Semler Family Foundation Inc
Semler Family Foundation maintains stable assets and zero officer compensation while increasing revenue.
EIN: 203523866 · Indianapolis, IN · NTEE: T20 · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $759K |
| Total Expenses | $121K |
| Program Spending | 90% |
| CEO/Top Officer Pay | $1.8 |
| Net Assets | $1.8M |
| Transparency Score | 92/100 |
Is Semler Family Foundation Inc Legit?
Appears Legitimate
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Semler Family Foundation Inc directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Semler Family Foundation Inc
Semler Family Foundation Inc (EIN: 203523866) is a nonprofit organization based in Indianapolis, IN, classified under NTEE code T20. The organization reported total revenue of $759K and total assets of $1.8M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Semler Family Foundation Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Semler Family Foundation Inc is a small nonprofit that has been operating for 21 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 8.4%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $200K |
| Total Expenses | $121K |
| Surplus / Deficit | +$79K |
| Total Assets | $1.8M |
| Total Liabilities | $1 |
| Net Assets | $1.8M |
| Operating Margin | 39.3% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 176.8 months |
Financial Health Grade: A
In 2023, Semler Family Foundation Inc reported a surplus of $79K with revenue exceeding expenses, holds 176.8 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), Semler Family Foundation Inc's revenue has grown at a compound annual growth rate (CAGR) of 8.4%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +29.5% | -23.4% | +4.7% |
| 2022 | -3.2% | +3.6% | -0.3% |
| 2021 | +67.6% | +3.0% | +0.5% |
| 2020 | +22.4% | -2.9% | -3.1% |
| 2019 | +119.3% | +26.3% | -11.5% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 2005 |
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 Semler Family Foundation Inc with a Mission Score of 92 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: 8%
- programs: 90%
- fundraising: 2%
According to IRS 990 filings, Semler Family Foundation Inc allocates its expenses as follows: admin: 8%, programs: 90%, fundraising: 2%. 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 $79K, with revenue exceeding expenses.
- Debt-to-asset ratio: 0.0%.
Executive Compensation Analysis
The Semler Family Foundation consistently reports 0% officer compensation across all available filings, indicating that its leadership serves on a volunteer basis, which is highly commendable for a foundation of its size with assets exceeding $1.8 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.
Strengths
The following positive indicators were identified for Semler Family Foundation Inc:
- Consistent zero officer compensation, indicating volunteer leadership and efficient use of funds.
- Stable asset base over a decade, demonstrating strong financial management and sustainability.
- Very low liabilities across most filing periods, reflecting sound fiscal health.
- High program spending ratio (estimated 90%) typical for a grantmaking foundation.
- Consistent IRS 990 filing history, indicating good transparency and compliance.
Frequently Asked Questions about Semler Family Foundation Inc
Is Semler Family Foundation Inc a legitimate charity?
Semler Family Foundation Inc (EIN: 203523866) is a registered tax-exempt nonprofit based in Indiana. Our AI analysis gives it a Mission Score of 92/100. It has 10 years of IRS 990 filings on record. Total revenue: $759K. No red flags identified. 5 strengths noted. Financial health grade: A.
How does Semler Family Foundation Inc spend its money?
Semler Family Foundation Inc directs 90% of its spending to programs and services. Fundraising costs 2%. This exceeds the 65% industry benchmark.
Are donations to Semler Family Foundation Inc tax-deductible?
Semler Family Foundation Inc is registered as a tax-exempt nonprofit (EIN: 203523866). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
How much does the Semler Family Foundation Inc CEO make?
Semler Family Foundation Inc's highest-compensated officer earns $1.8 annually. The organization reported $759K in total revenue. Executive compensation data is disclosed in IRS 990 filings.
What percentage of Semler Family Foundation Inc's spending goes to programs?
Semler Family Foundation Inc directs 90% to programs, 2% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.
How does Semler Family Foundation Inc compare to similar nonprofits?
With a transparency score of 92/100 (Excellent), Semler Family Foundation Inc is above average for NTEE category T20 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is Semler Family Foundation Inc located?
Semler Family Foundation Inc is headquartered in Indianapolis, Indiana and files with the IRS under EIN 203523866. It is classified under NTEE code T20.
How many years of IRS 990 filings does Semler Family Foundation Inc have?
Semler Family Foundation Inc 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 $759K in total revenue.
Is Semler Family Foundation Inc. a good charity?
Based on the available IRS 990 data, the Semler Family Foundation Inc. appears to be a well-managed and highly efficient private grantmaking foundation. It consistently reports zero officer compensation, maintains stable assets, and has very low liabilities, all of which are strong indicators of responsible financial stewardship and a focus on its mission.
How does the foundation manage its expenses relative to its revenue?
The foundation's expenses have generally been stable, ranging from approximately $94,000 to $158,000 annually. Revenue has fluctuated significantly, from a low of $35,440 in 2015 to a high of $758,994 (latest revenue). Despite revenue fluctuations, the foundation has maintained its asset base, suggesting effective endowment management and a long-term financial strategy that allows it to cover expenses even in lower-revenue years.
What is the trend in the foundation's assets?
The foundation's assets have remained remarkably stable over the past decade, generally fluctuating between $1.7 million and $2.0 million. The latest reported assets are $1,826,176, indicating consistent financial health and preservation of its principal.
Filing History
IRS 990 filing history for Semler Family Foundation Inc showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), Semler Family Foundation Inc's revenue has grown by 164.1%, moving from $76K to $200K. Total assets increased by 13.7% over the same period, from $1.6M to $1.8M. Total functional expenses rose by 21.5%, from $100K to $121K. In its most recent filing year (2023), Semler Family Foundation Inc reported a surplus of $79K, with revenue exceeding expenses. The organization holds $1 in liabilities against $1.8M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $1.8M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $200K | $121K | $1.8M | $1 | — | View 990 |
| 2022 | $154K | $158K | $1.7M | $1 | — | View 990 |
| 2021 | $159K | $153K | $1.7M | $1 | — | — |
| 2020 | $95K | $149K | $1.7M | $1 | — | View 990 |
| 2019 | $78K | $153K | $1.8M | $0 | — | View 990 |
| 2015 | $35K | $121K | $2.0M | $0 | — | View 990 |
| 2014 | $183K | $109K | $2.1M | $3K | — | View 990 |
| 2013 | $239K | $121K | $2.0M | $112K | — | View 990 |
| 2012 | $306K | $94K | $1.8M | $1 | — | View 990 |
| 2011 | $76K | $100K | $1.6M | $1 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $200K, expenses of $121K, and assets of $1.8M (revenue +29.5% year-over-year).
- 2022: Revenue of $154K, expenses of $158K, and assets of $1.7M (revenue -3.2% year-over-year).
- 2021: Revenue of $159K, expenses of $153K, and assets of $1.7M (revenue +67.6% year-over-year).
- 2020: Revenue of $95K, expenses of $149K, and assets of $1.7M (revenue +22.4% year-over-year).
- 2019: Revenue of $78K, expenses of $153K, and assets of $1.8M (revenue +119.3% year-over-year).
- 2015: Revenue of $35K, expenses of $121K, and assets of $2.0M (revenue -80.6% year-over-year).
- 2014: Revenue of $183K, expenses of $109K, and assets of $2.1M (revenue -23.5% year-over-year).
- 2013: Revenue of $239K, expenses of $121K, and assets of $2.0M (revenue -21.7% year-over-year).
- 2012: Revenue of $306K, expenses of $94K, and assets of $1.8M (revenue +304.2% year-over-year).
- 2011: Revenue of $76K, expenses of $100K, and assets of $1.6M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Semler Family Foundation Inc:
Data Sources and Methodology
This transparency report for Semler Family 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.