How Carleton Trust Dd 050983 allocates its funds across programs, administration, and fundraising.
85%
Program Spending
Healthy — majority goes to mission
10%
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 Carleton Trust Dd 050983
Is Carleton Trust Dd 050983 a legitimate charity?
Based on AI analysis of IRS 990 filings, Carleton Trust Dd 050983 (EIN: 136843024) appears trustworthy. Mission Score: 85/100. 2 red flags identified, 5 strengths noted.
Is Carleton Trust Dd 050983 a good charity to donate to?
Carleton Trust Dd 050983 has a Mission Score of 85/100. Revenue: $9.6M. Assets: $25.2M. Review the full transparency report for detailed spending breakdown and executive compensation analysis.
What is the EIN for Carleton Trust Dd 050983?
The Employer Identification Number (EIN) for Carleton Trust Dd 050983 is 136843024. 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 Carleton Trust Dd 050983 spend its money?
Carleton Trust Dd 050983 allocates 85% to programs, 10% to administration, and 5% to fundraising. Healthy nonprofits typically spend 75%+ on programs.
How can I verify Carleton Trust Dd 050983's tax-exempt status?
You can verify Carleton Trust Dd 050983's tax-exempt status using EIN 136843024 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
Carleton Trust Dd 050983 appears to be a well-established organization with substantial assets, currently reported at $23,840,917 as of the 202406 period. The organization consistently reports zero liabilities, indicating a strong balance sheet and financial stability. However, the recent trend shows expenses exceeding revenue in the last three reported periods (202406, 202306, 202206), with expenses of $1,150,228 against revenue of $818,910 in 202406, and similar deficits in prior years. This suggests the organization is drawing down on its substantial asset base to cover operational costs, which is sustainable in the short term given its large reserves but warrants monitoring if it becomes a long-term trend without a corresponding increase in revenue.
The organization's financial transparency is high, as evidenced by 14 consistent IRS 990 filings and the clear reporting of zero officer compensation across all periods. This indicates that the trust is likely managed by unpaid fiduciaries or through external management services, rather than directly compensating its officers. The NTEE code B110 (Arts, Culture, and Humanities - Alliance/Advocacy Organizations) suggests a focus on advocacy or support within this sector, and the consistent spending levels, despite revenue fluctuations, point to a stable operational footprint. The significant revenue spike in 202106 ($6,012,030) was an outlier, and the organization has since returned to more typical revenue levels, while maintaining relatively consistent expense levels around $1.1-$1.2 million annually.
Overall, Carleton Trust Dd 050983 demonstrates strong financial health due to its substantial asset base and lack of liabilities. While recent periods show expenses exceeding revenue, this is likely managed by its reserves. The absence of officer compensation enhances its perceived efficiency and commitment to its mission, assuming program spending is robust. Further analysis would require a detailed breakdown of expenses to confirm program efficiency, but the available data points to a financially sound and transparent entity.