The John And Ann Barney Family Foundation Inc

John And Ann Barney Family Foundation consistently directs 100% of expenses to programs with no officer compensation.

EIN: 208907213 · Valparaiso, IN · NTEE: T30 · Updated: 2026-03-28

$2.2MRevenue
$3.7MAssets
95/100Mission Score (Excellent)
T30
The John And Ann Barney Family Foundation Inc Financial Summary
MetricValue
Total Revenue$2.2M
Total Expenses$193K
Program Spending100%
CEO/Top Officer Pay$3
Net Assets$3.3M
Transparency Score95/100

Is The John And Ann Barney Family Foundation Inc Legit?

Appears Legitimate

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
NoneRed Flags

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

The John And Ann Barney Family Foundation Inc directs 100% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About The John And Ann Barney Family Foundation Inc

The John And Ann Barney Family Foundation Inc (EIN: 208907213) is a nonprofit organization based in Valparaiso, IN, classified under NTEE code T30. The organization reported total revenue of $2.2M and total assets of $3.7M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of The John And Ann Barney Family Foundation Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

19Years Operating
Mid-SizeSize Classification
10Years of Filings
MixedRevenue Trajectory

The John And Ann Barney Family Foundation Inc is a mid-size 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 10.5%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$186K
Total Expenses$193K
Surplus / Deficit$-6,459
Total Assets$3.3M
Total Liabilities$1
Net Assets$3.3M
Operating Margin-3.5%
Debt-to-Asset Ratio0.0%
Months of Reserves206.9 months

Financial Health Grade: B

In 2023, The John And Ann Barney Family Foundation Inc reported a deficit of $6K with expenses exceeding revenue, holds 206.9 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 John And Ann Barney Family Foundation Inc's revenue has grown at a compound annual growth rate (CAGR) of 10.5%.

YearRevenue ChangeExpense ChangeAsset Change
2023-47.4%+5.6%+5.4%
2022-33.3%+18.9%+9.1%
2021+191.3%+31.5%+19.5%
2020-43.6%+18.9%+8.6%
2019+150.4%-42.1%+73.2%

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 John And Ann Barney Family Foundation Inc appears to be a financially stable private foundation with a strong focus on its program services. Over the past decade, the organization has consistently maintained a healthy asset base, growing from $1,007,831 in 2011 to $3,320,945 in 2023. Its liabilities have remained minimal, often reported as $0 or $1, indicating sound financial management and low debt risk. The foundation's revenue streams have fluctuated, as is common for foundations, but it has consistently covered its expenses in most years, contributing to asset growth. Spending efficiency is excellent, with 100% of reported expenses consistently allocated to program services, as there is no reported officer compensation, administrative, or fundraising expenses in the provided data. This indicates that all expenditures directly support the foundation's mission. The absence of reported officer compensation further enhances its efficiency and suggests a volunteer-driven or very lean operational model. Transparency is high given the consistent filing of IRS Form 990s and the clear allocation of funds. Overall, the foundation demonstrates robust financial health, exceptional spending efficiency by directing all funds to programs, and a high degree of transparency through its consistent public filings and clear financial structure. Its consistent asset growth and minimal liabilities further underscore its stability and capacity to fulfill its philanthropic objectives.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates The John And Ann Barney Family Foundation Inc 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

According to IRS 990 filings, The John And Ann Barney Family Foundation Inc allocates its expenses as follows: admin: 0%, programs: 100%, fundraising: 0%. With 100% 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:

$186KTotal Revenue
$193KTotal Expenses
$3.3MTotal Assets
$1Total Liabilities
$3.3MNet Assets

Executive Compensation Analysis

Executive compensation is reported as 0% across all available filings, indicating that the foundation operates without paid officers or that any compensation is covered by other entities, which is highly efficient for a foundation of its size with assets over $3 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.

Strengths

The following positive indicators were identified for The John And Ann Barney Family Foundation Inc:

Frequently Asked Questions about The John And Ann Barney Family Foundation Inc

Is The John And Ann Barney Family Foundation Inc a legitimate charity?

The John And Ann Barney Family Foundation Inc (EIN: 208907213) is a registered tax-exempt nonprofit based in Indiana. Our AI analysis gives it a Mission Score of 95/100. It has 10 years of IRS 990 filings on record. Total revenue: $2.2M. No red flags identified. 5 strengths noted. Financial health grade: B.

How does The John And Ann Barney Family Foundation Inc spend its money?

The John And Ann Barney Family Foundation Inc directs 100% of its spending to programs and services. This exceeds the 65% industry benchmark.

Are donations to The John And Ann Barney Family Foundation Inc tax-deductible?

The John And Ann Barney Family Foundation Inc is registered as a tax-exempt nonprofit (EIN: 208907213). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

How much does the The John And Ann Barney Family Foundation Inc CEO make?

The John And Ann Barney Family Foundation Inc's highest-compensated officer earns $3 annually. The organization reported $2.2M in total revenue. Executive compensation data is disclosed in IRS 990 filings.

How does The John And Ann Barney Family Foundation Inc compare to similar nonprofits?

With a transparency score of 95/100 (Excellent), The John And Ann Barney Family Foundation Inc is above average for NTEE category T30 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.

Where is The John And Ann Barney Family Foundation Inc located?

The John And Ann Barney Family Foundation Inc is headquartered in Valparaiso, Indiana and files with the IRS under EIN 208907213. It is classified under NTEE code T30.

How many years of IRS 990 filings does The John And Ann Barney Family Foundation Inc have?

The John And Ann Barney Family 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 $2.2M in total revenue.

Is The John And Ann Barney Family Foundation Inc a good charity?

Based on the provided IRS 990 data, The John And Ann Barney Family Foundation Inc appears to be a very good charity. It consistently allocates 100% of its expenses to program services and reports no officer compensation, demonstrating exceptional efficiency and dedication to its mission.

How has the foundation's asset base changed over time?

The foundation's assets have shown consistent growth, increasing from $1,007,831 in 2011 to $3,320,945 in 2023, indicating strong financial management and accumulation of resources for its philanthropic activities.

What is the foundation's approach to executive compensation?

The foundation reports 0% officer compensation in all available filings, suggesting a volunteer-led model or that executive functions are performed without direct compensation from the foundation, which is a highly efficient practice.

Filing History

IRS 990 filing history for The John And Ann Barney Family Foundation Inc showing financial trends over 10 years of public records:

Over 10 years of IRS 990 filings (2011–2023), The John And Ann Barney Family Foundation Inc's revenue has grown by 231.4%, moving from $56K to $186K. Total assets increased by 229.5% over the same period, from $1.0M to $3.3M. Total functional expenses rose by 215.3%, from $61K to $193K. In its most recent filing year (2023), The John And Ann Barney Family Foundation Inc reported a deficit of $6K, with expenses exceeding revenue. The organization holds $1 in liabilities against $3.3M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $3.3M.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $186K $193K $3.3M $1
2022 $354K $182K $3.2M $1 View 990
2021 $530K $153K $2.9M $1
2020 $182K $117K $2.4M $1
2019 $322K $98K $2.2M $0 View 990
2015 $129K $169K $1.3M $0 View 990
2014 $354K $70K $1.3M $0 View 990
2013 $109K $63K $1.0M $0 View 990
2012 $50K $62K $994K $0 View 990
2011 $56K $61K $1.0M $0 View 990

Year-by-Year Financial Summary

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for The John And Ann Barney Family 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 The John And Ann Barney Family 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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