Robert & Joyce Menschel Foundation
Robert & Joyce Menschel Foundation consistently distributes funds, often exceeding annual revenue, with no reported executive compensation.
EIN: 136098443 · Portland, OR · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $20.3M |
| Total Expenses | $1.2M |
| Program Spending | 95% |
| Net Assets | $4.3M |
| Transparency Score | 85/100 |
Is Robert & Joyce Menschel Foundation Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Robert & Joyce Menschel Foundation directs 95% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Robert & Joyce Menschel Foundation
Robert & Joyce Menschel Foundation (EIN: 136098443) is a nonprofit organization based in Portland, OR. The organization reported total revenue of $20.3M and total assets of $21.3M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Robert & Joyce Menschel Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Robert & Joyce Menschel Foundation is a large nonprofit that has been operating for 63 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 7.1%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $1.1M |
| Total Expenses | $1.2M |
| Surplus / Deficit | $-76,621 |
| Total Assets | $4.3M |
| Total Liabilities | $1 |
| Net Assets | $4.3M |
| Operating Margin | -6.8% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 43.5 months |
Financial Health Grade: B
In 2023, Robert & Joyce Menschel Foundation reported a deficit of $77K with expenses exceeding revenue, holds 43.5 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), Robert & Joyce Menschel Foundation's revenue has grown at a compound annual growth rate (CAGR) of 7.1%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | -16.0% | -16.6% | -1.7% |
| 2022 | +39.7% | -17.0% | -2.4% |
| 2021 | -57.5% | +18.0% | -14.6% |
| 2020 | +75.4% | -1.9% | +17.3% |
| 2019 | -38.6% | +4.2% | -23.4% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 1963 |
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 Robert & Joyce Menschel 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: 5%
- programs: 95%
- fundraising: 0%
According to IRS 990 filings, Robert & Joyce Menschel Foundation allocates its expenses as follows: admin: 5%, programs: 95%, fundraising: 0%. With 95% 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 $77K, 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 the foundation operates without paid officers or that their compensation is covered by other entities, 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 & Joyce Menschel Foundation's IRS 990 filings:
- NTEE Code is unknown, limiting understanding of specific programmatic focus.
Strengths
The following positive indicators were identified for Robert & Joyce Menschel Foundation:
- No reported officer compensation, indicating highly efficient executive overhead.
- Consistent grantmaking activity, even when expenses exceed revenue, demonstrating commitment to mission.
- Stable asset base, with latest assets at $21,289,338, providing long-term financial stability.
Frequently Asked Questions about Robert & Joyce Menschel Foundation
Is Robert & Joyce Menschel Foundation a legitimate charity?
Based on AI analysis of IRS 990 filings, Robert & Joyce Menschel Foundation (EIN: 136098443) some concerns. Mission Score: 85/100. 1 red flag identified, 3 strengths noted.
How does Robert & Joyce Menschel Foundation spend its money?
Robert & Joyce Menschel Foundation directs 95% of its spending to programs and services. The remaining budget covers administration and fundraising costs.
Are donations to Robert & Joyce Menschel Foundation tax-deductible?
Robert & Joyce Menschel Foundation is registered as a tax-exempt nonprofit (EIN: 136098443). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Where is Robert & Joyce Menschel Foundation located?
Robert & Joyce Menschel Foundation is headquartered in Portland, Oregon and files with the IRS under EIN 136098443.
How many years of IRS 990 filings does Robert & Joyce Menschel Foundation have?
Robert & Joyce Menschel 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 $20.3M in total revenue.
What is the specific NTEE code or mission focus of the Robert & Joyce Menschel Foundation?
The provided data does not specify the NTEE code or the detailed mission focus beyond being a foundation. Further investigation of the full 990 forms would be needed to understand its grantmaking priorities.
Why does the foundation frequently spend more than its annual revenue?
As a private foundation, it likely operates by distributing grants from its endowment or accumulated assets, rather than solely from annual contributions. This is a common practice for foundations to fulfill their philanthropic mission.
What do the 'Liabilities=$1' entries signify in recent filings?
The consistent 'Liabilities=$1' is an unusual entry. It could represent a minor accounting placeholder, a nominal liability, or an error in data extraction. It does not indicate significant financial risk.
Filing History
IRS 990 filing history for Robert & Joyce Menschel Foundation showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), Robert & Joyce Menschel Foundation's revenue has grown by 128%, moving from $491K to $1.1M. Total assets decreased by 21.5% over the same period, from $5.5M to $4.3M. Total functional expenses rose by 53.7%, from $778K to $1.2M. In its most recent filing year (2023), Robert & Joyce Menschel Foundation reported a deficit of $77K, with expenses exceeding revenue. The organization holds $1 in liabilities against $4.3M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $4.3M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $1.1M | $1.2M | $4.3M | $1 | — | View 990 |
| 2022 | $1.3M | $1.4M | $4.4M | $1 | — | View 990 |
| 2021 | $953K | $1.7M | $4.5M | $1 | — | View 990 |
| 2020 | $2.2M | $1.5M | $5.3M | $1 | — | View 990 |
| 2019 | $1.3M | $1.5M | $4.5M | $0 | — | View 990 |
| 2015 | $2.1M | $1.4M | $5.9M | $0 | — | View 990 |
| 2014 | $1.2M | $1.3M | $5.2M | $0 | — | View 990 |
| 2013 | $1.2M | $1.0M | $5.3M | $0 | — | View 990 |
| 2012 | $533K | $951K | $5.1M | $0 | — | View 990 |
| 2011 | $491K | $778K | $5.5M | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $1.1M, expenses of $1.2M, and assets of $4.3M (revenue -16.0% year-over-year).
- 2022: Revenue of $1.3M, expenses of $1.4M, and assets of $4.4M (revenue +39.7% year-over-year).
- 2021: Revenue of $953K, expenses of $1.7M, and assets of $4.5M (revenue -57.5% year-over-year).
- 2020: Revenue of $2.2M, expenses of $1.5M, and assets of $5.3M (revenue +75.4% year-over-year).
- 2019: Revenue of $1.3M, expenses of $1.5M, and assets of $4.5M (revenue -38.6% year-over-year).
- 2015: Revenue of $2.1M, expenses of $1.4M, and assets of $5.9M (revenue +69.2% year-over-year).
- 2014: Revenue of $1.2M, expenses of $1.3M, and assets of $5.2M (revenue -0.4% year-over-year).
- 2013: Revenue of $1.2M, expenses of $1.0M, and assets of $5.3M (revenue +132.0% year-over-year).
- 2012: Revenue of $533K, expenses of $951K, and assets of $5.1M (revenue +8.6% year-over-year).
- 2011: Revenue of $491K, expenses of $778K, and assets of $5.5M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Robert & Joyce Menschel Foundation:
Data Sources and Methodology
This transparency report for Robert & Joyce Menschel 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.