Ruth Bartsch Memorial Tr
Ruth Bartsch Memorial Tr maintains stable assets and minimal liabilities with no reported officer compensation.
EIN: 133188775 · Chicago, IL · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $2.1M |
| Total Expenses | $550K |
| Program Spending | 85% |
| CEO/Top Officer Pay | $8 |
| Net Assets | $7.8M |
| Transparency Score | 85/100 |
Is Ruth Bartsch Memorial Tr Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Ruth Bartsch Memorial Tr directs 85% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Ruth Bartsch Memorial Tr
Ruth Bartsch Memorial Tr (EIN: 133188775) is a nonprofit organization based in Chicago, IL. The organization reported total revenue of $2.1M and total assets of $8.1M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Ruth Bartsch Memorial Tr's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Ruth Bartsch Memorial Tr is a mid-size nonprofit that has been operating for 42 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 | $573K |
| Total Expenses | $550K |
| Surplus / Deficit | +$23K |
| Total Assets | $7.8M |
| Total Liabilities | $1 |
| Net Assets | $7.8M |
| Operating Margin | 4.0% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 169.1 months |
Financial Health Grade: A
In 2023, Ruth Bartsch Memorial Tr reported a surplus of $23K with revenue exceeding expenses, holds 169.1 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), Ruth Bartsch Memorial Tr's revenue has grown at a compound annual growth rate (CAGR) of 2.1%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +45.6% | -6.9% | +0.3% |
| 2022 | -27.6% | +7.7% | -2.5% |
| 2021 | -19.2% | +2.3% | -0.1% |
| 2020 | +10.3% | -8.9% | +1.7% |
| 2019 | +16.3% | +2.2% | -4.2% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 1984 |
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 Ruth Bartsch Memorial Tr 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: 10%
- programs: 85%
- fundraising: 5%
According to IRS 990 filings, Ruth Bartsch Memorial Tr allocates its expenses as follows: admin: 10%, programs: 85%, fundraising: 5%. With 85% 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 $23K, with revenue exceeding expenses.
- Debt-to-asset ratio: 0.0%.
Executive Compensation Analysis
Executive compensation is consistently reported as 0% across all available filings, indicating a volunteer-led organization or one with no paid officers, which is highly favorable for minimizing administrative overhead relative to its asset size of approximately $8 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 Ruth Bartsch Memorial Tr's IRS 990 filings:
- NTEE Code is unknown, limiting comparative analysis of program efficiency.
- Occasional periods of deficit spending, such as in 202211 where expenses ($590,787) exceeded revenue ($393,684).
Strengths
The following positive indicators were identified for Ruth Bartsch Memorial Tr:
- Consistent asset base of approximately $8 million, indicating financial stability.
- Minimal liabilities ($0 or $1 across all filings), demonstrating strong financial health.
- Zero officer compensation reported across all filings, suggesting high efficiency and low administrative overhead.
- Consistent filing of IRS Form 990s, indicating good transparency practices.
- Generally balanced revenue and expenses, with a surplus in the latest filing (202311).
Frequently Asked Questions about Ruth Bartsch Memorial Tr
Is Ruth Bartsch Memorial Tr a legitimate charity?
Ruth Bartsch Memorial Tr (EIN: 133188775) is a registered tax-exempt nonprofit based in Illinois. Our AI analysis gives it a Mission Score of 85/100. It has 10 years of IRS 990 filings on record. Total revenue: $2.1M. 2 red flags identified. 5 strengths noted. Financial health grade: A.
How does Ruth Bartsch Memorial Tr spend its money?
Ruth Bartsch Memorial Tr directs 85% of its spending to programs and services. Fundraising costs 5%. This exceeds the 65% industry benchmark.
Are donations to Ruth Bartsch Memorial Tr tax-deductible?
Ruth Bartsch Memorial Tr is registered as a tax-exempt nonprofit (EIN: 133188775). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
How much does the Ruth Bartsch Memorial Tr CEO make?
Ruth Bartsch Memorial Tr's highest-compensated officer earns $8 annually. The organization reported $2.1M in total revenue. Executive compensation data is disclosed in IRS 990 filings.
What percentage of Ruth Bartsch Memorial Tr's spending goes to programs?
Ruth Bartsch Memorial Tr directs 85% to programs, 5% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.
Where is Ruth Bartsch Memorial Tr located?
Ruth Bartsch Memorial Tr is headquartered in Chicago, Illinois and files with the IRS under EIN 133188775.
How many years of IRS 990 filings does Ruth Bartsch Memorial Tr have?
Ruth Bartsch Memorial 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 $2.1M in total revenue.
Is Ruth Bartsch Memorial Tr a good charity?
Based on the provided financial data, Ruth Bartsch Memorial Tr demonstrates strong financial stability with consistent assets and minimal liabilities. The absence of officer compensation is a significant positive, suggesting high efficiency in executive management. However, without detailed program spending breakdowns, a full assessment of program effectiveness is limited.
How does Ruth Bartsch Memorial Tr manage its finances?
The organization manages its finances conservatively, maintaining a stable asset base of around $8 million and keeping liabilities at a negligible level ($0 or $1). Revenue and expenses are generally balanced, with occasional surpluses or minor deficits. For example, in 202311, revenue was $573,303 and expenses were $550,294.
What is the trend in Ruth Bartsch Memorial Tr's revenue and expenses?
Revenue and expenses for Ruth Bartsch Memorial Tr have fluctuated over the past decade but generally remain within a range of $400,000 to $700,000 annually. For instance, in 202311, revenue was $573,303, while in 202211, it was $393,684. Expenses have also shown similar fluctuations, such as $550,294 in 202311 and $590,787 in 202211.
Filing History
IRS 990 filing history for Ruth Bartsch Memorial Tr showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), Ruth Bartsch Memorial Tr's revenue has grown by 28.4%, moving from $446K to $573K. Total assets decreased by 6.5% over the same period, from $8.3M to $7.8M. Total functional expenses rose by 12.3%, from $490K to $550K. In its most recent filing year (2023), Ruth Bartsch Memorial Tr reported a surplus of $23K, with revenue exceeding expenses. The organization holds $1 in liabilities against $7.8M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $7.8M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $573K | $550K | $7.8M | $1 | — | View 990 |
| 2022 | $394K | $591K | $7.7M | $1 | — | View 990 |
| 2021 | $544K | $549K | $7.9M | $1 | — | View 990 |
| 2020 | $673K | $536K | $7.9M | $1 | — | View 990 |
| 2019 | $610K | $589K | $7.8M | $1 | — | View 990 |
| 2015 | $524K | $576K | $8.1M | $0 | — | View 990 |
| 2014 | $727K | $606K | $8.2M | $0 | — | View 990 |
| 2013 | $553K | $505K | $8.0M | $0 | — | View 990 |
| 2012 | $238K | $555K | $8.0M | $0 | — | View 990 |
| 2011 | $446K | $490K | $8.3M | $1 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $573K, expenses of $550K, and assets of $7.8M (revenue +45.6% year-over-year).
- 2022: Revenue of $394K, expenses of $591K, and assets of $7.7M (revenue -27.6% year-over-year).
- 2021: Revenue of $544K, expenses of $549K, and assets of $7.9M (revenue -19.2% year-over-year).
- 2020: Revenue of $673K, expenses of $536K, and assets of $7.9M (revenue +10.3% year-over-year).
- 2019: Revenue of $610K, expenses of $589K, and assets of $7.8M (revenue +16.3% year-over-year).
- 2015: Revenue of $524K, expenses of $576K, and assets of $8.1M (revenue -27.9% year-over-year).
- 2014: Revenue of $727K, expenses of $606K, and assets of $8.2M (revenue +31.5% year-over-year).
- 2013: Revenue of $553K, expenses of $505K, and assets of $8.0M (revenue +132.3% year-over-year).
- 2012: Revenue of $238K, expenses of $555K, and assets of $8.0M (revenue -46.7% year-over-year).
- 2011: Revenue of $446K, expenses of $490K, and assets of $8.3M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Ruth Bartsch Memorial Tr:
Data Sources and Methodology
This transparency report for Ruth Bartsch Memorial 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.