The Mike And Susan Burkhart Foundation Inc

The Mike And Susan Burkhart Foundation Inc consistently spends down its assets, with expenses exceeding revenue for over a decade.

EIN: 202372810 · Tulsa, OK · NTEE: T22 · Updated: 2026-03-28

$348KRevenue
$1.5MAssets
75/100Mission Score (Good)
T22
The Mike And Susan Burkhart Foundation Inc Financial Summary
MetricValue
Total Revenue$348K
Total Expenses$257K
Program Spending90%
Net Assets$1.6M
Transparency Score75/100

Is The Mike And Susan Burkhart 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 →

The Mike And Susan Burkhart Foundation Inc directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About The Mike And Susan Burkhart Foundation Inc

The Mike And Susan Burkhart Foundation Inc (EIN: 202372810) is a nonprofit organization based in Tulsa, OK, classified under NTEE code T22. The organization reported total revenue of $348K and total assets of $1.5M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of The Mike And Susan Burkhart Foundation Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

20Years Operating
SmallSize Classification
10Years of Filings
MixedRevenue Trajectory

The Mike And Susan Burkhart Foundation Inc is a small 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 -3.0%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$87K
Total Expenses$257K
Surplus / Deficit$-170,261
Total Assets$1.6M
Total Liabilities$1
Net Assets$1.6M
Operating Margin-195.7%
Debt-to-Asset Ratio0.0%
Months of Reserves76.1 months

Financial Health Grade: B

In 2023, The Mike And Susan Burkhart Foundation Inc reported a deficit of $170K with expenses exceeding revenue, holds 76.1 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 Mike And Susan Burkhart Foundation Inc's revenue has declined at a compound annual growth rate (CAGR) of -3.0%.

YearRevenue ChangeExpense ChangeAsset Change
2023-13.6%+16.9%-9.4%
2022-18.1%+12.5%-6.2%
2021-8.3%+-0.0%-3.6%
2020+64.9%-2.6%-3.0%
2019-11.2%+2.6%-11.1%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date2006

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

AI Transparency Report

The Mike And Susan Burkhart Foundation Inc appears to be a private foundation primarily focused on grantmaking, as indicated by its NTEE code T22 (Private Grantmaking Foundations). Over the past decade, the foundation has consistently operated with expenses exceeding its revenue, leading to a gradual decline in its asset base from $2,639,374 in 2011 to $1,632,556 in 2023. This trend suggests that the foundation is spending down its endowment to fulfill its mission. The consistent reporting of $1 in liabilities across all filings indicates a very stable financial position with minimal debt. Spending efficiency is difficult to fully assess without a detailed breakdown of program service expenses versus administrative and fundraising costs, which are not provided in the summary data. However, the absence of officer compensation reported across all periods is a positive indicator of efficient use of funds, as it suggests that leadership may be unpaid or compensated through other means not captured as officer compensation. Transparency is generally good given the consistent filing of IRS Form 990s over a long period. The foundation's financial health, while showing a declining asset base due to spending down, is stable in terms of liabilities. Its ability to continue its grantmaking activities will depend on the rate of asset depletion and any future revenue streams. The latest revenue of $87,015 against expenses of $257,276 in 2023 continues the pattern of spending more than it takes in, which is typical for foundations in a spend-down phase.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates The Mike And Susan Burkhart Foundation Inc with a Mission Score of 75 out of 100 (Good). 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 Mike And Susan Burkhart 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:

$87KTotal Revenue
$257KTotal Expenses
$1.6MTotal Assets
$1Total Liabilities
$1.6MNet Assets
  • The organization reported a deficit of $170K, with expenses exceeding revenue.
  • Debt-to-asset ratio: 0.0%.

Executive Compensation Analysis

The organization consistently reports 0% officer compensation across all available filings, suggesting that executive leadership may be unpaid or compensated through other entities, which is a positive sign for minimizing administrative overhead.

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 Mike And Susan Burkhart Foundation Inc's IRS 990 filings:

  • Consistent decline in assets due to expenses exceeding revenue over a decade, indicating a spend-down model without clear replenishment.
  • Lack of detailed expense breakdown (program vs. admin) in the provided summary data makes it difficult to fully assess spending efficiency beyond officer compensation.

Strengths

The following positive indicators were identified for The Mike And Susan Burkhart Foundation Inc:

  • Consistent IRS 990 filing history demonstrates good transparency and compliance.
  • Zero reported officer compensation indicates highly efficient use of funds at the executive level.
  • Minimal liabilities ($1 reported consistently) suggests a very stable and debt-free financial position.
  • Long-standing operation (over a decade of filings) indicates established presence and commitment to its mission.

Frequently Asked Questions about The Mike And Susan Burkhart Foundation Inc

Is The Mike And Susan Burkhart Foundation Inc a legitimate charity?

The Mike And Susan Burkhart Foundation Inc (EIN: 202372810) is a registered tax-exempt nonprofit based in Oklahoma. Our AI analysis gives it a Mission Score of 75/100. It has 10 years of IRS 990 filings on record. Total revenue: $348K. 2 red flags identified. 4 strengths noted. Financial health grade: B.

How does The Mike And Susan Burkhart Foundation Inc spend its money?

The Mike And Susan Burkhart Foundation Inc directs 90% of its spending to programs and services. This exceeds the 65% industry benchmark.

Are donations to The Mike And Susan Burkhart Foundation Inc tax-deductible?

The Mike And Susan Burkhart Foundation Inc is registered as a tax-exempt nonprofit (EIN: 202372810). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

How does The Mike And Susan Burkhart Foundation Inc compare to similar nonprofits?

With a transparency score of 75/100 (Good), The Mike And Susan Burkhart Foundation Inc is above average for NTEE category T22 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.

Where is The Mike And Susan Burkhart Foundation Inc located?

The Mike And Susan Burkhart Foundation Inc is headquartered in Tulsa, Oklahoma and files with the IRS under EIN 202372810. It is classified under NTEE code T22.

How many years of IRS 990 filings does The Mike And Susan Burkhart Foundation Inc have?

The Mike And Susan Burkhart 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 $348K in total revenue.

Is The Mike And Susan Burkhart Foundation Inc financially sustainable long-term?

The foundation has consistently spent more than its revenue for over a decade, leading to a significant reduction in its asset base from $2,639,374 in 2011 to $1,632,556 in 2023. This trend indicates a spend-down strategy, which is not sustainable indefinitely without new significant revenue sources.

What is the primary purpose of this organization?

Based on its NTEE code T22, The Mike And Susan Burkhart Foundation Inc is a private grantmaking foundation, meaning its primary purpose is to provide grants to other organizations or individuals to support charitable causes.

How does the lack of officer compensation impact its efficiency?

The consistent reporting of 0% officer compensation suggests that the foundation is highly efficient in terms of executive overhead, as it is not allocating funds from its budget to pay its top officers directly, which can free up more resources for its grantmaking activities.

Filing History

IRS 990 filing history for The Mike And Susan Burkhart Foundation Inc showing financial trends over 10 years of public records:

Over 10 years of IRS 990 filings (2011–2023), The Mike And Susan Burkhart Foundation Inc's revenue has declined by 30.4%, moving from $125K to $87K. Total assets decreased by 38.1% over the same period, from $2.6M to $1.6M. Total functional expenses rose by 49.3%, from $172K to $257K. In its most recent filing year (2023), The Mike And Susan Burkhart Foundation Inc reported a deficit of $170K, with expenses exceeding revenue. The organization holds $1 in liabilities against $1.6M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $1.6M.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $87K $257K $1.6M $1 View 990
2022 $101K $220K $1.8M $1 View 990
2021 $123K $196K $1.9M $1
2020 $134K $196K $2.0M $1
2019 $81K $201K $2.1M $1 View 990
2015 $92K $196K $2.3M $1 View 990
2014 $108K $198K $2.4M $1 View 990
2013 $104K $174K $2.5M $1 View 990
2012 $103K $167K $2.6M $1 View 990
2011 $125K $172K $2.6M $1 View 990

Year-by-Year Financial Summary

  • 2023: Revenue of $87K, expenses of $257K, and assets of $1.6M (revenue -13.6% year-over-year).
  • 2022: Revenue of $101K, expenses of $220K, and assets of $1.8M (revenue -18.1% year-over-year).
  • 2021: Revenue of $123K, expenses of $196K, and assets of $1.9M (revenue -8.3% year-over-year).
  • 2020: Revenue of $134K, expenses of $196K, and assets of $2.0M (revenue +64.9% year-over-year).
  • 2019: Revenue of $81K, expenses of $201K, and assets of $2.1M (revenue -11.2% year-over-year).
  • 2015: Revenue of $92K, expenses of $196K, and assets of $2.3M (revenue -15.2% year-over-year).
  • 2014: Revenue of $108K, expenses of $198K, and assets of $2.4M (revenue +3.6% year-over-year).
  • 2013: Revenue of $104K, expenses of $174K, and assets of $2.5M (revenue +1.0% year-over-year).
  • 2012: Revenue of $103K, expenses of $167K, and assets of $2.6M (revenue -17.5% year-over-year).
  • 2011: Revenue of $125K, expenses of $172K, and assets of $2.6M.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for The Mike And Susan Burkhart 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 Mike And Susan Burkhart 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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