John H Matsch Charitable Remainder Tr
John H Matsch Charitable Remainder Tr maintains stable assets while expenses frequently exceed reported revenue.
EIN: 206055917 · Spokane, WA · NTEE: T22 · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $324K |
| Total Expenses | $68K |
| Program Spending | 90% |
| Net Assets | $893K |
| Transparency Score | 75/100 |
Is John H Matsch Charitable Remainder Tr Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
John H Matsch Charitable Remainder Tr directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About John H Matsch Charitable Remainder Tr
John H Matsch Charitable Remainder Tr (EIN: 206055917) is a nonprofit organization based in Spokane, WA, classified under NTEE code T22. The organization reported total revenue of $324K and total assets of $920K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of John H Matsch Charitable Remainder Tr's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
John H Matsch Charitable Remainder Tr is a small nonprofit that has been operating for 22 years, with 7 years of IRS 990 filings on record (2011–2020). Revenue has grown at a compound annual rate of -9.3%.
Key Financial Metrics (2020)
From the most recent IRS 990 filing on record:
| Total Revenue | $25K |
| Total Expenses | $68K |
| Surplus / Deficit | $-43,788 |
| Total Assets | $893K |
| Total Liabilities | $1 |
| Net Assets | $893K |
| Operating Margin | -178.6% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 156.8 months |
Financial Health Grade: B
In 2020, John H Matsch Charitable Remainder Tr reported a deficit of $44K with expenses exceeding revenue, holds 156.8 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).
Financial Trends
Over 7 years of filings (2011–2020), John H Matsch Charitable Remainder Tr's revenue has declined at a compound annual growth rate (CAGR) of -9.3%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2020 | -50.4% | +0.8% | -4.6% |
| 2019 | +7.3% | -7.8% | -6.3% |
| 2015 | -58.5% | +4.3% | -4.1% |
| 2014 | +78.9% | +0.2% | +3.9% |
| 2013 | -11.4% | +1.8% | -0.8% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 2004 |
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 H Matsch Charitable Remainder Tr with a Mission Score of 75 out of 100 (Good). 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 H Matsch Charitable Remainder Tr 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 (2020)
From the most recent IRS 990 filing on record:
- The organization reported a deficit of $44K, 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 no salaries are paid to officers, which is highly efficient for an organization of this 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 John H Matsch Charitable Remainder Tr's IRS 990 filings:
- Expenses frequently exceed reported revenue in multiple periods (e.g., 2020, 2019, 2015, 2013), potentially indicating reliance on asset drawdowns.
Strengths
The following positive indicators were identified for John H Matsch Charitable Remainder Tr:
- Consistent asset base of approximately $900,000 to $1 million over a decade, indicating financial stability.
- Zero officer compensation reported across all filings, demonstrating efficient use of funds regarding executive pay.
- Minimal to no liabilities ($0 or $1) across all periods, indicating a healthy balance sheet and no significant debt.
- As a charitable remainder trust, its structure inherently focuses on eventual charitable distribution.
Frequently Asked Questions about John H Matsch Charitable Remainder Tr
Is John H Matsch Charitable Remainder Tr a legitimate charity?
John H Matsch Charitable Remainder Tr (EIN: 206055917) is a registered tax-exempt nonprofit based in Washington. Our AI analysis gives it a Mission Score of 75/100. It has 7 years of IRS 990 filings on record. Total revenue: $324K. 1 red flag identified. 4 strengths noted. Financial health grade: B.
How does John H Matsch Charitable Remainder Tr spend its money?
John H Matsch Charitable Remainder Tr directs 90% of its spending to programs and services. This exceeds the 65% industry benchmark.
Are donations to John H Matsch Charitable Remainder Tr tax-deductible?
John H Matsch Charitable Remainder Tr is registered as a tax-exempt nonprofit (EIN: 206055917). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
How does John H Matsch Charitable Remainder Tr compare to similar nonprofits?
With a transparency score of 75/100 (Good), John H Matsch Charitable Remainder Tr 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 H Matsch Charitable Remainder Tr located?
John H Matsch Charitable Remainder Tr is headquartered in Spokane, Washington and files with the IRS under EIN 206055917. It is classified under NTEE code T22.
How many years of IRS 990 filings does John H Matsch Charitable Remainder Tr have?
John H Matsch Charitable Remainder Tr has 7 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 $324K in total revenue.
What caused the significant increase in revenue to $323,973 in the latest period, compared to previous years?
The provided data does not specify the source of this revenue spike, but it could be due to a large investment gain, a significant distribution from another trust, or a one-time asset sale.
How does the organization manage to cover expenses when reported revenue is consistently lower, as seen in 2020 and 2019?
This suggests the organization may be drawing down its principal, realizing capital gains not always categorized as 'revenue' in these summaries, or utilizing accumulated reserves to cover operational costs and distributions.
What specific charitable activities or grants does the John H Matsch Charitable Remainder Tr support?
The provided data does not detail specific grant recipients or program activities, only the financial aggregates. As a private grantmaking foundation (NTEE T22), its primary activity would be making grants to other charitable organizations.
Filing History
IRS 990 filing history for John H Matsch Charitable Remainder Tr showing financial trends over 7 years of public records:
Over 7 years of IRS 990 filings (2011–2020), John H Matsch Charitable Remainder Tr's revenue has declined by 58.4%, moving from $59K to $25K. Total assets decreased by 11.6% over the same period, from $1.0M to $893K. Total functional expenses rose by 17%, from $58K to $68K. In its most recent filing year (2020), John H Matsch Charitable Remainder Tr reported a deficit of $44K, with expenses exceeding revenue. The organization holds $1 in liabilities against $893K in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $893K.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2020 | $25K | $68K | $893K | $1 | — | — |
| 2019 | $49K | $68K | $936K | $1 | — | View 990 |
| 2015 | $46K | $74K | $1000K | $0 | — | View 990 |
| 2014 | $111K | $71K | $1.0M | $0 | — | View 990 |
| 2013 | $62K | $70K | $1.0M | $0 | — | View 990 |
| 2012 | $70K | $69K | $1.0M | $0 | — | View 990 |
| 2011 | $59K | $58K | $1.0M | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2020: Revenue of $25K, expenses of $68K, and assets of $893K (revenue -50.4% year-over-year).
- 2019: Revenue of $49K, expenses of $68K, and assets of $936K (revenue +7.3% year-over-year).
- 2015: Revenue of $46K, expenses of $74K, and assets of $1000K (revenue -58.5% year-over-year).
- 2014: Revenue of $111K, expenses of $71K, and assets of $1.0M (revenue +78.9% year-over-year).
- 2013: Revenue of $62K, expenses of $70K, and assets of $1.0M (revenue -11.4% year-over-year).
- 2012: Revenue of $70K, expenses of $69K, and assets of $1.0M (revenue +18.6% year-over-year).
- 2011: Revenue of $59K, expenses of $58K, and assets of $1.0M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for John H Matsch Charitable Remainder Tr:
Data Sources and Methodology
This transparency report for John H Matsch Charitable Remainder 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.