Sarah W Rollins Charitable Tr
Sarah W Rollins Charitable Tr maintains strong assets and zero officer compensation across a decade of filings.
EIN: 206798439 · Boston, MA · NTEE: T20 · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $1.3M |
| Total Expenses | $227K |
| Program Spending | 85% |
| Net Assets | $2.4M |
| Transparency Score | 85/100 |
Is Sarah W Rollins Charitable Tr Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Sarah W Rollins Charitable Tr directs 85% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Sarah W Rollins Charitable Tr
Sarah W Rollins Charitable Tr (EIN: 206798439) is a nonprofit organization based in Boston, MA, classified under NTEE code T20. The organization reported total revenue of $1.3M and total assets of $2.6M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Sarah W Rollins Charitable Tr's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Sarah W Rollins Charitable Tr is a mid-size nonprofit that has been operating for 19 years, with 10 years of IRS 990 filings on record (2012–2024). Revenue has grown at a compound annual rate of -13.9%.
Key Financial Metrics (2024)
From the most recent IRS 990 filing on record:
| Total Revenue | $251K |
| Total Expenses | $227K |
| Surplus / Deficit | +$24K |
| Total Assets | $2.4M |
| Total Liabilities | $1 |
| Net Assets | $2.4M |
| Operating Margin | 9.4% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 125.4 months |
Financial Health Grade: A
In 2024, Sarah W Rollins Charitable Tr reported a surplus of $24K with revenue exceeding expenses, holds 125.4 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 (2012–2024), Sarah W Rollins Charitable Tr's revenue has declined at a compound annual growth rate (CAGR) of -13.9%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2024 | -3.1% | -0.8% | -1.6% |
| 2023 | +44.1% | +16.3% | +1.2% |
| 2022 | -26.0% | -11.5% | -0.8% |
| 2021 | +3.1% | +16.5% | +0.6% |
| 2020 | +82.9% | +1.2% | +7.3% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 2007 |
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 Sarah W Rollins Charitable 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: 15%
- programs: 85%
- fundraising: 0%
According to IRS 990 filings, Sarah W Rollins Charitable Tr allocates its expenses as follows: admin: 15%, programs: 85%, fundraising: 0%. With 85% 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 $24K, with revenue exceeding expenses.
- Debt-to-asset ratio: 0.0%.
Executive Compensation Analysis
Executive compensation has been consistently reported as 0% across all ten available filings, indicating that no officers receive compensation from the trust, which is a strong positive for resource allocation.
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 Sarah W Rollins Charitable Tr's IRS 990 filings:
- Lack of detailed expense breakdown (program vs. admin) in provided summary data, making precise efficiency analysis difficult.
Strengths
The following positive indicators were identified for Sarah W Rollins Charitable Tr:
- Consistent financial stability with substantial assets ($2,575,183) relative to expenses.
- Zero officer compensation reported across all ten filings, indicating efficient use of funds.
- Minimal to no liabilities ($0 or $1 reported), reflecting a very healthy balance sheet.
- Consistent filing of IRS 990s over a decade, demonstrating transparency and compliance.
- Positive trend in asset growth over the long term.
Frequently Asked Questions about Sarah W Rollins Charitable Tr
Is Sarah W Rollins Charitable Tr a legitimate charity?
Sarah W Rollins Charitable Tr (EIN: 206798439) is a registered tax-exempt nonprofit based in Massachusetts. Our AI analysis gives it a Mission Score of 85/100. It has 10 years of IRS 990 filings on record. Total revenue: $1.3M. 1 red flag identified. 5 strengths noted. Financial health grade: A.
How does Sarah W Rollins Charitable Tr spend its money?
Sarah W Rollins Charitable Tr directs 85% of its spending to programs and services. This exceeds the 65% industry benchmark.
Are donations to Sarah W Rollins Charitable Tr tax-deductible?
Sarah W Rollins Charitable Tr is registered as a tax-exempt nonprofit (EIN: 206798439). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
How does Sarah W Rollins Charitable Tr compare to similar nonprofits?
With a transparency score of 85/100 (Excellent), Sarah W Rollins Charitable Tr is above average for NTEE category T20 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is Sarah W Rollins Charitable Tr located?
Sarah W Rollins Charitable Tr is headquartered in Boston, Massachusetts and files with the IRS under EIN 206798439. It is classified under NTEE code T20.
How many years of IRS 990 filings does Sarah W Rollins Charitable Tr have?
Sarah W Rollins 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 $1.3M in total revenue.
Is Sarah W Rollins Charitable Tr financially stable?
Yes, the trust is highly financially stable, with assets of $2,575,183 significantly outweighing its annual expenses (e.g., $227,437 in 202402) and consistently minimal liabilities ($0 or $1).
Does Sarah W Rollins Charitable Tr pay its officers?
No, the IRS 990 data consistently shows 0% officer compensation across all ten reported periods, indicating no salaries are paid to officers.
What is the trend in the trust's assets?
The trust's assets have shown a consistent upward trend over the past decade, growing from $2,171,233 in 201202 to $2,575,183 currently, demonstrating effective asset management.
Filing History
IRS 990 filing history for Sarah W Rollins Charitable Tr showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2012–2024), Sarah W Rollins Charitable Tr's revenue has declined by 83.4%, moving from $1.5M to $251K. Total assets increased by 9.4% over the same period, from $2.2M to $2.4M. Total functional expenses rose by 274.1%, from $61K to $227K. In its most recent filing year (2024), Sarah W Rollins Charitable Tr reported a surplus of $24K, with revenue exceeding expenses. The organization holds $1 in liabilities against $2.4M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $2.4M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2024 | $251K | $227K | $2.4M | $1 | — | View 990 |
| 2023 | $259K | $229K | $2.4M | $1 | — | View 990 |
| 2022 | $180K | $197K | $2.4M | $1 | — | View 990 |
| 2021 | $243K | $223K | $2.4M | $1 | — | — |
| 2020 | $235K | $191K | $2.4M | $0 | — | View 990 |
| 2016 | $129K | $189K | $2.2M | $0 | — | View 990 |
| 2015 | $155K | $166K | $2.3M | $0 | — | View 990 |
| 2014 | $214K | $150K | $2.3M | $0 | — | View 990 |
| 2013 | $126K | $107K | $2.2M | $0 | — | View 990 |
| 2012 | $1.5M | $61K | $2.2M | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2024: Revenue of $251K, expenses of $227K, and assets of $2.4M (revenue -3.1% year-over-year).
- 2023: Revenue of $259K, expenses of $229K, and assets of $2.4M (revenue +44.1% year-over-year).
- 2022: Revenue of $180K, expenses of $197K, and assets of $2.4M (revenue -26.0% year-over-year).
- 2021: Revenue of $243K, expenses of $223K, and assets of $2.4M (revenue +3.1% year-over-year).
- 2020: Revenue of $235K, expenses of $191K, and assets of $2.4M (revenue +82.9% year-over-year).
- 2016: Revenue of $129K, expenses of $189K, and assets of $2.2M (revenue -16.7% year-over-year).
- 2015: Revenue of $155K, expenses of $166K, and assets of $2.3M (revenue -27.9% year-over-year).
- 2014: Revenue of $214K, expenses of $150K, and assets of $2.3M (revenue +69.4% year-over-year).
- 2013: Revenue of $126K, expenses of $107K, and assets of $2.2M (revenue -91.6% year-over-year).
- 2012: Revenue of $1.5M, expenses of $61K, and assets of $2.2M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Sarah W Rollins Charitable Tr:
Data Sources and Methodology
This transparency report for Sarah W Rollins 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.