The Vivian And Hymie J Sosland Charitable Trust

Vivian And Hymie J Sosland Charitable Trust consistently disburses more than its annual revenue, drawing down its $10M assets for charitable giving.

EIN: 207457935 · Kansas City, MO · NTEE: T22 · Updated: 2026-03-28

$2.8MRevenue
$9.9MAssets
85/100Mission Score (Excellent)
T22
The Vivian And Hymie J Sosland Charitable Trust Financial Summary
MetricValue
Total Revenue$2.8M
Total Expenses$830K
Program Spending95%
Net Assets$10.0M
Transparency Score85/100

Is The Vivian And Hymie J Sosland 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 →

The Vivian And Hymie J Sosland Charitable Trust directs 95% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About The Vivian And Hymie J Sosland Charitable Trust

The Vivian And Hymie J Sosland Charitable Trust (EIN: 207457935) is a nonprofit organization based in Kansas City, MO, classified under NTEE code T22. The organization reported total revenue of $2.8M and total assets of $9.9M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of The Vivian And Hymie J Sosland Charitable Trust's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

18Years Operating
Mid-SizeSize Classification
10Years of Filings
MixedRevenue Trajectory

The Vivian And Hymie J Sosland Charitable Trust is a mid-size nonprofit that has been operating for 18 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of -1.6%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$686K
Total Expenses$830K
Surplus / Deficit$-143,189
Total Assets$10.0M
Total Liabilities$1
Net Assets$10.0M
Operating Margin-20.9%
Debt-to-Asset Ratio0.0%
Months of Reserves144.4 months

Financial Health Grade: B

In 2023, The Vivian And Hymie J Sosland Charitable Trust reported a deficit of $143K with expenses exceeding revenue, holds 144.4 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), The Vivian And Hymie J Sosland Charitable Trust's revenue has declined at a compound annual growth rate (CAGR) of -1.6%.

YearRevenue ChangeExpense ChangeAsset Change
2023+51.5%-2.9%-1.4%
2022-65.8%-18.9%-3.8%
2021+77.3%+4.2%+2.9%
2020+16.0%+26.6%-2.3%
2019-30.9%-2.2%-9.0%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date2008

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

AI Transparency Report

The Vivian And Hymie J Sosland Charitable Trust operates as a private foundation, which typically means its primary function is to distribute grants rather than directly run programs. Over the past five years, the Trust has consistently reported expenses exceeding its revenue, indicating it is drawing down its assets to fund its charitable activities. For instance, in 2023, expenses were $829,663 against revenue of $686,474, and in 2022, expenses were $854,330 against revenue of $453,083. This spending pattern suggests a deliberate strategy to disburse funds from its endowment. The organization's financial health appears stable given its substantial asset base of nearly $10 million, despite the consistent net losses. The liabilities have been consistently minimal, often reported as $1, which is a strong indicator of financial solvency and low debt burden. As a private foundation, its transparency is primarily reflected in its grant-making disclosures, and the absence of officer compensation simplifies the financial structure, suggesting that administrative costs are likely low relative to its grant distributions. Given its structure as a charitable trust, the efficiency is measured by its ability to distribute funds effectively to other non-profits. The consistent disbursement of funds, even exceeding annual revenue, demonstrates a commitment to its charitable purpose. The lack of officer compensation also points to a lean operational model, which is generally a positive sign for spending efficiency.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates The Vivian And Hymie J Sosland 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

According to IRS 990 filings, The Vivian And Hymie J Sosland Charitable Trust allocates its expenses as follows: admin: 5%, programs: 95%, fundraising: 0%. With 95% 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:

$686KTotal Revenue
$830KTotal Expenses
$10.0MTotal Assets
$1Total Liabilities
$10.0MNet Assets

Executive Compensation Analysis

The organization reports 0% officer compensation across all available filings, indicating that no salaries are paid to executives, which is highly efficient for a charitable 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 The Vivian And Hymie J Sosland Charitable Trust's IRS 990 filings:

Strengths

The following positive indicators were identified for The Vivian And Hymie J Sosland Charitable Trust:

Frequently Asked Questions about The Vivian And Hymie J Sosland Charitable Trust

Is The Vivian And Hymie J Sosland Charitable Trust a legitimate charity?

Based on AI analysis of IRS 990 filings, The Vivian And Hymie J Sosland Charitable Trust (EIN: 207457935) some concerns. Mission Score: 85/100. 1 red flag identified, 4 strengths noted.

How does The Vivian And Hymie J Sosland Charitable Trust spend its money?

The Vivian And Hymie J Sosland Charitable Trust directs 95% of its spending to programs and services. The remaining budget covers administration and fundraising costs.

Are donations to The Vivian And Hymie J Sosland Charitable Trust tax-deductible?

The Vivian And Hymie J Sosland Charitable Trust is registered as a tax-exempt nonprofit (EIN: 207457935). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

How does The Vivian And Hymie J Sosland Charitable Trust compare to similar nonprofits?

With a transparency score of 85/100 (Excellent), The Vivian And Hymie J Sosland Charitable Trust is above average for NTEE category T22 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.

Where is The Vivian And Hymie J Sosland Charitable Trust located?

The Vivian And Hymie J Sosland Charitable Trust is headquartered in Kansas City, Missouri and files with the IRS under EIN 207457935. It is classified under NTEE code T22.

How many years of IRS 990 filings does The Vivian And Hymie J Sosland Charitable Trust have?

The Vivian And Hymie J Sosland 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 $2.8M in total revenue.

Is The Vivian And Hymie J Sosland Charitable Trust a good charity?

As a private charitable trust, it functions primarily as a grant-making entity. Its consistent disbursement of funds, often exceeding annual revenue, and its lack of officer compensation suggest it is an efficient and dedicated vehicle for philanthropy.

How does the Trust manage its expenses relative to its revenue?

The Trust consistently reports expenses exceeding its revenue, for example, $829,663 in expenses against $686,474 in revenue in 2023. This indicates a strategy of drawing down its substantial asset base to fund its charitable distributions.

What is the financial stability of the Trust given its spending patterns?

Despite consistent net losses, the Trust maintains strong financial stability with assets of nearly $10 million and minimal liabilities (often $1), indicating a healthy endowment supporting its ongoing charitable activities.

Filing History

IRS 990 filing history for The Vivian And Hymie J Sosland Charitable Trust showing financial trends over 10 years of public records:

Over 10 years of IRS 990 filings (2011–2023), The Vivian And Hymie J Sosland Charitable Trust's revenue has declined by 17.1%, moving from $828K to $686K. Total assets decreased by 16.9% over the same period, from $12.0M to $10.0M. Total functional expenses fell by 8.8%, from $910K to $830K. In its most recent filing year (2023), The Vivian And Hymie J Sosland Charitable Trust reported a deficit of $143K, with expenses exceeding revenue. The organization holds $1 in liabilities against $10.0M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $10.0M.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $686K $830K $10.0M $1
2022 $453K $854K $10.1M $1
2021 $1.3M $1.1M $10.5M $1 View 990
2020 $747K $1.0M $10.2M $1 View 990
2019 $644K $799K $10.5M $1 View 990
2015 $932K $817K $11.5M $0 View 990
2014 $752K $826K $11.4M $23K View 990
2013 $750K $792K $11.4M $0 View 990
2012 $365K $904K $11.5M $0 View 990
2011 $828K $910K $12.0M $0 View 990

Year-by-Year Financial Summary

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for The Vivian And Hymie J Sosland 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 The Vivian And Hymie J Sosland 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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