Robert E Schocker Charitable Tr
Robert E Schocker Charitable Tr reports negative revenue and declining assets in recent years.
EIN: 206834005 · Bountiful, UT · NTEE: T20 · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $367K |
| Total Expenses | $83K |
| Program Spending | 75% |
| Net Assets | $981K |
| Transparency Score | 35/100 |
Is Robert E Schocker Charitable Tr Legit?
Significant Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Robert E Schocker Charitable Tr directs 75% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Robert E Schocker Charitable Tr
Robert E Schocker Charitable Tr (EIN: 206834005) is a nonprofit organization based in Bountiful, UT, classified under NTEE code T20. The organization reported total revenue of $367K and total assets of $938K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Robert E Schocker Charitable Tr's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Robert E Schocker Charitable Tr is a small nonprofit that has been operating for 20 years, with 10 years of IRS 990 filings on record (2011–2023).
Financial Trends
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | -242.0% | +14.6% | -9.3% |
| 2022 | -60.8% | +16.2% | -5.0% |
| 2021 | -97.9% | +14.0% | -3.1% |
| 2020 | +16809914.3% | +221.3% | +2149.2% |
| 2019 | -73.1% | +304.6% | -35.6% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1200 |
| IRS Ruling Date | 2006 |
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 Robert E Schocker Charitable Tr with a Mission Score of 35 out of 100 (Poor). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Spending Breakdown
- admin: 15%
- programs: 75%
- fundraising: 10%
According to IRS 990 filings, Robert E Schocker Charitable Tr allocates its expenses as follows: admin: 15%, programs: 75%, fundraising: 10%. With 75% 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:
- Debt-to-asset ratio: 0.0%.
Executive Compensation Analysis
The organization consistently reports 0% officer compensation across all available filings, suggesting a volunteer-led structure or that compensation is not paid to officers, which is positive for minimizing overhead.
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 Robert E Schocker Charitable Tr's IRS 990 filings:
- Consistent negative net income (expenses exceeding revenue) in recent years (e.g., 202312, 202212, 202112).
- Negative revenue reported in the latest filing (202312: $-13,595).
- Declining assets from $1,174,466 in 202012 to $980,555 in 202312, indicating asset depletion.
- Unexplained volatility in revenue, with a large spike in 202012 followed by sharp declines.
Strengths
The following positive indicators were identified for Robert E Schocker Charitable Tr:
- No officer compensation reported across all filings, indicating low executive overhead.
- Low liabilities reported across all filings ($1 in recent years, $0 previously).
Frequently Asked Questions about Robert E Schocker Charitable Tr
Is Robert E Schocker Charitable Tr a legitimate charity?
Based on AI analysis of IRS 990 filings, Robert E Schocker Charitable Tr (EIN: 206834005) significant concerns. Mission Score: 35/100. 4 red flags identified, 2 strengths noted.
How does Robert E Schocker Charitable Tr spend its money?
Robert E Schocker Charitable Tr directs 75% of its spending to programs and services. The remaining budget covers administration and fundraising costs.
Are donations to Robert E Schocker Charitable Tr tax-deductible?
Robert E Schocker Charitable Tr is registered as a tax-exempt nonprofit (EIN: 206834005). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
What percentage of Robert E Schocker Charitable Tr's spending goes to programs?
Robert E Schocker Charitable Tr directs 75% to programs, 10% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.
How does Robert E Schocker Charitable Tr compare to similar nonprofits?
With a transparency score of 35/100 (Poor), Robert E Schocker Charitable Tr is below average for NTEE category T20 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is Robert E Schocker Charitable Tr located?
Robert E Schocker Charitable Tr is headquartered in Bountiful, Utah and files with the IRS under EIN 206834005. It is classified under NTEE code T20.
How many years of IRS 990 filings does Robert E Schocker Charitable Tr have?
Robert E Schocker 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 $367K in total revenue.
Why has the organization reported negative revenue in its latest filing (202312)?
The filing for period 202312 shows revenue of $-13,595, which is highly unusual and warrants further investigation into the nature of these financial transactions.
How does the organization sustain operations with expenses consistently exceeding revenue?
In 202312, expenses were $82,661 against $-13,595 revenue. This pattern is also seen in 202212 and 202112, suggesting the organization is drawing down its assets to cover operational costs.
What caused the significant revenue spike in 202012 and its subsequent decline?
Revenue jumped to $1,176,701 in 202012 but then plummeted in subsequent years, indicating a potentially one-time event or a significant change in funding sources.
What are the specific program activities funded by the trust?
The provided data does not detail the specific program activities, making it difficult to assess the impact of its spending.
Filing History
IRS 990 filing history for Robert E Schocker Charitable Tr showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), Robert E Schocker Charitable Tr's revenue has declined by 197.1%, moving from $14K to $-13,595. Total assets increased by 21276.8% over the same period, from $5K to $981K. Total functional expenses rose by 267%, from $23K to $83K. The organization holds $1 in liabilities against $981K in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $981K.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $-13,595 | $83K | $981K | $1 | — | — |
| 2022 | $10K | $72K | $1.1M | $1 | — | View 990 |
| 2021 | $24K | $62K | $1.1M | $1 | — | — |
| 2020 | $1.2M | $54K | $1.2M | $1 | — | — |
| 2019 | $7 | $17K | $52K | $0 | — | View 990 |
| 2015 | $26 | $4K | $81K | $0 | — | View 990 |
| 2014 | $82K | $26K | $85K | $0 | — | View 990 |
| 2013 | $21K | $8K | $30K | $0 | — | View 990 |
| 2012 | $49K | $38K | $16K | $0 | — | View 990 |
| 2011 | $14K | $23K | $5K | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $-13,595, expenses of $83K, and assets of $981K (revenue -242.0% year-over-year).
- 2022: Revenue of $10K, expenses of $72K, and assets of $1.1M (revenue -60.8% year-over-year).
- 2021: Revenue of $24K, expenses of $62K, and assets of $1.1M (revenue -97.9% year-over-year).
- 2020: Revenue of $1.2M, expenses of $54K, and assets of $1.2M (revenue +16809914.3% year-over-year).
- 2019: Revenue of $7, expenses of $17K, and assets of $52K (revenue -73.1% year-over-year).
- 2015: Revenue of $26, expenses of $4K, and assets of $81K (revenue -100.0% year-over-year).
- 2014: Revenue of $82K, expenses of $26K, and assets of $85K (revenue +287.0% year-over-year).
- 2013: Revenue of $21K, expenses of $8K, and assets of $30K (revenue -56.8% year-over-year).
- 2012: Revenue of $49K, expenses of $38K, and assets of $16K (revenue +249.5% year-over-year).
- 2011: Revenue of $14K, expenses of $23K, and assets of $5K.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Robert E Schocker Charitable Tr:
Data Sources and Methodology
This transparency report for Robert E Schocker 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.