Extreme volatility in revenue and assets over the past five years, culminating in $0 in the latest filing.
Lack of an NTEE code, making it difficult to understand the organization's specific mission area.
Unclear operational status given the latest financial report of zero activity.
Strengths
Consistently reports 0% officer compensation, indicating no executive salaries.
No reported liabilities across all filing periods, suggesting sound financial management regarding debt.
Significant assets and revenue reported in 2015 ($4,085,457 in assets, $5,634,075 in revenue) demonstrate capacity for substantial charitable activity at one point.
Spending Breakdown
How Herdrich 1985 Charitable Trust allocates its funds across programs, administration, and fundraising.
90%
Program Spending
Healthy — majority goes to mission
10%
Admin Costs
Reasonable — admin costs in check
0%
Fundraising
Within typical range
How to read this: Well-run charities typically spend 75% or more on programs, keep admin under 25%, and fundraising under 15%. A high program ratio means more of every dollar goes directly to the mission.
How to Interpret This Report
What Red Flags Mean
Red flags are potential warning signs identified by AI analysis of IRS 990 filings. They may indicate issues like declining revenue, high executive pay relative to program spending, lack of transparency, or governance concerns. A single red flag does not necessarily mean an organization is untrustworthy, but multiple flags warrant further investigation before donating.
What Mission Score Measures
The Mission Score (0-100) evaluates how effectively a nonprofit fulfills its stated purpose. It combines multiple factors: program spending efficiency (how much goes to programs vs. overhead), financial health and sustainability, governance quality, transparency in reporting, and consistency of operations over time. A score of 70+ indicates strong alignment with the organization’s mission.
Using This Data for Donation Decisions
Use this report as one input in your decision. Look at the overall Mission Score for a quick assessment, review red flags and strengths for specific concerns, check the spending breakdown to see where money goes, and compare executive compensation to the organization’s size. Consider viewing the full transparency report for deeper analysis, and always verify tax-exempt status with the IRS before making large donations.
Frequently Asked Questions about Herdrich 1985 Charitable Trust
Is Herdrich 1985 Charitable Trust a legitimate charity?
Based on AI analysis of IRS 990 filings, Herdrich 1985 Charitable Trust (EIN: 136855419) appears trustworthy. Mission Score: 70/100. 3 red flags identified, 3 strengths noted.
Is Herdrich 1985 Charitable Trust a good charity to donate to?
Herdrich 1985 Charitable Trust has a Mission Score of 70/100. Revenue: $0. Assets: $0. Review the full transparency report for detailed spending breakdown and executive compensation analysis.
What is the EIN for Herdrich 1985 Charitable Trust?
The Employer Identification Number (EIN) for Herdrich 1985 Charitable Trust is 136855419. This is the unique tax ID assigned by the IRS.
What is a Mission Score?
The Mission Score is a 0-100 rating that measures how effectively a nonprofit fulfills its stated mission. It factors in program spending efficiency, financial transparency, governance practices, and outcome reporting. Scores above 70 indicate strong mission alignment, 40-69 suggest mixed performance, and below 40 signals potential concerns.
How does Herdrich 1985 Charitable Trust spend its money?
Herdrich 1985 Charitable Trust allocates 90% to programs, 10% to administration, and 0% to fundraising. Healthy nonprofits typically spend 75%+ on programs.
How can I verify Herdrich 1985 Charitable Trust's tax-exempt status?
You can verify Herdrich 1985 Charitable Trust's tax-exempt status using EIN 136855419 on the IRS Tax Exempt Organization Search (TEOS) at apps.irs.gov/app/eos. You can also request copies of their Form 990 directly from the organization, as they are required by law to provide them upon request.
AI Transparency Report
The Herdrich 1985 Charitable Trust exhibits inconsistent financial activity over the past five years. While the latest filing shows $0 in revenue and assets, the 2015 period reported a significant revenue of $5,634,075, which then dropped sharply in subsequent years. This volatility, coupled with the current zero revenue and assets, suggests the trust may be winding down or has significantly altered its operational model. The trust consistently reports $0 in liabilities and officer compensation, indicating a lean administrative structure and no direct compensation to officers, which is a positive sign for donor confidence regarding executive pay.
Spending efficiency is difficult to fully assess without a detailed breakdown of program, administrative, and fundraising expenses. However, given the nature of a charitable trust, it's common for a high percentage of expenses to be direct distributions. The substantial revenue in 2015, followed by much lower expenses ($446,336), suggests a significant portion of funds were retained or invested, rather than immediately disbursed. The lack of detailed expense categories in the provided data limits a precise efficiency analysis.
Transparency is generally good regarding the availability of 990 filings and the clear reporting of zero officer compensation. However, the absence of an NTEE code and the dramatic fluctuations in revenue and assets without further context could raise questions for potential donors or beneficiaries. A clearer explanation of the trust's current status, especially with the latest $0 revenue and assets, would enhance its overall transparency.