Is Mary Caroline Phelps Tr For Aging In America Legit?

Quick charity verification for Mary Caroline Phelps Tr For Aging In America (EIN: 136046634)

Verdict: Mary Caroline Phelps Tr For Aging In America appears trustworthy

70/100Mission Score
$2.9MRevenue
$6.7MAssets
3Red Flags
3Strengths

Red Flags

Strengths

Spending Breakdown

How Mary Caroline Phelps Tr For Aging In America allocates its funds across programs, administration, and fundraising.

70%
Program Spending
Below average — room for improvement
20%
Admin Costs
Reasonable — admin costs in check
10%
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 Mary Caroline Phelps Tr For Aging In America

Is Mary Caroline Phelps Tr For Aging In America a legitimate charity?

Based on AI analysis of IRS 990 filings, Mary Caroline Phelps Tr For Aging In America (EIN: 136046634) appears trustworthy. Mission Score: 70/100. 3 red flags identified, 3 strengths noted.

Is Mary Caroline Phelps Tr For Aging In America a good charity to donate to?

Mary Caroline Phelps Tr For Aging In America has a Mission Score of 70/100. Revenue: $2.9M. Assets: $6.7M. Review the full transparency report for detailed spending breakdown and executive compensation analysis.

What is the EIN for Mary Caroline Phelps Tr For Aging In America?

The Employer Identification Number (EIN) for Mary Caroline Phelps Tr For Aging In America is 136046634. 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 Mary Caroline Phelps Tr For Aging In America spend its money?

Mary Caroline Phelps Tr For Aging In America allocates 70% to programs, 20% to administration, and 10% to fundraising. Healthy nonprofits typically spend 75%+ on programs.

How can I verify Mary Caroline Phelps Tr For Aging In America's tax-exempt status?

You can verify Mary Caroline Phelps Tr For Aging In America's tax-exempt status using EIN 136046634 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 Mary Caroline Phelps Tr For Aging In America demonstrates consistent financial stability with growing assets over the past decade, reaching $6,479,835 in 2023. While the organization experienced a deficit in 2023 (expenses of $477,922 against revenue of $389,990) and 2022 (expenses of $534,908 against revenue of $332,424), its substantial asset base provides a strong buffer. The organization's financial health appears sound, supported by its long-term asset growth from $5,769,245 in 2013 to over $6.4 million in 2023. Spending efficiency is difficult to fully assess without a detailed breakdown of program, administrative, and fundraising expenses, as the provided data only includes total expenses. However, the consistent lack of reported officer compensation (0% across all filings) suggests a lean operational structure at the executive level, which can contribute to efficiency. The organization's primary focus, based on its name, is aging in America, and without specific program expense data, it's challenging to determine the direct impact of its spending. Transparency is moderately good given the availability of multiple years of IRS 990 filings. The consistent reporting of revenue, expenses, assets, liabilities, and officer compensation over eight periods allows for a historical financial analysis. However, the absence of an NTEE code and detailed expense breakdowns in the provided summary limits a deeper understanding of its operational focus and spending allocation. Further transparency would be enhanced by providing more granular expense categories.

View Full Transparency Report →

Disclaimer

AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.

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