The@Anne Lindsey Otenasek Charitable Foundation Inc
Anne Lindsey Otenasek Charitable Foundation maintains multi-million dollar assets with zero reported officer compensation.
EIN: 200702156 · Towson, MD · NTEE: T20 · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $1.2M |
| Total Expenses | $449K |
| Program Spending | 95% |
| Net Assets | $6.7M |
| Transparency Score | 92/100 |
Is The@Anne Lindsey Otenasek Charitable Foundation Inc Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
The@Anne Lindsey Otenasek Charitable Foundation Inc directs 95% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About The@Anne Lindsey Otenasek Charitable Foundation Inc
The@Anne Lindsey Otenasek Charitable Foundation Inc (EIN: 200702156) is a nonprofit organization based in Towson, MD, classified under NTEE code T20. The organization reported total revenue of $1.2M and total assets of $6.9M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of The@Anne Lindsey Otenasek Charitable Foundation Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
The@Anne Lindsey Otenasek Charitable Foundation Inc is a mid-size nonprofit that has been operating for 22 years, with 9 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of -3.5%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $307K |
| Total Expenses | $449K |
| Surplus / Deficit | $-142,048 |
| Total Assets | $6.7M |
| Total Liabilities | $1 |
| Net Assets | $6.7M |
| Operating Margin | -46.3% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 178.4 months |
Financial Health Grade: B
In 2023, The@Anne Lindsey Otenasek Charitable Foundation Inc reported a deficit of $142K with expenses exceeding revenue, holds 178.4 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).
Financial Trends
Over 9 years of filings (2011–2023), The@Anne Lindsey Otenasek Charitable Foundation Inc's revenue has declined at a compound annual growth rate (CAGR) of -3.5%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | -42.8% | +9.5% | +5.3% |
| 2022 | -22.7% | -3.9% | -17.0% |
| 2021 | -11.5% | +14.0% | +8.5% |
| 2020 | +336.6% | +1.0% | +6.9% |
| 2019 | -65.8% | -8.0% | +1.1% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 2004 |
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@Anne Lindsey Otenasek Charitable Foundation Inc 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: 5%
- programs: 95%
- fundraising: 0%
According to IRS 990 filings, The@Anne Lindsey Otenasek Charitable Foundation Inc 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 $142K, with expenses exceeding revenue.
- Debt-to-asset ratio: 0.0%.
Executive Compensation Analysis
The foundation consistently reports 0% officer compensation across all available filings, indicating that executive leadership is either unpaid or compensated through other means not classified as officer compensation, which is highly efficient for a foundation of its size.
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@Anne Lindsey Otenasek Charitable Foundation Inc's IRS 990 filings:
- Periodic deficits where expenses exceed revenue (e.g., 2023, 2019), though this can be strategic for foundations.
Strengths
The following positive indicators were identified for The@Anne Lindsey Otenasek Charitable Foundation Inc:
- Consistent multi-million dollar asset base ($6,895,876 latest) indicating strong financial stability.
- 0% reported officer compensation across all filings, demonstrating exceptional spending efficiency.
- Minimal liabilities (typically $1) indicating sound financial management and low risk.
- Clear and consistent IRS 990 filing history, showing good transparency.
- High proportion of spending likely directed to program services due to minimal overhead.
Frequently Asked Questions about The@Anne Lindsey Otenasek Charitable Foundation Inc
Is The@Anne Lindsey Otenasek Charitable Foundation Inc a legitimate charity?
The@Anne Lindsey Otenasek Charitable Foundation Inc (EIN: 200702156) is a registered tax-exempt nonprofit based in Maryland. Our AI analysis gives it a Mission Score of 92/100. It has 9 years of IRS 990 filings on record. Total revenue: $1.2M. 1 red flag identified. 5 strengths noted. Financial health grade: B.
How does The@Anne Lindsey Otenasek Charitable Foundation Inc spend its money?
The@Anne Lindsey Otenasek Charitable Foundation Inc directs 95% of its spending to programs and services. This exceeds the 65% industry benchmark.
Are donations to The@Anne Lindsey Otenasek Charitable Foundation Inc tax-deductible?
The@Anne Lindsey Otenasek Charitable Foundation Inc is registered as a tax-exempt nonprofit (EIN: 200702156). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
How does The@Anne Lindsey Otenasek Charitable Foundation Inc compare to similar nonprofits?
With a transparency score of 92/100 (Excellent), The@Anne Lindsey Otenasek Charitable Foundation Inc 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@Anne Lindsey Otenasek Charitable Foundation Inc located?
The@Anne Lindsey Otenasek Charitable Foundation Inc is headquartered in Towson, Maryland and files with the IRS under EIN 200702156. It is classified under NTEE code T20.
How many years of IRS 990 filings does The@Anne Lindsey Otenasek Charitable Foundation Inc have?
The@Anne Lindsey Otenasek Charitable Foundation Inc has 9 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 $1.2M in total revenue.
Is The Anne Lindsey Otenasek Charitable Foundation Inc a good charity?
Yes, based on the available data, it appears to be a very good charity. It maintains substantial assets ($6,895,876), consistently reports 0% officer compensation, and has minimal liabilities, indicating strong financial health and efficient use of resources for its grantmaking mission.
How does the foundation manage its expenses relative to its revenue?
The foundation's expenses have sometimes exceeded its revenue, such as in 2023 (Expenses=$448,864, Revenue=$306,816) and 2019 (Expenses=$370,578, Revenue=$179,695). However, this is typical for private foundations that may strategically disburse grants from their endowment, leading to periodic deficits in operating revenue vs. expenses, while maintaining a strong asset base.
What is the trend in the foundation's assets?
The foundation's assets have shown consistent growth over the long term, increasing from $5,557,294 in 2011 to $6,895,876 most recently, despite some year-to-year fluctuations (e.g., a dip from $7,633,963 in 2021 to $6,674,437 in 2023). This indicates a healthy and growing endowment.
Filing History
IRS 990 filing history for The@Anne Lindsey Otenasek Charitable Foundation Inc showing financial trends over 9 years of public records:
Over 9 years of IRS 990 filings (2011–2023), The@Anne Lindsey Otenasek Charitable Foundation Inc's revenue has declined by 34.6%, moving from $469K to $307K. Total assets increased by 20.1% over the same period, from $5.6M to $6.7M. Total functional expenses fell by 0.2%, from $450K to $449K. In its most recent filing year (2023), The@Anne Lindsey Otenasek Charitable Foundation Inc reported a deficit of $142K, with expenses exceeding revenue. The organization holds $1 in liabilities against $6.7M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $6.7M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $307K | $449K | $6.7M | $1 | — | View 990 |
| 2022 | $537K | $410K | $6.3M | $1 | — | View 990 |
| 2021 | $694K | $427K | $7.6M | $1 | — | View 990 |
| 2020 | $785K | $374K | $7.0M | $1 | — | View 990 |
| 2019 | $180K | $371K | $6.6M | $1 | — | — |
| 2014 | $526K | $403K | $6.5M | $0 | — | View 990 |
| 2013 | $540K | $385K | $6.6M | $0 | — | View 990 |
| 2012 | $403K | $350K | $5.8M | $0 | — | View 990 |
| 2011 | $469K | $450K | $5.6M | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $307K, expenses of $449K, and assets of $6.7M (revenue -42.8% year-over-year).
- 2022: Revenue of $537K, expenses of $410K, and assets of $6.3M (revenue -22.7% year-over-year).
- 2021: Revenue of $694K, expenses of $427K, and assets of $7.6M (revenue -11.5% year-over-year).
- 2020: Revenue of $785K, expenses of $374K, and assets of $7.0M (revenue +336.6% year-over-year).
- 2019: Revenue of $180K, expenses of $371K, and assets of $6.6M (revenue -65.8% year-over-year).
- 2014: Revenue of $526K, expenses of $403K, and assets of $6.5M (revenue -2.7% year-over-year).
- 2013: Revenue of $540K, expenses of $385K, and assets of $6.6M (revenue +34.0% year-over-year).
- 2012: Revenue of $403K, expenses of $350K, and assets of $5.8M (revenue -14.0% year-over-year).
- 2011: Revenue of $469K, expenses of $450K, and assets of $5.6M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for The@Anne Lindsey Otenasek Charitable Foundation Inc:
Data Sources and Methodology
This transparency report for The@Anne Lindsey Otenasek Charitable 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.