The Arlindo And Evelyn Jorge Family Foundation Trust
Arlindo And Evelyn Jorge Family Foundation Trust maintains strong assets and zero officer compensation despite recent revenue dip.
EIN: 206710947 · Halesite, NY · NTEE: T20 · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $14.6M |
| Total Expenses | $856K |
| Program Spending | 95% |
| Net Assets | $11.3M |
| Transparency Score | 90/100 |
Is The Arlindo And Evelyn Jorge Family Foundation Trust Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
The Arlindo And Evelyn Jorge Family Foundation Trust directs 95% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About The Arlindo And Evelyn Jorge Family Foundation Trust
The Arlindo And Evelyn Jorge Family Foundation Trust (EIN: 206710947) is a nonprofit organization based in Halesite, NY, classified under NTEE code T20. The organization reported total revenue of $14.6M and total assets of $12.4M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of The Arlindo And Evelyn Jorge Family Foundation Trust's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
The Arlindo And Evelyn Jorge Family Foundation Trust is a large nonprofit that has been operating for 20 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 12.7%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $694K |
| Total Expenses | $856K |
| Surplus / Deficit | $-161,892 |
| Total Assets | $11.3M |
| Total Liabilities | $1 |
| Net Assets | $11.3M |
| Operating Margin | -23.3% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 158.2 months |
Financial Health Grade: B
In 2023, The Arlindo And Evelyn Jorge Family Foundation Trust reported a deficit of $162K with expenses exceeding revenue, holds 158.2 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), The Arlindo And Evelyn Jorge Family Foundation Trust's revenue has grown at a compound annual growth rate (CAGR) of 12.7%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | -68.3% | +63.3% | -1.4% |
| 2022 | +208.3% | +13.1% | +17.0% |
| 2021 | +40.6% | +3.4% | +2.6% |
| 2020 | +55.5% | +0.1% | +0.6% |
| 2019 | -11.7% | +67.9% | +63.8% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 2006 |
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 The Arlindo And Evelyn Jorge Family Foundation Trust 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 Arlindo And Evelyn Jorge Family Foundation Trust 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 $162K, with expenses exceeding revenue.
- Debt-to-asset ratio: 0.0%.
Executive Compensation Analysis
Executive compensation is reported as 0% across all available filings, indicating that no officers or key employees receive salaries from the foundation. This is highly commendable and suggests that all operational expenses are minimal, allowing a greater proportion of funds to be directed towards the foundation's charitable purpose.
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 Arlindo And Evelyn Jorge Family Foundation Trust's IRS 990 filings:
- Latest fiscal year (202312) showed a deficit with expenses ($855,974) exceeding revenue ($694,082).
Strengths
The following positive indicators were identified for The Arlindo And Evelyn Jorge Family Foundation Trust:
- Consistent reporting of 0% officer compensation across all filings, indicating high efficiency.
- Substantial and growing asset base, reaching $11,284,019 in 202312, providing long-term stability.
- Extremely low liabilities, consistently reported as $1, demonstrating excellent financial management.
- Long and consistent filing history (10 filings), enhancing transparency and accountability.
- As a private grantmaking foundation, its primary 'program' is distributing funds, inherently leading to high program spending.
Frequently Asked Questions about The Arlindo And Evelyn Jorge Family Foundation Trust
Is The Arlindo And Evelyn Jorge Family Foundation Trust a legitimate charity?
Based on AI analysis of IRS 990 filings, The Arlindo And Evelyn Jorge Family Foundation Trust (EIN: 206710947) some concerns. Mission Score: 90/100. 1 red flag identified, 5 strengths noted.
How does The Arlindo And Evelyn Jorge Family Foundation Trust spend its money?
The Arlindo And Evelyn Jorge Family Foundation Trust directs 95% of its spending to programs and services. The remaining budget covers administration and fundraising costs.
Are donations to The Arlindo And Evelyn Jorge Family Foundation Trust tax-deductible?
The Arlindo And Evelyn Jorge Family Foundation Trust is registered as a tax-exempt nonprofit (EIN: 206710947). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
How does The Arlindo And Evelyn Jorge Family Foundation Trust compare to similar nonprofits?
With a transparency score of 90/100 (Excellent), The Arlindo And Evelyn Jorge Family Foundation Trust 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 The Arlindo And Evelyn Jorge Family Foundation Trust located?
The Arlindo And Evelyn Jorge Family Foundation Trust is headquartered in Halesite, New York and files with the IRS under EIN 206710947. It is classified under NTEE code T20.
How many years of IRS 990 filings does The Arlindo And Evelyn Jorge Family Foundation Trust have?
The Arlindo And Evelyn Jorge Family Foundation Trust 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 $14.6M in total revenue.
Is The Arlindo And Evelyn Jorge Family Foundation Trust a good charity?
Based on the available IRS 990 data, the foundation appears to be a very good charity, particularly for its type (private grantmaking foundation). It consistently reports zero officer compensation, maintains substantial assets ($11,284,019 in 202312), and has minimal liabilities ($1 across all filings), indicating strong financial health and efficient use of funds for its mission.
How does the foundation manage its administrative costs?
The foundation appears to manage administrative costs exceptionally well, primarily evidenced by the consistent reporting of 0% officer compensation across all ten filing periods. This suggests that administrative overhead is extremely low, allowing nearly all expenses to be directed towards its program services (grantmaking).
What is the trend in the foundation's assets?
The foundation's assets have shown significant growth over time, increasing from $1,585,067 in 201112 to $11,284,019 in 202312. This indicates strong financial stewardship and successful asset management, providing a robust base for future grantmaking.
Did the foundation experience a deficit in its latest fiscal year?
Yes, in the latest fiscal period (202312), the foundation reported expenses of $855,974 against revenue of $694,082, resulting in a deficit for that year. However, this follows several years of surpluses and the foundation maintains significant assets to cover such fluctuations.
Filing History
IRS 990 filing history for The Arlindo And Evelyn Jorge Family Foundation Trust showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), The Arlindo And Evelyn Jorge Family Foundation Trust's revenue has grown by 318.6%, moving from $166K to $694K. Total assets increased by 611.9% over the same period, from $1.6M to $11.3M. Total functional expenses rose by 1078.7%, from $73K to $856K. In its most recent filing year (2023), The Arlindo And Evelyn Jorge Family Foundation Trust reported a deficit of $162K, with expenses exceeding revenue. The organization holds $1 in liabilities against $11.3M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $11.3M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $694K | $856K | $11.3M | $1 | — | — |
| 2022 | $2.2M | $524K | $11.4M | $1 | — | View 990 |
| 2021 | $709K | $463K | $9.8M | $1 | — | View 990 |
| 2020 | $504K | $448K | $9.5M | $1 | — | — |
| 2019 | $324K | $448K | $9.5M | $1 | — | — |
| 2015 | $367K | $267K | $5.8M | $1 | — | View 990 |
| 2014 | $3.5M | $166K | $5.7M | $1 | — | View 990 |
| 2013 | $106K | $129K | $2.4M | $1 | — | View 990 |
| 2012 | $931K | $92K | $2.4M | $1 | — | View 990 |
| 2011 | $166K | $73K | $1.6M | $1 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $694K, expenses of $856K, and assets of $11.3M (revenue -68.3% year-over-year).
- 2022: Revenue of $2.2M, expenses of $524K, and assets of $11.4M (revenue +208.3% year-over-year).
- 2021: Revenue of $709K, expenses of $463K, and assets of $9.8M (revenue +40.6% year-over-year).
- 2020: Revenue of $504K, expenses of $448K, and assets of $9.5M (revenue +55.5% year-over-year).
- 2019: Revenue of $324K, expenses of $448K, and assets of $9.5M (revenue -11.7% year-over-year).
- 2015: Revenue of $367K, expenses of $267K, and assets of $5.8M (revenue -89.4% year-over-year).
- 2014: Revenue of $3.5M, expenses of $166K, and assets of $5.7M (revenue +3172.7% year-over-year).
- 2013: Revenue of $106K, expenses of $129K, and assets of $2.4M (revenue -88.7% year-over-year).
- 2012: Revenue of $931K, expenses of $92K, and assets of $2.4M (revenue +461.5% year-over-year).
- 2011: Revenue of $166K, expenses of $73K, and assets of $1.6M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for The Arlindo And Evelyn Jorge Family Foundation Trust:
Data Sources and Methodology
This transparency report for The Arlindo And Evelyn Jorge Family Foundation Trust 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.