Sudbury Charitable Tr
Sudbury Charitable Tr maintains strong assets and zero liabilities despite fluctuating revenues and occasional expense overruns.
EIN: 201110773 · Chicago, IL · NTEE: T21 · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $1.0M |
| Total Expenses | $166K |
| Program Spending | 90% |
| Net Assets | $4.4M |
| Transparency Score | 85/100 |
Is Sudbury Charitable Tr Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Sudbury Charitable Tr directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Sudbury Charitable Tr
Sudbury Charitable Tr (EIN: 201110773) is a nonprofit organization based in Chicago, IL, classified under NTEE code T21. The organization reported total revenue of $1.0M and total assets of $4.6M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Sudbury Charitable Tr's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Sudbury Charitable Tr is a mid-size nonprofit that has been operating for 12 years, with 11 years of IRS 990 filings on record (2013–2023). Revenue has grown at a compound annual rate of -11.4%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $76K |
| Total Expenses | $166K |
| Surplus / Deficit | $-89,661 |
| Total Assets | $4.4M |
| Net Assets | $4.4M |
| Operating Margin | -117.5% |
| Months of Reserves | 320.9 months |
Financial Health Grade: B
In 2023, Sudbury Charitable Tr reported a deficit of $90K with expenses exceeding revenue, holds 320.9 months of operating reserves (strong position).
Financial Trends
Over 11 years of filings (2013–2023), Sudbury Charitable Tr's revenue has declined at a compound annual growth rate (CAGR) of -11.4%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | -71.9% | +7.9% | -2.0% |
| 2022 | -12.2% | -44.9% | +2.6% |
| 2021 | +106.9% | +86.9% | +0.7% |
| 2020 | -20.2% | -54.0% | +-0.0% |
| 2019 | -51.0% | +136.2% | -3.1% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 2014 |
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 Sudbury 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: 10%
- programs: 90%
- fundraising: 0%
According to IRS 990 filings, Sudbury Charitable Tr allocates its expenses as follows: admin: 10%, programs: 90%, fundraising: 0%. 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 $90K, with expenses exceeding revenue.
Executive Compensation Analysis
The organization consistently reports 0% officer compensation across all filings, indicating that executive leadership is either volunteer-based or compensated through non-officer roles, which is highly favorable for directing funds to programs.
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 Sudbury Charitable Tr's IRS 990 filings:
- Significant revenue volatility, with a sharp drop from $271,378 in 2022 to $76,282 in 2023.
- Expenses exceeded revenue in the most recent fiscal year (2023), leading to a draw on assets.
Strengths
The following positive indicators were identified for Sudbury Charitable Tr:
- Consistently reports 0% officer compensation, indicating strong commitment to mission spending.
- Maintains substantial assets ($4,636,138) providing significant financial stability.
- Reports zero liabilities across all filing periods, demonstrating excellent financial health and low debt risk.
- Strong asset base provides a buffer against revenue fluctuations.
Frequently Asked Questions about Sudbury Charitable Tr
Is Sudbury Charitable Tr a legitimate charity?
Sudbury Charitable Tr (EIN: 201110773) is a registered tax-exempt nonprofit based in Illinois. Our AI analysis gives it a Mission Score of 85/100. It has 11 years of IRS 990 filings on record. Total revenue: $1.0M. 2 red flags identified. 4 strengths noted. Financial health grade: B.
How does Sudbury Charitable Tr spend its money?
Sudbury Charitable Tr directs 90% of its spending to programs and services. This exceeds the 65% industry benchmark.
Are donations to Sudbury Charitable Tr tax-deductible?
Sudbury Charitable Tr is registered as a tax-exempt nonprofit (EIN: 201110773). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
How does Sudbury Charitable Tr compare to similar nonprofits?
With a transparency score of 85/100 (Excellent), Sudbury Charitable Tr is above average for NTEE category T21 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is Sudbury Charitable Tr located?
Sudbury Charitable Tr is headquartered in Chicago, Illinois and files with the IRS under EIN 201110773. It is classified under NTEE code T21.
How many years of IRS 990 filings does Sudbury Charitable Tr have?
Sudbury Charitable Tr has 11 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 $1.0M in total revenue.
How does Sudbury Charitable Tr manage its expenses when revenue significantly drops, as seen in 2023?
In 2023, with revenue at $76,282 and expenses at $165,943, the organization covered the deficit by drawing from its substantial asset base, which decreased from $4,528,451 in 2022 to $4,437,856 in 2023.
What is the primary source of Sudbury Charitable Tr's revenue, given its variability?
The provided data does not specify the primary source of revenue, but the significant fluctuations (e.g., $1,010,835 in 2016 vs. $76,282 in 2023) suggest reliance on grants, large individual donations, or specific fundraising campaigns rather than consistent, broad-based support.
Does the organization have a formal fundraising strategy, given the 0% fundraising spending?
The 0% allocated to fundraising suggests that either fundraising activities are conducted by volunteers, integrated into administrative functions without separate cost allocation, or the organization primarily relies on passive income or large, infrequent donations rather than dedicated fundraising staff or campaigns.
Filing History
IRS 990 filing history for Sudbury Charitable Tr showing financial trends over 11 years of public records:
Over 11 years of IRS 990 filings (2013–2023), Sudbury Charitable Tr's revenue has declined by 70.2%, moving from $256K to $76K. Total assets increased by 30.1% over the same period, from $3.4M to $4.4M. Total functional expenses fell by 24.6%, from $220K to $166K. In its most recent filing year (2023), Sudbury Charitable Tr reported a deficit of $90K, with expenses exceeding revenue.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $76K | $166K | $4.4M | $0 | — | — |
| 2022 | $271K | $154K | $4.5M | $0 | — | View 990 |
| 2021 | $309K | $279K | $4.4M | $0 | — | View 990 |
| 2020 | $149K | $149K | $4.4M | $0 | — | View 990 |
| 2019 | $187K | $325K | $4.4M | $0 | — | View 990 |
| 2018 | $382K | $138K | $4.5M | $0 | — | View 990 |
| 2017 | $218K | $130K | $4.3M | $0 | — | View 990 |
| 2016 | $1.0M | $288K | $4.2M | $0 | — | View 990 |
| 2015 | $174K | $109K | $3.4M | $0 | — | View 990 |
| 2014 | $200K | $237K | $3.4M | $0 | — | View 990 |
| 2013 | $256K | $220K | $3.4M | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $76K, expenses of $166K, and assets of $4.4M (revenue -71.9% year-over-year).
- 2022: Revenue of $271K, expenses of $154K, and assets of $4.5M (revenue -12.2% year-over-year).
- 2021: Revenue of $309K, expenses of $279K, and assets of $4.4M (revenue +106.9% year-over-year).
- 2020: Revenue of $149K, expenses of $149K, and assets of $4.4M (revenue -20.2% year-over-year).
- 2019: Revenue of $187K, expenses of $325K, and assets of $4.4M (revenue -51.0% year-over-year).
- 2018: Revenue of $382K, expenses of $138K, and assets of $4.5M (revenue +74.9% year-over-year).
- 2017: Revenue of $218K, expenses of $130K, and assets of $4.3M (revenue -78.4% year-over-year).
- 2016: Revenue of $1.0M, expenses of $288K, and assets of $4.2M (revenue +479.9% year-over-year).
- 2015: Revenue of $174K, expenses of $109K, and assets of $3.4M (revenue -12.9% year-over-year).
- 2014: Revenue of $200K, expenses of $237K, and assets of $3.4M (revenue -21.7% year-over-year).
- 2013: Revenue of $256K, expenses of $220K, and assets of $3.4M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Sudbury Charitable Tr:
Data Sources and Methodology
This transparency report for Sudbury 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.