Steven J & Patricia A Andersen Foundation

Steven J & Patricia A Andersen Foundation consistently operates near break-even with zero officer compensation and minimal assets.

EIN: 202067632 · Farmington, UT · NTEE: T22 · Updated: 2026-03-28

$210KRevenue
$4KAssets
85/100Mission Score (Excellent)
T22
Steven J & Patricia A Andersen Foundation Financial Summary
MetricValue
Total Revenue$210K
Total Expenses$116K
Program Spending90%
Net Assets$1K
Transparency Score85/100

Is Steven J & Patricia A Andersen Foundation Legit?

Some Concerns

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
1 FoundRed Flags

Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →

Steven J & Patricia A Andersen Foundation directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Steven J & Patricia A Andersen Foundation

Steven J & Patricia A Andersen Foundation (EIN: 202067632) is a nonprofit organization based in Farmington, UT, classified under NTEE code T22. The organization reported total revenue of $210K and total assets of $4K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Steven J & Patricia A Andersen Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

19Years Operating
SmallSize Classification
10Years of Filings
MixedRevenue Trajectory

Steven J & Patricia A Andersen Foundation is a small nonprofit that has been operating for 19 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of -6.2%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$116K
Total Expenses$116K
Surplus / Deficit$-154
Total Assets$1K
Total Liabilities$1
Net Assets$1K
Operating Margin-0.1%
Debt-to-Asset Ratio0.1%
Months of Reserves0.1 months

Financial Health Grade: C

In 2023, Steven J & Patricia A Andersen Foundation reported a deficit of $154 with expenses exceeding revenue, holds 0.1 months of operating reserves (limited), has a debt-to-asset ratio of 0.1% (very low leverage).

Financial Trends

Over 10 years of filings (2011–2023), Steven J & Patricia A Andersen Foundation's revenue has declined at a compound annual growth rate (CAGR) of -6.2%.

YearRevenue ChangeExpense ChangeAsset Change
2023-2.6%-5.7%-13.0%
2022+324.8%+412.1%-77.2%
2021+76.0%+7.1%+330.0%
2020-66.1%-44.7%-84.3%
2019-55.2%-67.6%+50.4%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date2007

Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.

AI Transparency Report

The Steven J & Patricia A Andersen Foundation appears to be a small private foundation, as indicated by its NTEE code T22 (Private Grantmaking Foundations) and consistent low asset base relative to its revenue. The organization consistently reports very low assets, often around $1,000-$5,000, despite annual revenues ranging from $15,915 to $250,000 over the past decade. This suggests a pass-through model where funds are granted out quickly, rather than accumulating significant endowments. The foundation consistently reports zero officer compensation across all available filings, which is a positive indicator for donor confidence regarding administrative overhead related to executive pay. Financially, the foundation generally operates near break-even, with expenses closely tracking revenue. For instance, in 2023, revenue was $115,906 and expenses were $116,060, resulting in a slight deficit. Similar patterns are observed in most years, indicating that the foundation is distributing nearly all its incoming funds. The extremely low liabilities (often $1) across all periods suggest sound financial management with minimal debt. However, the lack of detailed expense breakdowns beyond total expenses in the provided data makes it difficult to assess spending efficiency in terms of program vs. administrative costs. Transparency is generally good given the consistent filing of IRS Form 990s. The consistent reporting of zero officer compensation is a strong point. However, without a more granular breakdown of expenses (e.g., program service expenses, management and general expenses, fundraising expenses), a full assessment of spending efficiency and program focus is challenging. The very low asset base and near break-even operations suggest that the foundation is actively distributing funds rather than holding them.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Steven J & Patricia A Andersen 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

According to IRS 990 filings, Steven J & Patricia A Andersen Foundation 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:

$116KTotal Revenue
$116KTotal Expenses
$1KTotal Assets
$1Total Liabilities
$1KNet Assets

Executive Compensation Analysis

The organization consistently reports 0% officer compensation across all available filings, indicating that no salaries or other compensation are paid to its officers, which is highly favorable for minimizing administrative overhead.

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 Steven J & Patricia A Andersen Foundation's IRS 990 filings:

Strengths

The following positive indicators were identified for Steven J & Patricia A Andersen Foundation:

Frequently Asked Questions about Steven J & Patricia A Andersen Foundation

Is Steven J & Patricia A Andersen Foundation a legitimate charity?

Based on AI analysis of IRS 990 filings, Steven J & Patricia A Andersen Foundation (EIN: 202067632) some concerns. Mission Score: 85/100. 1 red flag identified, 4 strengths noted.

How does Steven J & Patricia A Andersen Foundation spend its money?

Steven J & Patricia A Andersen Foundation directs 90% of its spending to programs and services. The remaining budget covers administration and fundraising costs.

Are donations to Steven J & Patricia A Andersen Foundation tax-deductible?

Steven J & Patricia A Andersen Foundation is registered as a tax-exempt nonprofit (EIN: 202067632). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

How does Steven J & Patricia A Andersen Foundation compare to similar nonprofits?

With a transparency score of 85/100 (Excellent), Steven J & Patricia A Andersen Foundation is above average for NTEE category T22 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.

Where is Steven J & Patricia A Andersen Foundation located?

Steven J & Patricia A Andersen Foundation is headquartered in Farmington, Utah and files with the IRS under EIN 202067632. It is classified under NTEE code T22.

How many years of IRS 990 filings does Steven J & Patricia A Andersen Foundation have?

Steven J & Patricia A Andersen 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 $210K in total revenue.

Is the Steven J & Patricia A Andersen Foundation a good charity?

Based on the available IRS 990 data, the foundation demonstrates strong financial prudence by consistently reporting zero officer compensation and operating near break-even, suggesting that funds are primarily used for its charitable purpose rather than accumulating wealth or paying high salaries. However, without detailed program expense breakdowns, it's difficult to fully assess the impact of its grants.

How does the foundation manage its assets?

The foundation consistently maintains a very low asset base, often around $1,000-$5,000, despite significant annual revenues. This indicates a model where funds are distributed quickly rather than being held as an endowment, suggesting an active grant-making approach.

What is the trend in the foundation's revenue and expenses?

Revenue and expenses have fluctuated over the years, with a high of $250,000 revenue in 2011 and a low of $15,915 in 2020. In most periods, expenses closely match or slightly exceed revenue, indicating that the foundation spends nearly all its incoming funds annually.

Filing History

IRS 990 filing history for Steven J & Patricia A Andersen Foundation showing financial trends over 10 years of public records:

Over 10 years of IRS 990 filings (2011–2023), Steven J & Patricia A Andersen Foundation's revenue has declined by 53.6%, moving from $250K to $116K. Total assets decreased by 95% over the same period, from $20K to $1K. Total functional expenses fell by 54%, from $252K to $116K. In its most recent filing year (2023), Steven J & Patricia A Andersen Foundation reported a deficit of $154, with expenses exceeding revenue. The organization holds $1 in liabilities against $1K in assets (debt-to-asset ratio: 0.1%), resulting in net assets of $1K.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $116K $116K $1K $1 View 990
2022 $119K $123K $1K $1 View 990
2021 $28K $24K $5K $1 View 990
2020 $16K $22K $1K $1 View 990
2019 $47K $41K $8K $1
2015 $105K $125K $5K $1 View 990
2014 $160K $167K $25K $1 View 990
2013 $110K $99K $32K $0 View 990
2012 $105K $104K $21K $0 View 990
2011 $250K $252K $20K $0 View 990

Year-by-Year Financial Summary

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Steven J & Patricia A Andersen Foundation:

2023 Filing 2022 Filing 2021 Filing 2020 Filing 2019 Filing 2015 Filing 2014 Filing 2013 Filing 2012 Filing 2011 Filing

Data Sources and Methodology

This transparency report for Steven J & Patricia A Andersen 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.

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