Lee Shubert Uw Tr Fbo Shubert Foundation
Shubert Foundation maintains over $4M in assets with zero officer compensation and fluctuating revenue.
EIN: 136260534 · Pomfret, CT · Updated: 2026-03-28
Is Lee Shubert Uw Tr Fbo Shubert Foundation Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Lee Shubert Uw Tr Fbo Shubert Foundation directs 95% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Lee Shubert Uw Tr Fbo Shubert Foundation
Lee Shubert Uw Tr Fbo Shubert Foundation (EIN: 136260534) is a nonprofit organization based in Pomfret, CT. The organization reported total revenue of $302K and total assets of $4.2M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Lee Shubert Uw Tr Fbo Shubert Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Lee Shubert Uw Tr Fbo Shubert Foundation is a small nonprofit that has been operating for 54 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of -0.1%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $277K |
| Total Expenses | $287K |
| Surplus / Deficit | $-10,662 |
| Total Assets | $4.1M |
| Total Liabilities | $1 |
| Net Assets | $4.1M |
| Operating Margin | -3.9% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 173.1 months |
Financial Health Grade: B
In 2023, Lee Shubert Uw Tr Fbo Shubert Foundation reported a deficit of $11K with expenses exceeding revenue, holds 173.1 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), Lee Shubert Uw Tr Fbo Shubert Foundation's revenue has declined at a compound annual growth rate (CAGR) of -0.1%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | -53.1% | -12.1% | -0.3% |
| 2022 | +19.5% | +12.7% | +6.7% |
| 2021 | +97.3% | +15.8% | +5.5% |
| 2020 | -21.1% | -5.8% | +-0.0% |
| 2019 | +6.2% | +7.8% | -0.5% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 1972 |
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 Lee Shubert Uw Tr Fbo Shubert Foundation 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: 5%
- programs: 95%
- fundraising: 0%
According to IRS 990 filings, Lee Shubert Uw Tr Fbo Shubert Foundation allocates its expenses as follows: admin: 5%, programs: 95%, fundraising: 0%. With 95% 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 $11K, 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 or key employees receive salaries from the foundation, which is highly unusual for an organization of its asset size and suggests a volunteer-led or externally managed structure.
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 Lee Shubert Uw Tr Fbo Shubert Foundation's IRS 990 filings:
- NTEE Code is unknown, limiting understanding of specific mission focus
- Lack of detailed expense breakdown (program, admin, fundraising) in summary data
Strengths
The following positive indicators were identified for Lee Shubert Uw Tr Fbo Shubert Foundation:
- Consistent financial stability with assets over $4 million
- Zero officer compensation reported across all filings, indicating high efficiency
- Very low liabilities, often $0 or $1, showing strong financial management
- Long history of IRS 990 filings (10 filings), indicating transparency in reporting
Frequently Asked Questions about Lee Shubert Uw Tr Fbo Shubert Foundation
Is Lee Shubert Uw Tr Fbo Shubert Foundation a legitimate charity?
Based on AI analysis of IRS 990 filings, Lee Shubert Uw Tr Fbo Shubert Foundation (EIN: 136260534) some concerns. Mission Score: 85/100. 2 red flags identified, 4 strengths noted.
How does Lee Shubert Uw Tr Fbo Shubert Foundation spend its money?
Lee Shubert Uw Tr Fbo Shubert Foundation directs 95% of its spending to programs and services. The remaining budget covers administration and fundraising costs.
Are donations to Lee Shubert Uw Tr Fbo Shubert Foundation tax-deductible?
Lee Shubert Uw Tr Fbo Shubert Foundation is registered as a tax-exempt nonprofit (EIN: 136260534). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Is Lee Shubert Uw Tr Fbo Shubert Foundation a good charity?
Based on the available financial data, the foundation exhibits strong financial health with over $4 million in assets and excellent spending efficiency, particularly due to zero officer compensation. However, without detailed program expense breakdowns and a clear NTEE code, it's difficult to fully assess its programmatic impact.
What is the primary source of the foundation's revenue?
The revenue fluctuates significantly year-to-year (e.g., $40,197 in 2012 vs. $589,337 in 2022), which is typical for organizations relying on investment income, capital gains, or specific grants rather than consistent public donations. The data does not specify the exact sources.
How does the foundation manage its expenses?
Expenses have been consistently managed, generally staying below $300,000 annually, even with fluctuating revenues. The consistent reporting of $0 officer compensation suggests a very lean operational model or that administrative functions are handled by external, unpaid, or separately compensated entities.
Filing History
IRS 990 filing history for Lee Shubert Uw Tr Fbo Shubert Foundation showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), Lee Shubert Uw Tr Fbo Shubert Foundation's revenue has declined by 0.6%, moving from $278K to $277K. Total assets increased by 11.8% over the same period, from $3.7M to $4.1M. Total functional expenses rose by 54%, from $187K to $287K. In its most recent filing year (2023), Lee Shubert Uw Tr Fbo Shubert Foundation reported a deficit of $11K, with expenses exceeding revenue. The organization holds $1 in liabilities against $4.1M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $4.1M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $277K | $287K | $4.1M | $1 | — | View 990 |
| 2022 | $589K | $327K | $4.2M | $1 | — | View 990 |
| 2021 | $493K | $290K | $3.9M | $1 | — | View 990 |
| 2020 | $250K | $250K | $3.7M | $1 | — | — |
| 2019 | $317K | $266K | $3.7M | $0 | — | View 990 |
| 2015 | $298K | $246K | $3.7M | $0 | — | View 990 |
| 2014 | $321K | $228K | $3.7M | $0 | — | View 990 |
| 2013 | $190K | $213K | $3.6M | $0 | — | View 990 |
| 2012 | $40K | $157K | $3.6M | $0 | — | View 990 |
| 2011 | $278K | $187K | $3.7M | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $277K, expenses of $287K, and assets of $4.1M (revenue -53.1% year-over-year).
- 2022: Revenue of $589K, expenses of $327K, and assets of $4.2M (revenue +19.5% year-over-year).
- 2021: Revenue of $493K, expenses of $290K, and assets of $3.9M (revenue +97.3% year-over-year).
- 2020: Revenue of $250K, expenses of $250K, and assets of $3.7M (revenue -21.1% year-over-year).
- 2019: Revenue of $317K, expenses of $266K, and assets of $3.7M (revenue +6.2% year-over-year).
- 2015: Revenue of $298K, expenses of $246K, and assets of $3.7M (revenue -7.0% year-over-year).
- 2014: Revenue of $321K, expenses of $228K, and assets of $3.7M (revenue +68.5% year-over-year).
- 2013: Revenue of $190K, expenses of $213K, and assets of $3.6M (revenue +373.5% year-over-year).
- 2012: Revenue of $40K, expenses of $157K, and assets of $3.6M (revenue -85.6% year-over-year).
- 2011: Revenue of $278K, expenses of $187K, and assets of $3.7M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Lee Shubert Uw Tr Fbo Shubert Foundation:
Data Sources and Methodology
This transparency report for Lee Shubert Uw Tr Fbo Shubert Foundation 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.