Sulzberger Foundation Inc

Sulzberger Foundation consistently distributes more than its annual revenue, drawing down on its $24M asset base.

EIN: 136083166 · Morristown, NJ · Updated: 2026-03-28

$2.0MRevenue
$23.6MAssets
85/100Mission Score (Excellent)
Sulzberger Foundation Inc Financial Summary
MetricValue
Total Revenue$2.0M
Total Expenses$2.0M
Program Spending90%
CEO/Top Officer Pay$24
Net Assets$24.7M
Transparency Score85/100

Is Sulzberger Foundation Inc Legit?

Some Concerns

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
2 FoundRed Flags

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

Sulzberger Foundation Inc directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Sulzberger Foundation Inc

Sulzberger Foundation Inc (EIN: 136083166) is a nonprofit organization based in Morristown, NJ. The organization reported total revenue of $2.0M and total assets of $23.6M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Sulzberger Foundation Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

68Years Operating
Mid-SizeSize Classification
10Years of Filings
MixedRevenue Trajectory

Sulzberger Foundation Inc is a mid-size nonprofit that has been operating for 68 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of -10.5%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$233K
Total Expenses$2.0M
Surplus / Deficit$-1,803,096
Total Assets$24.7M
Total Liabilities$750
Net Assets$24.7M
Operating Margin-773.6%
Debt-to-Asset Ratio0.0%
Months of Reserves145.7 months

Financial Health Grade: B

In 2023, Sulzberger Foundation Inc reported a deficit of $1.8M with expenses exceeding revenue, holds 145.7 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), Sulzberger Foundation Inc's revenue has declined at a compound annual growth rate (CAGR) of -10.5%.

YearRevenue ChangeExpense ChangeAsset Change
2023-63.1%+11.6%-6.8%
2022-68.6%+12.7%-4.4%
2021+98.4%-2.5%+1.4%
2020-15.5%+8.0%-3.3%
2019+55.7%-34.3%+30.9%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date1958

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

AI Transparency Report

The Sulzberger Foundation Inc. appears to be a grant-making private foundation, given its consistent pattern of expenses significantly exceeding revenue in most years, drawing down on its substantial asset base. For instance, in 2023, expenses were $2,036,184 against revenue of $233,088, and in 2022, expenses were $1,823,932 against revenue of $632,360. This indicates a strategy of distributing funds from its endowment rather than relying solely on annual contributions. The organization demonstrates strong financial health in terms of its asset base, which stood at $24,719,318 in 2023, providing a solid foundation for its grant-making activities. Its liabilities are consistently minimal, often reported as $1, which is a positive indicator of financial stability and low debt burden. The consistent reporting of 0% officer compensation suggests that the foundation is either volunteer-run at the executive level or that compensation is handled through other means not reported as officer compensation on the 990, which is a notable point for efficiency. Transparency appears to be good through its regular IRS 990 filings. However, without a detailed breakdown of expenses (e.g., program services vs. administrative vs. fundraising) within the provided data, a precise assessment of spending efficiency is challenging. The consistent decline in assets over the past decade, from $28,808,521 in 2011 to $24,719,318 in 2023, suggests a sustained level of distributions exceeding investment returns, which is typical for a foundation actively fulfilling its mission.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Sulzberger 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, Sulzberger 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.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

$233KTotal Revenue
$2.0MTotal Expenses
$24.7MTotal Assets
$750Total Liabilities
$24.7MNet Assets
  • The organization reported a deficit of $1.8M, with expenses exceeding revenue.
  • Debt-to-asset ratio: 0.0%.

Executive Compensation Analysis

Executive compensation is consistently reported as 0% across all available filings, suggesting that the foundation's leadership is either unpaid or compensated through mechanisms not classified as officer compensation on the 990, which is highly efficient for an organization with assets exceeding $24 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.

Red Flags

The following concerns were identified during AI analysis of Sulzberger Foundation Inc's IRS 990 filings:

  • Consistent decline in assets over the past decade, from $28.8M in 2011 to $24.7M in 2023, indicating distributions exceeding investment returns.
  • Lack of detailed expense breakdown (program vs. admin vs. fundraising) in the provided summary makes precise efficiency assessment difficult.

Strengths

The following positive indicators were identified for Sulzberger Foundation Inc:

  • Substantial asset base of $24,719,318 in 2023 provides strong financial stability for grant-making.
  • Consistently minimal liabilities (often $1) indicate excellent financial health and low debt.
  • 0% reported officer compensation across all filings suggests highly efficient executive oversight or volunteer leadership.
  • Consistent grant-making activity, with expenses regularly exceeding revenue, demonstrating active fulfillment of its mission as a private foundation.

Frequently Asked Questions about Sulzberger Foundation Inc

Is Sulzberger Foundation Inc a legitimate charity?

Sulzberger Foundation Inc (EIN: 136083166) is a registered tax-exempt nonprofit based in New Jersey. Our AI analysis gives it a Mission Score of 85/100. It has 10 years of IRS 990 filings on record. Total revenue: $2.0M. 2 red flags identified. 4 strengths noted. Financial health grade: B.

How does Sulzberger Foundation Inc spend its money?

Sulzberger Foundation Inc directs 90% of its spending to programs and services. This exceeds the 65% industry benchmark.

Are donations to Sulzberger Foundation Inc tax-deductible?

Sulzberger Foundation Inc is registered as a tax-exempt nonprofit (EIN: 136083166). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

How much does the Sulzberger Foundation Inc CEO make?

Sulzberger Foundation Inc's highest-compensated officer earns $24 annually. The organization reported $2.0M in total revenue. Executive compensation data is disclosed in IRS 990 filings.

Where is Sulzberger Foundation Inc located?

Sulzberger Foundation Inc is headquartered in Morristown, New Jersey and files with the IRS under EIN 136083166.

How many years of IRS 990 filings does Sulzberger Foundation Inc have?

Sulzberger 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 $2.0M in total revenue.

What are the specific program areas or grantees supported by the Sulzberger Foundation?

The provided data does not detail the specific program areas or grantees. Further examination of the full IRS 990 forms would be necessary to understand the foundation's philanthropic focus.

How does the foundation manage its investment portfolio to sustain its grant-making activities?

While the foundation has substantial assets, the consistent decline in total assets from $28.8M in 2011 to $24.7M in 2023 suggests that distributions have outpaced investment returns. A deeper dive into investment strategies and returns would be needed to assess sustainability.

Are there any related organizations or entities associated with the Sulzberger Foundation?

The provided data does not indicate any related organizations. The full IRS 990 forms would need to be reviewed for information on related parties.

Filing History

IRS 990 filing history for Sulzberger Foundation Inc showing financial trends over 10 years of public records:

Over 10 years of IRS 990 filings (2011–2023), Sulzberger Foundation Inc's revenue has declined by 73.7%, moving from $887K to $233K. Total assets decreased by 14.2% over the same period, from $28.8M to $24.7M. Total functional expenses fell by 42.6%, from $3.5M to $2.0M. In its most recent filing year (2023), Sulzberger Foundation Inc reported a deficit of $1.8M, with expenses exceeding revenue. The organization holds $750 in liabilities against $24.7M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $24.7M.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $233K $2.0M $24.7M $750 View 990
2022 $632K $1.8M $26.5M $1 View 990
2021 $2.0M $1.6M $27.7M $1 View 990
2020 $1.0M $1.7M $27.4M $1 View 990
2019 $1.2M $1.5M $28.3M $1 View 990
2015 $771K $2.3M $21.6M $1 View 990
2014 $1.3M $3.3M $23.2M $1 View 990
2013 $1.3M $2.9M $25.1M $1 View 990
2012 $978K $3.0M $26.7M $1 View 990
2011 $887K $3.5M $28.8M $1 View 990

Year-by-Year Financial Summary

  • 2023: Revenue of $233K, expenses of $2.0M, and assets of $24.7M (revenue -63.1% year-over-year).
  • 2022: Revenue of $632K, expenses of $1.8M, and assets of $26.5M (revenue -68.6% year-over-year).
  • 2021: Revenue of $2.0M, expenses of $1.6M, and assets of $27.7M (revenue +98.4% year-over-year).
  • 2020: Revenue of $1.0M, expenses of $1.7M, and assets of $27.4M (revenue -15.5% year-over-year).
  • 2019: Revenue of $1.2M, expenses of $1.5M, and assets of $28.3M (revenue +55.7% year-over-year).
  • 2015: Revenue of $771K, expenses of $2.3M, and assets of $21.6M (revenue -42.4% year-over-year).
  • 2014: Revenue of $1.3M, expenses of $3.3M, and assets of $23.2M (revenue +5.6% year-over-year).
  • 2013: Revenue of $1.3M, expenses of $2.9M, and assets of $25.1M (revenue +29.6% year-over-year).
  • 2012: Revenue of $978K, expenses of $3.0M, and assets of $26.7M (revenue +10.3% year-over-year).
  • 2011: Revenue of $887K, expenses of $3.5M, and assets of $28.8M.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Sulzberger Foundation Inc:

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 Sulzberger 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.

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