Robert F & Frances J Jorgensen Foundation
EIN: 841406980 · Great Falls, MT · NTEE: T20Z
| Metric | Value |
|---|---|
| Total Revenue | $256K |
| Total Expenses | $32K |
| Net Assets | $502K |
Is Robert F & Frances J Jorgensen Foundation Legit?
Insufficient Data
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
About Robert F & Frances J Jorgensen Foundation
Robert F & Frances J Jorgensen Foundation (EIN: 841406980) is a nonprofit organization based in Great Falls, MT, classified under NTEE code T20Z. The organization reported total revenue of $256K and total assets of $502K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Robert F & Frances J Jorgensen Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Robert F & Frances J Jorgensen Foundation is a small nonprofit that has been operating for 28 years, with 9 years of IRS 990 filings on record (2011–2022). Revenue has grown at a compound annual rate of -4.1%.
Key Financial Metrics (2022)
From the most recent IRS 990 filing on record:
| Total Revenue | $12K |
| Total Expenses | $32K |
| Surplus / Deficit | $-20,041 |
| Total Assets | $502K |
| Total Liabilities | $1 |
| Net Assets | $502K |
| Operating Margin | -161.8% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 185.7 months |
Financial Health Grade: B
In 2022, Robert F & Frances J Jorgensen Foundation reported a deficit of $20K with expenses exceeding revenue, holds 185.7 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 (2011–2022), Robert F & Frances J Jorgensen Foundation's revenue has declined at a compound annual growth rate (CAGR) of -4.1%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2022 | -46.1% | +0.8% | -3.8% |
| 2021 | -61.5% | -38.4% | -1.7% |
| 2020 | +207.3% | +141.8% | +1.4% |
| 2019 | -4.4% | -43.0% | +1.6% |
| 2015 | +3.0% | +118.9% | -3.3% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 1998 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Analysis Pending
AI enrichment for Robert F & Frances J Jorgensen Foundation has not yet been completed. Basic IRS 990 data is shown below. Check back later for a full transparency report including a Mission Score, spending breakdown, executive compensation analysis, and red flags assessment.
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Robert F & Frances J Jorgensen Foundation with a Mission Score of 0 out of 100 (Very Poor). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Key Financial Metrics (2022)
From the most recent IRS 990 filing on record:
- The organization reported a deficit of $20K, with expenses exceeding revenue.
- Debt-to-asset ratio: 0.0%.
Frequently Asked Questions about Robert F & Frances J Jorgensen Foundation
Is Robert F & Frances J Jorgensen Foundation a legitimate charity?
Based on AI analysis of IRS 990 filings, Robert F & Frances J Jorgensen Foundation (EIN: 841406980) insufficient data. 0 red flags identified, 0 strengths noted.
How does Robert F & Frances J Jorgensen Foundation spend its money?
Detailed spending breakdown data is not yet available for Robert F & Frances J Jorgensen Foundation. Check back for updated IRS 990 analysis.
Are donations to Robert F & Frances J Jorgensen Foundation tax-deductible?
Robert F & Frances J Jorgensen Foundation is registered as a tax-exempt nonprofit (EIN: 841406980). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Where is Robert F & Frances J Jorgensen Foundation located?
Robert F & Frances J Jorgensen Foundation is headquartered in Great Falls, Montana and files with the IRS under EIN 841406980. It is classified under NTEE code T20Z.
How many years of IRS 990 filings does Robert F & Frances J Jorgensen Foundation have?
Robert F & Frances J Jorgensen 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 $256K in total revenue.
Filing History
IRS 990 filing history for Robert F & Frances J Jorgensen Foundation showing financial trends over 9 years of public records:
Over 9 years of IRS 990 filings (2011–2022), Robert F & Frances J Jorgensen Foundation's revenue has declined by 37.1%, moving from $20K to $12K. Total assets decreased by 7.1% over the same period, from $540K to $502K. Total functional expenses fell by 13.9%, from $38K to $32K. In its most recent filing year (2022), Robert F & Frances J Jorgensen Foundation reported a deficit of $20K, with expenses exceeding revenue. The organization holds $1 in liabilities against $502K in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $502K.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2022 | $12K | $32K | $502K | $1 | — | View 990 |
| 2021 | $23K | $32K | $522K | $1 | — | — |
| 2020 | $60K | $52K | $531K | $1 | — | — |
| 2019 | $19K | $22K | $524K | $1 | — | View 990 |
| 2015 | $20K | $38K | $515K | $1 | — | View 990 |
| 2014 | $20K | $17K | $533K | $1 | — | View 990 |
| 2013 | $44K | $44K | $530K | $1 | — | View 990 |
| 2012 | $27K | $37K | $531K | $1 | — | View 990 |
| 2011 | $20K | $38K | $540K | $1 | — | View 990 |
Year-by-Year Financial Summary
- 2022: Revenue of $12K, expenses of $32K, and assets of $502K (revenue -46.1% year-over-year).
- 2021: Revenue of $23K, expenses of $32K, and assets of $522K (revenue -61.5% year-over-year).
- 2020: Revenue of $60K, expenses of $52K, and assets of $531K (revenue +207.3% year-over-year).
- 2019: Revenue of $19K, expenses of $22K, and assets of $524K (revenue -4.4% year-over-year).
- 2015: Revenue of $20K, expenses of $38K, and assets of $515K (revenue +3.0% year-over-year).
- 2014: Revenue of $20K, expenses of $17K, and assets of $533K (revenue -55.0% year-over-year).
- 2013: Revenue of $44K, expenses of $44K, and assets of $530K (revenue +61.6% year-over-year).
- 2012: Revenue of $27K, expenses of $37K, and assets of $531K (revenue +37.7% year-over-year).
- 2011: Revenue of $20K, expenses of $38K, and assets of $540K.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Robert F & Frances J Jorgensen Foundation:
Data Sources and Methodology
This transparency report for Robert F & Frances J Jorgensen 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.