Joe And Anna Schmitz Tr
EIN: 476919315 · Brockton, MT
| Metric | Value |
|---|---|
| Total Revenue | $169K |
| Total Expenses | $243K |
| Net Assets | $4.0M |
Is Joe And Anna Schmitz Tr Legit?
Insufficient Data
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
About Joe And Anna Schmitz Tr
Joe And Anna Schmitz Tr (EIN: 476919315) is a nonprofit organization based in Brockton, MT. The organization reported total revenue of $169K and total assets of $4.4M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Joe And Anna Schmitz Tr's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Joe And Anna Schmitz Tr is a small nonprofit, with 3 years of IRS 990 filings on record (2014–2019). Revenue has grown at a compound annual rate of -48.5%.
Key Financial Metrics (2019)
From the most recent IRS 990 filing on record:
| Total Revenue | $169K |
| Total Expenses | $243K |
| Surplus / Deficit | $-74,228 |
| Total Assets | $4.4M |
| Total Liabilities | $426K |
| Net Assets | $4.0M |
| Operating Margin | -44.0% |
| Debt-to-Asset Ratio | 9.6% |
| Months of Reserves | 219.9 months |
Financial Health Grade: B
In 2019, Joe And Anna Schmitz Tr reported a deficit of $74K with expenses exceeding revenue, holds 219.9 months of operating reserves (strong position), has a debt-to-asset ratio of 9.6% (very low leverage).
Financial Trends
Over 3 years of filings (2014–2019), Joe And Anna Schmitz Tr's revenue has declined at a compound annual growth rate (CAGR) of -48.5%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2019 | +48.5% | +50.9% | -0.5% |
| 2015 | -97.6% | +11.6% | -2.6% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Analysis Pending
AI enrichment for Joe And Anna Schmitz Tr has not yet been completed. Basic IRS 990 data is shown below. Check back later for a full transparency report including a Mission Score, spending breakdown, executive compensation analysis, and red flags assessment.
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Joe And Anna Schmitz Tr with a Mission Score of 0 out of 100 (Very Poor). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Key Financial Metrics (2019)
From the most recent IRS 990 filing on record:
- The organization reported a deficit of $74K, with expenses exceeding revenue.
- Debt-to-asset ratio: 9.6%.
Frequently Asked Questions about Joe And Anna Schmitz Tr
Is Joe And Anna Schmitz Tr a legitimate charity?
Joe And Anna Schmitz Tr (EIN: 476919315) is a registered tax-exempt nonprofit based in Montana. It has 3 years of IRS 990 filings on record. Total revenue: $169K. No red flags identified. Financial health grade: B.
How does Joe And Anna Schmitz Tr spend its money?
Joe And Anna Schmitz Tr reported $169K in total revenue in IRS 990 filings. 3 years of filing data available. Expenses exceeded revenue in the most recent year. Review the full spending breakdown on NonprofitSpending.
Are donations to Joe And Anna Schmitz Tr tax-deductible?
Joe And Anna Schmitz Tr is registered as a tax-exempt nonprofit (EIN: 476919315). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Where is Joe And Anna Schmitz Tr located?
Joe And Anna Schmitz Tr is headquartered in Brockton, Montana and files with the IRS under EIN 476919315.
How many years of IRS 990 filings does Joe And Anna Schmitz Tr have?
Joe And Anna Schmitz Tr has 3 years of IRS 990 filings on record at NonprofitSpending. Additional filing years may become available as the IRS releases new data. The most recent filing shows $169K in total revenue.
Filing History
IRS 990 filing history for Joe And Anna Schmitz Tr showing financial trends over 3 years of public records:
Over 3 years of IRS 990 filings (2014–2019), Joe And Anna Schmitz Tr's revenue has declined by 96.4%, moving from $4.6M to $169K. Total assets decreased by 3.1% over the same period, from $4.6M to $4.4M. Total functional expenses rose by 68.4%, from $144K to $243K. In its most recent filing year (2019), Joe And Anna Schmitz Tr reported a deficit of $74K, with expenses exceeding revenue. The organization holds $426K in liabilities against $4.4M in assets (debt-to-asset ratio: 9.6%), resulting in net assets of $4.0M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2019 | $169K | $243K | $4.4M | $426K | — | View 990 |
| 2015 | $114K | $161K | $4.5M | $27K | — | View 990 |
| 2014 | $4.6M | $144K | $4.6M | $99K | — | View 990 |
Year-by-Year Financial Summary
- 2019: Revenue of $169K, expenses of $243K, and assets of $4.4M (revenue +48.5% year-over-year).
- 2015: Revenue of $114K, expenses of $161K, and assets of $4.5M (revenue -97.6% year-over-year).
- 2014: Revenue of $4.6M, expenses of $144K, and assets of $4.6M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Joe And Anna Schmitz Tr:
Data Sources and Methodology
This transparency report for Joe And Anna Schmitz Tr 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.