Kozloff Family Charitable Trust
EIN: 237680042 · Quakertown, PA
| Metric | Value |
|---|---|
| Total Revenue | $550K |
| Total Expenses | $464K |
| Net Assets | $78K |
Is Kozloff Family Charitable Trust Legit?
Insufficient Data
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
About Kozloff Family Charitable Trust
Kozloff Family Charitable Trust (EIN: 237680042) is a nonprofit organization based in Quakertown, PA. The organization reported total revenue of $550K and total assets of $89K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Kozloff Family Charitable Trust's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Kozloff Family Charitable Trust is a small nonprofit that has been operating for 34 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 198.5%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $501K |
| Total Expenses | $464K |
| Surplus / Deficit | +$36K |
| Total Assets | $78K |
| Total Liabilities | $1 |
| Net Assets | $78K |
| Operating Margin | 7.3% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 2.0 months |
Financial Health Grade: A
In 2023, Kozloff Family Charitable Trust reported a surplus of $36K with revenue exceeding expenses, holds 2.0 months of operating reserves (limited), has a debt-to-asset ratio of 0.0% (very low leverage).
Financial Trends
Over 10 years of filings (2011–2023), Kozloff Family Charitable Trust's revenue has grown at a compound annual growth rate (CAGR) of 198.5%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +25.2% | +16.9% | +87.1% |
| 2022 | +100.0% | +35.4% | -14.6% |
| 2021 | -50.9% | -26.3% | -63.0% |
| 2019 | -529000.0% | — | +12338300.0% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 1992 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Analysis Pending
AI enrichment for Kozloff Family Charitable Trust 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 Kozloff Family Charitable Trust 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 (2023)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $36K, with revenue exceeding expenses.
- Debt-to-asset ratio: 0.0%.
Frequently Asked Questions about Kozloff Family Charitable Trust
Is Kozloff Family Charitable Trust a legitimate charity?
Based on AI analysis of IRS 990 filings, Kozloff Family Charitable Trust (EIN: 237680042) insufficient data. 0 red flags identified, 0 strengths noted.
How does Kozloff Family Charitable Trust spend its money?
Detailed spending breakdown data is not yet available for Kozloff Family Charitable Trust. Check back for updated IRS 990 analysis.
Are donations to Kozloff Family Charitable Trust tax-deductible?
Kozloff Family Charitable Trust is registered as a tax-exempt nonprofit (EIN: 237680042). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Where is Kozloff Family Charitable Trust located?
Kozloff Family Charitable Trust is headquartered in Quakertown, Pennsylvania and files with the IRS under EIN 237680042.
How many years of IRS 990 filings does Kozloff Family Charitable Trust have?
Kozloff 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 $550K in total revenue.
Filing History
IRS 990 filing history for Kozloff Family Charitable Trust showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), Kozloff Family Charitable Trust's revenue has grown by 50088300%, moving from $1 to $501K. Total assets increased by 559257.1% over the same period, from $14 to $78K. Total functional expenses rose by 22015.5%, from $2K to $464K. In its most recent filing year (2023), Kozloff Family Charitable Trust reported a surplus of $36K, with revenue exceeding expenses. The organization holds $1 in liabilities against $78K in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $78K.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $501K | $464K | $78K | $1 | — | View 990 |
| 2022 | $400K | $397K | $42K | $1 | — | View 990 |
| 2021 | $200K | $293K | $49K | $10K | — | View 990 |
| 2020 | $407K | $398K | $133K | $1 | — | View 990 |
| 2019 | $-5,289 | $273K | $123K | $1 | — | View 990 |
| 2015 | $1 | $0 | $1 | $1 | — | View 990 |
| 2014 | $1 | $0 | $1 | $1 | — | View 990 |
| 2013 | $1 | $0 | $1 | $1 | — | View 990 |
| 2012 | $486 | $500 | $1 | $1 | — | View 990 |
| 2011 | $1 | $2K | $14 | $1 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $501K, expenses of $464K, and assets of $78K (revenue +25.2% year-over-year).
- 2022: Revenue of $400K, expenses of $397K, and assets of $42K (revenue +100.0% year-over-year).
- 2021: Revenue of $200K, expenses of $293K, and assets of $49K (revenue -50.9% year-over-year).
- 2020: Revenue of $407K, expenses of $398K, and assets of $133K.
- 2019: Revenue of $-5,289, expenses of $273K, and assets of $123K (revenue -529000.0% year-over-year).
- 2015: Revenue of $1, expenses of $0, and assets of $1 (revenue +0.0% year-over-year).
- 2014: Revenue of $1, expenses of $0, and assets of $1 (revenue +0.0% year-over-year).
- 2013: Revenue of $1, expenses of $0, and assets of $1 (revenue -99.8% year-over-year).
- 2012: Revenue of $486, expenses of $500, and assets of $1 (revenue +48500.0% year-over-year).
- 2011: Revenue of $1, expenses of $2K, and assets of $14.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Kozloff Family Charitable Trust:
Data Sources and Methodology
This transparency report for Kozloff 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.