NTEE Code is unknown, limiting understanding of specific charitable focus
Lack of detailed functional expense breakdown in provided data
Strengths
Consistent asset growth over more than a decade
Extremely low liabilities, often reported as $1
0% officer compensation across all filings, indicating high efficiency
Expenses consistently below revenue, leading to financial stability
Regular IRS 990 filing history (11 filings)
Spending Breakdown
How Marshall Alworth Tr Fbo Marshall & Nellie Alworth 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.
Is Marshall Alworth Tr Fbo Marshall & Nellie Alworth a legitimate charity?
Based on AI analysis of IRS 990 filings, Marshall Alworth Tr Fbo Marshall & Nellie Alworth (EIN: 136041237) appears trustworthy. Mission Score: 90/100. 2 red flags identified, 5 strengths noted.
Is Marshall Alworth Tr Fbo Marshall & Nellie Alworth a good charity to donate to?
Marshall Alworth Tr Fbo Marshall & Nellie Alworth has a Mission Score of 90/100. Revenue: $10.7M. Assets: $37.5M. Review the full transparency report for detailed spending breakdown and executive compensation analysis.
What is the EIN for Marshall Alworth Tr Fbo Marshall & Nellie Alworth?
The Employer Identification Number (EIN) for Marshall Alworth Tr Fbo Marshall & Nellie Alworth is 136041237. 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 Marshall Alworth Tr Fbo Marshall & Nellie Alworth spend its money?
Marshall Alworth Tr Fbo Marshall & Nellie Alworth allocates 90% to programs, 10% to administration, and 0% to fundraising. Healthy nonprofits typically spend 75%+ on programs.
How can I verify Marshall Alworth Tr Fbo Marshall & Nellie Alworth's tax-exempt status?
You can verify Marshall Alworth Tr Fbo Marshall & Nellie Alworth's tax-exempt status using EIN 136041237 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 Marshall Alworth Tr Fbo Marshall & Nellie Alworth demonstrates consistent financial stability, with assets growing from $28 million in 2012 to over $37 million in 2024. The organization consistently maintains minimal liabilities, often reported as $1, indicating a very strong balance sheet and low financial risk. Revenue streams fluctuate year-to-year, with a notable peak of $4.5 million in 2022 and $2.7 million in 2024, but expenses are generally well-managed and below revenue, leading to asset growth.
Spending efficiency appears high, as the organization consistently reports 0% officer compensation across all available filings, suggesting that administrative costs related to executive salaries are non-existent. This implies a significant portion of expenses is likely directed towards program services or investment management, aligning with its nature as a trust. The lack of detailed expense breakdowns in the provided data makes a precise program spending ratio difficult to calculate, but the absence of executive compensation is a strong positive indicator.
Transparency is good regarding financial reporting frequency, with 11 filings available. However, the NTEE code is unknown, and specific program details or a detailed functional expense breakdown are not provided in the summary data, which limits a deeper analysis of program effectiveness and specific spending categories beyond the high-level revenue and expense figures. The consistent asset growth and minimal liabilities, coupled with no officer compensation, paint a picture of a well-managed and financially sound entity.