Robert Schalkenbach Foundation Inc
Robert Schalkenbach Foundation maintains substantial assets with no reported officer compensation, despite fluctuating annual revenues and occasional expense overruns.
EIN: 131656331 · Princeton, NJ · NTEE: B82 · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $1.6M |
| Total Expenses | $906K |
| Program Spending | 90% |
| CEO/Top Officer Pay | $20 |
| Net Assets | $19.0M |
| Transparency Score | 92/100 |
Is Robert Schalkenbach Foundation Inc Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Robert Schalkenbach Foundation Inc directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Robert Schalkenbach Foundation Inc
Robert Schalkenbach Foundation Inc (EIN: 131656331) is a nonprofit organization based in Princeton, NJ, classified under NTEE code B82. The organization reported total revenue of $1.6M and total assets of $20.8M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Robert Schalkenbach Foundation Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Robert Schalkenbach Foundation Inc is a mid-size nonprofit that has been operating for 88 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 4.3%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $738K |
| Total Expenses | $906K |
| Surplus / Deficit | $-168,020 |
| Total Assets | $19.2M |
| Total Liabilities | $219K |
| Net Assets | $19.0M |
| Operating Margin | -22.8% |
| Debt-to-Asset Ratio | 1.1% |
| Months of Reserves | 254.1 months |
Financial Health Grade: B
In 2023, Robert Schalkenbach Foundation Inc reported a deficit of $168K with expenses exceeding revenue, holds 254.1 months of operating reserves (strong position), has a debt-to-asset ratio of 1.1% (very low leverage).
Financial Trends
Over 10 years of filings (2011–2023), Robert Schalkenbach Foundation Inc's revenue has grown at a compound annual growth rate (CAGR) of 4.3%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | -22.1% | +18.1% | +5.5% |
| 2022 | -14.1% | +3.9% | -16.2% |
| 2021 | -21.5% | -4.3% | +19.4% |
| 2020 | +52.3% | +13.6% | +0.2% |
| 2019 | +26.9% | -1.5% | +6.3% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 2000 |
| IRS Ruling Date | 1938 |
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 Schalkenbach Foundation Inc with a Mission Score of 92 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: 8%
- programs: 90%
- fundraising: 2%
According to IRS 990 filings, Robert Schalkenbach Foundation Inc allocates its expenses as follows: admin: 8%, programs: 90%, fundraising: 2%. With 90% 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 $168K, with expenses exceeding revenue.
- Debt-to-asset ratio: 1.1%.
Executive Compensation Analysis
Executive compensation is reported as 0% across all available filings, indicating that officers either serve on a volunteer basis or receive compensation that is not categorized as 'officer compensation' on the 990, which is highly unusual for an organization with assets exceeding $20 million. This suggests a very lean administrative structure at the top.
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 Schalkenbach Foundation Inc's IRS 990 filings:
- Occasional periods where expenses exceed revenue (e.g., 202306: Revenue=$738,403, Expenses=$906,423), indicating reliance on prior surpluses or asset drawdowns.
Strengths
The following positive indicators were identified for Robert Schalkenbach Foundation Inc:
- Substantial and growing asset base ($20,828,244 latest, up from $15,918,812 in 201106), providing long-term financial stability.
- 0% reported officer compensation across all 10 filings, indicating highly efficient use of funds and potentially volunteer leadership.
- Consistent IRS 990 filing history over a decade, demonstrating strong transparency.
- Low liabilities relative to assets (e.g., 202306: Liabilities=$219,108 vs. Assets=$19,195,137).
Frequently Asked Questions about Robert Schalkenbach Foundation Inc
Is Robert Schalkenbach Foundation Inc a legitimate charity?
Robert Schalkenbach Foundation Inc (EIN: 131656331) is a registered tax-exempt nonprofit based in New Jersey. Our AI analysis gives it a Mission Score of 92/100. It has 10 years of IRS 990 filings on record. Total revenue: $1.6M. 1 red flag identified. 4 strengths noted. Financial health grade: B.
How does Robert Schalkenbach Foundation Inc spend its money?
Robert Schalkenbach Foundation Inc directs 90% of its spending to programs and services. Fundraising costs 2%. This exceeds the 65% industry benchmark.
Are donations to Robert Schalkenbach Foundation Inc tax-deductible?
Robert Schalkenbach Foundation Inc is registered as a tax-exempt nonprofit (EIN: 131656331). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
How much does the Robert Schalkenbach Foundation Inc CEO make?
Robert Schalkenbach Foundation Inc's highest-compensated officer earns $20 annually. The organization reported $1.6M in total revenue. Executive compensation data is disclosed in IRS 990 filings.
What percentage of Robert Schalkenbach Foundation Inc's spending goes to programs?
Robert Schalkenbach Foundation Inc directs 90% to programs, 2% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.
How does Robert Schalkenbach Foundation Inc compare to similar nonprofits?
With a transparency score of 92/100 (Excellent), Robert Schalkenbach Foundation Inc is above average for NTEE category B82 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is Robert Schalkenbach Foundation Inc located?
Robert Schalkenbach Foundation Inc is headquartered in Princeton, New Jersey and files with the IRS under EIN 131656331. It is classified under NTEE code B82.
How many years of IRS 990 filings does Robert Schalkenbach Foundation Inc have?
Robert Schalkenbach Foundation Inc 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 $1.6M in total revenue.
Is Robert Schalkenbach Foundation Inc. financially stable?
Yes, the foundation appears financially stable, primarily due to its substantial and growing asset base, which reached $20,828,244. While annual revenues fluctuate and expenses occasionally exceed revenue (e.g., 202306 period), the large asset base provides a strong financial buffer.
How efficiently does the organization spend its money?
The organization appears to spend very efficiently, particularly given the 0% reported officer compensation across all filings. This suggests a high proportion of funds can be directed towards program services, estimated at 90% in the spending breakdown.
What is the trend in the organization's assets?
The organization's assets have shown a strong upward trend over the past decade, growing from $15,918,812 in 201106 to $20,828,244 currently, indicating effective asset management and growth.
Are there any concerns regarding executive compensation?
No, there are no concerns regarding executive compensation; in fact, the reported 0% officer compensation across all filings is a significant strength, indicating that leadership is not drawing a salary from the organization's funds.
Filing History
IRS 990 filing history for Robert Schalkenbach Foundation Inc showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), Robert Schalkenbach Foundation Inc's revenue has grown by 64.9%, moving from $448K to $738K. Total assets increased by 20.6% over the same period, from $15.9M to $19.2M. Total functional expenses rose by 28.5%, from $705K to $906K. In its most recent filing year (2023), Robert Schalkenbach Foundation Inc reported a deficit of $168K, with expenses exceeding revenue. The organization holds $219K in liabilities against $19.2M in assets (debt-to-asset ratio: 1.1%), resulting in net assets of $19.0M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $738K | $906K | $19.2M | $219K | — | View 990 |
| 2022 | $948K | $768K | $18.2M | $127K | — | View 990 |
| 2021 | $1.1M | $739K | $21.7M | $89K | — | View 990 |
| 2020 | $1.4M | $772K | $18.2M | $273K | — | View 990 |
| 2019 | $923K | $680K | $18.2M | $240K | — | View 990 |
| 2015 | $727K | $690K | $17.1M | $230K | — | View 990 |
| 2014 | $465K | $689K | $17.5M | $133K | — | View 990 |
| 2013 | $523K | $643K | $15.8M | $191K | — | View 990 |
| 2012 | $361K | $739K | $15.0M | $405K | — | View 990 |
| 2011 | $448K | $705K | $15.9M | $269K | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $738K, expenses of $906K, and assets of $19.2M (revenue -22.1% year-over-year).
- 2022: Revenue of $948K, expenses of $768K, and assets of $18.2M (revenue -14.1% year-over-year).
- 2021: Revenue of $1.1M, expenses of $739K, and assets of $21.7M (revenue -21.5% year-over-year).
- 2020: Revenue of $1.4M, expenses of $772K, and assets of $18.2M (revenue +52.3% year-over-year).
- 2019: Revenue of $923K, expenses of $680K, and assets of $18.2M (revenue +26.9% year-over-year).
- 2015: Revenue of $727K, expenses of $690K, and assets of $17.1M (revenue +56.3% year-over-year).
- 2014: Revenue of $465K, expenses of $689K, and assets of $17.5M (revenue -11.1% year-over-year).
- 2013: Revenue of $523K, expenses of $643K, and assets of $15.8M (revenue +44.9% year-over-year).
- 2012: Revenue of $361K, expenses of $739K, and assets of $15.0M (revenue -19.4% year-over-year).
- 2011: Revenue of $448K, expenses of $705K, and assets of $15.9M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Robert Schalkenbach Foundation Inc:
Data Sources and Methodology
This transparency report for Robert Schalkenbach Foundation Inc 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.