William And Barbara Fitzgerald Family Foundation
William And Barbara Fitzgerald Family Foundation maintains stable assets and zero officer compensation.
EIN: 203654756 · Omaha, NE · NTEE: T113 · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $526K |
| Total Expenses | $186K |
| Program Spending | 90% |
| CEO/Top Officer Pay | $4,192,600. |
| Net Assets | $3.9M |
| Transparency Score | 95/100 |
Is William And Barbara Fitzgerald Family Foundation Legit?
Appears Legitimate
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
William And Barbara Fitzgerald Family Foundation directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About William And Barbara Fitzgerald Family Foundation
William And Barbara Fitzgerald Family Foundation (EIN: 203654756) is a nonprofit organization based in Omaha, NE, classified under NTEE code T113. The organization reported total revenue of $526K and total assets of $4.2M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of William And Barbara Fitzgerald Family Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
William And Barbara Fitzgerald Family Foundation is a small nonprofit that has been operating for 19 years, with 13 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 0.4%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $188K |
| Total Expenses | $186K |
| Surplus / Deficit | +$1K |
| Total Assets | $3.9M |
| Total Liabilities | $6K |
| Net Assets | $3.9M |
| Operating Margin | 0.7% |
| Debt-to-Asset Ratio | 0.1% |
| Months of Reserves | 249.8 months |
Financial Health Grade: A
In 2023, William And Barbara Fitzgerald Family Foundation reported a surplus of $1K with revenue exceeding expenses, holds 249.8 months of operating reserves (strong position), has a debt-to-asset ratio of 0.1% (very low leverage).
Financial Trends
Over 13 years of filings (2011–2023), William And Barbara Fitzgerald Family Foundation's revenue has grown at a compound annual growth rate (CAGR) of 0.4%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +19.7% | -3.1% | +11.4% |
| 2022 | -41.3% | +80.2% | -19.3% |
| 2021 | +30.0% | +145.7% | +12.0% |
| 2020 | +230.4% | -42.6% | +13.6% |
| 2019 | -49.3% | -9.9% | +18.0% |
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 And Barbara Fitzgerald Family Foundation 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, William And Barbara Fitzgerald Family Foundation 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 $1K, with revenue exceeding expenses.
- Debt-to-asset ratio: 0.1%.
Executive Compensation Analysis
Executive compensation is consistently reported at 0% across all available filings, indicating that no salaries are paid to officers, which is highly efficient for an organization of its size with assets of $4,192,600.
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 William And Barbara Fitzgerald Family Foundation:
- Consistent 0% officer compensation, indicating high efficiency.
- Strong asset base relative to liabilities (e.g., $3,880,173 assets vs. $5,603 liabilities in 2023).
- Long history of IRS 990 filings (13 filings), demonstrating transparency and compliance.
- Stable financial health with consistent revenue generation and asset growth.
- Low administrative overhead implied by lack of officer compensation.
Frequently Asked Questions about William And Barbara Fitzgerald Family Foundation
Is William And Barbara Fitzgerald Family Foundation a legitimate charity?
Based on AI analysis of IRS 990 filings, William And Barbara Fitzgerald Family Foundation (EIN: 203654756) appears legitimate. Mission Score: 95/100. 0 red flags identified, 5 strengths noted.
How does William And Barbara Fitzgerald Family Foundation spend its money?
William And Barbara Fitzgerald Family Foundation directs 90% of its spending to programs and services. The remaining budget covers administration and fundraising costs.
Are donations to William And Barbara Fitzgerald Family Foundation tax-deductible?
William And Barbara Fitzgerald Family Foundation is registered as a tax-exempt nonprofit (EIN: 203654756). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
How much does the William And Barbara Fitzgerald Family Foundation CEO make?
William And Barbara Fitzgerald Family Foundation's highest-compensated officer earns $4,192,600. annually. The organization reported $526K in total revenue. Executive compensation data is disclosed in IRS 990 filings.
How does William And Barbara Fitzgerald Family Foundation compare to similar nonprofits?
With a transparency score of 95/100 (Excellent), William And Barbara Fitzgerald Family Foundation is above average for NTEE category T113 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is William And Barbara Fitzgerald Family Foundation located?
William And Barbara Fitzgerald Family Foundation is headquartered in Omaha, Nebraska and files with the IRS under EIN 203654756. It is classified under NTEE code T113.
How many years of IRS 990 filings does William And Barbara Fitzgerald Family Foundation have?
William And Barbara Fitzgerald Family Foundation has 13 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 $526K in total revenue.
Is the William And Barbara Fitzgerald Family Foundation a good charity?
Based on the provided data, the foundation appears to be a very good charity. It consistently reports 0% officer compensation, maintains a healthy asset-to-liability ratio, and has a strong history of financial transparency through its IRS 990 filings.
How does the foundation manage its administrative costs?
The foundation appears to manage administrative costs exceptionally well, as evidenced by the consistent reporting of 0% officer compensation. This suggests that administrative functions are likely handled by volunteers or through very low overhead, maximizing funds available for its mission.
What is the trend in the foundation's assets?
The foundation's assets have shown a general upward trend over the past several years, growing from $2,873,612 in 2018 to $3,880,173 in 2023, indicating sound financial management and growth.
Filing History
IRS 990 filing history for William And Barbara Fitzgerald Family Foundation showing financial trends over 13 years of public records:
Over 13 years of IRS 990 filings (2011–2023), William And Barbara Fitzgerald Family Foundation's revenue has grown by 5.1%, moving from $179K to $188K. Total assets increased by 60.4% over the same period, from $2.4M to $3.9M. Total functional expenses rose by 17.4%, from $159K to $186K. In its most recent filing year (2023), William And Barbara Fitzgerald Family Foundation reported a surplus of $1K, with revenue exceeding expenses. The organization holds $6K in liabilities against $3.9M in assets (debt-to-asset ratio: 0.1%), resulting in net assets of $3.9M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $188K | $186K | $3.9M | $6K | — | — |
| 2022 | $157K | $192K | $3.5M | $7K | — | View 990 |
| 2021 | $267K | $107K | $4.3M | $12K | — | View 990 |
| 2020 | $205K | $43K | $3.9M | $5K | — | — |
| 2019 | $62K | $76K | $3.4M | $10K | — | View 990 |
| 2018 | $123K | $84K | $2.9M | $5K | — | View 990 |
| 2017 | $398K | $64K | $3.2M | $5K | — | — |
| 2016 | $-19,257 | $70K | $2.8M | $25K | — | View 990 |
| 2015 | $183K | $126K | $2.7M | $44K | — | View 990 |
| 2014 | $300K | $124K | $2.9M | $84K | — | View 990 |
| 2013 | $256K | $161K | $2.9M | $113K | — | View 990 |
| 2012 | $171K | $154K | $2.4M | $0 | — | View 990 |
| 2011 | $179K | $159K | $2.4M | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $188K, expenses of $186K, and assets of $3.9M (revenue +19.7% year-over-year).
- 2022: Revenue of $157K, expenses of $192K, and assets of $3.5M (revenue -41.3% year-over-year).
- 2021: Revenue of $267K, expenses of $107K, and assets of $4.3M (revenue +30.0% year-over-year).
- 2020: Revenue of $205K, expenses of $43K, and assets of $3.9M (revenue +230.4% year-over-year).
- 2019: Revenue of $62K, expenses of $76K, and assets of $3.4M (revenue -49.3% year-over-year).
- 2018: Revenue of $123K, expenses of $84K, and assets of $2.9M (revenue -69.2% year-over-year).
- 2017: Revenue of $398K, expenses of $64K, and assets of $3.2M.
- 2016: Revenue of $-19,257, expenses of $70K, and assets of $2.8M (revenue -110.5% year-over-year).
- 2015: Revenue of $183K, expenses of $126K, and assets of $2.7M (revenue -39.1% year-over-year).
- 2014: Revenue of $300K, expenses of $124K, and assets of $2.9M (revenue +17.1% year-over-year).
- 2013: Revenue of $256K, expenses of $161K, and assets of $2.9M (revenue +49.6% year-over-year).
- 2012: Revenue of $171K, expenses of $154K, and assets of $2.4M (revenue -4.1% year-over-year).
- 2011: Revenue of $179K, expenses of $159K, and assets of $2.4M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for William And Barbara Fitzgerald Family Foundation:
Data Sources and Methodology
This transparency report for William And Barbara Fitzgerald 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.