Theodore H Barth Foundation Inc

Theodore H Barth Foundation maintains strong asset base with zero executive compensation and minimal liabilities.

EIN: 136103401 · New York, NY · NTEE: B82 · Updated: 2026-03-28

$12.4MRevenue
$19.4MAssets
92/100Mission Score (Excellent)
B82
Theodore H Barth Foundation Inc Financial Summary
MetricValue
Total Revenue$12.4M
Total Expenses$1.6M
Program Spending95%
Net Assets$19.0M
Transparency Score92/100

Is Theodore H Barth Foundation Inc Legit?

Some Concerns

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
1 FoundRed Flags

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

Theodore H Barth Foundation Inc directs 95% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Theodore H Barth Foundation Inc

Theodore H Barth Foundation Inc (EIN: 136103401) is a nonprofit organization based in New York, NY, classified under NTEE code B82. The organization reported total revenue of $12.4M and total assets of $19.4M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Theodore H Barth Foundation Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

26Years Operating
LargeSize Classification
10Years of Filings
MixedRevenue Trajectory

Theodore H Barth Foundation Inc is a large nonprofit that has been operating for 26 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 8.0%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$2.6M
Total Expenses$1.6M
Surplus / Deficit+$1.1M
Total Assets$19.0M
Total Liabilities$1
Net Assets$19.0M
Operating Margin40.3%
Debt-to-Asset Ratio0.0%
Months of Reserves145.3 months

Financial Health Grade: A

In 2023, Theodore H Barth Foundation Inc reported a surplus of $1.1M with revenue exceeding expenses, holds 145.3 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), Theodore H Barth Foundation Inc's revenue has grown at a compound annual growth rate (CAGR) of 8.0%.

YearRevenue ChangeExpense ChangeAsset Change
2022-120.2%-7.5%-9.1%
2021+54.4%+10.0%+1.2%
2020-1.2%+1.9%-2.8%
2019-56.5%+6.0%-4.1%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date2000

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

AI Transparency Report

The Theodore H Barth Foundation Inc demonstrates consistent financial stability with substantial assets, averaging over $20 million in assets across its filing history, and $18,989,111 in the latest 2023 period. The organization consistently spends less than its revenue in most years, as seen in 2023 where revenue was $2,626,033 against expenses of $1,568,581, indicating prudent financial management. However, the negative revenue reported in 2022 ($-322,496) warrants further investigation to understand its nature, though it did not significantly impact overall asset levels. The foundation's liabilities are consistently minimal, often reported as $1, which is a strong indicator of financial health and low debt burden. The foundation's spending efficiency appears high, as it operates with zero reported officer compensation across all available filings, suggesting that administrative costs related to executive salaries are non-existent. This structure likely allows a greater proportion of funds to be directed towards its programmatic goals. Given its NTEE code B82 (Foundations, Grantmaking), its primary function is likely grantmaking, which inherently has a high program spending ratio. The consistent asset base and low liabilities further support its capacity for sustained philanthropic activity. Transparency is generally good, with consistent IRS 990 filings available over a decade. The lack of officer compensation is a notable positive for transparency and efficiency. While specific program spending details aren't provided in the summary data, the overall financial picture suggests a well-managed entity focused on its mission, with a very lean operational structure. The consistent asset base, despite fluctuations in annual revenue, indicates a well-endowed foundation capable of long-term impact.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Theodore H Barth 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, Theodore H Barth 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:

$2.6MTotal Revenue
$1.6MTotal Expenses
$19.0MTotal Assets
$1Total Liabilities
$19.0MNet Assets
  • The organization reported a surplus of $1.1M, with revenue exceeding expenses.
  • Debt-to-asset ratio: 0.0%.

Executive Compensation Analysis

The organization consistently reports 0% officer compensation across all available filings, indicating an extremely lean administrative structure with no executive salaries, which is highly unusual for an organization of its asset 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 Theodore H Barth Foundation Inc's IRS 990 filings:

  • Negative revenue reported in 2022 without immediate explanation in summary data.

Strengths

The following positive indicators were identified for Theodore H Barth Foundation Inc:

  • Consistent and substantial asset base (e.g., $18,989,111 in 2023).
  • Zero reported officer compensation across all filings, indicating high operational efficiency.
  • Extremely low liabilities (often $1), demonstrating strong financial health.
  • Expenses consistently below revenue in most periods, indicating sound financial management.
  • Long history of consistent IRS 990 filings, suggesting good transparency.

Frequently Asked Questions about Theodore H Barth Foundation Inc

Is Theodore H Barth Foundation Inc a legitimate charity?

Theodore H Barth Foundation Inc (EIN: 136103401) is a registered tax-exempt nonprofit based in New York. Our AI analysis gives it a Mission Score of 92/100. It has 10 years of IRS 990 filings on record. Total revenue: $12.4M. 1 red flag identified. 5 strengths noted. Financial health grade: A.

How does Theodore H Barth Foundation Inc spend its money?

Theodore H Barth Foundation Inc directs 95% of its spending to programs and services. This exceeds the 65% industry benchmark.

Are donations to Theodore H Barth Foundation Inc tax-deductible?

Theodore H Barth Foundation Inc is registered as a tax-exempt nonprofit (EIN: 136103401). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

How does Theodore H Barth Foundation Inc compare to similar nonprofits?

With a transparency score of 92/100 (Excellent), Theodore H Barth Foundation Inc is above average for NTEE category B82 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.

Where is Theodore H Barth Foundation Inc located?

Theodore H Barth Foundation Inc is headquartered in New York, New York and files with the IRS under EIN 136103401. It is classified under NTEE code B82.

How many years of IRS 990 filings does Theodore H Barth Foundation Inc have?

Theodore H Barth 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 $12.4M in total revenue.

How does the Theodore H Barth Foundation Inc manage to operate with 0% officer compensation?

The consistent reporting of 0% officer compensation suggests that the foundation may be entirely volunteer-run at the executive level, or that executive services are provided pro bono, or through an affiliated entity not reflected in this specific filing's officer compensation section. This is a significant factor in its operational efficiency.

What caused the negative revenue reported in 2022?

The negative revenue of $-322,496 in 2022 could be due to investment losses, significant asset write-downs, or a return of grants/contributions. Further examination of the detailed 990 filing for that period would be necessary to pinpoint the exact cause.

What is the primary focus of the foundation's grantmaking activities?

Based on the NTEE code B82 (Foundations, Grantmaking), the organization's primary focus is likely providing grants to other non-profit organizations. The specific areas of grantmaking would require reviewing the detailed 990 schedules.

Filing History

IRS 990 filing history for Theodore H Barth Foundation Inc showing financial trends over 10 years of public records:

Over 10 years of IRS 990 filings (2011–2023), Theodore H Barth Foundation Inc's revenue has grown by 153.1%, moving from $1.0M to $2.6M. Total assets decreased by 9.3% over the same period, from $20.9M to $19.0M. Total functional expenses rose by 1.3%, from $1.5M to $1.6M. In its most recent filing year (2023), Theodore H Barth Foundation Inc reported a surplus of $1.1M, with revenue exceeding expenses. The organization holds $1 in liabilities against $19.0M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $19.0M.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $2.6M $1.6M $19.0M $1 View 990
2022 $-322,496 $1.6M $18.6M $1 View 990
2021 $1.6M $1.7M $20.5M $1 View 990
2020 $1.0M $1.5M $20.3M $1 View 990
2019 $1.0M $1.5M $20.9M $1 View 990
2015 $2.4M $1.4M $21.8M $0 View 990
2014 $1.5M $1.4M $20.8M $0 View 990
2013 $1.3M $1.4M $20.7M $0 View 990
2012 $1.4M $1.5M $20.9M $660 View 990
2011 $1.0M $1.5M $20.9M $5K View 990

Year-by-Year Financial Summary

  • 2023: Revenue of $2.6M, expenses of $1.6M, and assets of $19.0M.
  • 2022: Revenue of $-322,496, expenses of $1.6M, and assets of $18.6M (revenue -120.2% year-over-year).
  • 2021: Revenue of $1.6M, expenses of $1.7M, and assets of $20.5M (revenue +54.4% year-over-year).
  • 2020: Revenue of $1.0M, expenses of $1.5M, and assets of $20.3M (revenue -1.2% year-over-year).
  • 2019: Revenue of $1.0M, expenses of $1.5M, and assets of $20.9M (revenue -56.5% year-over-year).
  • 2015: Revenue of $2.4M, expenses of $1.4M, and assets of $21.8M (revenue +63.3% year-over-year).
  • 2014: Revenue of $1.5M, expenses of $1.4M, and assets of $20.8M (revenue +16.5% year-over-year).
  • 2013: Revenue of $1.3M, expenses of $1.4M, and assets of $20.7M (revenue -10.7% year-over-year).
  • 2012: Revenue of $1.4M, expenses of $1.5M, and assets of $20.9M (revenue +36.7% year-over-year).
  • 2011: Revenue of $1.0M, expenses of $1.5M, and assets of $20.9M.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Theodore H Barth 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 Theodore H Barth 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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