Zumbro Family Foundation
Zumbro Family Foundation shows historical asset growth and no officer compensation, but current financial status is unclear.
EIN: 202302435 · Murray, UT · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Expenses | $23K |
| Program Spending | 80% |
| Net Assets | $287K |
| Transparency Score | 75/100 |
Is Zumbro Family Foundation Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Zumbro Family Foundation directs 80% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Zumbro Family Foundation
Zumbro Family Foundation (EIN: 202302435) is a nonprofit organization based in Murray, UT. The organization reported total revenue of $0 and total assets of $0 according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Zumbro Family Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Zumbro Family Foundation is a micro nonprofit, with 5 years of IRS 990 filings on record (2011–2015). Revenue has grown at a compound annual rate of 37.6%.
Key Financial Metrics (2015)
From the most recent IRS 990 filing on record:
| Total Revenue | $99K |
| Total Expenses | $23K |
| Surplus / Deficit | +$76K |
| Total Assets | $287K |
| Total Liabilities | $1 |
| Net Assets | $287K |
| Operating Margin | 76.4% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 147.0 months |
Financial Health Grade: A
In 2015, Zumbro Family Foundation reported a surplus of $76K with revenue exceeding expenses, holds 147.0 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).
Financial Trends
Over 5 years of filings (2011–2015), Zumbro Family Foundation's revenue has grown at a compound annual growth rate (CAGR) of 37.6%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2015 | +153.3% | +22.4% | +35.9% |
| 2014 | +29.6% | +30.8% | +10.5% |
| 2013 | +7.0% | +16.0% | +8.8% |
| 2012 | +2.0% | +31.7% | +9.7% |
AI Transparency Report
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Zumbro Family Foundation with a Mission Score of 75 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: 15%
- programs: 80%
- fundraising: 5%
According to IRS 990 filings, Zumbro Family Foundation allocates its expenses as follows: admin: 15%, programs: 80%, fundraising: 5%. With 80% directed toward programs, this reflects a strong commitment to its charitable mission.
Key Financial Metrics (2015)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $76K, with revenue exceeding expenses.
- Debt-to-asset ratio: 0.0%.
Executive Compensation Analysis
Executive compensation has consistently been reported as 0% of expenses across all available historical filings, indicating that the foundation's leadership is unpaid, which is a positive for minimizing administrative overhead.
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 Zumbro Family Foundation's IRS 990 filings:
- Latest financial data shows $0 revenue and assets, raising questions about current operational status.
- NTEE code is unknown, making it difficult to benchmark against similar organizations.
Strengths
The following positive indicators were identified for Zumbro Family Foundation:
- Consistent historical asset growth, from $160,029 in 2011 to $286,804 in 2015, demonstrating financial stability.
- No officer compensation reported across all filings, indicating efficient use of funds for administrative costs.
- Very low liabilities ($1 consistently reported), suggesting a strong balance sheet and minimal debt.
Frequently Asked Questions about Zumbro Family Foundation
Is Zumbro Family Foundation a legitimate charity?
Zumbro Family Foundation (EIN: 202302435) is a registered tax-exempt nonprofit based in Utah. Our AI analysis gives it a Mission Score of 75/100. It has 5 years of IRS 990 filings on record. 2 red flags identified. 3 strengths noted. Financial health grade: A.
How does Zumbro Family Foundation spend its money?
Zumbro Family Foundation directs 80% of its spending to programs and services. Fundraising costs 5%. This exceeds the 65% industry benchmark.
Are donations to Zumbro Family Foundation tax-deductible?
Zumbro Family Foundation is registered as a tax-exempt nonprofit (EIN: 202302435). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
What percentage of Zumbro Family Foundation's spending goes to programs?
Zumbro Family Foundation directs 80% to programs, 5% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.
Where is Zumbro Family Foundation located?
Zumbro Family Foundation is headquartered in Murray, Utah and files with the IRS under EIN 202302435.
How many years of IRS 990 filings does Zumbro Family Foundation have?
Zumbro Family Foundation has 5 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends.
What is the Zumbro Family Foundation's current operational status given the latest reported $0 revenue and assets?
The provided data shows $0 for latest revenue and assets, which could indicate a reporting lag, a change in operational status, or that the foundation is no longer active. Further investigation into more recent filings would be necessary.
What are the specific programs or grants funded by the Zumbro Family Foundation?
The provided IRS 990 summary data does not detail specific programs or grants. A deeper dive into the full 990 forms would be required to understand their programmatic activities.
How does the foundation manage to operate with no officer compensation?
The consistent 0% officer compensation suggests that the foundation is either run by volunteers, or its operational structure does not involve paid officers, which is common for smaller family foundations.
Filing History
IRS 990 filing history for Zumbro Family Foundation showing financial trends over 5 years of public records:
Over 5 years of IRS 990 filings (2011–2015), Zumbro Family Foundation's revenue has grown by 258.4%, moving from $28K to $99K. Total assets increased by 79.2% over the same period, from $160K to $287K. Total functional expenses rose by 144.3%, from $10K to $23K. In its most recent filing year (2015), Zumbro Family Foundation reported a surplus of $76K, with revenue exceeding expenses. The organization holds $1 in liabilities against $287K in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $287K.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2015 | $99K | $23K | $287K | $1 | — | View 990 |
| 2014 | $39K | $19K | $211K | $1 | — | View 990 |
| 2013 | $30K | $15K | $191K | $1 | — | View 990 |
| 2012 | $28K | $13K | $176K | $1 | — | View 990 |
| 2011 | $28K | $10K | $160K | $1 | — | View 990 |
Year-by-Year Financial Summary
- 2015: Revenue of $99K, expenses of $23K, and assets of $287K (revenue +153.3% year-over-year).
- 2014: Revenue of $39K, expenses of $19K, and assets of $211K (revenue +29.6% year-over-year).
- 2013: Revenue of $30K, expenses of $15K, and assets of $191K (revenue +7.0% year-over-year).
- 2012: Revenue of $28K, expenses of $13K, and assets of $176K (revenue +2.0% year-over-year).
- 2011: Revenue of $28K, expenses of $10K, and assets of $160K.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Zumbro Family Foundation:
Data Sources and Methodology
This transparency report for Zumbro 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.