William A Berry Family Foundation
William A Berry Family Foundation consistently spends more than it earns, drawing down assets.
EIN: 208001242 · Oklahoma City, OK · NTEE: T20 · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $108K |
| Total Expenses | $11K |
| Program Spending | 70% |
| Net Assets | $104K |
| Transparency Score | 65/100 |
Is William A Berry Family Foundation Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
William A Berry Family Foundation directs 70% of its spending to programs. This meets the industry benchmark of 65% for efficient nonprofits.
About William A Berry Family Foundation
William A Berry Family Foundation (EIN: 208001242) is a nonprofit organization based in Oklahoma City, OK, classified under NTEE code T20. The organization reported total revenue of $108K and total assets of $110K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of William A Berry Family Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
William A Berry Family Foundation is a small nonprofit that has been operating for 19 years, with 9 years of IRS 990 filings on record (2011–2023).
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $4K |
| Total Expenses | $11K |
| Surplus / Deficit | $-6,291 |
| Total Assets | $104K |
| Total Liabilities | $1 |
| Net Assets | $104K |
| Operating Margin | -146.1% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 118.1 months |
Financial Health Grade: B
In 2023, William A Berry Family Foundation reported a deficit of $6K with expenses exceeding revenue, holds 118.1 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 | +15.3% | -7.2% | -5.7% |
| 2022 | -78.8% | +6.8% | -6.5% |
| 2021 | +411.9% | +1.4% | +6.2% |
| 2020 | +49.9% | +18.1% | -20.2% |
| 2015 | -20.4% | -25.1% | -4.5% |
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 William A Berry Family Foundation with a Mission Score of 65 out of 100 (Good). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Spending Breakdown
- admin: 30%
- programs: 70%
- fundraising: 0%
According to IRS 990 filings, William A Berry Family Foundation allocates its expenses as follows: admin: 30%, programs: 70%, fundraising: 0%. Approximately 70% goes to programs, indicating moderate mission focus.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a deficit of $6K, with expenses exceeding revenue.
- Debt-to-asset ratio: 0.0%.
Executive Compensation Analysis
The organization consistently reports 0% officer compensation across all available filings, indicating that its leadership is unpaid, which is a strong positive for minimizing administrative costs.
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 William A Berry Family Foundation's IRS 990 filings:
- Consistent annual operating deficits (expenses exceed revenue in most years, e.g., 2023, 2022, 2020, 2015, 2014, 2013, 2012, 2011).
- Declining asset base over time (from $169,666 in 2011 to $104,310 in 2023), indicating a draw-down of principal.
- Negative revenue reported in some years (e.g., -$1,327 in 2012, -$2,205 in 2011), which could indicate investment losses or accounting adjustments.
Strengths
The following positive indicators were identified for William A Berry Family Foundation:
- Zero officer compensation reported across all filings, indicating volunteer leadership and efficient use of funds for executive overhead.
- Low liabilities (consistently $0 or $1), suggesting strong financial management regarding debt.
- Consistent filing of IRS Form 990s, demonstrating transparency in reporting.
Frequently Asked Questions about William A Berry Family Foundation
Is William A Berry Family Foundation a legitimate charity?
William A Berry Family Foundation (EIN: 208001242) is a registered tax-exempt nonprofit based in Oklahoma. Our AI analysis gives it a Mission Score of 65/100. It has 9 years of IRS 990 filings on record. Total revenue: $108K. 3 red flags identified. 3 strengths noted. Financial health grade: B.
How does William A Berry Family Foundation spend its money?
William A Berry Family Foundation directs 70% of its spending to programs and services. This meets the 65% industry benchmark.
Are donations to William A Berry Family Foundation tax-deductible?
William A Berry Family Foundation is registered as a tax-exempt nonprofit (EIN: 208001242). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
How does William A Berry Family Foundation compare to similar nonprofits?
With a transparency score of 65/100 (Good), William A Berry Family Foundation 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 William A Berry Family Foundation located?
William A Berry Family Foundation is headquartered in Oklahoma City, Oklahoma and files with the IRS under EIN 208001242. It is classified under NTEE code T20.
How many years of IRS 990 filings does William A Berry Family Foundation have?
William A Berry Family Foundation 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 $108K in total revenue.
Is the William A Berry Family Foundation financially sustainable long-term?
The foundation's consistent pattern of expenses exceeding revenue (e.g., $10,598 expenses vs. $4,307 revenue in 2023) and declining assets from $169,666 in 2011 to $104,310 in 2023 suggests a gradual draw-down of its principal, which is not sustainable indefinitely without new significant contributions or improved investment returns.
What is the primary use of the foundation's funds?
Based on the available data, the foundation's funds are primarily used to cover its operating expenses and likely grantmaking, given its nature as a family foundation. Without a detailed breakdown of expenses, it's difficult to ascertain the exact proportion dedicated to program services versus administrative costs, though the consistent net loss implies significant outflows.
How does the foundation's asset base compare to its annual spending?
In 2023, the foundation had assets of $104,310 and expenses of $10,598. This indicates it holds approximately 9.8 times its annual spending in assets, providing a reasonable cushion for its current operational level, though this ratio has decreased over time as assets have declined.
Filing History
IRS 990 filing history for William A Berry Family Foundation showing financial trends over 9 years of public records:
Total assets decreased by 38.5% over the same period, from $170K to $104K. Total functional expenses rose by 82.6%, from $6K to $11K. In its most recent filing year (2023), William A Berry Family Foundation reported a deficit of $6K, with expenses exceeding revenue. The organization holds $1 in liabilities against $104K in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $104K.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $4K | $11K | $104K | $1 | — | View 990 |
| 2022 | $4K | $11K | $111K | $1 | — | — |
| 2021 | $18K | $11K | $118K | $1 | — | View 990 |
| 2020 | $3K | $11K | $111K | $1 | — | View 990 |
| 2015 | $2K | $9K | $140K | $0 | — | View 990 |
| 2014 | $3K | $12K | $146K | $0 | — | View 990 |
| 2013 | $4K | $7K | $155K | $0 | — | View 990 |
| 2012 | $-1,327 | $10K | $159K | $0 | — | View 990 |
| 2011 | $-2,205 | $6K | $170K | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $4K, expenses of $11K, and assets of $104K (revenue +15.3% year-over-year).
- 2022: Revenue of $4K, expenses of $11K, and assets of $111K (revenue -78.8% year-over-year).
- 2021: Revenue of $18K, expenses of $11K, and assets of $118K (revenue +411.9% year-over-year).
- 2020: Revenue of $3K, expenses of $11K, and assets of $111K (revenue +49.9% year-over-year).
- 2015: Revenue of $2K, expenses of $9K, and assets of $140K (revenue -20.4% year-over-year).
- 2014: Revenue of $3K, expenses of $12K, and assets of $146K (revenue -30.9% year-over-year).
- 2013: Revenue of $4K, expenses of $7K, and assets of $155K.
- 2012: Revenue of $-1,327, expenses of $10K, and assets of $159K.
- 2011: Revenue of $-2,205, expenses of $6K, and assets of $170K.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for William A Berry Family Foundation:
Data Sources and Methodology
This transparency report for William A Berry Family Foundation 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.