Holscher Family Charitable Trust
Holscher Family Charitable Trust consistently distributes more than annual revenue, drawing from its $2.5 million asset base with no officer compensation.
EIN: 207204515 · Dubuque, IA · NTEE: T20 · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $646K |
| Total Expenses | $210K |
| Program Spending | 90% |
| Net Assets | $2.5M |
| Transparency Score | 85/100 |
Is Holscher Family Charitable Trust Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Holscher Family Charitable Trust directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Holscher Family Charitable Trust
Holscher Family Charitable Trust (EIN: 207204515) is a nonprofit organization based in Dubuque, IA, classified under NTEE code T20. The organization reported total revenue of $646K and total assets of $2.6M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Holscher Family Charitable Trust's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Holscher Family Charitable Trust is a small nonprofit that has been operating for 19 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of -0.2%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $38K |
| Total Expenses | $210K |
| Surplus / Deficit | $-171,841 |
| Total Assets | $2.5M |
| Total Liabilities | $1 |
| Net Assets | $2.5M |
| Operating Margin | -455.8% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 143.5 months |
Financial Health Grade: B
In 2023, Holscher Family Charitable Trust reported a deficit of $172K with expenses exceeding revenue, holds 143.5 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), Holscher Family Charitable Trust's revenue has declined at a compound annual growth rate (CAGR) of -0.2%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | -78.1% | +2.1% | -6.7% |
| 2022 | -52.5% | +12.7% | -1.1% |
| 2021 | -0.6% | +51.3% | +7.2% |
| 2020 | -68.9% | +27.0% | +3.4% |
| 2019 | +1386.7% | -6.2% | +64.3% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 2007 |
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 Holscher Family Charitable Trust with a Mission Score of 85 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: 10%
- programs: 90%
- fundraising: 0%
According to IRS 990 filings, Holscher Family Charitable Trust allocates its expenses as follows: admin: 10%, programs: 90%, fundraising: 0%. With 90% 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 $172K, with expenses exceeding revenue.
- Debt-to-asset ratio: 0.0%.
Executive Compensation Analysis
The Holscher Family Charitable Trust reports 0% officer compensation across all available filings, indicating that no salaries are paid to executives, which is highly efficient for a trust 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 Holscher Family Charitable Trust's IRS 990 filings:
- Consistent spending exceeding annual revenue in recent years, potentially drawing down assets if not balanced by future gains.
Strengths
The following positive indicators were identified for Holscher Family Charitable Trust:
- Zero officer compensation, indicating high efficiency in executive overhead.
- Substantial and stable asset base ($2.5 million in 2023) to support its mission.
- Very low liabilities, consistently reported as $1 or $0, demonstrating strong financial health.
- Consistent filing history over 10 periods, indicating good governance and transparency.
Frequently Asked Questions about Holscher Family Charitable Trust
Is Holscher Family Charitable Trust a legitimate charity?
Holscher Family Charitable Trust (EIN: 207204515) is a registered tax-exempt nonprofit based in Iowa. Our AI analysis gives it a Mission Score of 85/100. It has 10 years of IRS 990 filings on record. Total revenue: $646K. 1 red flag identified. 4 strengths noted. Financial health grade: B.
How does Holscher Family Charitable Trust spend its money?
Holscher Family Charitable Trust directs 90% of its spending to programs and services. This exceeds the 65% industry benchmark.
Are donations to Holscher Family Charitable Trust tax-deductible?
Holscher Family Charitable Trust is registered as a tax-exempt nonprofit (EIN: 207204515). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
How does Holscher Family Charitable Trust compare to similar nonprofits?
With a transparency score of 85/100 (Excellent), Holscher Family Charitable Trust is above average for NTEE category T20 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is Holscher Family Charitable Trust located?
Holscher Family Charitable Trust is headquartered in Dubuque, Iowa and files with the IRS under EIN 207204515. It is classified under NTEE code T20.
How many years of IRS 990 filings does Holscher Family Charitable Trust have?
Holscher Family Charitable 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 $646K in total revenue.
What specific programs or organizations does the Holscher Family Charitable Trust support?
The NTEE code T20 indicates 'Private Grantmaking Foundations,' meaning its primary activity is making grants. The 990-PF would list specific grantees, which are not provided in this summary.
How does the trust manage to spend more than its revenue in recent years?
The trust draws from its substantial asset base, which was $2,506,093 in 2023, to cover expenses that exceed annual revenue, as seen in 2023 ($209,546 expenses vs. $37,705 revenue) and 2022 ($205,176 expenses vs. $172,539 revenue).
What is the source of the trust's revenue fluctuations?
As a private foundation, its revenue likely comes from investment income (e.g., dividends, interest, capital gains) and potentially contributions. Fluctuations suggest reliance on market performance or irregular large contributions, as evidenced by the $1.17 million revenue in 2019 compared to $37,705 in 2023.
Filing History
IRS 990 filing history for Holscher Family Charitable Trust showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), Holscher Family Charitable Trust's revenue has declined by 2.2%, moving from $39K to $38K. Total assets increased by 55.1% over the same period, from $1.6M to $2.5M. Total functional expenses rose by 125.1%, from $93K to $210K. In its most recent filing year (2023), Holscher Family Charitable Trust reported a deficit of $172K, with expenses exceeding revenue. The organization holds $1 in liabilities against $2.5M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $2.5M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $38K | $210K | $2.5M | $1 | — | View 990 |
| 2022 | $173K | $205K | $2.7M | $1 | — | View 990 |
| 2021 | $364K | $182K | $2.7M | $1 | — | View 990 |
| 2020 | $366K | $120K | $2.5M | $1 | — | View 990 |
| 2019 | $1.2M | $95K | $2.5M | $0 | — | View 990 |
| 2015 | $79K | $101K | $1.5M | $0 | — | View 990 |
| 2014 | $73K | $105K | $1.5M | $0 | — | View 990 |
| 2013 | $39K | $99K | $1.5M | $0 | — | View 990 |
| 2012 | $55K | $89K | $1.6M | $0 | — | View 990 |
| 2011 | $39K | $93K | $1.6M | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $38K, expenses of $210K, and assets of $2.5M (revenue -78.1% year-over-year).
- 2022: Revenue of $173K, expenses of $205K, and assets of $2.7M (revenue -52.5% year-over-year).
- 2021: Revenue of $364K, expenses of $182K, and assets of $2.7M (revenue -0.6% year-over-year).
- 2020: Revenue of $366K, expenses of $120K, and assets of $2.5M (revenue -68.9% year-over-year).
- 2019: Revenue of $1.2M, expenses of $95K, and assets of $2.5M (revenue +1386.7% year-over-year).
- 2015: Revenue of $79K, expenses of $101K, and assets of $1.5M (revenue +8.5% year-over-year).
- 2014: Revenue of $73K, expenses of $105K, and assets of $1.5M (revenue +86.1% year-over-year).
- 2013: Revenue of $39K, expenses of $99K, and assets of $1.5M (revenue -29.2% year-over-year).
- 2012: Revenue of $55K, expenses of $89K, and assets of $1.6M (revenue +43.4% year-over-year).
- 2011: Revenue of $39K, expenses of $93K, and assets of $1.6M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Holscher Family Charitable Trust:
Data Sources and Methodology
This transparency report for Holscher Family Charitable 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.