Modzelewski Charitable Tr Us 100196
Modzelewski Charitable Trust shows strong asset growth and zero officer compensation over a decade.
EIN: 137098625 · Reston, VA · NTEE: T20Z · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $30.3M |
| Total Expenses | $4.6M |
| Program Spending | 95% |
| CEO/Top Officer Pay | $100 |
| Net Assets | $118.4M |
| Transparency Score | 95/100 |
Is Modzelewski Charitable Tr Us 100196 Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Modzelewski Charitable Tr Us 100196 directs 95% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Modzelewski Charitable Tr Us 100196
Modzelewski Charitable Tr Us 100196 (EIN: 137098625) is a nonprofit organization based in Reston, VA, classified under NTEE code T20Z. The organization reported total revenue of $30.3M and total assets of $184.4M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Modzelewski Charitable Tr Us 100196's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Modzelewski Charitable Tr Us 100196 is a large nonprofit that has been operating for 29 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 10.2%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $12.0M |
| Total Expenses | $4.6M |
| Surplus / Deficit | +$7.4M |
| Total Assets | $118.4M |
| Total Liabilities | $1 |
| Net Assets | $118.4M |
| Operating Margin | 61.9% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 310.8 months |
Financial Health Grade: A
In 2023, Modzelewski Charitable Tr Us 100196 reported a surplus of $7.4M with revenue exceeding expenses, holds 310.8 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), Modzelewski Charitable Tr Us 100196's revenue has grown at a compound annual growth rate (CAGR) of 10.2%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | -63.9% | -0.6% | +42.9% |
| 2022 | +2802.5% | +0.9% | +52.8% |
| 2021 | -86.5% | +16.3% | -5.9% |
| 2020 | +88.7% | +1.2% | +8.5% |
| 2019 | +19.4% | +46.4% | +25.6% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 1997 |
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 Modzelewski Charitable Tr Us 100196 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: 5%
- programs: 95%
- fundraising: 0%
According to IRS 990 filings, Modzelewski Charitable Tr Us 100196 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 surplus of $7.4M, with revenue exceeding expenses.
- Debt-to-asset ratio: 0.0%.
Executive Compensation Analysis
The organization consistently reports 0% officer compensation across all available filings, indicating that no salaries are paid to executives, which is highly commendable for a charitable trust of its size with assets exceeding $100 million.
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 Modzelewski Charitable Tr Us 100196's IRS 990 filings:
- Significant revenue volatility year-over-year, which could impact consistent planning if not managed by a robust endowment strategy.
Strengths
The following positive indicators were identified for Modzelewski Charitable Tr Us 100196:
- Consistent asset growth, from $27.78M in 2011 to $118.44M in 2023.
- Zero reported officer compensation across all filings, indicating high efficiency and dedication of resources to mission.
- Extremely low liabilities, often reported as $1, demonstrating excellent financial management and minimal debt.
- Expenses consistently well below revenue, allowing for substantial asset accumulation.
- Strong financial health with a large and growing asset base.
Frequently Asked Questions about Modzelewski Charitable Tr Us 100196
Is Modzelewski Charitable Tr Us 100196 a legitimate charity?
Based on AI analysis of IRS 990 filings, Modzelewski Charitable Tr Us 100196 (EIN: 137098625) some concerns. Mission Score: 95/100. 1 red flag identified, 5 strengths noted.
How does Modzelewski Charitable Tr Us 100196 spend its money?
Modzelewski Charitable Tr Us 100196 directs 95% of its spending to programs and services. The remaining budget covers administration and fundraising costs.
Are donations to Modzelewski Charitable Tr Us 100196 tax-deductible?
Modzelewski Charitable Tr Us 100196 is registered as a tax-exempt nonprofit (EIN: 137098625). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
How much does the Modzelewski Charitable Tr Us 100196 CEO make?
Modzelewski Charitable Tr Us 100196's highest-compensated officer earns $100 annually. The organization reported $30.3M in total revenue. Executive compensation data is disclosed in IRS 990 filings.
How does Modzelewski Charitable Tr Us 100196 compare to similar nonprofits?
With a transparency score of 95/100 (Excellent), Modzelewski Charitable Tr Us 100196 is above average for NTEE category T20Z nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is Modzelewski Charitable Tr Us 100196 located?
Modzelewski Charitable Tr Us 100196 is headquartered in Reston, Virginia and files with the IRS under EIN 137098625. It is classified under NTEE code T20Z.
How many years of IRS 990 filings does Modzelewski Charitable Tr Us 100196 have?
Modzelewski Charitable Tr Us 100196 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 $30.3M in total revenue.
Is Modzelewski Charitable Tr Us 100196 a good charity?
Based on its financial data, Modzelewski Charitable Tr Us 100196 appears to be a very good charity. It demonstrates strong financial health, consistent asset growth, and a remarkable commitment to efficiency with 0% officer compensation reported across all filings.
How has the organization's asset base changed over time?
The organization's assets have grown substantially, from $27.78 million in 2011 to $118.44 million in 2023, indicating significant financial growth and stability.
What is the organization's approach to executive compensation?
Modzelewski Charitable Tr Us 100196 reports 0% officer compensation in all available filings, suggesting a volunteer-led or externally managed structure with no direct executive salaries from the trust's funds.
Filing History
IRS 990 filing history for Modzelewski Charitable Tr Us 100196 showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), Modzelewski Charitable Tr Us 100196's revenue has grown by 221.9%, moving from $3.7M to $12.0M. Total assets increased by 326.3% over the same period, from $27.8M to $118.4M. Total functional expenses rose by 171.4%, from $1.7M to $4.6M. In its most recent filing year (2023), Modzelewski Charitable Tr Us 100196 reported a surplus of $7.4M, with revenue exceeding expenses. The organization holds $1 in liabilities against $118.4M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $118.4M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $12.0M | $4.6M | $118.4M | $1 | — | View 990 |
| 2022 | $33.2M | $4.6M | $82.9M | $1 | — | View 990 |
| 2021 | $1.1M | $4.6M | $54.3M | $1 | — | View 990 |
| 2020 | $8.4M | $3.9M | $57.7M | $1 | — | View 990 |
| 2019 | $4.5M | $3.9M | $53.2M | $0 | — | View 990 |
| 2015 | $3.7M | $2.6M | $42.3M | $1 | — | View 990 |
| 2014 | $13.2M | $1.6M | $41.2M | $0 | — | View 990 |
| 2013 | $1.8M | $176K | $29.6M | $1 | — | View 990 |
| 2012 | $4.5M | $4.2M | $28.0M | $1 | — | View 990 |
| 2011 | $3.7M | $1.7M | $27.8M | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $12.0M, expenses of $4.6M, and assets of $118.4M (revenue -63.9% year-over-year).
- 2022: Revenue of $33.2M, expenses of $4.6M, and assets of $82.9M (revenue +2802.5% year-over-year).
- 2021: Revenue of $1.1M, expenses of $4.6M, and assets of $54.3M (revenue -86.5% year-over-year).
- 2020: Revenue of $8.4M, expenses of $3.9M, and assets of $57.7M (revenue +88.7% year-over-year).
- 2019: Revenue of $4.5M, expenses of $3.9M, and assets of $53.2M (revenue +19.4% year-over-year).
- 2015: Revenue of $3.7M, expenses of $2.6M, and assets of $42.3M (revenue -71.7% year-over-year).
- 2014: Revenue of $13.2M, expenses of $1.6M, and assets of $41.2M (revenue +648.4% year-over-year).
- 2013: Revenue of $1.8M, expenses of $176K, and assets of $29.6M (revenue -60.5% year-over-year).
- 2012: Revenue of $4.5M, expenses of $4.2M, and assets of $28.0M (revenue +20.3% year-over-year).
- 2011: Revenue of $3.7M, expenses of $1.7M, and assets of $27.8M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Modzelewski Charitable Tr Us 100196:
Data Sources and Methodology
This transparency report for Modzelewski Charitable Tr Us 100196 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.