Milton And Kay Mary Stoppkotte Charitable Tr
Milton And Kay Mary Stoppkotte Charitable Tr consistently spends more than its annual revenue, drawing from its substantial asset base.
EIN: 206404850 · Omaha, NE · NTEE: P122 · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $43K |
| Total Expenses | $42K |
| Program Spending | 95% |
| Net Assets | $830K |
| Transparency Score | 85/100 |
Is Milton And Kay Mary Stoppkotte Charitable Tr Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Milton And Kay Mary Stoppkotte Charitable Tr directs 95% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Milton And Kay Mary Stoppkotte Charitable Tr
Milton And Kay Mary Stoppkotte Charitable Tr (EIN: 206404850) is a nonprofit organization based in Omaha, NE, classified under NTEE code P122. The organization reported total revenue of $43K and total assets of $829K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Milton And Kay Mary Stoppkotte Charitable Tr's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Milton And Kay Mary Stoppkotte Charitable Tr is a micro nonprofit that has been operating for 21 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of -9.2%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $41K |
| Total Expenses | $42K |
| Surplus / Deficit | $-1,093 |
| Total Assets | $830K |
| Total Liabilities | $1 |
| Net Assets | $830K |
| Operating Margin | -2.7% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 236.2 months |
Financial Health Grade: B
In 2023, Milton And Kay Mary Stoppkotte Charitable Tr reported a deficit of $1K with expenses exceeding revenue, holds 236.2 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), Milton And Kay Mary Stoppkotte Charitable Tr's revenue has declined at a compound annual growth rate (CAGR) of -9.2%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | -0.3% | -10.0% | -0.8% |
| 2022 | -0.4% | -45.0% | -0.1% |
| 2021 | +12.3% | +1672.5% | -6.3% |
| 2020 | -6.1% | -90.8% | +2.6% |
| 2019 | -72.7% | -1.2% | +3.9% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 2005 |
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 Milton And Kay Mary Stoppkotte Charitable Tr 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, Milton And Kay Mary Stoppkotte Charitable Tr 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 $1K, 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 the trust operates without paid officers, which is highly efficient for an organization of its 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 Milton And Kay Mary Stoppkotte Charitable Tr's IRS 990 filings:
- Consistent deficit spending where expenses exceed reported revenue in recent years (e.g., 2023, 2022, 2021), potentially drawing down principal.
Strengths
The following positive indicators were identified for Milton And Kay Mary Stoppkotte Charitable Tr:
- Zero executive compensation, indicating highly efficient use of funds for leadership.
- Consistent IRS 990 filing history, demonstrating good transparency and compliance.
- Substantial and stable asset base ($829,229 latest) providing long-term financial security.
- As a charitable trust, its primary focus is likely direct grantmaking, aligning with program services.
Frequently Asked Questions about Milton And Kay Mary Stoppkotte Charitable Tr
Is Milton And Kay Mary Stoppkotte Charitable Tr a legitimate charity?
Based on AI analysis of IRS 990 filings, Milton And Kay Mary Stoppkotte Charitable Tr (EIN: 206404850) some concerns. Mission Score: 85/100. 1 red flag identified, 4 strengths noted.
How does Milton And Kay Mary Stoppkotte Charitable Tr spend its money?
Milton And Kay Mary Stoppkotte Charitable Tr directs 95% of its spending to programs and services. The remaining budget covers administration and fundraising costs.
Are donations to Milton And Kay Mary Stoppkotte Charitable Tr tax-deductible?
Milton And Kay Mary Stoppkotte Charitable Tr is registered as a tax-exempt nonprofit (EIN: 206404850). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
How does Milton And Kay Mary Stoppkotte Charitable Tr compare to similar nonprofits?
With a transparency score of 85/100 (Excellent), Milton And Kay Mary Stoppkotte Charitable Tr is above average for NTEE category P122 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is Milton And Kay Mary Stoppkotte Charitable Tr located?
Milton And Kay Mary Stoppkotte Charitable Tr is headquartered in Omaha, Nebraska and files with the IRS under EIN 206404850. It is classified under NTEE code P122.
How many years of IRS 990 filings does Milton And Kay Mary Stoppkotte Charitable Tr have?
Milton And Kay Mary Stoppkotte Charitable Tr 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 $43K in total revenue.
How does the trust cover its expenses when revenue is consistently lower?
The trust likely covers its expenses by drawing from its substantial asset base ($829,229 in the latest period) or through investment gains not fully reflected in the 'Revenue' figures provided, as expenses have exceeded revenue in multiple recent years (e.g., 2023, 2022, 2021).
What are the primary program activities of this charitable trust?
As a charitable trust (NTEE P122), its primary program activities are typically grantmaking to other organizations or individuals, though specific beneficiaries are not detailed in the provided summary data.
Is the trust's asset base growing or shrinking over time?
The trust's asset base has fluctuated but remained relatively stable in recent years, hovering around $830,000-$890,000 since 2019, after significant growth from $416,850 in 2011 to $893,070 in 2020.
Filing History
IRS 990 filing history for Milton And Kay Mary Stoppkotte Charitable Tr showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), Milton And Kay Mary Stoppkotte Charitable Tr's revenue has declined by 68.8%, moving from $132K to $41K. Total assets increased by 99% over the same period, from $417K to $830K. Total functional expenses rose by 72.4%, from $24K to $42K. In its most recent filing year (2023), Milton And Kay Mary Stoppkotte Charitable Tr reported a deficit of $1K, with expenses exceeding revenue. The organization holds $1 in liabilities against $830K in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $830K.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $41K | $42K | $830K | $1 | — | — |
| 2022 | $41K | $47K | $836K | $1 | — | View 990 |
| 2021 | $41K | $85K | $837K | $1 | — | — |
| 2020 | $37K | $5K | $893K | $1 | — | View 990 |
| 2019 | $39K | $52K | $871K | $1 | — | View 990 |
| 2015 | $144K | $53K | $838K | $1 | — | View 990 |
| 2014 | $108K | $57K | $747K | $1 | — | View 990 |
| 2013 | $310K | $41K | $694K | $0 | — | View 990 |
| 2012 | $21K | $30K | $425K | $0 | — | View 990 |
| 2011 | $132K | $24K | $417K | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $41K, expenses of $42K, and assets of $830K (revenue -0.3% year-over-year).
- 2022: Revenue of $41K, expenses of $47K, and assets of $836K (revenue -0.4% year-over-year).
- 2021: Revenue of $41K, expenses of $85K, and assets of $837K (revenue +12.3% year-over-year).
- 2020: Revenue of $37K, expenses of $5K, and assets of $893K (revenue -6.1% year-over-year).
- 2019: Revenue of $39K, expenses of $52K, and assets of $871K (revenue -72.7% year-over-year).
- 2015: Revenue of $144K, expenses of $53K, and assets of $838K (revenue +33.1% year-over-year).
- 2014: Revenue of $108K, expenses of $57K, and assets of $747K (revenue -65.1% year-over-year).
- 2013: Revenue of $310K, expenses of $41K, and assets of $694K (revenue +1407.4% year-over-year).
- 2012: Revenue of $21K, expenses of $30K, and assets of $425K (revenue -84.4% year-over-year).
- 2011: Revenue of $132K, expenses of $24K, and assets of $417K.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Milton And Kay Mary Stoppkotte Charitable Tr:
Data Sources and Methodology
This transparency report for Milton And Kay Mary Stoppkotte Charitable 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.