R L Zuhlke Charitable Tr P60324004
R L Zuhlke Charitable Trust maintains over $32 million in assets with zero officer compensation.
EIN: 136374227 · Chicago, IL · NTEE: T900 · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $8.9M |
| Total Expenses | $2.2M |
| Program Spending | 95% |
| Net Assets | $32.1M |
| Transparency Score | 95/100 |
Is R L Zuhlke Charitable Tr P60324004 Legit?
Appears Legitimate
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
R L Zuhlke Charitable Tr P60324004 directs 95% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About R L Zuhlke Charitable Tr P60324004
R L Zuhlke Charitable Tr P60324004 (EIN: 136374227) is a nonprofit organization based in Chicago, IL, classified under NTEE code T900. The organization reported total revenue of $8.9M and total assets of $32.5M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of R L Zuhlke Charitable Tr P60324004's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
R L Zuhlke Charitable Tr P60324004 is a mid-size 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 2.1%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $2.4M |
| Total Expenses | $2.2M |
| Surplus / Deficit | +$160K |
| Total Assets | $32.1M |
| Total Liabilities | $1 |
| Net Assets | $32.1M |
| Operating Margin | 6.8% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 175.7 months |
Financial Health Grade: A
In 2023, R L Zuhlke Charitable Tr P60324004 reported a surplus of $160K with revenue exceeding expenses, holds 175.7 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), R L Zuhlke Charitable Tr P60324004's revenue has grown at a compound annual growth rate (CAGR) of 2.1%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +6.6% | -5.5% | +0.5% |
| 2022 | -22.9% | +16.5% | -0.4% |
| 2021 | +20.3% | +3.5% | +2.8% |
| 2020 | +8.9% | -4.0% | +1.5% |
| 2019 | +25.1% | +4.0% | +4.8% |
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 R L Zuhlke Charitable Tr P60324004 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, R L Zuhlke Charitable Tr P60324004 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 $160K, with revenue exceeding expenses.
- Debt-to-asset ratio: 0.0%.
Executive Compensation Analysis
The organization reports 0% officer compensation across all available filings, indicating that no salaries are paid to executives, which is highly efficient for a charitable trust of this 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.
Strengths
The following positive indicators were identified for R L Zuhlke Charitable Tr P60324004:
- Zero officer compensation, indicating high efficiency and direct mission focus.
- Substantial and stable asset base, currently $32,519,572, ensuring long-term financial health.
- Minimal liabilities ($1 in recent periods), reflecting strong financial management.
- Consistent revenue generation relative to expenses, maintaining financial equilibrium.
- Likely high program spending ratio due to its nature as a charitable trust with no executive salaries.
Frequently Asked Questions about R L Zuhlke Charitable Tr P60324004
Is R L Zuhlke Charitable Tr P60324004 a legitimate charity?
Based on AI analysis of IRS 990 filings, R L Zuhlke Charitable Tr P60324004 (EIN: 136374227) appears legitimate. Mission Score: 95/100. 0 red flags identified, 5 strengths noted.
How does R L Zuhlke Charitable Tr P60324004 spend its money?
R L Zuhlke Charitable Tr P60324004 directs 95% of its spending to programs and services. The remaining budget covers administration and fundraising costs.
Are donations to R L Zuhlke Charitable Tr P60324004 tax-deductible?
R L Zuhlke Charitable Tr P60324004 is registered as a tax-exempt nonprofit (EIN: 136374227). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
How does R L Zuhlke Charitable Tr P60324004 compare to similar nonprofits?
With a transparency score of 95/100 (Excellent), R L Zuhlke Charitable Tr P60324004 is above average for NTEE category T900 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is R L Zuhlke Charitable Tr P60324004 located?
R L Zuhlke Charitable Tr P60324004 is headquartered in Chicago, Illinois and files with the IRS under EIN 136374227. It is classified under NTEE code T900.
How many years of IRS 990 filings does R L Zuhlke Charitable Tr P60324004 have?
R L Zuhlke Charitable Tr P60324004 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 $8.9M in total revenue.
Is R L Zuhlke Charitable Tr P60324004 a good charity?
Yes, based on the available IRS 990 data, R L Zuhlke Charitable Tr P60324004 appears to be a very good charity. It maintains substantial assets ($32,519,572), has minimal liabilities ($1), and reports 0% officer compensation, suggesting a highly efficient operation focused on its charitable mission.
How does this organization manage its administrative costs?
The organization manages its administrative costs exceptionally well, as evidenced by 0% officer compensation reported across all filings. This indicates that executive-level administrative expenses are virtually non-existent, allowing more funds to be directed towards its charitable purpose.
What is the trend in the organization's assets?
The organization's assets have shown consistent growth and stability over the past decade, increasing from $29,668,897 in 201111 to $32,148,969 in 202311, and currently standing at $32,519,572. This indicates strong financial stewardship and long-term sustainability.
Filing History
IRS 990 filing history for R L Zuhlke Charitable Tr P60324004 showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), R L Zuhlke Charitable Tr P60324004's revenue has grown by 28.2%, moving from $1.8M to $2.4M. Total assets increased by 8.4% over the same period, from $29.7M to $32.1M. Total functional expenses rose by 51.2%, from $1.5M to $2.2M. In its most recent filing year (2023), R L Zuhlke Charitable Tr P60324004 reported a surplus of $160K, with revenue exceeding expenses. The organization holds $1 in liabilities against $32.1M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $32.1M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $2.4M | $2.2M | $32.1M | $1 | — | View 990 |
| 2022 | $2.2M | $2.3M | $32.0M | $1 | — | View 990 |
| 2021 | $2.9M | $2.0M | $32.1M | $1 | — | View 990 |
| 2020 | $2.4M | $1.9M | $31.2M | $1 | — | — |
| 2019 | $2.2M | $2.0M | $30.8M | $1 | — | View 990 |
| 2015 | $1.7M | $1.9M | $29.4M | $0 | — | View 990 |
| 2014 | $1.8M | $1.9M | $29.5M | $0 | — | View 990 |
| 2013 | $2.2M | $1.8M | $29.6M | $0 | — | View 990 |
| 2012 | $1.3M | $1.8M | $29.2M | $0 | — | View 990 |
| 2011 | $1.8M | $1.5M | $29.7M | $1 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $2.4M, expenses of $2.2M, and assets of $32.1M (revenue +6.6% year-over-year).
- 2022: Revenue of $2.2M, expenses of $2.3M, and assets of $32.0M (revenue -22.9% year-over-year).
- 2021: Revenue of $2.9M, expenses of $2.0M, and assets of $32.1M (revenue +20.3% year-over-year).
- 2020: Revenue of $2.4M, expenses of $1.9M, and assets of $31.2M (revenue +8.9% year-over-year).
- 2019: Revenue of $2.2M, expenses of $2.0M, and assets of $30.8M (revenue +25.1% year-over-year).
- 2015: Revenue of $1.7M, expenses of $1.9M, and assets of $29.4M (revenue -3.9% year-over-year).
- 2014: Revenue of $1.8M, expenses of $1.9M, and assets of $29.5M (revenue -16.3% year-over-year).
- 2013: Revenue of $2.2M, expenses of $1.8M, and assets of $29.6M (revenue +71.3% year-over-year).
- 2012: Revenue of $1.3M, expenses of $1.8M, and assets of $29.2M (revenue -31.0% year-over-year).
- 2011: Revenue of $1.8M, expenses of $1.5M, and assets of $29.7M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for R L Zuhlke Charitable Tr P60324004:
Data Sources and Methodology
This transparency report for R L Zuhlke Charitable Tr P60324004 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.