Clear alignment with its NTEE code as a Private Grantmaking Foundation.
Spending Breakdown
How Julia G Melson Charitable Testamentary Trust allocates its funds across programs, administration, and fundraising.
90%
Program Spending
Healthy — majority goes to mission
10%
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 Julia G Melson Charitable Testamentary Trust
Is Julia G Melson Charitable Testamentary Trust a legitimate charity?
Based on AI analysis of IRS 990 filings, Julia G Melson Charitable Testamentary Trust (EIN: 206724118) appears trustworthy. Mission Score: 85/100. 1 red flag identified, 5 strengths noted.
Is Julia G Melson Charitable Testamentary Trust a good charity to donate to?
Julia G Melson Charitable Testamentary Trust has a Mission Score of 85/100. Revenue: $533K. Assets: $1.7M. Review the full transparency report for detailed spending breakdown and executive compensation analysis.
What is the EIN for Julia G Melson Charitable Testamentary Trust?
The Employer Identification Number (EIN) for Julia G Melson Charitable Testamentary Trust is 206724118. 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 Julia G Melson Charitable Testamentary Trust spend its money?
Julia G Melson Charitable Testamentary Trust allocates 90% to programs, 10% to administration, and 0% to fundraising. Healthy nonprofits typically spend 75%+ on programs.
How can I verify Julia G Melson Charitable Testamentary Trust's tax-exempt status?
You can verify Julia G Melson Charitable Testamentary Trust's tax-exempt status using EIN 206724118 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 Julia G Melson Charitable Testamentary Trust appears to be a well-established private foundation, as indicated by its consistent asset base hovering around $1.7 million to $1.9 million over the past decade. Its financial health is stable, with assets significantly outweighing minimal liabilities (consistently reported as $1). However, the trust has consistently spent more than its revenue in most recent years, for example, in 2023, it reported $77,701 in revenue against $131,241 in expenses, and in 2022, $88,565 in revenue against $142,518 in expenses. This trend suggests it is drawing down on its principal or accumulated income to cover expenses, which is typical for a testamentary trust distributing funds. The organization demonstrates strong transparency by consistently filing its IRS Form 990, and its NTEE code T20 (Private Grantmaking Foundations) aligns with its operational nature.