Is James And Katherine Moler Charitable Trust Legit?
Quick charity verification for James And Katherine Moler Charitable Trust (EIN: 202120645)
Verdict: James And Katherine Moler Charitable Trust shows mixed signals
65/100Mission Score
$200KRevenue
$2.3MAssets
2Red Flags
3Strengths
Red Flags
Consistent deficit spending, with expenses regularly exceeding revenue (e.g., 202309: $207,047 expenses vs. $73,415 revenue).
Declining asset base over the past decade, from over $3.1 million to $2.3 million.
Strengths
Zero officer compensation reported across all filings, indicating highly efficient executive management.
Very low liabilities consistently reported, often $1, suggesting strong financial control over debt.
Maintains a substantial asset base of over $2.2 million, providing a buffer despite deficit spending.
Spending Breakdown
How James And Katherine Moler 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 James And Katherine Moler Charitable Trust
Is James And Katherine Moler Charitable Trust a legitimate charity?
Based on AI analysis of IRS 990 filings, James And Katherine Moler Charitable Trust (EIN: 202120645) shows mixed signals. Mission Score: 65/100. 2 red flags identified, 3 strengths noted.
Is James And Katherine Moler Charitable Trust a good charity to donate to?
James And Katherine Moler Charitable Trust has a Mission Score of 65/100. Revenue: $200K. Assets: $2.3M. Review the full transparency report for detailed spending breakdown and executive compensation analysis.
What is the EIN for James And Katherine Moler Charitable Trust?
The Employer Identification Number (EIN) for James And Katherine Moler Charitable Trust is 202120645. 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 James And Katherine Moler Charitable Trust spend its money?
James And Katherine Moler Charitable Trust allocates 90% to programs, 10% to administration, and 0% to fundraising. Healthy nonprofits typically spend 75%+ on programs.
How can I verify James And Katherine Moler Charitable Trust's tax-exempt status?
You can verify James And Katherine Moler Charitable Trust's tax-exempt status using EIN 202120645 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 James And Katherine Moler Charitable Trust exhibits a consistent pattern of spending exceeding its revenue over the past several years, as evidenced by the 202309 filing showing expenses of $207,047 against revenue of $73,415, and similar trends in prior periods. This has led to a gradual decline in assets, from $3,108,747 in 201409 to $2,362,199 in 202309. While the trust maintains a substantial asset base, this spending pattern is not sustainable long-term without a significant increase in revenue or reduction in expenses.
The organization's financial health, therefore, shows signs of long-term erosion of its principal. However, the trust consistently reports zero officer compensation, which indicates efficient use of funds in terms of executive pay and suggests a volunteer-driven or very lean administrative structure. The liabilities have consistently been very low, often $1, indicating good financial management in terms of debt.
Transparency appears to be adequate given the consistent filing of IRS Form 990s. The NTEE code T22 (Private Grantmaking Foundations) suggests its primary activity is making grants, which typically involves lower administrative overhead compared to direct service charities. Without detailed expense breakdowns from the 990s, it's difficult to fully assess spending efficiency beyond the lack of executive compensation.