Robert And Ann Newburger Foundation Inc

Robert And Ann Newburger Foundation maintains strong assets with zero officer compensation amidst volatile revenue.

EIN: 136084395 · Arlington, VT · Updated: 2026-03-28

$660KRevenue

$1.4MAssets

85/100Mission Score (Excellent)

About Robert And Ann Newburger Foundation Inc

Robert And Ann Newburger Foundation Inc (EIN: 136084395) is a nonprofit organization based in Arlington, VT. The organization reported total revenue of $660K and total assets of $1.4M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Robert And Ann Newburger Foundation Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

AI Transparency Report

The Robert And Ann Newburger Foundation Inc. appears to be a private foundation, as indicated by its consistent, relatively low expenses compared to its assets and the nature of its revenue fluctuations. The organization demonstrates strong financial health with assets consistently over $1 million in recent years, reaching $1,371,291 in the latest period. Its liabilities are consistently reported as $1, suggesting a very stable financial position with minimal debt. However, the foundation's revenue has been highly volatile, with a significant spike to $641,990 in 202009 and $660,432 in the latest period, contrasting with much lower figures in other years. This volatility, coupled with expenses often exceeding revenue (e.g., $92,640 expenses vs. $40,202 revenue in 202309), suggests it primarily operates by distributing grants from its endowment rather than relying on consistent annual fundraising.

The foundation's spending efficiency is difficult to fully assess without a detailed breakdown of program, administrative, and fundraising expenses, which are not provided in the summary data. However, the consistent reporting of 0% officer compensation across all filings indicates a commitment to minimizing overhead related to executive salaries, which is a positive sign for efficiency. Given its likely structure as a private foundation, its primary 'program' activity would be grantmaking. The lack of detailed expense categories in the provided data limits a precise assessment of its spending allocation.

Transparency is generally good given the availability of 990 filings. The consistent reporting of $1 in liabilities and 0% officer compensation across all filings provides clear, if limited, financial details. To further enhance transparency, a more detailed breakdown of how its expenses are categorized (e.g., grants paid, administrative costs) would be beneficial for external analysis.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Robert And Ann Newburger Foundation Inc 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, Robert And Ann Newburger Foundation Inc 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.

Executive Compensation Analysis

Executive compensation is consistently reported as 0% across all filings, indicating that no officers receive salaries from the foundation, which is highly efficient for an organization of its asset 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 Robert And Ann Newburger Foundation Inc's IRS 990 filings:

Lack of detailed expense breakdown (program vs. admin vs. fundraising) in provided data
Expenses frequently exceed annual revenue, indicating reliance on asset drawdowns

Strengths

The following positive indicators were identified for Robert And Ann Newburger Foundation Inc:

Consistently strong asset base, reaching $1,371,291 in the latest period
Zero officer compensation reported across all filings, indicating high efficiency in executive overhead
Minimal liabilities ($1 consistently reported), demonstrating strong financial stability
Long history of IRS 990 filings (11 filings), suggesting consistent compliance

Frequently Asked Questions about Robert And Ann Newburger Foundation Inc

What is the primary purpose of the Robert And Ann Newburger Foundation Inc.?

Based on the financial data, the foundation appears to be a private grant-making foundation, distributing funds from its endowment rather than directly operating programs. Its NTEE code is unknown, so specific programmatic areas are not clear from this data.

How does the foundation manage its expenses relative to its revenue?

The foundation's expenses often exceed its annual revenue (e.g., $92,640 expenses vs. $40,202 revenue in 202309), suggesting it primarily operates by drawing from its substantial assets ($1,371,291 latest assets) rather than relying on annual income to cover costs.

Why is the revenue so inconsistent year-to-year?

The significant fluctuations in revenue, such as $641,990 in 202009 and $660,432 in the latest period compared to much lower figures in other years, could be due to investment gains, large one-time donations, or specific endowment distributions, which are common for private foundations.

Filing History

IRS 990 filing history for Robert And Ann Newburger Foundation Inc showing financial trends over 11 years of public records:

Over 11 years of IRS 990 filings (2011–2023), Robert And Ann Newburger Foundation Inc's revenue has grown by 87.4%, moving from $21K to $40K. Total assets increased by 235.8% over the same period, from $387K to $1.3M. Total functional expenses rose by 122%, from $42K to $93K. In its most recent filing year (2023), Robert And Ann Newburger Foundation Inc reported a deficit of $52K, with expenses exceeding revenue. The organization holds $1 in liabilities against $1.3M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $1.3M.

Year	Revenue	Expenses	Assets	Liabilities	Officer Comp.	PDF
2023	$40K	$93K	$1.3M	$1	—	View 990
2022	$128K	$93K	$1.4M	$1	—	View 990
2021	$95K	$103K	$1.3M	$1	—	View 990
2020	$642K	$96K	$1.3M	$1	—	View 990
2019	$65K	$69K	$778K	$1	—	View 990
2016	$42K	$56K	$282K	$1	—	View 990
2015	$48K	$61K	$296K	$1	—	View 990
2014	$39K	$42K	$309K	$1	—	View 990
2013	$37K	$55K	$313K	$1	—	View 990
2012	$-12,152	$44K	$331K	$1	—	View 990
2011	$21K	$42K	$387K	$1	—	View 990

Year-by-Year Financial Summary

2023: Revenue of $40K, expenses of $93K, and assets of $1.3M (revenue -68.7% year-over-year).
2022: Revenue of $128K, expenses of $93K, and assets of $1.4M (revenue +35.6% year-over-year).
2021: Revenue of $95K, expenses of $103K, and assets of $1.3M (revenue -85.3% year-over-year).
2020: Revenue of $642K, expenses of $96K, and assets of $1.3M (revenue +890.2% year-over-year).
2019: Revenue of $65K, expenses of $69K, and assets of $778K (revenue +55.5% year-over-year).
2016: Revenue of $42K, expenses of $56K, and assets of $282K (revenue -12.7% year-over-year).
2015: Revenue of $48K, expenses of $61K, and assets of $296K (revenue +22.9% year-over-year).
2014: Revenue of $39K, expenses of $42K, and assets of $309K (revenue +4.7% year-over-year).
2013: Revenue of $37K, expenses of $55K, and assets of $313K.
2012: Revenue of $-12,152, expenses of $44K, and assets of $331K (revenue -156.6% year-over-year).
2011: Revenue of $21K, expenses of $42K, and assets of $387K.

Data Sources and Methodology

This transparency report for Robert And Ann Newburger Foundation Inc 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.