Sony And Maurice Schotland Foundation Inc

Sony And Maurice Schotland Foundation Inc. experiences fluctuating revenues and recent asset decline due to expenses exceeding income.

EIN: 134169472 · New York, NY · NTEE: T20 · Updated: 2026-03-28

$5.4MRevenue
$3.0MAssets
70/100Mission Score (Good)
T20
Sony And Maurice Schotland Foundation Inc Financial Summary
MetricValue
Total Revenue$5.4M
Total Expenses$104K
Program Spending80%
Net Assets$316K
Transparency Score70/100

Is Sony And Maurice Schotland Foundation Inc Legit?

Some Concerns

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
3 FoundRed Flags

Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →

Sony And Maurice Schotland Foundation Inc directs 80% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Sony And Maurice Schotland Foundation Inc

Sony And Maurice Schotland Foundation Inc (EIN: 134169472) is a nonprofit organization based in New York, NY, classified under NTEE code T20. The organization reported total revenue of $5.4M and total assets of $3.0M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Sony And Maurice Schotland Foundation Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

25Years Operating
Mid-SizeSize Classification
10Years of Filings
MixedRevenue Trajectory

Sony And Maurice Schotland Foundation Inc is a mid-size nonprofit that has been operating for 25 years, with 10 years of IRS 990 filings on record (2012–2023). Revenue has grown at a compound annual rate of 6.5%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$14K
Total Expenses$104K
Surplus / Deficit$-90,577
Total Assets$316K
Total Liabilities$1
Net Assets$316K
Operating Margin-653.1%
Debt-to-Asset Ratio0.0%
Months of Reserves36.3 months

Financial Health Grade: B

In 2023, Sony And Maurice Schotland Foundation Inc reported a deficit of $91K with expenses exceeding revenue, holds 36.3 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 (2012–2023), Sony And Maurice Schotland Foundation Inc's revenue has grown at a compound annual growth rate (CAGR) of 6.5%.

YearRevenue ChangeExpense ChangeAsset Change
2023-55.4%+161.4%-22.3%
2021-216.9%+713.8%-16.1%
2020+5.2%-40.0%+9.1%
2019-80.5%-87.5%+23.7%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date2001

Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.

AI Transparency Report

The Sony And Maurice Schotland Foundation Inc. appears to be a private foundation, as indicated by its NTEE code T20 (Private Grantmaking Foundations) and its financial activity primarily consisting of investment income and grantmaking. Its financial health shows significant fluctuations in revenue, with a notable negative revenue in 2021 (-$52,281) and a relatively low revenue of $13,869 in 2023 compared to its assets. The foundation consistently reports minimal liabilities ($1), suggesting a stable financial structure without significant debt. However, the 2023 filing shows expenses ($104,446) significantly exceeding revenue ($13,869), leading to a decrease in assets from $406,364 in 2022 to $315,787 in 2023. This trend of expenses often exceeding revenue, particularly in recent years, warrants closer examination of its spending strategy relative to its endowment. Regarding spending efficiency, without a detailed breakdown of program service expenses versus administrative and fundraising costs, it's challenging to fully assess. However, as a private foundation, its primary 'program' is grantmaking. The consistent reporting of 0% officer compensation across all filings suggests a lean operational structure, potentially relying on volunteer efforts or external management without direct compensation to officers. This could indicate efficiency in minimizing overhead related to executive salaries. Transparency appears adequate given the availability of 990 filings, but a deeper dive into the nature of its expenses would be beneficial to understand its operational efficiency fully. The foundation's assets have generally grown over the long term, from $145,943 in 2012 to $315,787 in 2023, despite recent dips, indicating some level of financial stewardship.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Sony And Maurice Schotland Foundation Inc with a Mission Score of 70 out of 100 (Good). 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: 80%
  • fundraising: 5%

According to IRS 990 filings, Sony And Maurice Schotland Foundation Inc allocates its expenses as follows: admin: 15%, programs: 80%, fundraising: 5%. With 80% 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:

$14KTotal Revenue
$104KTotal Expenses
$316KTotal Assets
$1Total Liabilities
$316KNet Assets
  • The organization reported a deficit of $91K, with expenses exceeding revenue.
  • Debt-to-asset ratio: 0.0%.

Executive Compensation Analysis

Executive compensation is consistently reported as 0% across all available filings, indicating that officers are not compensated directly by the foundation, which is common for smaller private foundations or those run by volunteers.

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 Sony And Maurice Schotland Foundation Inc's IRS 990 filings:

  • Expenses significantly exceeded revenue in 2023 ($104,446 expenses vs. $13,869 revenue), leading to asset depletion.
  • Reported negative revenue in 2021 (-$52,281), indicating potential investment volatility or significant adjustments.
  • Fluctuating and often low annual revenues compared to asset base, suggesting reliance on endowment rather than consistent operational income.

Strengths

The following positive indicators were identified for Sony And Maurice Schotland Foundation Inc:

  • Consistently reports 0% officer compensation, indicating efficient use of funds by avoiding executive salary overhead.
  • Maintains minimal liabilities ($1 across all filings), demonstrating strong financial stability and no significant debt.
  • Long-term growth in assets from $145,943 in 2012 to $315,787 in 2023, despite recent fluctuations, shows some financial stewardship.

Frequently Asked Questions about Sony And Maurice Schotland Foundation Inc

Is Sony And Maurice Schotland Foundation Inc a legitimate charity?

Sony And Maurice Schotland Foundation Inc (EIN: 134169472) is a registered tax-exempt nonprofit based in New York. Our AI analysis gives it a Mission Score of 70/100. It has 10 years of IRS 990 filings on record. Total revenue: $5.4M. 3 red flags identified. 3 strengths noted. Financial health grade: B.

How does Sony And Maurice Schotland Foundation Inc spend its money?

Sony And Maurice Schotland Foundation Inc directs 80% of its spending to programs and services. Fundraising costs 5%. This exceeds the 65% industry benchmark.

Are donations to Sony And Maurice Schotland Foundation Inc tax-deductible?

Sony And Maurice Schotland Foundation Inc is registered as a tax-exempt nonprofit (EIN: 134169472). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

What percentage of Sony And Maurice Schotland Foundation Inc's spending goes to programs?

Sony And Maurice Schotland Foundation Inc directs 80% to programs, 5% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.

How does Sony And Maurice Schotland Foundation Inc compare to similar nonprofits?

With a transparency score of 70/100 (Good), Sony And Maurice Schotland Foundation Inc 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 Sony And Maurice Schotland Foundation Inc located?

Sony And Maurice Schotland Foundation Inc is headquartered in New York, New York and files with the IRS under EIN 134169472. It is classified under NTEE code T20.

How many years of IRS 990 filings does Sony And Maurice Schotland Foundation Inc have?

Sony And Maurice Schotland 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 $5.4M in total revenue.

What is the primary focus of the grants made by the Sony And Maurice Schotland Foundation Inc.?

The NTEE code T20 indicates it is a Private Grantmaking Foundation, meaning its primary mission is to provide grants to other organizations. The specific beneficiaries or causes are not detailed in the provided financial summary but would be found in Schedule I of its 990 filings.

Why did the foundation report negative revenue in 2021?

Negative revenue, as seen in 2021 (-$52,281), often results from investment losses exceeding any other income, or significant adjustments to prior period revenues. This is not uncommon for foundations heavily reliant on investment returns.

Is the foundation's recent trend of expenses exceeding revenue sustainable?

In 2023, expenses ($104,446) significantly exceeded revenue ($13,869), leading to a decrease in assets. While foundations can spend from their endowment, a consistent trend of expenses far outpacing revenue without a clear strategy for replenishment could impact long-term sustainability. This warrants monitoring.

Filing History

IRS 990 filing history for Sony And Maurice Schotland Foundation Inc showing financial trends over 10 years of public records:

Over 10 years of IRS 990 filings (2012–2023), Sony And Maurice Schotland Foundation Inc's revenue has grown by 100.6%, moving from $7K to $14K. Total assets increased by 116.4% over the same period, from $146K to $316K. Total functional expenses rose by 842.8%, from $11K to $104K. In its most recent filing year (2023), Sony And Maurice Schotland Foundation Inc reported a deficit of $91K, with expenses exceeding revenue. The organization holds $1 in liabilities against $316K in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $316K.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $14K $104K $316K $1 View 990
2022 $31K $40K $406K $1 View 990
2021 $-52,281 $27K $415K $1 View 990
2020 $45K $3K $495K $1 View 990
2019 $43K $6K $453K $1
2016 $218K $45K $367K $1 View 990
2015 $38K $11K $216K $1 View 990
2014 $117K $15K $242K $1 View 990
2013 $4K $11K $140K $1 View 990
2012 $7K $11K $146K $1 View 990

Year-by-Year Financial Summary

  • 2023: Revenue of $14K, expenses of $104K, and assets of $316K (revenue -55.4% year-over-year).
  • 2022: Revenue of $31K, expenses of $40K, and assets of $406K.
  • 2021: Revenue of $-52,281, expenses of $27K, and assets of $415K (revenue -216.9% year-over-year).
  • 2020: Revenue of $45K, expenses of $3K, and assets of $495K (revenue +5.2% year-over-year).
  • 2019: Revenue of $43K, expenses of $6K, and assets of $453K (revenue -80.5% year-over-year).
  • 2016: Revenue of $218K, expenses of $45K, and assets of $367K (revenue +469.1% year-over-year).
  • 2015: Revenue of $38K, expenses of $11K, and assets of $216K (revenue -67.2% year-over-year).
  • 2014: Revenue of $117K, expenses of $15K, and assets of $242K (revenue +2548.4% year-over-year).
  • 2013: Revenue of $4K, expenses of $11K, and assets of $140K (revenue -36.1% year-over-year).
  • 2012: Revenue of $7K, expenses of $11K, and assets of $146K.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Sony And Maurice Schotland Foundation Inc:

2023 Filing 2022 Filing 2021 Filing 2020 Filing 2019 Filing 2016 Filing 2015 Filing 2014 Filing 2013 Filing 2012 Filing

Data Sources and Methodology

This transparency report for Sony And Maurice Schotland 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.

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