Trott Foundation

Trott Foundation maintains strong assets and low liabilities with fluctuating but often substantial revenue.

EIN: 200157628 · Birmingham, MI · NTEE: T22 · Updated: 2026-03-28

$6.3MRevenue
$5.3MAssets
92/100Mission Score (Excellent)
T22
Trott Foundation Financial Summary
MetricValue
Total Revenue$6.3M
Total Expenses$209K
Program Spending90%
Net Assets$3.8M
Transparency Score92/100

Is Trott Foundation Legit?

Some Concerns

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
2 FoundRed Flags

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

Trott Foundation directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Trott Foundation

Trott Foundation (EIN: 200157628) is a nonprofit organization based in Birmingham, MI, classified under NTEE code T22. The organization reported total revenue of $6.3M and total assets of $5.3M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Trott Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

23Years Operating
Mid-SizeSize Classification
10Years of Filings
MixedRevenue Trajectory

Trott Foundation is a mid-size nonprofit that has been operating for 23 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 6.7%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$1.1M
Total Expenses$209K
Surplus / Deficit+$874K
Total Assets$3.8M
Total Liabilities$1
Net Assets$3.8M
Operating Margin80.7%
Debt-to-Asset Ratio0.0%
Months of Reserves218.4 months

Financial Health Grade: A

In 2023, Trott Foundation reported a surplus of $874K with revenue exceeding expenses, holds 218.4 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), Trott Foundation's revenue has grown at a compound annual growth rate (CAGR) of 6.7%.

YearRevenue ChangeExpense ChangeAsset Change
2023+420.5%-10.7%+5.8%
2022-30.5%+52.0%-0.7%
2021+204.2%-0.3%+4.0%
2020-47.0%-20.5%-1.6%
2019-5.5%-12.8%-5.2%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date2003

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

AI Transparency Report

The Trott Foundation demonstrates strong financial health, particularly in its asset growth and low liabilities. With assets of $5,327,640 and liabilities consistently reported as $1 across all filings, the organization maintains a very healthy balance sheet. Revenue has fluctuated significantly over the years, with a notable spike to $6,264,619 in the latest period, which is substantially higher than previous years. This suggests a major funding event or change in financial strategy. The foundation consistently reports 0% officer compensation, indicating a volunteer-led or externally managed structure, which contributes to low administrative overhead. Spending efficiency appears high, as expenses are consistently a small fraction of revenue in most periods, particularly in the latest filing where expenses were $209,044 against $1,083,446 in revenue (for the 202312 period, noting the latest revenue figure of $6,264,619 is likely for a different period or cumulative). The low expense-to-revenue ratio suggests that a significant portion of funds are either retained for future programs or directly distributed as grants, aligning with a foundation's typical operational model. The consistent reporting of minimal liabilities also points to sound financial management and a lack of significant debt. Transparency is generally good, with 10 years of filing history available. The consistent reporting of 0% officer compensation is a positive indicator of transparency regarding executive pay. However, without a detailed breakdown of program, administrative, and fundraising expenses within the provided data, a precise assessment of spending efficiency across these categories is limited. The NTEE code T22 (Private Grantmaking Foundations) aligns with the operational characteristics observed, suggesting its primary function is grant distribution rather than direct program delivery.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Trott Foundation with a Mission Score of 92 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, Trott Foundation 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:

$1.1MTotal Revenue
$209KTotal Expenses
$3.8MTotal Assets
$1Total Liabilities
$3.8MNet Assets

Executive Compensation Analysis

Executive compensation is consistently reported as 0% across all available filings, indicating that the organization's leadership is either entirely volunteer-based or compensated through other means not classified as officer compensation, 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 Trott Foundation's IRS 990 filings:

Strengths

The following positive indicators were identified for Trott Foundation:

Frequently Asked Questions about Trott Foundation

Is Trott Foundation a legitimate charity?

Based on AI analysis of IRS 990 filings, Trott Foundation (EIN: 200157628) some concerns. Mission Score: 92/100. 2 red flags identified, 5 strengths noted.

How does Trott Foundation spend its money?

Trott Foundation directs 90% of its spending to programs and services. The remaining budget covers administration and fundraising costs.

Are donations to Trott Foundation tax-deductible?

Trott Foundation is registered as a tax-exempt nonprofit (EIN: 200157628). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

How does Trott Foundation compare to similar nonprofits?

With a transparency score of 92/100 (Excellent), Trott Foundation 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 Trott Foundation located?

Trott Foundation is headquartered in Birmingham, Michigan and files with the IRS under EIN 200157628. It is classified under NTEE code T22.

How many years of IRS 990 filings does Trott Foundation have?

Trott Foundation 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 $6.3M in total revenue.

How does Trott Foundation manage its significant revenue fluctuations?

The foundation has experienced substantial swings in annual revenue, from $75,152 in 2012 to $2,225,041 in 2013, and a reported latest revenue of $6,264,619. This suggests a strategy for managing variable income, possibly through endowment growth or large, infrequent donations.

What is the primary use of the foundation's assets?

With assets growing from $1,550,065 in 2011 to $5,327,640 currently, and consistently low expenses, it's likely a significant portion of assets are held as an endowment to generate investment income for grantmaking activities, typical for a private foundation.

Does the Trott Foundation engage in any fundraising activities?

Given the NTEE code T22 (Private Grantmaking Foundations) and the consistent 0% officer compensation, it's probable that the foundation primarily relies on a limited number of large donors or an endowment, rather than broad public fundraising campaigns.

Filing History

IRS 990 filing history for Trott Foundation showing financial trends over 10 years of public records:

Over 10 years of IRS 990 filings (2011–2023), Trott Foundation's revenue has grown by 118.1%, moving from $497K to $1.1M. Total assets increased by 145.4% over the same period, from $1.6M to $3.8M. Total functional expenses rose by 112.8%, from $98K to $209K. In its most recent filing year (2023), Trott Foundation reported a surplus of $874K, with revenue exceeding expenses. The organization holds $1 in liabilities against $3.8M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $3.8M.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $1.1M $209K $3.8M $1 View 990
2022 $208K $234K $3.6M $1 View 990
2021 $299K $154K $3.6M $1
2020 $98K $154K $3.5M $1
2019 $185K $194K $3.5M $1 View 990
2015 $196K $223K $3.7M $1 View 990
2014 $1.4M $192K $3.8M $1 View 990
2013 $2.2M $84K $2.5M $1 View 990
2012 $75K $92K $1.5M $1 View 990
2011 $497K $98K $1.6M $1 View 990

Year-by-Year Financial Summary

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Trott Foundation:

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 Trott Foundation 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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