The Joanne L Shrontz Family Foundation
The Joanne L Shrontz Family Foundation maintains stable assets with no officer compensation, despite fluctuating annual revenues.
EIN: 208515544 · Salt Lake Cty, UT · NTEE: T20 · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $2.3M |
| Total Expenses | $237K |
| Program Spending | 90% |
| Net Assets | $4.0M |
| Transparency Score | 95/100 |
Is The Joanne L Shrontz Family Foundation Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
The Joanne L Shrontz Family Foundation directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About The Joanne L Shrontz Family Foundation
The Joanne L Shrontz Family Foundation (EIN: 208515544) is a nonprofit organization based in Salt Lake Cty, UT, classified under NTEE code T20. The organization reported total revenue of $2.3M and total assets of $4.2M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of The Joanne L Shrontz Family Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
The Joanne L Shrontz Family Foundation is a mid-size nonprofit that has been operating for 17 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 2.6%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $302K |
| Total Expenses | $237K |
| Surplus / Deficit | +$64K |
| Total Assets | $4.0M |
| Total Liabilities | $1 |
| Net Assets | $4.0M |
| Operating Margin | 21.4% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 201.9 months |
Financial Health Grade: A
In 2023, The Joanne L Shrontz Family Foundation reported a surplus of $64K with revenue exceeding expenses, holds 201.9 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 Joanne L Shrontz Family Foundation's revenue has grown at a compound annual growth rate (CAGR) of 2.6%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +310.9% | -23.6% | +1.7% |
| 2022 | -83.7% | +0.2% | -4.3% |
| 2021 | +596.4% | +8.9% | +3.1% |
| 2020 | -86.2% | +14.6% | -2.3% |
| 2019 | +42.9% | -8.0% | +5.8% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1200 |
| IRS Ruling Date | 2009 |
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 Joanne L Shrontz Family Foundation with a Mission Score of 95 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, The Joanne L Shrontz Family 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:
- The organization reported a surplus of $64K, with revenue exceeding expenses.
- Debt-to-asset ratio: 0.0%.
Executive Compensation Analysis
Executive compensation is consistently reported at 0% across all available filings, indicating that no salaries are paid to officers, which is highly favorable for a foundation of its size and suggests a strong commitment to mission-driven spending.
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 Joanne L Shrontz Family Foundation's IRS 990 filings:
- Significant year-to-year revenue volatility, which could impact long-term planning if not managed by a robust endowment.
Strengths
The following positive indicators were identified for The Joanne L Shrontz Family Foundation:
- Consistent 0% officer compensation, indicating high efficiency and dedication of resources to mission.
- Stable asset base, generally around $4 million, providing financial security.
- Low liabilities across most filing periods, suggesting sound financial management.
- Consistent expense levels despite revenue fluctuations, indicating predictable operational costs.
Frequently Asked Questions about The Joanne L Shrontz Family Foundation
Is The Joanne L Shrontz Family Foundation a legitimate charity?
Based on AI analysis of IRS 990 filings, The Joanne L Shrontz Family Foundation (EIN: 208515544) some concerns. Mission Score: 95/100. 1 red flag identified, 4 strengths noted.
How does The Joanne L Shrontz Family Foundation spend its money?
The Joanne L Shrontz Family Foundation directs 90% of its spending to programs and services. The remaining budget covers administration and fundraising costs.
Are donations to The Joanne L Shrontz Family Foundation tax-deductible?
The Joanne L Shrontz Family Foundation is registered as a tax-exempt nonprofit (EIN: 208515544). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
How does The Joanne L Shrontz Family Foundation compare to similar nonprofits?
With a transparency score of 95/100 (Excellent), The Joanne L Shrontz Family Foundation 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 Joanne L Shrontz Family Foundation located?
The Joanne L Shrontz Family Foundation is headquartered in Salt Lake Cty, Utah and files with the IRS under EIN 208515544. It is classified under NTEE code T20.
How many years of IRS 990 filings does The Joanne L Shrontz Family Foundation have?
The Joanne L Shrontz Family 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 $2.3M in total revenue.
Is The Joanne L Shrontz Family Foundation a good charity?
Based on the available IRS 990 data, the foundation appears to be a very good charity, particularly due to its consistent 0% officer compensation and stable asset base, suggesting efficient use of funds for its grantmaking purpose.
How does the foundation manage its expenses given fluctuating revenue?
Despite significant fluctuations in annual revenue (e.g., $64,625 in 2020 vs. $469,203 in 2019), the foundation has maintained relatively stable expenses, typically between $200,000 and $300,000, indicating prudent financial management and potentially a reliance on its asset base to cover consistent operational costs.
What is the primary purpose of this foundation?
As a Private Grantmaking Foundation (NTEE Code T20), its primary purpose is to make grants to other organizations or individuals, rather than directly operating programs. The consistent expenses likely reflect the grants distributed and minimal administrative overhead.
Filing History
IRS 990 filing history for The Joanne L Shrontz Family Foundation showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), The Joanne L Shrontz Family Foundation's revenue has grown by 35.3%, moving from $223K to $302K. Total assets increased by 5.4% over the same period, from $3.8M to $4.0M. Total functional expenses rose by 32.4%, from $179K to $237K. In its most recent filing year (2023), The Joanne L Shrontz Family Foundation reported a surplus of $64K, with revenue exceeding expenses. The organization holds $1 in liabilities against $4.0M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $4.0M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $302K | $237K | $4.0M | $1 | — | — |
| 2022 | $73K | $310K | $3.9M | $9K | — | View 990 |
| 2021 | $450K | $310K | $4.1M | $25K | — | View 990 |
| 2020 | $65K | $284K | $4.0M | $42K | — | View 990 |
| 2019 | $469K | $248K | $4.1M | $1 | — | View 990 |
| 2015 | $328K | $270K | $3.8M | $1 | — | View 990 |
| 2014 | $319K | $291K | $3.8M | $1 | — | View 990 |
| 2013 | $436K | $281K | $3.8M | $10K | — | View 990 |
| 2012 | $158K | $276K | $3.7M | $1 | — | View 990 |
| 2011 | $223K | $179K | $3.8M | $1 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $302K, expenses of $237K, and assets of $4.0M (revenue +310.9% year-over-year).
- 2022: Revenue of $73K, expenses of $310K, and assets of $3.9M (revenue -83.7% year-over-year).
- 2021: Revenue of $450K, expenses of $310K, and assets of $4.1M (revenue +596.4% year-over-year).
- 2020: Revenue of $65K, expenses of $284K, and assets of $4.0M (revenue -86.2% year-over-year).
- 2019: Revenue of $469K, expenses of $248K, and assets of $4.1M (revenue +42.9% year-over-year).
- 2015: Revenue of $328K, expenses of $270K, and assets of $3.8M (revenue +2.9% year-over-year).
- 2014: Revenue of $319K, expenses of $291K, and assets of $3.8M (revenue -26.7% year-over-year).
- 2013: Revenue of $436K, expenses of $281K, and assets of $3.8M (revenue +175.0% year-over-year).
- 2012: Revenue of $158K, expenses of $276K, and assets of $3.7M (revenue -28.9% year-over-year).
- 2011: Revenue of $223K, expenses of $179K, and assets of $3.8M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for The Joanne L Shrontz Family Foundation:
Data Sources and Methodology
This transparency report for The Joanne L Shrontz Family 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.