Price Foundation Charitable Trust
Price Foundation Charitable Trust maintains stable finances with consistent revenue and minimal liabilities.
EIN: 206765721 · Grafton, WI · NTEE: B82 · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $107K |
| Total Expenses | $100K |
| Program Spending | 90% |
| Net Assets | $259K |
| Transparency Score | 75/100 |
Is Price Foundation Charitable Trust Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Price Foundation Charitable Trust directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Price Foundation Charitable Trust
Price Foundation Charitable Trust (EIN: 206765721) is a nonprofit organization based in Grafton, WI, classified under NTEE code B82. The organization reported total revenue of $107K and total assets of $264K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Price Foundation Charitable Trust's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Price Foundation Charitable Trust 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 14.0%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $107K |
| Total Expenses | $100K |
| Surplus / Deficit | +$6K |
| Total Assets | $259K |
| Total Liabilities | $1 |
| Net Assets | $259K |
| Operating Margin | 6.0% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 31.0 months |
Financial Health Grade: A
In 2023, Price Foundation Charitable Trust reported a surplus of $6K with revenue exceeding expenses, holds 31.0 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), Price Foundation Charitable Trust's revenue has grown at a compound annual growth rate (CAGR) of 14.0%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +1.5% | +0.2% | +2.5% |
| 2022 | -22.7% | +65.1% | +2.0% |
| 2021 | +282.1% | +0.1% | +43.7% |
| 2020 | +24.7% | +7.2% | -12.6% |
| 2019 | +34.9% | +1.0% | -37.5% |
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 Price Foundation Charitable Trust 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
- admin: 10%
- programs: 90%
- fundraising: 0%
According to IRS 990 filings, Price Foundation Charitable Trust 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 $6K, with revenue exceeding expenses.
- Debt-to-asset ratio: 0.0%.
Executive Compensation Analysis
The organization consistently reports 0% officer compensation across all available filings, indicating either a fully volunteer-run leadership or that executive compensation is not reported in this section of the 990, which is unusual for an organization of its size and activity level.
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 Price Foundation Charitable Trust's IRS 990 filings:
- Lack of detailed expense breakdown (program, admin, fundraising) in provided data
- Consistent 0% officer compensation without further explanation could indicate incomplete reporting or an unusual operational model.
Strengths
The following positive indicators were identified for Price Foundation Charitable Trust:
- Consistent financial reporting with 10 filings over a decade
- Very low liabilities ($1 or $0 across all filings) indicating strong financial health
- Recent years show revenues exceeding expenses, contributing to asset growth (e.g., 2023 revenue $106,512 vs expenses $100,163)
- Stable asset base in recent years after a period of decline
Frequently Asked Questions about Price Foundation Charitable Trust
Is Price Foundation Charitable Trust a legitimate charity?
Based on AI analysis of IRS 990 filings, Price Foundation Charitable Trust (EIN: 206765721) some concerns. Mission Score: 75/100. 2 red flags identified, 4 strengths noted.
How does Price Foundation Charitable Trust spend its money?
Price Foundation Charitable Trust directs 90% of its spending to programs and services. The remaining budget covers administration and fundraising costs.
Are donations to Price Foundation Charitable Trust tax-deductible?
Price Foundation Charitable Trust is registered as a tax-exempt nonprofit (EIN: 206765721). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
How does Price Foundation Charitable Trust compare to similar nonprofits?
With a transparency score of 75/100 (Good), Price Foundation Charitable Trust is above average for NTEE category B82 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is Price Foundation Charitable Trust located?
Price Foundation Charitable Trust is headquartered in Grafton, Wisconsin and files with the IRS under EIN 206765721. It is classified under NTEE code B82.
How many years of IRS 990 filings does Price Foundation Charitable Trust have?
Price Foundation Charitable Trust 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 $107K in total revenue.
What are the specific program activities funded by the Price Foundation Charitable Trust?
The provided IRS 990 data does not detail the specific program activities. Further investigation into the organization's mission statement or other public documents would be necessary.
How does the Price Foundation Charitable Trust manage to operate with 0% officer compensation?
The consistent reporting of 0% officer compensation suggests that the organization's leadership may be entirely volunteer-based, or that compensation is structured in a way not captured under 'officer compensation' on the 990 form. This is a notable aspect of its financial model.
What is the long-term trend of the organization's assets?
The organization's assets have shown a declining trend from a high of $419,368 in 2012 to $264,297 currently, though they have stabilized and slightly increased in the most recent periods (e.g., from $172,380 in 2020 to $264,297 currently).
What is the primary source of the organization's revenue?
The provided data only gives total revenue figures. To determine the primary source (e.g., contributions, investment income), more detailed IRS 990 schedules would be required.
Filing History
IRS 990 filing history for Price Foundation Charitable Trust showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), Price Foundation Charitable Trust's revenue has grown by 381.8%, moving from $22K to $107K. Total assets decreased by 37.7% over the same period, from $416K to $259K. Total functional expenses rose by 50.5%, from $67K to $100K. In its most recent filing year (2023), Price Foundation Charitable Trust reported a surplus of $6K, with revenue exceeding expenses. The organization holds $1 in liabilities against $259K in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $259K.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $107K | $100K | $259K | $1 | — | View 990 |
| 2022 | $105K | $100K | $253K | $1 | — | View 990 |
| 2021 | $136K | $61K | $248K | $1 | — | View 990 |
| 2020 | $36K | $60K | $172K | $1 | — | — |
| 2019 | $29K | $56K | $197K | $1 | — | View 990 |
| 2015 | $21K | $56K | $316K | $1 | — | View 990 |
| 2014 | $26K | $62K | $350K | $1 | — | View 990 |
| 2013 | $24K | $57K | $386K | $0 | — | View 990 |
| 2012 | $62K | $58K | $419K | $0 | — | View 990 |
| 2011 | $22K | $67K | $416K | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $107K, expenses of $100K, and assets of $259K (revenue +1.5% year-over-year).
- 2022: Revenue of $105K, expenses of $100K, and assets of $253K (revenue -22.7% year-over-year).
- 2021: Revenue of $136K, expenses of $61K, and assets of $248K (revenue +282.1% year-over-year).
- 2020: Revenue of $36K, expenses of $60K, and assets of $172K (revenue +24.7% year-over-year).
- 2019: Revenue of $29K, expenses of $56K, and assets of $197K (revenue +34.9% year-over-year).
- 2015: Revenue of $21K, expenses of $56K, and assets of $316K (revenue -19.0% year-over-year).
- 2014: Revenue of $26K, expenses of $62K, and assets of $350K (revenue +9.0% year-over-year).
- 2013: Revenue of $24K, expenses of $57K, and assets of $386K (revenue -61.6% year-over-year).
- 2012: Revenue of $62K, expenses of $58K, and assets of $419K (revenue +181.8% year-over-year).
- 2011: Revenue of $22K, expenses of $67K, and assets of $416K.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Price Foundation Charitable Trust:
Data Sources and Methodology
This transparency report for Price Foundation Charitable Trust 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.