Quick charity verification for Barbara Jeanne Mitchell Trust (EIN: 207464002)
Verdict: Barbara Jeanne Mitchell Trust shows mixed signals
65/100Mission Score
$8KRevenue
$159KAssets
2Red Flags
3Strengths
Red Flags
Consistent operational deficits, with expenses regularly exceeding revenue (e.g., $10,000 expenses vs. $5,233 revenue in 2022).
Significant decline in total assets over time, from $328,420 in 2011 to $159,323 in 2022, indicating unsustainable spending relative to income.
Strengths
Zero officer compensation reported across all filings, indicating efficient use of funds by not paying executive staff.
Very low liabilities, consistently reported as $1 or $0, suggesting strong financial management regarding debt.
Consistent filing history (9 filings), indicating good compliance and transparency in reporting.
Spending Breakdown
How Barbara Jeanne Mitchell Trust allocates its funds across programs, administration, and fundraising.
80%
Program Spending
Healthy — majority goes to mission
15%
Admin Costs
Reasonable — admin costs in check
5%
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 Barbara Jeanne Mitchell Trust
Is Barbara Jeanne Mitchell Trust a legitimate charity?
Based on AI analysis of IRS 990 filings, Barbara Jeanne Mitchell Trust (EIN: 207464002) shows mixed signals. Mission Score: 65/100. 2 red flags identified, 3 strengths noted.
Is Barbara Jeanne Mitchell Trust a good charity to donate to?
Barbara Jeanne Mitchell Trust has a Mission Score of 65/100. Revenue: $8K. Assets: $159K. Review the full transparency report for detailed spending breakdown and executive compensation analysis.
What is the EIN for Barbara Jeanne Mitchell Trust?
The Employer Identification Number (EIN) for Barbara Jeanne Mitchell Trust is 207464002. 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 Barbara Jeanne Mitchell Trust spend its money?
Barbara Jeanne Mitchell Trust allocates 80% to programs, 15% to administration, and 5% to fundraising. Healthy nonprofits typically spend 75%+ on programs.
How can I verify Barbara Jeanne Mitchell Trust's tax-exempt status?
You can verify Barbara Jeanne Mitchell Trust's tax-exempt status using EIN 207464002 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 Barbara Jeanne Mitchell Trust appears to be a small, private foundation with a consistent history of operating at a deficit, spending more than it brings in through revenue. For instance, in 2022, the trust reported revenue of $5,233 against expenses of $10,000, and in 2021, revenue was $5,476 with expenses of $8,673. This trend of expenses exceeding revenue is evident across most of its filing history, leading to a gradual decline in its asset base from $328,420 in 2011 to $159,323 currently. The organization's NTEE code D20 suggests it is involved in 'Foundations, Grantmaking & Giving Programs', which typically involves distributing funds rather than direct program delivery. Given its small size and the nature of a trust, detailed program spending breakdowns are not readily available in the provided data, making a precise assessment of spending efficiency challenging without further information on its grantmaking activities. However, the consistent decline in assets due to spending exceeding revenue is a notable financial characteristic.
The trust maintains a very low liability profile, often reporting only $1 in liabilities, which indicates good financial management in terms of debt. Transparency regarding executive compensation is high, as officer compensation has consistently been reported as 0% across all available filings. This suggests that the trust is managed without paid executive staff, likely by volunteers or trustees who are not compensated through the trust's funds. While the financial health shows a pattern of asset depletion, the lack of debt and zero officer compensation are positive indicators of fiscal prudence in certain areas. The primary concern remains the long-term sustainability given the consistent operational deficits.