Helen Schlaffer Foundation Trust
Helen Schlaffer Foundation Trust demonstrates consistent asset growth and minimal liabilities with no reported officer compensation.
EIN: 207019957 · Pennington, NJ · NTEE: T22 · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $4.5M |
| Total Expenses | $370K |
| Program Spending | 95% |
| Net Assets | $5.9M |
| Transparency Score | 90/100 |
Is Helen Schlaffer Foundation Trust Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Helen Schlaffer Foundation Trust directs 95% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Helen Schlaffer Foundation Trust
Helen Schlaffer Foundation Trust (EIN: 207019957) is a nonprofit organization based in Pennington, NJ, classified under NTEE code T22. The organization reported total revenue of $4.5M and total assets of $5.9M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Helen Schlaffer Foundation Trust's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Helen Schlaffer Foundation Trust is a mid-size nonprofit that has been operating for 20 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 0.9%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $346K |
| Total Expenses | $370K |
| Surplus / Deficit | $-24,700 |
| Total Assets | $5.9M |
| Total Liabilities | $1 |
| Net Assets | $5.9M |
| Operating Margin | -7.1% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 192.0 months |
Financial Health Grade: B
In 2023, Helen Schlaffer Foundation Trust reported a deficit of $25K with expenses exceeding revenue, holds 192.0 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).
Financial Trends
Over 10 years of filings (2011–2023), Helen Schlaffer Foundation Trust's revenue has grown at a compound annual growth rate (CAGR) of 0.9%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | -50.6% | -5.6% | -0.4% |
| 2022 | +26.5% | +11.3% | +5.4% |
| 2021 | -25.6% | +10.0% | +3.7% |
| 2020 | +140.6% | +14.0% | +8.5% |
| 2019 | -2.1% | -3.3% | +5.5% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 2006 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Transparency Report
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Helen Schlaffer Foundation Trust with a Mission Score of 90 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Spending Breakdown
- admin: 5%
- programs: 95%
- fundraising: 0%
According to IRS 990 filings, Helen Schlaffer Foundation Trust allocates its expenses as follows: admin: 5%, programs: 95%, fundraising: 0%. With 95% directed toward programs, this reflects a strong commitment to its charitable mission.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a deficit of $25K, with expenses exceeding revenue.
- Debt-to-asset ratio: 0.0%.
Executive Compensation Analysis
Executive compensation is consistently reported as 0% across all available filings, indicating that the organization's leadership is either entirely volunteer-based or compensated through other means not reported as officer compensation, which is highly efficient for a foundation of its size.
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 Helen Schlaffer Foundation Trust's IRS 990 filings:
- Expenses slightly exceeded revenue in the latest 2023 filing, though this is a minor fluctuation.
Strengths
The following positive indicators were identified for Helen Schlaffer Foundation Trust:
- Consistent asset growth over a decade, from $4.47M to $5.93M.
- Zero reported officer compensation across all filings, indicating high efficiency.
- Minimal liabilities (often $1) demonstrating strong financial health.
- Consistent history of IRS 990 filings, showing good transparency and compliance.
- Expenses generally well below revenue, contributing to asset accumulation.
Frequently Asked Questions about Helen Schlaffer Foundation Trust
Is Helen Schlaffer Foundation Trust a legitimate charity?
Based on AI analysis of IRS 990 filings, Helen Schlaffer Foundation Trust (EIN: 207019957) some concerns. Mission Score: 90/100. 1 red flag identified, 5 strengths noted.
How does Helen Schlaffer Foundation Trust spend its money?
Helen Schlaffer Foundation Trust directs 95% of its spending to programs and services. The remaining budget covers administration and fundraising costs.
Are donations to Helen Schlaffer Foundation Trust tax-deductible?
Helen Schlaffer Foundation Trust is registered as a tax-exempt nonprofit (EIN: 207019957). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
How does Helen Schlaffer Foundation Trust compare to similar nonprofits?
With a transparency score of 90/100 (Excellent), Helen Schlaffer Foundation Trust is above average for NTEE category T22 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is Helen Schlaffer Foundation Trust located?
Helen Schlaffer Foundation Trust is headquartered in Pennington, New Jersey and files with the IRS under EIN 207019957. It is classified under NTEE code T22.
How many years of IRS 990 filings does Helen Schlaffer Foundation Trust have?
Helen Schlaffer Foundation Trust has 10 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $4.5M in total revenue.
Is the Helen Schlaffer Foundation Trust financially stable?
Yes, the foundation is highly financially stable, evidenced by consistent asset growth from $4.47 million in 2011 to $5.93 million in 2023, and minimal liabilities (often $1) across all reported periods.
Does the foundation spend efficiently?
Yes, the foundation generally spends efficiently, with expenses typically well below revenue, allowing for asset accumulation. The absence of officer compensation also suggests very low administrative overhead.
What is the trend in the foundation's assets?
The foundation's assets show a strong upward trend, growing from $4,467,938 in 2011 to $5,927,381 in 2023, indicating effective investment management and financial health.
Filing History
IRS 990 filing history for Helen Schlaffer Foundation Trust showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), Helen Schlaffer Foundation Trust's revenue has grown by 11.6%, moving from $310K to $346K. Total assets increased by 32.7% over the same period, from $4.5M to $5.9M. Total functional expenses rose by 48%, from $250K to $370K. In its most recent filing year (2023), Helen Schlaffer Foundation Trust reported a deficit of $25K, with expenses exceeding revenue. The organization holds $1 in liabilities against $5.9M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $5.9M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $346K | $370K | $5.9M | $1 | — | View 990 |
| 2022 | $699K | $392K | $6.0M | $1 | — | View 990 |
| 2021 | $553K | $353K | $5.6M | $1 | — | — |
| 2020 | $744K | $321K | $5.4M | $1 | — | — |
| 2019 | $309K | $281K | $5.0M | $1 | — | View 990 |
| 2015 | $316K | $291K | $4.8M | $0 | — | View 990 |
| 2014 | $411K | $279K | $4.7M | $0 | — | View 990 |
| 2013 | $402K | $271K | $4.6M | $0 | — | View 990 |
| 2012 | $298K | $261K | $4.5M | $0 | — | View 990 |
| 2011 | $310K | $250K | $4.5M | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $346K, expenses of $370K, and assets of $5.9M (revenue -50.6% year-over-year).
- 2022: Revenue of $699K, expenses of $392K, and assets of $6.0M (revenue +26.5% year-over-year).
- 2021: Revenue of $553K, expenses of $353K, and assets of $5.6M (revenue -25.6% year-over-year).
- 2020: Revenue of $744K, expenses of $321K, and assets of $5.4M (revenue +140.6% year-over-year).
- 2019: Revenue of $309K, expenses of $281K, and assets of $5.0M (revenue -2.1% year-over-year).
- 2015: Revenue of $316K, expenses of $291K, and assets of $4.8M (revenue -23.2% year-over-year).
- 2014: Revenue of $411K, expenses of $279K, and assets of $4.7M (revenue +2.2% year-over-year).
- 2013: Revenue of $402K, expenses of $271K, and assets of $4.6M (revenue +35.1% year-over-year).
- 2012: Revenue of $298K, expenses of $261K, and assets of $4.5M (revenue -3.9% year-over-year).
- 2011: Revenue of $310K, expenses of $250K, and assets of $4.5M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Helen Schlaffer Foundation Trust:
Data Sources and Methodology
This transparency report for Helen Schlaffer Foundation Trust 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.