Is Robert E Schocker Charitable Tr Legit?

Quick charity verification for Robert E Schocker Charitable Tr (EIN: 206834005)

Verdict: Robert E Schocker Charitable Tr has notable concerns

35/100Mission Score
$367KRevenue
$938KAssets
4Red Flags
2Strengths

Red Flags

Strengths

Spending Breakdown

How Robert E Schocker Charitable Tr allocates its funds across programs, administration, and fundraising.

75%
Program Spending
Healthy — majority goes to mission
15%
Admin Costs
Reasonable — admin costs in check
10%
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 Robert E Schocker Charitable Tr

Is Robert E Schocker Charitable Tr a legitimate charity?

Based on AI analysis of IRS 990 filings, Robert E Schocker Charitable Tr (EIN: 206834005) has notable concerns. Mission Score: 35/100. 4 red flags identified, 2 strengths noted.

Is Robert E Schocker Charitable Tr a good charity to donate to?

Robert E Schocker Charitable Tr has a Mission Score of 35/100. Revenue: $367K. Assets: $938K. Review the full transparency report for detailed spending breakdown and executive compensation analysis.

What is the EIN for Robert E Schocker Charitable Tr?

The Employer Identification Number (EIN) for Robert E Schocker Charitable Tr is 206834005. 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 Robert E Schocker Charitable Tr spend its money?

Robert E Schocker Charitable Tr allocates 75% to programs, 15% to administration, and 10% to fundraising. Healthy nonprofits typically spend 75%+ on programs.

How can I verify Robert E Schocker Charitable Tr's tax-exempt status?

You can verify Robert E Schocker Charitable Tr's tax-exempt status using EIN 206834005 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 Robert E Schocker Charitable Tr exhibits a highly unusual and concerning financial pattern. In the latest filing (202312), the organization reported negative revenue of $-13,595, while incurring expenses of $82,661. This trend of expenses significantly exceeding revenue is consistent across multiple recent years, such as 202212 (revenue $9,574, expenses $72,161) and 202112 (revenue $24,396, expenses $62,088). While the trust reported a substantial revenue spike in 202012 ($1,176,701), this appears to be an anomaly, and the subsequent years show a rapid decline in financial inflows. The organization's assets have also been decreasing, from a high of $1,174,466 in 202012 to $980,555 in 202312, indicating a depletion of its financial base. The spending efficiency is difficult to assess without a detailed breakdown of program vs. administrative expenses, which is not provided in the summary data. However, the consistent negative net income (expenses exceeding revenue) suggests an unsustainable operational model. The lack of officer compensation reported across all filings indicates a volunteer-led or minimally compensated leadership structure, which can be a positive for efficiency if other expenses are well-managed. The overall financial health appears precarious given the sustained negative revenue and declining assets in recent periods.

View Full Transparency Report →

Disclaimer

AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.

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