Susnjara Family Charitable Trust

Susnjara Family Charitable Trust consistently operates with stable assets and no officer compensation, often distributing more than annual revenue.

EIN: 205900392 · Milwaukee, WI · NTEE: T20 · Updated: 2026-03-28

$554KRevenue
$945KAssets
85/100Mission Score (Excellent)
T20
Susnjara Family Charitable Trust Financial Summary
MetricValue
Total Revenue$554K
Total Expenses$33K
Program Spending90%
Net Assets$432K
Transparency Score85/100

Is Susnjara Family Charitable Trust Legit?

Some Concerns

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
1 FoundRed Flags

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

Susnjara Family Charitable Trust directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Susnjara Family Charitable Trust

Susnjara Family Charitable Trust (EIN: 205900392) is a nonprofit organization based in Milwaukee, WI, classified under NTEE code T20. The organization reported total revenue of $554K and total assets of $945K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Susnjara Family Charitable Trust's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

19Years Operating
SmallSize Classification
10Years of Filings
MixedRevenue Trajectory

Susnjara Family Charitable Trust is a small nonprofit that has been operating for 19 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 7.0%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$27K
Total Expenses$33K
Surplus / Deficit$-5,547
Total Assets$432K
Total Liabilities$1
Net Assets$432K
Operating Margin-20.6%
Debt-to-Asset Ratio0.0%
Months of Reserves159.4 months

Financial Health Grade: B

In 2023, Susnjara Family Charitable Trust reported a deficit of $6K with expenses exceeding revenue, holds 159.4 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 (2011–2023), Susnjara Family Charitable Trust's revenue has grown at a compound annual growth rate (CAGR) of 7.0%.

YearRevenue ChangeExpense ChangeAsset Change
2023+53.6%-14.4%-1.3%
2022-58.0%+9.1%-4.5%
2021+156.5%+9.2%+1.5%
2020-79.8%+3.1%-3.4%
2019+144.4%-6.6%+7.4%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date2007

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

AI Transparency Report

The Susnjara Family Charitable Trust appears to be a small, private foundation primarily focused on grantmaking, as indicated by its NTEE code T20 (Private Grantmaking Foundations). Its financial health shows a consistent asset base, hovering around $430,000 to $460,000 over the past decade, with current assets at $431,659. Revenue has fluctuated significantly, from a low of $11,922 in 2011 to a high of $80,822 in 2019, and most recently $26,958 in 2023. Expenses have remained relatively stable, typically in the $30,000-$38,000 range annually, suggesting a predictable level of charitable distributions or operational costs. The organization consistently reports zero officer compensation, which is a positive indicator of efficiency and dedication of its leadership, likely operating with volunteer or unpaid trustees. However, in most years, expenses have exceeded revenue, leading to a gradual draw-down on assets or reliance on investment returns not fully captured in the 'Revenue' line item provided. For example, in 2023, expenses were $32,505 against revenue of $26,958. This trend suggests that the trust is distributing more than it receives in new contributions in many periods, which for a private foundation, can be a deliberate strategy to fulfill its charitable purpose. The very low liabilities ($1 in most years) indicate strong financial management and no significant debt burden. Given the nature of a private grantmaking foundation, the 'spending efficiency' is primarily measured by the grants distributed. Without a detailed breakdown of expenses beyond the summary, it's challenging to precisely determine the program spending ratio. However, the consistent expenses and zero officer compensation suggest that a significant portion of the outlays are likely direct charitable distributions. Transparency is generally good through its 990 filings, which are publicly available, and the consistent reporting of minimal liabilities and no executive compensation enhances trust.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Susnjara Family Charitable Trust 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, Susnjara Family Charitable Trust 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:

$27KTotal Revenue
$33KTotal Expenses
$432KTotal Assets
$1Total Liabilities
$432KNet Assets
  • The organization reported a deficit of $6K, with expenses exceeding revenue.
  • Debt-to-asset ratio: 0.0%.

Executive Compensation Analysis

The organization consistently reports 0% officer compensation across all available filings, indicating that its leadership serves on a volunteer basis, which is highly efficient for a trust of this size.

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 Susnjara Family Charitable Trust's IRS 990 filings:

  • Expenses frequently exceed reported revenue, potentially indicating reliance on asset drawdowns or unreported investment income for sustainability.

Strengths

The following positive indicators were identified for Susnjara Family Charitable Trust:

  • Consistent zero officer compensation, indicating highly efficient leadership.
  • Stable asset base (over $430,000) providing a solid financial foundation.
  • Extremely low liabilities ($1 in most years), demonstrating strong financial management and no debt burden.
  • Consistent filing history (10 filings) indicating good transparency and compliance.

Frequently Asked Questions about Susnjara Family Charitable Trust

Is Susnjara Family Charitable Trust a legitimate charity?

Susnjara Family Charitable Trust (EIN: 205900392) is a registered tax-exempt nonprofit based in Wisconsin. Our AI analysis gives it a Mission Score of 85/100. It has 10 years of IRS 990 filings on record. Total revenue: $554K. 1 red flag identified. 4 strengths noted. Financial health grade: B.

How does Susnjara Family Charitable Trust spend its money?

Susnjara Family Charitable Trust directs 90% of its spending to programs and services. This exceeds the 65% industry benchmark.

Are donations to Susnjara Family Charitable Trust tax-deductible?

Susnjara Family Charitable Trust is registered as a tax-exempt nonprofit (EIN: 205900392). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

How does Susnjara Family Charitable Trust compare to similar nonprofits?

With a transparency score of 85/100 (Excellent), Susnjara Family Charitable Trust 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 Susnjara Family Charitable Trust located?

Susnjara Family Charitable Trust is headquartered in Milwaukee, Wisconsin and files with the IRS under EIN 205900392. It is classified under NTEE code T20.

How many years of IRS 990 filings does Susnjara Family Charitable Trust have?

Susnjara Family Charitable Trust 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 $554K in total revenue.

What is the primary purpose of the Susnjara Family Charitable Trust's expenditures?

As a private grantmaking foundation (NTEE T20), its primary purpose is typically to make grants to other charitable organizations or individuals. The consistent expenses of around $30,000-$38,000 annually likely represent these distributions and minimal administrative costs.

How does the trust sustain its operations given that expenses often exceed revenue?

The trust likely sustains its operations and distributions by drawing from its existing asset base, which has remained relatively stable around $430,000-$460,000, and potentially through investment income not fully detailed in the provided 'Revenue' figures.

Is the Susnjara Family Charitable Trust financially stable?

Yes, the trust appears financially stable with a consistent asset base of over $430,000 and negligible liabilities ($1 in most years), indicating a strong balance sheet despite fluctuating annual revenues and expenses often exceeding revenue.

Filing History

IRS 990 filing history for Susnjara Family Charitable Trust showing financial trends over 10 years of public records:

Over 10 years of IRS 990 filings (2011–2023), Susnjara Family Charitable Trust's revenue has grown by 126.1%, moving from $12K to $27K. Total assets decreased by 3.1% over the same period, from $446K to $432K. Total functional expenses rose by 10.6%, from $29K to $33K. In its most recent filing year (2023), Susnjara Family Charitable Trust reported a deficit of $6K, with expenses exceeding revenue. The organization holds $1 in liabilities against $432K in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $432K.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $27K $33K $432K $1 View 990
2022 $18K $38K $437K $1 View 990
2021 $42K $35K $458K $1
2020 $16K $32K $451K $1 View 990
2019 $81K $31K $467K $1 View 990
2015 $33K $33K $435K $0 View 990
2014 $27K $32K $435K $1 View 990
2013 $14K $31K $439K $1 View 990
2012 $41K $31K $456K $1 View 990
2011 $12K $29K $446K $1 View 990

Year-by-Year Financial Summary

  • 2023: Revenue of $27K, expenses of $33K, and assets of $432K (revenue +53.6% year-over-year).
  • 2022: Revenue of $18K, expenses of $38K, and assets of $437K (revenue -58.0% year-over-year).
  • 2021: Revenue of $42K, expenses of $35K, and assets of $458K (revenue +156.5% year-over-year).
  • 2020: Revenue of $16K, expenses of $32K, and assets of $451K (revenue -79.8% year-over-year).
  • 2019: Revenue of $81K, expenses of $31K, and assets of $467K (revenue +144.4% year-over-year).
  • 2015: Revenue of $33K, expenses of $33K, and assets of $435K (revenue +21.8% year-over-year).
  • 2014: Revenue of $27K, expenses of $32K, and assets of $435K (revenue +87.7% year-over-year).
  • 2013: Revenue of $14K, expenses of $31K, and assets of $439K (revenue -64.7% year-over-year).
  • 2012: Revenue of $41K, expenses of $31K, and assets of $456K (revenue +243.2% year-over-year).
  • 2011: Revenue of $12K, expenses of $29K, and assets of $446K.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Susnjara Family Charitable Trust:

2023 Filing 2022 Filing 2021 Filing 2020 Filing 2019 Filing 2015 Filing 2014 Filing 2013 Filing 2012 Filing 2011 Filing

Data Sources and Methodology

This transparency report for Susnjara Family Charitable Trust 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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