Neubauer Family Charitable Trust

Nonprofit profile at a glance

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

4 people listed

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

To make grants in support of charitable and educational activities

YOUTH DEVELOPMENT: Support for programs and services that promote the well-being, skills, and positive development of young people.

Revenue model: No positive adjusted resources. The filing reports no positive adjusted operating resources.
Distribution model: Grant intermediary. The nonprofit sent 99% of its reported program spending out as grants.

- The available evidence is not sufficient to produce an overall rating for this filing. This is not a warning sign.

Consistency checks: 93.3%; rating input score 93; 26th percentile among comparable filings
Pay-setting controls: 0 of 6 controls in place; rating input score 0
- Compensation committee: Missing
- Independent consultant: Missing
- Other Form 990s reviewed: Missing
- Written employment contract: Missing
- Compensation survey or study: Missing
- Board or committee approval: Missing
Foreign activity oversight: Limited
Grant itemization coverage: 100%; rating input score 100; 80th percentile among comparable filings
Major donor itemization: Limited
Related-party transparency: Yes; rating input score 100

Independent voting board: 33.3%; rating input score 33; 19th percentile among comparable filings
Governance controls: 7 of 9 controls in place; rating input score 88
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: Limited
- Other executive compensation review process: Fail
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Pass
- Independent financial-statement audit: Pass

Operating margin: Limited
Total-asset coverage ratio: 28.04; rating input score 85; 85th percentile among comparable filings
Liabilities to assets ratio: 0; rating input score 37; 37th percentile among comparable filings
Officer compensation ratio: 1.6%; rating input score 19; 19th percentile among comparable filings

Program expense growth: 9.1% per year; rating input score 100; 74th percentile among comparable filings
Revenue growth: -27.2% per year; rating input score 0; 15th percentile among comparable filings
Asset growth: 14.6% per year; rating input score 100; 86th percentile among comparable filings

Where the money goes: 97.4% of spending went to programs
Governance: 1 of 3 board members independent · 7 of 9 filing controls reported
Programs: 4 filed program accomplishments · $10.1M in reported program spending
Leadership: top reported pay $1.3M · 4 people listed · 0 of 6 pay-setting controls reported
Consistency: 20 of 20 current checks pass
Schedules: 6 filed schedules · includes grants, executive pay, and related organizations
Filing history: 8 filing years from 2016 to 2024
Contacts: How to reach this organization
Money network: 14 filed money-flow records
Related organizations: 40 filed related-organization links
Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
People: Everyone the filings name, and which of them the filings identify by more than a name.

Signals prioritize questions for review. They are not findings of misconduct.

High — Transparency & Controls: Pay-setting controls scored 0/100.
Moderate — Accountability: Independent voting board scored 33/100.
High — Growth: Revenue growth scored 0/100.
Review — Accountability: Governance controls: Other executive compensation review process not reported.
High — Sustainability: Officer compensation ratio scored 19/100.
Moderate — Sustainability: Liabilities to assets ratio scored 37/100.