Rj Rohr & Mc Rohr Tr Fbo Charity
Small charitable trust consistently distributes funds with declining asset base and no officer compensation.
EIN: 136923367 · Morrisville, VT · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $8K |
| Total Expenses | $4K |
| Program Spending | 90% |
| Net Assets | $55K |
| Transparency Score | 70/100 |
Is Rj Rohr & Mc Rohr Tr Fbo Charity Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Rj Rohr & Mc Rohr Tr Fbo Charity directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Rj Rohr & Mc Rohr Tr Fbo Charity
Rj Rohr & Mc Rohr Tr Fbo Charity (EIN: 136923367) is a nonprofit organization based in Morrisville, VT. The organization reported total revenue of $8K and total assets of $55K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Rj Rohr & Mc Rohr Tr Fbo Charity's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Rj Rohr & Mc Rohr Tr Fbo Charity is a micro nonprofit that has been operating for 36 years, with 11 years of IRS 990 filings on record (2011–2024). Revenue has grown at a compound annual rate of -3.2%.
Key Financial Metrics (2024)
From the most recent IRS 990 filing on record:
| Total Revenue | $4K |
| Total Expenses | $4K |
| Surplus / Deficit | +$63 |
| Total Assets | $55K |
| Total Liabilities | $1 |
| Net Assets | $55K |
| Operating Margin | 1.7% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 177.4 months |
Financial Health Grade: A
In 2024, Rj Rohr & Mc Rohr Tr Fbo Charity reported a surplus of $63 with revenue exceeding expenses, holds 177.4 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).
Financial Trends
Over 11 years of filings (2011–2024), Rj Rohr & Mc Rohr Tr Fbo Charity's revenue has declined at a compound annual growth rate (CAGR) of -3.2%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2024 | +8.6% | +93.2% | +0.2% |
| 2023 | +62.5% | -38.6% | +2.8% |
| 2022 | -47.1% | -45.6% | -1.8% |
| 2021 | +134.9% | +3.2% | -3.1% |
| 2020 | -27.3% | -31.3% | -7.2% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 1990 |
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 Rj Rohr & Mc Rohr Tr Fbo Charity with a Mission Score of 70 out of 100 (Good). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Spending Breakdown
- admin: 10%
- programs: 90%
- fundraising: 0%
According to IRS 990 filings, Rj Rohr & Mc Rohr Tr Fbo Charity allocates its expenses as follows: admin: 10%, programs: 90%, fundraising: 0%. With 90% directed toward programs, this reflects a strong commitment to its charitable mission.
Key Financial Metrics (2024)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $63, with revenue exceeding expenses.
- Debt-to-asset ratio: 0.0%.
Executive Compensation Analysis
Officer compensation has consistently been reported as 0% across all available filings, indicating that no executives or officers receive salaries from the organization, which is typical for a small charitable trust.
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 Rj Rohr & Mc Rohr Tr Fbo Charity's IRS 990 filings:
- Declining asset base over the past decade, indicating potential long-term sustainability issues if not replenished.
- Lack of detailed program spending breakdown in summary data makes it difficult to fully assess programmatic efficiency.
Strengths
The following positive indicators were identified for Rj Rohr & Mc Rohr Tr Fbo Charity:
- Consistent history of IRS 990 filings, demonstrating transparency.
- Zero officer compensation, indicating all funds are directed away from executive salaries.
- Minimal liabilities ($0-$1) across all filings, suggesting strong financial management and low risk.
- Expenses generally align with or are slightly below revenue in recent years (e.g., 202409: Revenue $3,768, Expenses $3,705), indicating responsible spending relative to income.
Frequently Asked Questions about Rj Rohr & Mc Rohr Tr Fbo Charity
Is Rj Rohr & Mc Rohr Tr Fbo Charity a legitimate charity?
Based on AI analysis of IRS 990 filings, Rj Rohr & Mc Rohr Tr Fbo Charity (EIN: 136923367) some concerns. Mission Score: 70/100. 2 red flags identified, 4 strengths noted.
How does Rj Rohr & Mc Rohr Tr Fbo Charity spend its money?
Rj Rohr & Mc Rohr Tr Fbo Charity directs 90% of its spending to programs and services. The remaining budget covers administration and fundraising costs.
Are donations to Rj Rohr & Mc Rohr Tr Fbo Charity tax-deductible?
Rj Rohr & Mc Rohr Tr Fbo Charity is registered as a tax-exempt nonprofit (EIN: 136923367). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Where is Rj Rohr & Mc Rohr Tr Fbo Charity located?
Rj Rohr & Mc Rohr Tr Fbo Charity is headquartered in Morrisville, Vermont and files with the IRS under EIN 136923367.
How many years of IRS 990 filings does Rj Rohr & Mc Rohr Tr Fbo Charity have?
Rj Rohr & Mc Rohr Tr Fbo Charity has 11 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 $8K in total revenue.
What is the specific charitable purpose of Rj Rohr & Mc Rohr Tr Fbo Charity?
The provided data does not specify the exact charitable purpose or beneficiaries of the trust, only that it is 'Fbo Charity' (for the benefit of charity).
Why are the organization's assets consistently declining?
The consistent decline in assets, from $87,783 in 201209 to $54,764 in 202409, suggests that the trust is distributing more in expenses (charitable payouts) than it generates in revenue (investment income or new contributions), gradually depleting its principal over time.
Is the organization financially sustainable in the long term?
Given the trend of declining assets and expenses often exceeding revenue in past periods (e.g., 202209, 202109, 202009), the current operational model suggests a finite lifespan for the trust's ability to make distributions at its historical levels, unless new principal is added.
Filing History
IRS 990 filing history for Rj Rohr & Mc Rohr Tr Fbo Charity showing financial trends over 11 years of public records:
Over 11 years of IRS 990 filings (2011–2024), Rj Rohr & Mc Rohr Tr Fbo Charity's revenue has declined by 34.8%, moving from $6K to $4K. Total assets decreased by 45.8% over the same period, from $101K to $55K. Total functional expenses fell by 60.4%, from $9K to $4K. In its most recent filing year (2024), Rj Rohr & Mc Rohr Tr Fbo Charity reported a surplus of $63, with revenue exceeding expenses. The organization holds $1 in liabilities against $55K in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $55K.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2024 | $4K | $4K | $55K | $1 | — | — |
| 2023 | $3K | $2K | $55K | $1 | — | — |
| 2022 | $2K | $3K | $53K | $1 | — | View 990 |
| 2021 | $4K | $6K | $54K | $1 | — | — |
| 2020 | $2K | $6K | $56K | $1 | — | View 990 |
| 2019 | $2K | $8K | $60K | $0 | — | View 990 |
| 2015 | $8K | $14K | $73K | $0 | — | View 990 |
| 2014 | $4K | $12K | $79K | $0 | — | View 990 |
| 2013 | $10K | $11K | $86K | $0 | — | View 990 |
| 2012 | $6K | $12K | $88K | $0 | — | View 990 |
| 2011 | $6K | $9K | $101K | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2024: Revenue of $4K, expenses of $4K, and assets of $55K (revenue +8.6% year-over-year).
- 2023: Revenue of $3K, expenses of $2K, and assets of $55K (revenue +62.5% year-over-year).
- 2022: Revenue of $2K, expenses of $3K, and assets of $53K (revenue -47.1% year-over-year).
- 2021: Revenue of $4K, expenses of $6K, and assets of $54K (revenue +134.9% year-over-year).
- 2020: Revenue of $2K, expenses of $6K, and assets of $56K (revenue -27.3% year-over-year).
- 2019: Revenue of $2K, expenses of $8K, and assets of $60K (revenue -69.6% year-over-year).
- 2015: Revenue of $8K, expenses of $14K, and assets of $73K (revenue +102.4% year-over-year).
- 2014: Revenue of $4K, expenses of $12K, and assets of $79K (revenue -61.5% year-over-year).
- 2013: Revenue of $10K, expenses of $11K, and assets of $86K (revenue +72.4% year-over-year).
- 2012: Revenue of $6K, expenses of $12K, and assets of $88K (revenue +0.1% year-over-year).
- 2011: Revenue of $6K, expenses of $9K, and assets of $101K.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Rj Rohr & Mc Rohr Tr Fbo Charity:
Data Sources and Methodology
This transparency report for Rj Rohr & Mc Rohr Tr Fbo Charity 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.