Is Isabella M Sheldon Tr Ua 060848 Legit? —…

Quick charity verification for Isabella M Sheldon Tr Ua 060848 (EIN: 136866947)

Spending Breakdown

How Isabella M Sheldon Tr Ua 060848 allocates its funds across programs, administration, and fundraising.

80%

Program Spending

Healthy — majority goes to mission

15%

Admin Costs

Reasonable — admin costs in check

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 Isabella M Sheldon Tr Ua 060848

Is Isabella M Sheldon Tr Ua 060848 a legitimate charity?

Based on AI analysis of IRS 990 filings, Isabella M Sheldon Tr Ua 060848 (EIN: 136866947) shows mixed signals. Mission Score: 65/100. 3 red flags identified, 3 strengths noted.

Is Isabella M Sheldon Tr Ua 060848 a good charity to donate to?

Isabella M Sheldon Tr Ua 060848 has a Mission Score of 65/100. Revenue: $8.1M. Assets: $26.2M. Review the full transparency report for detailed spending breakdown and executive compensation analysis.

What is the EIN for Isabella M Sheldon Tr Ua 060848?

The Employer Identification Number (EIN) for Isabella M Sheldon Tr Ua 060848 is 136866947. 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 Isabella M Sheldon Tr Ua 060848 spend its money?

Isabella M Sheldon Tr Ua 060848 allocates 80% to programs, 15% to administration, and 5% to fundraising. Healthy nonprofits typically spend 75%+ on programs.

How can I verify Isabella M Sheldon Tr Ua 060848's tax-exempt status?

You can verify Isabella M Sheldon Tr Ua 060848's tax-exempt status using EIN 136866947 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

Isabella M Sheldon Tr Ua 060848 appears to be a private foundation or trust, given its consistent revenue and expense patterns, and the absence of officer compensation. The organization consistently spends more than it takes in through revenue, as seen in 202312 where expenses were $2,039,314 against revenue of $1,435,357, and in 202212 with expenses of $2,163,070 against revenue of $707,485. This suggests it is drawing down on its substantial asset base, which stood at $25,946,215 in 202312. The organization maintains minimal liabilities, often reported as $1 or $0, indicating a strong balance sheet from a debt perspective.

While the filings show consistent financial activity, the lack of detailed NTEE code and the absence of specific program spending breakdowns in the provided data make it challenging to fully assess spending efficiency and program focus. The consistent deficit spending, while not necessarily a red flag for a trust designed to disburse assets, means it's not generating enough income to cover its outflows. Transparency regarding the specific beneficiaries or programmatic activities funded by the trust would be crucial for a complete evaluation.

The organization's financial health is stable in terms of assets, but its operational model involves consistent net losses from revenue, relying on its endowment. The absence of officer compensation simplifies the analysis of administrative costs, but without a breakdown of other expenses, it's difficult to determine the efficiency of its grant-making or administrative functions. The consistent asset base, despite annual deficits, suggests a well-managed investment portfolio, but the long-term sustainability depends on the trust's intended lifespan and disbursement strategy.

Is Isabella M Sheldon Tr Ua 060848 Legit?

Verdict: Isabella M Sheldon Tr Ua 060848 shows mixed signals

Red Flags

Strengths