The Amy Falls And Hartley Rogers Foundation
The Amy Falls And Hartley Rogers Foundation consistently grows assets with minimal expenses and no reported officer compensation.
EIN: 203997010 · Lake Forest, IL · NTEE: T20 · Updated: 2026-03-28
Is The Amy Falls And Hartley Rogers Foundation Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
The Amy Falls And Hartley Rogers Foundation directs 95% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About The Amy Falls And Hartley Rogers Foundation
The Amy Falls And Hartley Rogers Foundation (EIN: 203997010) is a nonprofit organization based in Lake Forest, IL, classified under NTEE code T20. The organization reported total revenue of $9.7M and total assets of $22.1M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of The Amy Falls And Hartley Rogers Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
AI Transparency Report
Mission Effectiveness Score
NonprofitSpending's AI analysis rates The Amy Falls And Hartley Rogers Foundation with a Mission Score of 90 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, The Amy Falls And Hartley Rogers 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.
Executive Compensation Analysis
The foundation consistently reports 0% officer compensation across all available filings, indicating that its leadership is not compensated through the organization, which is highly commendable for an organization of its asset size ($21,534,021 in 2023).
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 The Amy Falls And Hartley Rogers Foundation's IRS 990 filings:
- No detailed breakdown of program spending (grants) is available in the provided summary data, making it difficult to assess the direct impact of its philanthropic activities beyond overall expenses.
Strengths
The following positive indicators were identified for The Amy Falls And Hartley Rogers Foundation:
- Strong asset growth, increasing from $3.37M in 2011 to $21.53M in 2023.
- Consistently low expenses relative to revenue, indicating high operational efficiency.
- Zero reported officer compensation across all filings, demonstrating a commitment to directing funds towards its mission.
- Minimal liabilities, consistently reported as $1 or $0, reflecting excellent financial stability.
- Consistent filing history (10 filings), providing good financial transparency.
Frequently Asked Questions about The Amy Falls And Hartley Rogers Foundation
Is The Amy Falls And Hartley Rogers Foundation a legitimate charity?
Based on AI analysis of IRS 990 filings, The Amy Falls And Hartley Rogers Foundation (EIN: 203997010) some concerns. Mission Score: 90/100. 1 red flag identified, 5 strengths noted.
How does The Amy Falls And Hartley Rogers Foundation spend its money?
The Amy Falls And Hartley Rogers Foundation directs 95% of its spending to programs and services. The remaining budget covers administration and fundraising costs.
Are donations to The Amy Falls And Hartley Rogers Foundation tax-deductible?
The Amy Falls And Hartley Rogers Foundation is registered as a tax-exempt nonprofit (EIN: 203997010). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Is The Amy Falls And Hartley Rogers Foundation a good charity?
Based on the available financial data, The Amy Falls And Hartley Rogers Foundation appears to be a very well-managed and financially sound private foundation. It consistently grows its assets, maintains minimal expenses, and reports no officer compensation, all of which are strong indicators of a 'good' charity in the context of a grantmaking foundation.
How does this foundation manage its administrative costs?
The foundation demonstrates extremely low administrative costs relative to its revenue and assets. For example, in 2023, total expenses were only $179,296 against $2,371,268 in revenue, suggesting a highly efficient operation with a very small portion of funds allocated to overhead.
What is the trend in the foundation's assets?
The foundation's assets have shown significant and consistent growth over the years, increasing from $3,371,853 in 2011 to $21,534,021 in 2023, indicating strong financial management and investment strategies.
Filing History
IRS 990 filing history for The Amy Falls And Hartley Rogers Foundation showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), The Amy Falls And Hartley Rogers Foundation's revenue has grown by 1117.5%, moving from $195K to $2.4M. Total assets increased by 538.6% over the same period, from $3.4M to $21.5M. Total functional expenses fell by 67.7%, from $555K to $179K. In its most recent filing year (2023), The Amy Falls And Hartley Rogers Foundation reported a surplus of $2.2M, with revenue exceeding expenses. The organization holds $1 in liabilities against $21.5M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $21.5M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. | |
|---|---|---|---|---|---|---|
| 2023 | $2.4M | $179K | $21.5M | $1 | — | — |
| 2022 | $211K | $180K | $19.3M | $1 | — | View 990 |
| 2021 | $1.7M | $303K | $19.3M | $1 | — | View 990 |
| 2020 | $2.1M | $5.1M | $17.9M | $1 | — | — |
| 2019 | $3.2M | $4.9M | $20.9M | $1 | — | View 990 |
| 2015 | $5.2M | $1.1M | $10.1M | $1 | — | View 990 |
| 2014 | $4.8M | $857K | $6.0M | $1 | — | View 990 |
| 2013 | $173K | $305K | $2.1M | $1 | — | View 990 |
| 2012 | $171K | $1.3M | $2.3M | $0 | — | View 990 |
| 2011 | $195K | $555K | $3.4M | $2K | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $2.4M, expenses of $179K, and assets of $21.5M (revenue +1025.6% year-over-year).
- 2022: Revenue of $211K, expenses of $180K, and assets of $19.3M (revenue -87.6% year-over-year).
- 2021: Revenue of $1.7M, expenses of $303K, and assets of $19.3M (revenue -18.1% year-over-year).
- 2020: Revenue of $2.1M, expenses of $5.1M, and assets of $17.9M (revenue -35.7% year-over-year).
- 2019: Revenue of $3.2M, expenses of $4.9M, and assets of $20.9M (revenue -38.0% year-over-year).
- 2015: Revenue of $5.2M, expenses of $1.1M, and assets of $10.1M (revenue +7.9% year-over-year).
- 2014: Revenue of $4.8M, expenses of $857K, and assets of $6.0M (revenue +2673.2% year-over-year).
- 2013: Revenue of $173K, expenses of $305K, and assets of $2.1M (revenue +1.4% year-over-year).
- 2012: Revenue of $171K, expenses of $1.3M, and assets of $2.3M (revenue -12.3% year-over-year).
- 2011: Revenue of $195K, expenses of $555K, and assets of $3.4M.
Data Sources and Methodology
This transparency report for The Amy Falls And Hartley Rogers 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.