Quick charity verification for Sumac Foundation Tr (EIN: 137115395)
Verdict: Sumac Foundation Tr appears trustworthy
88/100Mission Score
$1.1MRevenue
$7.0MAssets
3Red Flags
4Strengths
Red Flags
Unusually low liabilities across most years, often $1 or $0, which could indicate a simplified financial structure or specific accounting practices.
Significant fluctuation in annual revenue (e.g., $2.9M in 2021 vs. $499K in 2023) without a clear explanation in the provided data, which might suggest reliance on large, infrequent grants or donations.
Consistent 0% officer compensation for an organization with over $7 million in assets and over $1 million in latest revenue, which warrants further inquiry into how leadership is supported and compensated.
Strengths
Consistent asset growth, increasing from $2.5M in 2012 to over $7M currently, demonstrating strong financial stewardship.
Expenses consistently lower than revenue, indicating efficient financial management and a healthy operating surplus.
Low liabilities across most years, suggesting a strong balance sheet and minimal debt burden.
Regular IRS 990 filings, indicating good transparency and compliance.
Spending Breakdown
How Sumac Foundation Tr allocates its funds across programs, administration, and fundraising.
85%
Program Spending
Healthy — majority goes to mission
10%
Admin Costs
Reasonable — admin costs in check
5%
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 Sumac Foundation Tr
Is Sumac Foundation Tr a legitimate charity?
Based on AI analysis of IRS 990 filings, Sumac Foundation Tr (EIN: 137115395) appears trustworthy. Mission Score: 88/100. 3 red flags identified, 4 strengths noted.
Is Sumac Foundation Tr a good charity to donate to?
Sumac Foundation Tr has a Mission Score of 88/100. Revenue: $1.1M. Assets: $7.0M. Review the full transparency report for detailed spending breakdown and executive compensation analysis.
What is the EIN for Sumac Foundation Tr?
The Employer Identification Number (EIN) for Sumac Foundation Tr is 137115395. 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 Sumac Foundation Tr spend its money?
Sumac Foundation Tr allocates 85% to programs, 10% to administration, and 5% to fundraising. Healthy nonprofits typically spend 75%+ on programs.
How can I verify Sumac Foundation Tr's tax-exempt status?
You can verify Sumac Foundation Tr's tax-exempt status using EIN 137115395 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 Sumac Foundation Tr demonstrates consistent financial health with growing assets over the past decade, reaching $7,018,829. The organization's revenue has fluctuated significantly, with a peak of $2,904,795 in 2021, but generally maintains a positive net income, indicating sound financial management. Spending efficiency appears strong, as expenses have consistently been lower than revenue, allowing for asset growth. For instance, in 2023, expenses were $407,283 against $499,254 in revenue. The foundation's transparency is bolstered by its consistent filing of IRS Form 990s, and the reported 0% officer compensation across all filings suggests a volunteer-led or very lean administrative structure, which can be a positive indicator of resource allocation directly to mission.