penn Oberlander Family Foundation's IRS 990 filings:
- Significant year-over-year revenue volatility (e.g., $559,735 in 2022 to $86,101 in 2023), which could indicate reliance on unpredictable funding.
Strengths
The following positive indicators were identified for Penn Oberlander Family Foundation:
- Consistent growth in assets, from $1.6 million in 2011 to over $3.2 million currently, demonstrating long-term financial health.
- Zero executive compensation reported across all filings, indicating highly efficient use of funds for its mission.
- Extremely low liabilities (often $1), reflecting a strong balance sheet and minimal financial risk.
- Consistent IRS 990 filing history over 10 periods, showing commitment to transparency.
Frequently Asked Questions about Penn Oberlander Family Foundation
Is Penn Oberlander Family Foundation a legitimate charity?
Penn Oberlander Family Foundation (EIN: 203858920) is a registered tax-exempt nonprofit based in Connecticut. Our AI analysis gives it a Mission Score of 85/100. It has 10 years of IRS 990 filings on record. Total revenue: $486K. 1 red flag identified. 4 strengths noted. Financial health grade: B.
How does Penn Oberlander Family Foundation spend its money?
Penn Oberlander Family Foundation directs 90% of its spending to programs and services. This exceeds the 65% industry benchmark.
Are donations to Penn Oberlander Family Foundation tax-deductible?
Penn Oberlander Family Foundation is registered as a tax-exempt nonprofit (EIN: 203858920). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
How much does the Penn Oberlander Family Foundation CEO make?
Penn Oberlander Family Foundation's highest-compensated officer earns $3 annually. The organization reported $486K in total revenue. Executive compensation data is disclosed in IRS 990 filings.
How does Penn Oberlander Family Foundation compare to similar nonprofits?
With a transparency score of 85/100 (Excellent), Penn Oberlander 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 Penn Oberlander Family Foundation located?
Penn Oberlander Family Foundation is headquartered in Old Greenwich, Connecticut and files with the IRS under EIN 203858920. It is classified under NTEE code T22.
How many years of IRS 990 filings does Penn Oberlander Family Foundation have?
Penn Oberlander 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 $486K in total revenue.
Is the Penn Oberlander Family Foundation financially stable?
Yes, the foundation is financially stable, evidenced by its growing assets from $1.6 million in 2011 to over $3.2 million currently, and consistently low liabilities (often $1).
How does the foundation manage executive compensation?
The foundation reports 0% officer compensation across all available filings, meaning no salaries are paid to its executives, which is a strong indicator of efficient resource allocation.
What is the trend in the foundation's revenue?
Revenue has been highly variable, with a peak of over $1 million in 2013, and a recent significant drop from $559,735 in 2022 to $86,101 in 2023, though the latest reported revenue is $486,006.
Does the foundation have significant debt?
No, the foundation consistently reports extremely low liabilities, often just $1, indicating a very healthy balance sheet with minimal debt.
Filing History
IRS 990 filing history for Penn Oberlander Family Foundation showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), Penn Oberlander Family Foundation's revenue has declined by 78.7%, moving from $405K to $86K. Total assets increased by 69.4% over the same period, from $1.6M to $2.8M. Total functional expenses rose by 181.5%, from $148K to $417K. In its most recent filing year (2023), Penn Oberlander Family Foundation reported a deficit of $331K, with expenses exceeding revenue. The organization holds $1 in liabilities against $2.8M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $2.8M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $86K | $417K | $2.8M | $1 | — | — |
| 2022 | $560K | $400K | $2.8M | $1 | — | View 990 |
| 2021 | $527K | $455K | $3.0M | $1 | — | View 990 |
| 2020 | $521K | $376K | $2.7M | $1 | — | View 990 |
| 2019 | $445K | $386K | $2.5M | $1 | — | — |
| 2015 | $304K | $402K | $2.4M | $0 | — | View 990 |
| 2014 | $503K | $255K | $2.5M | $0 | — | View 990 |
| 2013 | $1.0M | $241K | $2.3M | $0 | — | View 990 |
| 2012 | $6K | $159K | $1.5M | $0 | — | View 990 |
| 2011 | $405K | $148K | $1.6M | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $86K, expenses of $417K, and assets of $2.8M (revenue -84.6% year-over-year).
- 2022: Revenue of $560K, expenses of $400K, and assets of $2.8M (revenue +6.2% year-over-year).
- 2021: Revenue of $527K, expenses of $455K, and assets of $3.0M (revenue +1.1% year-over-year).
- 2020: Revenue of $521K, expenses of $376K, and assets of $2.7M (revenue +17.1% year-over-year).
- 2019: Revenue of $445K, expenses of $386K, and assets of $2.5M (revenue +46.5% year-over-year).
- 2015: Revenue of $304K, expenses of $402K, and assets of $2.4M (revenue -39.7% year-over-year).
- 2014: Revenue of $503K, expenses of $255K, and assets of $2.5M (revenue -50.4% year-over-year).
- 2013: Revenue of $1.0M, expenses of $241K, and assets of $2.3M (revenue +16291.4% year-over-year).
- 2012: Revenue of $6K, expenses of $159K, and assets of $1.5M (revenue -98.5% year-over-year).
- 2011: Revenue of $405K, expenses of $148K, and assets of $1.6M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Penn Oberlander Family Foundation:
Data Sources and Methodology
This transparency report for Penn Oberlander 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.