Long filing history (10 filings) indicating consistent operation
Spending Breakdown
How Anita C Montgomery Trust allocates its funds across programs, administration, and fundraising.
85%
Program Spending
Healthy — majority goes to mission
15%
Admin Costs
Reasonable — admin costs in check
0%
Fundraising
Within typical range
How to read this: Well-run charities typically spend 75% or more on programs, keep admin under 25%, and fundraising under 15%. A high program ratio means more of every dollar goes directly to the mission.
How to Interpret This Report
What Red Flags Mean
Red flags are potential warning signs identified by AI analysis of IRS 990 filings. They may indicate issues like declining revenue, high executive pay relative to program spending, lack of transparency, or governance concerns. A single red flag does not necessarily mean an organization is untrustworthy, but multiple flags warrant further investigation before donating.
What Mission Score Measures
The Mission Score (0-100) evaluates how effectively a nonprofit fulfills its stated purpose. It combines multiple factors: program spending efficiency (how much goes to programs vs. overhead), financial health and sustainability, governance quality, transparency in reporting, and consistency of operations over time. A score of 70+ indicates strong alignment with the organization’s mission.
Using This Data for Donation Decisions
Use this report as one input in your decision. Look at the overall Mission Score for a quick assessment, review red flags and strengths for specific concerns, check the spending breakdown to see where money goes, and compare executive compensation to the organization’s size. Consider viewing the full transparency report for deeper analysis, and always verify tax-exempt status with the IRS before making large donations.
Frequently Asked Questions about Anita C Montgomery Trust
Is Anita C Montgomery Trust a legitimate charity?
Based on AI analysis of IRS 990 filings, Anita C Montgomery Trust (EIN: 16037659) appears trustworthy. Mission Score: 75/100. 3 red flags identified, 4 strengths noted.
Is Anita C Montgomery Trust a good charity to donate to?
Anita C Montgomery Trust has a Mission Score of 75/100. Revenue: $96K. Assets: $404K. Review the full transparency report for detailed spending breakdown and executive compensation analysis.
What is the EIN for Anita C Montgomery Trust?
The Employer Identification Number (EIN) for Anita C Montgomery Trust is 16037659. This is the unique tax ID assigned by the IRS.
What is a Mission Score?
The Mission Score is a 0-100 rating that measures how effectively a nonprofit fulfills its stated mission. It factors in program spending efficiency, financial transparency, governance practices, and outcome reporting. Scores above 70 indicate strong mission alignment, 40-69 suggest mixed performance, and below 40 signals potential concerns.
How does Anita C Montgomery Trust spend its money?
Anita C Montgomery Trust allocates 85% to programs, 15% to administration, and 0% to fundraising. Healthy nonprofits typically spend 75%+ on programs.
How can I verify Anita C Montgomery Trust's tax-exempt status?
You can verify Anita C Montgomery Trust's tax-exempt status using EIN 16037659 on the IRS Tax Exempt Organization Search (TEOS) at apps.irs.gov/app/eos. You can also request copies of their Form 990 directly from the organization, as they are required by law to provide them upon request.
AI Transparency Report
The Anita C Montgomery Trust appears to be a private foundation or trust, given its consistent asset base and fluctuating, but generally modest, revenue and expenses. The organization consistently reports zero officer compensation across all available filings, which is a strong indicator of volunteer leadership or a lack of paid executive staff. Its financial health is stable, with assets consistently around $400,000, suggesting a principal that generates income for its charitable activities. However, the NTEE code is unknown, and without detailed program spending breakdowns, it's challenging to fully assess spending efficiency beyond the absence of executive compensation.
The trust's revenue has varied significantly, from a low of $9,018 in 2020 to a high of $112,451 in 2012. Expenses have generally been lower than revenue in most years, allowing for asset growth, though some years like 2023 and 2020 show expenses exceeding revenue. The consistent reporting of minimal liabilities ($0-$5) indicates strong financial management and no reliance on debt. The lack of detailed program, administrative, and fundraising expense breakdowns in the provided data limits a comprehensive assessment of spending efficiency and program focus.