Schlosstein Hartley Fam Foundation Tr
Schlosstein Hartley Fam Foundation Tr shows volatile revenue and declining assets over a decade, with no officer compensation.
EIN: 137268307 · Saratoga Spgs, NY · NTEE: T20 · Updated: 2026-03-28
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Schlosstein Hartley Fam Foundation Tr is mapped to EIN 137268307.
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| Metric | Value |
|---|---|
| Total Revenue | $3.2M |
| Total Expenses | $1.9M |
| Program Spending | 90% |
| Net Assets | $3.6M |
| Transparency Score | 85/100 |
Search Intent Cockpit
Schlosstein Hartley Fam Foundation Tr Form 990, Revenue, CEO Pay, and IRS Filing Signals
Schlosstein Hartley Fam Foundation Tr is surfaced here as a decision-ready nonprofit financial profile, not just a charity listing. The page consolidates IRS Form 990 revenue, expenses, assets, tax-exempt classification, executive compensation, mission score, red flags, and year-by-year filing history so donors, researchers, journalists, and grant teams can answer the common search questions around Schlosstein Hartley Fam Foundation Tr in one place.
Form 990 Filing Summary
10 filing years are available, with latest revenue of $3.1M and expenses of $1.9M.
Revenue and Expenses
Schlosstein Hartley Fam Foundation Tr reported $3.1M in revenue and $1.9M in expenses, a surplus of $1.2M.
Executive Compensation
Officer, director, trustee, and key employee pay is reviewed from IRS 990 compensation disclosures when present.
Charity Score and Red Flags
85/100 mission score, 2 red flags, and 3 strengths are shown from structured and AI review.
Is Schlosstein Hartley Fam Foundation Tr Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
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Where the Money Comes From and Where It Goes
Revenue Source Mix
Revenue-source line items are not available on the stored filing yet. Future ingestion now preserves contribution, program-revenue, and investment-income fields when ProPublica provides them.
Expense Deployment
| Program services | $1.7M (90%) |
Across stored filings, Schlosstein Hartley Fam Foundation Tr shows contribution history pending. Next enrichment targets: revenue-source fields, IRS BMF classification.
Decision Cockpit
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| Decision Lens | Signal | What to Inspect Next |
|---|---|---|
| Legitimacy | Some Concerns | Good filing record; 2 red flags identified |
| Mission spend | 90% to programs | Excellent |
| Financial durability | Grade A | 10 stored filing years |
| Peer context | Compare with Healthy Capital District Initiative | New York and Philanthropy context |
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Request a concise report for Schlosstein Hartley Fam Foundation Tr with revenue, expenses, executive compensation, red flags, peer context, and IRS source links. You can also request CSV exports or watchlist updates for future filings.
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Schlosstein Hartley Fam Foundation Tr directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Schlosstein Hartley Fam Foundation Tr
Schlosstein Hartley Fam Foundation Tr (EIN: 137268307) is a nonprofit organization based in Saratoga Spgs, NY, classified under NTEE code T20. The organization reported total revenue of $3.2M and total assets of $3.4M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Schlosstein Hartley Fam Foundation Tr's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Schlosstein Hartley Fam Foundation Tr is a mid-size nonprofit that has been operating for 25 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 9.6%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $3.1M |
| Total Expenses | $1.9M |
| Surplus / Deficit | +$1.2M |
| Total Assets | $3.6M |
| Total Liabilities | $1 |
| Net Assets | $3.6M |
| Operating Margin | 38.2% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 22.6 months |
Financial Health Grade: A
In 2023, Schlosstein Hartley Fam Foundation Tr reported a surplus of $1.2M with revenue exceeding expenses, holds 22.6 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), Schlosstein Hartley Fam Foundation Tr's revenue has grown at a compound annual growth rate (CAGR) of 9.6%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +178.6% | +0.2% | +37.4% |
| 2022 | -70.4% | -25.4% | -23.4% |
| 2021 | +2621.1% | +101.0% | +12.4% |
| 2020 | -93.1% | -49.3% | -29.9% |
| 2019 | -32.8% | +123.1% | -42.0% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 2001 |
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 Schlosstein Hartley Fam Foundation 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: 8%
- programs: 90%
- fundraising: 2%
According to IRS 990 filings, Schlosstein Hartley Fam Foundation Tr 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 surplus of $1.2M, with revenue exceeding expenses.
- Debt-to-asset ratio: 0.0%.
Executive Compensation Analysis
Executive compensation has consistently been reported as 0% across all available filings, indicating that no officers or key employees receive salaries or other compensation from the foundation, which is highly favorable 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 Schlosstein Hartley Fam Foundation Tr's IRS 990 filings:
- Significant long-term decline in assets from $8.9M in 2011 to $3.6M in 2023.
- Highly volatile revenue, including a negative revenue period in 201209 and substantial year-over-year swings.
Strengths
The following positive indicators were identified for Schlosstein Hartley Fam Foundation Tr:
- Consistent 0% officer compensation, indicating efficient use of funds for leadership.
- Very low liabilities, consistently reported as $0 or $1, reflecting strong financial stability in this area.
- Recent filings (202309) show a surplus of revenue over expenses ($3.1M revenue vs. $1.9M expenses).
Frequently Asked Questions about Schlosstein Hartley Fam Foundation Tr
Is Schlosstein Hartley Fam Foundation Tr a legitimate charity?
Schlosstein Hartley Fam Foundation Tr (EIN: 137268307) is a registered tax-exempt nonprofit based in New York. Our AI analysis gives it a Mission Score of 85/100. It has 10 years of IRS 990 filings on record. Total revenue: $3.2M. 2 red flags identified. 3 strengths noted. Financial health grade: A.
How does Schlosstein Hartley Fam Foundation Tr spend its money?
Schlosstein Hartley Fam Foundation Tr directs 90% of its spending to programs and services. Fundraising costs 2%. This exceeds the 65% industry benchmark.
Are donations to Schlosstein Hartley Fam Foundation Tr tax-deductible?
Schlosstein Hartley Fam Foundation Tr is registered as a tax-exempt nonprofit (EIN: 137268307). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
What percentage of Schlosstein Hartley Fam Foundation Tr's spending goes to programs?
Schlosstein Hartley Fam Foundation Tr directs 90% to programs, 2% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.
How does Schlosstein Hartley Fam Foundation Tr compare to similar nonprofits?
With a transparency score of 85/100 (Excellent), Schlosstein Hartley Fam Foundation 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 Schlosstein Hartley Fam Foundation Tr located?
Schlosstein Hartley Fam Foundation Tr is headquartered in Saratoga Spgs, New York and files with the IRS under EIN 137268307. It is classified under NTEE code T20.
How many years of IRS 990 filings does Schlosstein Hartley Fam Foundation Tr have?
Schlosstein Hartley Fam Foundation 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 $3.2M in total revenue.
What caused the significant decline in assets from $8,904,367 in 201109 to $3,619,174 in 202309?
The provided data does not specify the exact reasons for the asset decline, but it could be due to significant grant distributions, investment losses, or a combination of factors. Further review of the full 990 forms would be necessary.
How does the foundation manage its investments given the fluctuating revenue and asset base?
The provided summary data does not offer details on investment management strategies. The volatility in revenue, including a negative revenue period in 201209, suggests that investment performance may play a significant role in the foundation's financial health.
What is the specific breakdown of program expenses for a private grantmaking foundation?
As a private grantmaking foundation (NTEE T20), the majority of program expenses would typically be direct grants paid to other organizations or individuals. The summary data does not provide this level of detail.
Filing History
IRS 990 filing history for Schlosstein Hartley Fam Foundation Tr showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), Schlosstein Hartley Fam Foundation Tr's revenue has grown by 199.4%, moving from $1.0M to $3.1M. Total assets decreased by 59.4% over the same period, from $8.9M to $3.6M. Total functional expenses rose by 76.8%, from $1.1M to $1.9M. In its most recent filing year (2023), Schlosstein Hartley Fam Foundation Tr reported a surplus of $1.2M, with revenue exceeding expenses. The organization holds $1 in liabilities against $3.6M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $3.6M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $3.1M | $1.9M | $3.6M | $1 | — | View 990 |
| 2022 | $1.1M | $1.9M | $2.6M | $1 | — | View 990 |
| 2021 | $3.8M | $2.6M | $3.4M | $1 | — | View 990 |
| 2020 | $139K | $1.3M | $3.1M | $1 | — | View 990 |
| 2019 | $2.0M | $2.5M | $4.4M | $0 | — | View 990 |
| 2015 | $3.0M | $1.1M | $7.5M | $0 | — | View 990 |
| 2014 | $879K | $1.0M | $6.7M | $0 | — | View 990 |
| 2013 | $244K | $686K | $6.9M | $0 | — | View 990 |
| 2012 | $-144,991 | $1.5M | $7.3M | $0 | — | View 990 |
| 2011 | $1.0M | $1.1M | $8.9M | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $3.1M, expenses of $1.9M, and assets of $3.6M (revenue +178.6% year-over-year).
- 2022: Revenue of $1.1M, expenses of $1.9M, and assets of $2.6M (revenue -70.4% year-over-year).
- 2021: Revenue of $3.8M, expenses of $2.6M, and assets of $3.4M (revenue +2621.1% year-over-year).
- 2020: Revenue of $139K, expenses of $1.3M, and assets of $3.1M (revenue -93.1% year-over-year).
- 2019: Revenue of $2.0M, expenses of $2.5M, and assets of $4.4M (revenue -32.8% year-over-year).
- 2015: Revenue of $3.0M, expenses of $1.1M, and assets of $7.5M (revenue +242.4% year-over-year).
- 2014: Revenue of $879K, expenses of $1.0M, and assets of $6.7M (revenue +259.6% year-over-year).
- 2013: Revenue of $244K, expenses of $686K, and assets of $6.9M.
- 2012: Revenue of $-144,991, expenses of $1.5M, and assets of $7.3M (revenue -113.9% year-over-year).
- 2011: Revenue of $1.0M, expenses of $1.1M, and assets of $8.9M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Schlosstein Hartley Fam Foundation Tr:
Data Sources and Methodology
This transparency report for Schlosstein Hartley Fam Foundation 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.