The Samantha And Kyle Busch Bundle Of Joy Fund
The Samantha And Kyle Busch Bundle Of Joy Fund consistently directs 100% of reported officer compensation to programs, maintaining strong financial health and asset growth.
EIN: 205950643 · Mooresville, NC · NTEE: T123 · Updated: 2026-03-28
Is The Samantha And Kyle Busch Bundle Of Joy Fund Legit?
Appears Legitimate
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
The Samantha And Kyle Busch Bundle Of Joy Fund directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About The Samantha And Kyle Busch Bundle Of Joy Fund
The Samantha And Kyle Busch Bundle Of Joy Fund (EIN: 205950643) is a nonprofit organization based in Mooresville, NC, classified under NTEE code T123. The organization reported total revenue of $651K and total assets of $743K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of The Samantha And Kyle Busch Bundle Of Joy Fund's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
The Samantha And Kyle Busch Bundle Of Joy Fund is a small nonprofit that has been operating for 19 years, with 13 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 8.3%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $386K |
| Total Expenses | $278K |
| Surplus / Deficit | +$107K |
| Total Assets | $636K |
| Total Liabilities | $11K |
| Net Assets | $625K |
| Operating Margin | 27.8% |
| Debt-to-Asset Ratio | 1.7% |
| Months of Reserves | 27.4 months |
Financial Health Grade: A
In 2023, The Samantha And Kyle Busch Bundle Of Joy Fund reported a surplus of $107K with revenue exceeding expenses, holds 27.4 months of operating reserves (strong position), has a debt-to-asset ratio of 1.7% (very low leverage).
Financial Trends
Over 13 years of filings (2011–2023), The Samantha And Kyle Busch Bundle Of Joy Fund's revenue has grown at a compound annual growth rate (CAGR) of 8.3%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +7.8% | -33.5% | +22.2% |
| 2022 | +10.2% | +34.3% | -16.0% |
| 2021 | -24.7% | +2.5% | +9.0% |
| 2020 | -5.9% | -3.6% | +29.3% |
| 2019 | +53.2% | +0.9% | +48.7% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 2007 |
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 Samantha And Kyle Busch Bundle Of Joy Fund with a Mission Score of 92 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: 7%
- programs: 90%
- fundraising: 3%
According to IRS 990 filings, The Samantha And Kyle Busch Bundle Of Joy Fund allocates its expenses as follows: admin: 7%, programs: 90%, fundraising: 3%. 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 $107K, with revenue exceeding expenses.
- Debt-to-asset ratio: 1.7%.
Executive Compensation Analysis
Executive compensation is consistently reported as 0% across all available IRS 990 filings, indicating that officers are not compensated through the organization or that compensation is covered by other entities, which is highly favorable for program spending efficiency.
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 Samantha And Kyle Busch Bundle Of Joy Fund:
- Consistent 0% officer compensation across all filings, indicating high efficiency.
- Strong financial growth with assets increasing from $120,875 in 2014 to $635,537 in 2023.
- Revenue consistently exceeds expenses in most periods, demonstrating sound financial management.
- Excellent transparency with 13 consistent IRS 990 filings.
- Low liabilities relative to assets, indicating financial stability (e.g., $10,699 liabilities vs. $635,537 assets in 2023).
Frequently Asked Questions about The Samantha And Kyle Busch Bundle Of Joy Fund
Is The Samantha And Kyle Busch Bundle Of Joy Fund a legitimate charity?
Based on AI analysis of IRS 990 filings, The Samantha And Kyle Busch Bundle Of Joy Fund (EIN: 205950643) appears legitimate. Mission Score: 92/100. 0 red flags identified, 5 strengths noted.
How does The Samantha And Kyle Busch Bundle Of Joy Fund spend its money?
The Samantha And Kyle Busch Bundle Of Joy Fund directs 90% of its spending to programs and services. The remaining budget covers administration and fundraising costs.
Are donations to The Samantha And Kyle Busch Bundle Of Joy Fund tax-deductible?
The Samantha And Kyle Busch Bundle Of Joy Fund is registered as a tax-exempt nonprofit (EIN: 205950643). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Is The Samantha And Kyle Busch Bundle Of Joy Fund a good charity?
Based on the available IRS 990 data, the organization appears to be a very good charity. It consistently reports 0% officer compensation, indicating a strong commitment to directing funds towards its mission. Its financial health is robust, with consistent revenue growth and asset accumulation, and expenses are well-managed.
How has the organization's financial health changed over time?
The organization has shown significant financial growth and stability. Revenue has increased from $137,624 in 2014 to $385,599 in 2023, and assets have grown from $120,875 to $635,537 over the same period, demonstrating a healthy upward trend.
What is the organization's approach to executive compensation?
The organization consistently reports 0% officer compensation in all available IRS 990 filings, suggesting a volunteer-driven leadership or compensation covered by external sources, which is a highly efficient model for a nonprofit.
Filing History
IRS 990 filing history for The Samantha And Kyle Busch Bundle Of Joy Fund showing financial trends over 13 years of public records:
Over 13 years of IRS 990 filings (2011–2023), The Samantha And Kyle Busch Bundle Of Joy Fund's revenue has grown by 160.8%, moving from $148K to $386K. Total assets increased by 300% over the same period, from $159K to $636K. Total functional expenses rose by 280.6%, from $73K to $278K. In its most recent filing year (2023), The Samantha And Kyle Busch Bundle Of Joy Fund reported a surplus of $107K, with revenue exceeding expenses. The organization holds $11K in liabilities against $636K in assets (debt-to-asset ratio: 1.7%), resulting in net assets of $625K.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $386K | $278K | $636K | $11K | — | — |
| 2022 | $358K | $419K | $520K | $2K | — | View 990 |
| 2021 | $325K | $312K | $619K | $40K | — | View 990 |
| 2020 | $431K | $304K | $567K | $2K | — | View 990 |
| 2019 | $458K | $315K | $439K | $530 | — | View 990 |
| 2018 | $299K | $313K | $295K | $89 | — | View 990 |
| 2017 | $309K | $130K | $308K | $43 | — | — |
| 2016 | $226K | $203K | $129K | $40 | — | View 990 |
| 2015 | $169K | $178K | $122K | $17K | — | View 990 |
| 2014 | $138K | $109K | $121K | $7K | — | View 990 |
| 2013 | $105K | $146K | $105K | $9K | — | View 990 |
| 2012 | $109K | $89K | $167K | $21K | — | View 990 |
| 2011 | $148K | $73K | $159K | $23K | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $386K, expenses of $278K, and assets of $636K (revenue +7.8% year-over-year).
- 2022: Revenue of $358K, expenses of $419K, and assets of $520K (revenue +10.2% year-over-year).
- 2021: Revenue of $325K, expenses of $312K, and assets of $619K (revenue -24.7% year-over-year).
- 2020: Revenue of $431K, expenses of $304K, and assets of $567K (revenue -5.9% year-over-year).
- 2019: Revenue of $458K, expenses of $315K, and assets of $439K (revenue +53.2% year-over-year).
- 2018: Revenue of $299K, expenses of $313K, and assets of $295K (revenue -3.2% year-over-year).
- 2017: Revenue of $309K, expenses of $130K, and assets of $308K (revenue +36.5% year-over-year).
- 2016: Revenue of $226K, expenses of $203K, and assets of $129K (revenue +34.1% year-over-year).
- 2015: Revenue of $169K, expenses of $178K, and assets of $122K (revenue +22.7% year-over-year).
- 2014: Revenue of $138K, expenses of $109K, and assets of $121K (revenue +30.8% year-over-year).
- 2013: Revenue of $105K, expenses of $146K, and assets of $105K (revenue -3.9% year-over-year).
- 2012: Revenue of $109K, expenses of $89K, and assets of $167K (revenue -26.0% year-over-year).
- 2011: Revenue of $148K, expenses of $73K, and assets of $159K.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for The Samantha And Kyle Busch Bundle Of Joy Fund:
Data Sources and Methodology
This transparency report for The Samantha And Kyle Busch Bundle Of Joy Fund 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.