Mr And Mrs Samuel Oschin Family Foundation
Oschin Family Foundation consistently spends more than it earns, drawing down assets while maintaining zero executive compensation.
EIN: 200533204 · Woodland Hls, CA · NTEE: T22 · Updated: 2026-03-28
Is Mr And Mrs Samuel Oschin Family Foundation Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Mr And Mrs Samuel Oschin Family Foundation directs 95% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Mr And Mrs Samuel Oschin Family Foundation
Mr And Mrs Samuel Oschin Family Foundation (EIN: 200533204) is a nonprofit organization based in Woodland Hls, CA, classified under NTEE code T22. The organization reported total revenue of $30.2M and total assets of $83.9M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Mr And Mrs Samuel Oschin Family Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Mr And Mrs Samuel Oschin Family Foundation is a large nonprofit that has been operating for 22 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of -17.6%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $982K |
| Total Expenses | $6.2M |
| Surplus / Deficit | $-5,202,394 |
| Total Assets | $84.9M |
| Total Liabilities | $3.6M |
| Net Assets | $81.4M |
| Operating Margin | -530.0% |
| Debt-to-Asset Ratio | 4.2% |
| Months of Reserves | 164.8 months |
Financial Health Grade: B
In 2023, Mr And Mrs Samuel Oschin Family Foundation reported a deficit of $5.2M with expenses exceeding revenue, holds 164.8 months of operating reserves (strong position), has a debt-to-asset ratio of 4.2% (very low leverage).
Financial Trends
Over 10 years of filings (2011–2023), Mr And Mrs Samuel Oschin Family Foundation's revenue has declined at a compound annual growth rate (CAGR) of -17.6%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | -52.8% | -8.8% | -4.9% |
| 2022 | -81.9% | +7.1% | -2.4% |
| 2021 | +189.5% | +1.7% | +6.3% |
| 2020 | -42.6% | -1.1% | -2.6% |
| 2019 | +16.8% | -1.4% | -4.6% |
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 Mr And Mrs Samuel Oschin Family 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, Mr And Mrs Samuel Oschin Family 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 $5.2M, with expenses exceeding revenue.
- Debt-to-asset ratio: 4.2%.
Executive Compensation Analysis
Executive compensation is consistently reported as 0% across all available filings, indicating that no salaries are paid to officers, which is highly favorable for a foundation of this size with assets exceeding $80 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 Mr And Mrs Samuel Oschin Family Foundation's IRS 990 filings:
- Consistent spending exceeding revenue in recent years (e.g., $6.18M expenses vs. $0.98M revenue in 2023)
- Declining asset base over the past decade, from $93.1M in 2014 to $84.9M in 2023
- Significant year-over-year revenue volatility (e.g., $11.49M in 2021 to $0.98M in 2023)
Strengths
The following positive indicators were identified for Mr And Mrs Samuel Oschin Family Foundation:
- Zero officer compensation reported across all filings, indicating high efficiency in executive costs.
- Consistent level of programmatic spending (around $6 million annually) despite revenue fluctuations.
- Strong asset base of over $80 million, providing significant capacity for grantmaking.
Frequently Asked Questions about Mr And Mrs Samuel Oschin Family Foundation
Is Mr And Mrs Samuel Oschin Family Foundation a legitimate charity?
Based on AI analysis of IRS 990 filings, Mr And Mrs Samuel Oschin Family Foundation (EIN: 200533204) some concerns. Mission Score: 85/100. 3 red flags identified, 3 strengths noted.
How does Mr And Mrs Samuel Oschin Family Foundation spend its money?
Mr And Mrs Samuel Oschin Family Foundation directs 95% of its spending to programs and services. The remaining budget covers administration and fundraising costs.
Are donations to Mr And Mrs Samuel Oschin Family Foundation tax-deductible?
Mr And Mrs Samuel Oschin Family Foundation is registered as a tax-exempt nonprofit (EIN: 200533204). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Is Mr And Mrs Samuel Oschin Family Foundation a good charity?
Based on the available data, the foundation appears to be a good charity in terms of its financial management, particularly its commitment to zero officer compensation and its focus on grantmaking. However, its recent trend of expenses exceeding revenue could impact its long-term capacity.
How does the foundation manage its expenses relative to its revenue?
The foundation's expenses have been remarkably consistent, around $6 million annually, even as its revenue has fluctuated significantly. In recent years (2022 and 2023), expenses have substantially outpaced revenue, leading to a reduction in assets.
What is the trend in the foundation's assets?
The foundation's assets have generally declined over the past decade, from a high of $93,105,078 in 2014 to $84,945,614 in 2023, likely due to consistent spending exceeding revenue in several periods.
Does the foundation pay its officers?
No, the foundation consistently reports 0% officer compensation across all available IRS 990 filings, indicating that no salaries are paid to its officers.
Filing History
IRS 990 filing history for Mr And Mrs Samuel Oschin Family Foundation showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), Mr And Mrs Samuel Oschin Family Foundation's revenue has declined by 90.2%, moving from $10.0M to $982K. Total assets increased by 10.6% over the same period, from $76.8M to $84.9M. Total functional expenses rose by 14.7%, from $5.4M to $6.2M. In its most recent filing year (2023), Mr And Mrs Samuel Oschin Family Foundation reported a deficit of $5.2M, with expenses exceeding revenue. The organization holds $3.6M in liabilities against $84.9M in assets (debt-to-asset ratio: 4.2%), resulting in net assets of $81.4M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $982K | $6.2M | $84.9M | $3.6M | — | View 990 |
| 2022 | $2.1M | $6.8M | $89.4M | $2.8M | — | View 990 |
| 2021 | $11.5M | $6.3M | $91.6M | $275K | — | View 990 |
| 2020 | $4.0M | $6.2M | $86.1M | $1 | — | View 990 |
| 2019 | $6.9M | $6.3M | $88.4M | $0 | — | View 990 |
| 2015 | $5.9M | $6.4M | $92.7M | $0 | — | View 990 |
| 2014 | $13.8M | $6.3M | $93.1M | $0 | — | View 990 |
| 2013 | $9.0M | $6.0M | $85.5M | $0 | — | View 990 |
| 2012 | $11.7M | $5.9M | $82.5M | $0 | — | View 990 |
| 2011 | $10.0M | $5.4M | $76.8M | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $982K, expenses of $6.2M, and assets of $84.9M (revenue -52.8% year-over-year).
- 2022: Revenue of $2.1M, expenses of $6.8M, and assets of $89.4M (revenue -81.9% year-over-year).
- 2021: Revenue of $11.5M, expenses of $6.3M, and assets of $91.6M (revenue +189.5% year-over-year).
- 2020: Revenue of $4.0M, expenses of $6.2M, and assets of $86.1M (revenue -42.6% year-over-year).
- 2019: Revenue of $6.9M, expenses of $6.3M, and assets of $88.4M (revenue +16.8% year-over-year).
- 2015: Revenue of $5.9M, expenses of $6.4M, and assets of $92.7M (revenue -57.2% year-over-year).
- 2014: Revenue of $13.8M, expenses of $6.3M, and assets of $93.1M (revenue +54.0% year-over-year).
- 2013: Revenue of $9.0M, expenses of $6.0M, and assets of $85.5M (revenue -23.1% year-over-year).
- 2012: Revenue of $11.7M, expenses of $5.9M, and assets of $82.5M (revenue +17.1% year-over-year).
- 2011: Revenue of $10.0M, expenses of $5.4M, and assets of $76.8M.
Data Sources and Methodology
This transparency report for Mr And Mrs Samuel Oschin Family 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.