Wattenberg Scholarship Fund

Wattenberg Scholarship Fund consistently operates with stable expenses and zero officer compensation, maintaining a healthy asset base despite fluctuating revenues.

EIN: 204781876 · Medford, OR · NTEE: B82 · Updated: 2026-03-28

$66KRevenue
$250KAssets
95/100Mission Score (Excellent)
B82
Wattenberg Scholarship Fund Financial Summary
MetricValue
Total Revenue$66K
Total Expenses$18K
Program Spending90%
Net Assets$259K
Transparency Score95/100

Is Wattenberg Scholarship Fund Legit?

Appears Legitimate

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
NoneRed Flags

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

Wattenberg Scholarship Fund directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Wattenberg Scholarship Fund

Wattenberg Scholarship Fund (EIN: 204781876) is a nonprofit organization based in Medford, OR, classified under NTEE code B82. The organization reported total revenue of $66K and total assets of $250K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Wattenberg Scholarship Fund's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

18Years Operating
MicroSize Classification
10Years of Filings
MixedRevenue Trajectory

Wattenberg Scholarship Fund is a micro nonprofit that has been operating for 18 years, with 10 years of IRS 990 filings on record (2012–2024). Revenue has grown at a compound annual rate of -0.9%.

Key Financial Metrics (2024)

From the most recent IRS 990 filing on record:

Total Revenue$11K
Total Expenses$18K
Surplus / Deficit$-6,837
Total Assets$259K
Total Liabilities$1
Net Assets$259K
Operating Margin-63.4%
Debt-to-Asset Ratio0.0%
Months of Reserves176.5 months

Financial Health Grade: B

In 2024, Wattenberg Scholarship Fund reported a deficit of $7K with expenses exceeding revenue, holds 176.5 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 (2012–2024), Wattenberg Scholarship Fund's revenue has declined at a compound annual growth rate (CAGR) of -0.9%.

YearRevenue ChangeExpense ChangeAsset Change
2024+35.6%-12.1%+7.3%
2023-63.3%+11.8%-12.7%
2022+139.1%+4.0%-2.4%
2021-8.2%-1.4%+26.3%
2020-22.9%+4.8%-13.6%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date2008

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

AI Transparency Report

The Wattenberg Scholarship Fund demonstrates consistent financial activity over the past decade, primarily focused on scholarship distribution. While the organization's revenue has fluctuated, ranging from a low of $7,949 in 2023 to a high of $40,573 in 2014, its expenses have remained relatively stable, typically between $16,000 and $20,000 annually. This indicates a predictable operational cost structure. The fund maintains a healthy asset base, consistently above $224,000, with current assets at $250,364, suggesting good long-term stability for its mission. The organization's liabilities are consistently reported as minimal ($0 or $1), which is a strong indicator of financial health and low debt burden. Spending efficiency appears to be high, given the consistent expenses and the nature of a scholarship fund where most expenditures directly support program services. The absence of officer compensation across all reported periods is a significant positive for efficiency and donor confidence, as all funds can be directed towards the mission. The organization's transparency is bolstered by its consistent filing of IRS Form 990s, providing a clear historical record of its financial operations. The stability in assets and minimal liabilities further contribute to a positive assessment of its financial management. Overall, the Wattenberg Scholarship Fund appears to be a well-managed, financially stable organization with a clear focus on its program services. Its consistent asset base, low liabilities, and zero officer compensation reflect a commitment to maximizing resources for its scholarship recipients. The fluctuations in revenue suggest reliance on varying donation levels, but the consistent expense management indicates a prudent approach to spending.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Wattenberg Scholarship Fund with a Mission Score of 95 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, Wattenberg Scholarship Fund 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 (2024)

From the most recent IRS 990 filing on record:

$11KTotal Revenue
$18KTotal Expenses
$259KTotal Assets
$1Total Liabilities
$259KNet Assets
  • The organization reported a deficit of $7K, with expenses exceeding revenue.
  • Debt-to-asset ratio: 0.0%.

Executive Compensation Analysis

Executive compensation is consistently reported as 0% across all available filings, indicating that the organization's leadership is unpaid, which is highly commendable for a nonprofit of its size and mission.

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 Wattenberg Scholarship Fund:

  • Zero officer compensation across all reported periods, maximizing funds for programs.
  • Consistent and stable asset base (e.g., $250,364 currently), indicating financial stability.
  • Minimal liabilities ($0 or $1), demonstrating strong financial health and no debt burden.
  • Consistent expense management, typically between $16,000-$20,000 annually, showing fiscal discipline.
  • Clear program focus as a scholarship fund, with expenditures directly supporting its mission.

Frequently Asked Questions about Wattenberg Scholarship Fund

Is Wattenberg Scholarship Fund a legitimate charity?

Wattenberg Scholarship Fund (EIN: 204781876) is a registered tax-exempt nonprofit based in Oregon. Our AI analysis gives it a Mission Score of 95/100. It has 10 years of IRS 990 filings on record. Total revenue: $66K. No red flags identified. 5 strengths noted. Financial health grade: B.

How does Wattenberg Scholarship Fund spend its money?

Wattenberg Scholarship Fund directs 90% of its spending to programs and services. This exceeds the 65% industry benchmark.

Are donations to Wattenberg Scholarship Fund tax-deductible?

Wattenberg Scholarship Fund is registered as a tax-exempt nonprofit (EIN: 204781876). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

How does Wattenberg Scholarship Fund compare to similar nonprofits?

With a transparency score of 95/100 (Excellent), Wattenberg Scholarship Fund 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 Wattenberg Scholarship Fund located?

Wattenberg Scholarship Fund is headquartered in Medford, Oregon and files with the IRS under EIN 204781876. It is classified under NTEE code B82.

How many years of IRS 990 filings does Wattenberg Scholarship Fund have?

Wattenberg Scholarship Fund 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 $66K in total revenue.

Is Wattenberg Scholarship Fund a good charity?

Based on the financial data, the Wattenberg Scholarship Fund appears to be a very good charity. It consistently reports 0% officer compensation, maintains a stable asset base (e.g., $250,364 currently), and has minimal liabilities, suggesting efficient use of funds directly for its mission.

How does the organization manage its expenses?

The organization manages its expenses very consistently, typically spending between $16,000 and $20,000 annually, even with fluctuating revenues. This indicates a disciplined approach to budgeting and operational costs.

What is the trend in the organization's revenue?

The organization's revenue has fluctuated significantly over the years, from a low of $7,949 in 2023 to a high of $40,573 in 2014, and $10,779 in 2024. This suggests a reliance on varying levels of donations or investment income.

Does the organization have any debt?

No, the organization consistently reports minimal liabilities, often $0 or $1, indicating it operates without significant debt.

Filing History

IRS 990 filing history for Wattenberg Scholarship Fund showing financial trends over 10 years of public records:

Over 10 years of IRS 990 filings (2012–2024), Wattenberg Scholarship Fund's revenue has declined by 10.3%, moving from $12K to $11K. Total assets decreased by 5.9% over the same period, from $275K to $259K. Total functional expenses rose by 5.2%, from $17K to $18K. In its most recent filing year (2024), Wattenberg Scholarship Fund reported a deficit of $7K, with expenses exceeding revenue. The organization holds $1 in liabilities against $259K in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $259K.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2024 $11K $18K $259K $1
2023 $8K $20K $241K $1
2022 $22K $18K $276K $1
2021 $9K $17K $283K $1 View 990
2020 $10K $17K $224K $0 View 990
2016 $13K $17K $259K $0 View 990
2015 $19K $18K $281K $0 View 990
2014 $41K $17K $287K $0 View 990
2013 $10K $19K $280K $0 View 990
2012 $12K $17K $275K $0 View 990

Year-by-Year Financial Summary

  • 2024: Revenue of $11K, expenses of $18K, and assets of $259K (revenue +35.6% year-over-year).
  • 2023: Revenue of $8K, expenses of $20K, and assets of $241K (revenue -63.3% year-over-year).
  • 2022: Revenue of $22K, expenses of $18K, and assets of $276K (revenue +139.1% year-over-year).
  • 2021: Revenue of $9K, expenses of $17K, and assets of $283K (revenue -8.2% year-over-year).
  • 2020: Revenue of $10K, expenses of $17K, and assets of $224K (revenue -22.9% year-over-year).
  • 2016: Revenue of $13K, expenses of $17K, and assets of $259K (revenue -32.3% year-over-year).
  • 2015: Revenue of $19K, expenses of $18K, and assets of $281K (revenue -53.4% year-over-year).
  • 2014: Revenue of $41K, expenses of $17K, and assets of $287K (revenue +305.1% year-over-year).
  • 2013: Revenue of $10K, expenses of $19K, and assets of $280K (revenue -16.6% year-over-year).
  • 2012: Revenue of $12K, expenses of $17K, and assets of $275K.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Wattenberg Scholarship Fund:

2024 Filing 2023 Filing 2022 Filing 2021 Filing 2020 Filing 2016 Filing 2015 Filing 2014 Filing 2013 Filing 2012 Filing

Data Sources and Methodology

This transparency report for Wattenberg Scholarship 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.

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