Treffert Family Foundation Inc
Treffert Family Foundation maintains strong assets and minimal liabilities with no reported officer compensation.
EIN: 203995376 · Brookfield, WI · NTEE: T20 · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $1.6M |
| Total Expenses | $469K |
| Program Spending | 90% |
| Net Assets | $6.5M |
| Transparency Score | 92/100 |
Is Treffert Family Foundation Inc Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Treffert Family Foundation Inc directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Treffert Family Foundation Inc
Treffert Family Foundation Inc (EIN: 203995376) is a nonprofit organization based in Brookfield, WI, classified under NTEE code T20. The organization reported total revenue of $1.6M and total assets of $6.3M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Treffert Family Foundation Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Treffert 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).
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $2.9M |
| Total Expenses | $469K |
| Surplus / Deficit | +$2.4M |
| Total Assets | $6.5M |
| Total Liabilities | $1 |
| Net Assets | $6.5M |
| Operating Margin | 83.8% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 167.0 months |
Financial Health Grade: A
In 2023, Treffert Family Foundation Inc reported a surplus of $2.4M with revenue exceeding expenses, holds 167.0 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).
Financial Trends
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +82.3% | -31.3% | +9.0% |
| 2022 | -27.0% | +1015.8% | -10.8% |
| 2021 | +588.2% | -85.6% | +23.8% |
| 2020 | -39.5% | +18.3% | -8.5% |
| 2019 | -66.8% | -70.3% | +20.2% |
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 Treffert Family 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: 10%
- programs: 90%
- fundraising: 0%
According to IRS 990 filings, Treffert Family 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:
- The organization reported a surplus of $2.4M, with revenue exceeding expenses.
- Debt-to-asset ratio: 0.0%.
Executive Compensation Analysis
Executive compensation is reported as 0% across all available filings, indicating that the organization's leadership is either entirely volunteer-based or compensated through mechanisms not classified as officer compensation, which is highly favorable for donor confidence.
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 Treffert Family Foundation Inc's IRS 990 filings:
- Significant year-to-year revenue volatility, making long-term program planning potentially challenging.
- Lack of detailed program spending breakdown in the provided data, making it difficult to assess direct impact.
Strengths
The following positive indicators were identified for Treffert Family Foundation Inc:
- Zero reported officer compensation across all filings, indicating high efficiency and volunteer leadership.
- Consistently low liabilities ($1) demonstrating strong financial stability and minimal debt.
- Significant asset growth, from $1,055,484 in 201111 to $6,527,382 in 202311, building long-term capacity.
- Very low expense ratios in several periods (e.g., $61,140 expenses on $2,174,068 revenue in 202111), suggesting efficient operations.
Frequently Asked Questions about Treffert Family Foundation Inc
Is Treffert Family Foundation Inc a legitimate charity?
Treffert Family Foundation Inc (EIN: 203995376) is a registered tax-exempt nonprofit based in Wisconsin. Our AI analysis gives it a Mission Score of 92/100. It has 10 years of IRS 990 filings on record. Total revenue: $1.6M. 2 red flags identified. 4 strengths noted. Financial health grade: A.
How does Treffert Family Foundation Inc spend its money?
Treffert Family Foundation Inc directs 90% of its spending to programs and services. This exceeds the 65% industry benchmark.
Are donations to Treffert Family Foundation Inc tax-deductible?
Treffert Family Foundation Inc is registered as a tax-exempt nonprofit (EIN: 203995376). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
How does Treffert Family Foundation Inc compare to similar nonprofits?
With a transparency score of 92/100 (Excellent), Treffert Family 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 Treffert Family Foundation Inc located?
Treffert Family Foundation Inc is headquartered in Brookfield, Wisconsin and files with the IRS under EIN 203995376. It is classified under NTEE code T20.
How many years of IRS 990 filings does Treffert Family Foundation Inc have?
Treffert 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 $1.6M in total revenue.
What are the specific programmatic activities funded by the Treffert Family Foundation?
The provided data does not detail specific programmatic activities, only financial aggregates. Further investigation into their 990-PF or public statements would be needed to understand their grantmaking or direct program engagement.
How does the foundation manage its significant revenue fluctuations?
The foundation's revenue has varied significantly, from -$2,973 in 201111 to $2,891,645 in 202311. This suggests a reliance on investment income or large, infrequent donations, which could lead to unpredictable funding for programs if not managed with a robust endowment strategy.
What is the reason for the consistently low reported liabilities of $1?
The consistent reporting of $1 in liabilities across all filings indicates an extremely low debt burden and strong financial solvency, suggesting the foundation operates primarily on its assets and current revenue without significant borrowing.
Filing History
IRS 990 filing history for Treffert Family Foundation Inc showing financial trends over 10 years of public records:
Total assets increased by 518.4% over the same period, from $1.1M to $6.5M. Total functional expenses rose by 672.7%, from $61K to $469K. In its most recent filing year (2023), Treffert Family Foundation Inc reported a surplus of $2.4M, with revenue exceeding expenses. The organization holds $1 in liabilities against $6.5M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $6.5M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $2.9M | $469K | $6.5M | $1 | — | View 990 |
| 2022 | $1.6M | $682K | $6.0M | $1 | — | View 990 |
| 2021 | $2.2M | $61K | $6.7M | $1 | — | View 990 |
| 2020 | $316K | $423K | $5.4M | $1 | — | — |
| 2019 | $522K | $358K | $5.9M | $1 | — | — |
| 2015 | $1.6M | $1.2M | $4.9M | $1 | — | View 990 |
| 2014 | $2.2M | $105K | $5.0M | $1 | — | View 990 |
| 2013 | $1.8M | $29K | $2.9M | $1 | — | View 990 |
| 2012 | $59K | $18K | $1.1M | $1 | — | View 990 |
| 2011 | $-2,973 | $61K | $1.1M | $1 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $2.9M, expenses of $469K, and assets of $6.5M (revenue +82.3% year-over-year).
- 2022: Revenue of $1.6M, expenses of $682K, and assets of $6.0M (revenue -27.0% year-over-year).
- 2021: Revenue of $2.2M, expenses of $61K, and assets of $6.7M (revenue +588.2% year-over-year).
- 2020: Revenue of $316K, expenses of $423K, and assets of $5.4M (revenue -39.5% year-over-year).
- 2019: Revenue of $522K, expenses of $358K, and assets of $5.9M (revenue -66.8% year-over-year).
- 2015: Revenue of $1.6M, expenses of $1.2M, and assets of $4.9M (revenue -28.2% year-over-year).
- 2014: Revenue of $2.2M, expenses of $105K, and assets of $5.0M (revenue +22.9% year-over-year).
- 2013: Revenue of $1.8M, expenses of $29K, and assets of $2.9M (revenue +2925.5% year-over-year).
- 2012: Revenue of $59K, expenses of $18K, and assets of $1.1M.
- 2011: Revenue of $-2,973, expenses of $61K, and assets of $1.1M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Treffert Family Foundation Inc:
Data Sources and Methodology
This transparency report for Treffert 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.