John A Schroth Family Charitabletrust
John A Schroth Family Charitabletrust maintains substantial assets and zero officer compensation, consistently directing resources to its mission.
EIN: 207470868 · Pittsburgh, PA · NTEE: T22 · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $12.9M |
| Total Expenses | $2.6M |
| Program Spending | 90% |
| CEO/Top Officer Pay | $41 |
| Net Assets | $41.4M |
| Transparency Score | 95/100 |
Is John A Schroth Family Charitabletrust Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
John A Schroth Family Charitabletrust directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About John A Schroth Family Charitabletrust
John A Schroth Family Charitabletrust (EIN: 207470868) is a nonprofit organization based in Pittsburgh, PA, classified under NTEE code T22. The organization reported total revenue of $12.9M and total assets of $41.7M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of John A Schroth Family Charitabletrust's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
John A Schroth Family Charitabletrust is a large 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 | $2.3M |
| Total Expenses | $2.6M |
| Surplus / Deficit | $-313,243 |
| Total Assets | $41.4M |
| Total Liabilities | $1 |
| Net Assets | $41.4M |
| Operating Margin | -13.5% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 188.8 months |
Financial Health Grade: B
In 2023, John A Schroth Family Charitabletrust reported a deficit of $313K with expenses exceeding revenue, holds 188.8 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), John A Schroth Family Charitabletrust's revenue has declined at a compound annual growth rate (CAGR) of -0.2%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +333.0% | -10.9% | -0.4% |
| 2022 | -87.2% | +11.3% | -5.7% |
| 2020 | -106.3% | -1.5% | -6.9% |
| 2019 | +108.4% | +6.9% | +21.1% |
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 John A Schroth Family Charitabletrust with a Mission Score of 95 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, John A Schroth Family Charitabletrust 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 $313K, 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 no officers receive salaries from the trust. This is highly efficient for an organization of its size, with assets exceeding $41 million, and suggests that administrative functions are either volunteer-driven or covered by other means, maximizing funds available for charitable purposes.
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 John A Schroth Family Charitabletrust's IRS 990 filings:
- Lack of detailed program spending breakdown in summary data
Strengths
The following positive indicators were identified for John A Schroth Family Charitabletrust:
- Strong and growing asset base ($41,663,204 latest assets)
- Consistently reports 0% officer compensation, indicating high efficiency
- Minimal liabilities ($1 across all filings), demonstrating financial stability
- Consistent IRS 990 filing history, indicating good transparency
- Significant capacity for grantmaking given its asset size
Frequently Asked Questions about John A Schroth Family Charitabletrust
Is John A Schroth Family Charitabletrust a legitimate charity?
Based on AI analysis of IRS 990 filings, John A Schroth Family Charitabletrust (EIN: 207470868) some concerns. Mission Score: 95/100. 1 red flag identified, 5 strengths noted.
How does John A Schroth Family Charitabletrust spend its money?
John A Schroth Family Charitabletrust directs 90% of its spending to programs and services. The remaining budget covers administration and fundraising costs.
Are donations to John A Schroth Family Charitabletrust tax-deductible?
John A Schroth Family Charitabletrust is registered as a tax-exempt nonprofit (EIN: 207470868). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
How much does the John A Schroth Family Charitabletrust CEO make?
John A Schroth Family Charitabletrust's highest-compensated officer earns $41 annually. The organization reported $12.9M in total revenue. Executive compensation data is disclosed in IRS 990 filings.
How does John A Schroth Family Charitabletrust compare to similar nonprofits?
With a transparency score of 95/100 (Excellent), John A Schroth Family Charitabletrust 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 John A Schroth Family Charitabletrust located?
John A Schroth Family Charitabletrust is headquartered in Pittsburgh, Pennsylvania and files with the IRS under EIN 207470868. It is classified under NTEE code T22.
How many years of IRS 990 filings does John A Schroth Family Charitabletrust have?
John A Schroth Family Charitabletrust 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 $12.9M in total revenue.
What specific programs or grants does the John A Schroth Family Charitabletrust support?
While the NTEE code T22 indicates 'Private Grantmaking Foundations,' the provided data does not detail specific grant recipients or program areas. Further investigation of their 990-PF filings would be needed to identify their specific charitable distributions.
How does the trust manage its investment portfolio given the fluctuating revenue?
The revenue fluctuations, including a negative revenue period in 2020, are common for foundations heavily reliant on investment income. The consistent growth in assets over the long term, despite these fluctuations, suggests a well-managed investment strategy aimed at long-term endowment growth and stability.
Are there any related organizations or entities associated with the trust?
The provided data does not indicate any related organizations. The consistent $1 liability suggests a very simple organizational structure, typical of a private family trust.
Filing History
IRS 990 filing history for John A Schroth Family Charitabletrust showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), John A Schroth Family Charitabletrust's revenue has declined by 2.8%, moving from $2.4M to $2.3M. Total assets increased by 30.3% over the same period, from $31.8M to $41.4M. Total functional expenses rose by 51.1%, from $1.7M to $2.6M. In its most recent filing year (2023), John A Schroth Family Charitabletrust reported a deficit of $313K, with expenses exceeding revenue. The organization holds $1 in liabilities against $41.4M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $41.4M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $2.3M | $2.6M | $41.4M | $1 | — | View 990 |
| 2022 | $536K | $3.0M | $41.6M | $1 | — | View 990 |
| 2021 | $4.2M | $2.7M | $44.1M | $1 | — | View 990 |
| 2020 | $-617,643 | $2.5M | $42.6M | $1 | — | View 990 |
| 2019 | $9.8M | $2.5M | $45.8M | $1 | — | View 990 |
| 2015 | $4.7M | $2.4M | $37.8M | $1 | — | View 990 |
| 2014 | $4.5M | $2.2M | $35.5M | $1 | — | View 990 |
| 2013 | $3.6M | $2.0M | $33.9M | $1 | — | View 990 |
| 2012 | $2.4M | $1.9M | $32.3M | $1 | — | View 990 |
| 2011 | $2.4M | $1.7M | $31.8M | $1 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $2.3M, expenses of $2.6M, and assets of $41.4M (revenue +333.0% year-over-year).
- 2022: Revenue of $536K, expenses of $3.0M, and assets of $41.6M (revenue -87.2% year-over-year).
- 2021: Revenue of $4.2M, expenses of $2.7M, and assets of $44.1M.
- 2020: Revenue of $-617,643, expenses of $2.5M, and assets of $42.6M (revenue -106.3% year-over-year).
- 2019: Revenue of $9.8M, expenses of $2.5M, and assets of $45.8M (revenue +108.4% year-over-year).
- 2015: Revenue of $4.7M, expenses of $2.4M, and assets of $37.8M (revenue +4.2% year-over-year).
- 2014: Revenue of $4.5M, expenses of $2.2M, and assets of $35.5M (revenue +24.4% year-over-year).
- 2013: Revenue of $3.6M, expenses of $2.0M, and assets of $33.9M (revenue +47.7% year-over-year).
- 2012: Revenue of $2.4M, expenses of $1.9M, and assets of $32.3M (revenue +2.5% year-over-year).
- 2011: Revenue of $2.4M, expenses of $1.7M, and assets of $31.8M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for John A Schroth Family Charitabletrust:
Data Sources and Methodology
This transparency report for John A Schroth Family Charitabletrust 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.