Is R L Fortney Management Inc Health Benefits Trust Legit?
Quick charity verification for R L Fortney Management Inc Health Benefits Trust (EIN: 207198006)
Verdict: R L Fortney Management Inc Health Benefits Trust appears trustworthy
85/100Mission Score
$1.7MRevenue
$142KAssets
1Red Flags
4Strengths
Red Flags
Frequent years with expenses exceeding revenue (e.g., 202310, 202110, 201910), which could indicate reliance on prior reserves or external funding if not typical for its trust structure.
Strengths
Consistent zero officer compensation across all filings, indicating no executive pay from the organization.
Consistent reporting of zero liabilities, suggesting strong financial management and no outstanding debts.
High potential program spending ratio, likely near 100% given the nature of a benefits trust and zero officer compensation.
Clear financial reporting with 13 years of filing history available.
Spending Breakdown
How R L Fortney Management Inc Health Benefits Trust allocates its funds across programs, administration, and fundraising.
100%
Program Spending
Healthy — majority goes to mission
0%
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 R L Fortney Management Inc Health Benefits Trust
Is R L Fortney Management Inc Health Benefits Trust a legitimate charity?
Based on AI analysis of IRS 990 filings, R L Fortney Management Inc Health Benefits Trust (EIN: 207198006) appears trustworthy. Mission Score: 85/100. 1 red flag identified, 4 strengths noted.
Is R L Fortney Management Inc Health Benefits Trust a good charity to donate to?
R L Fortney Management Inc Health Benefits Trust has a Mission Score of 85/100. Revenue: $1.7M. Assets: $142K. Review the full transparency report for detailed spending breakdown and executive compensation analysis.
What is the EIN for R L Fortney Management Inc Health Benefits Trust?
The Employer Identification Number (EIN) for R L Fortney Management Inc Health Benefits Trust is 207198006. 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 R L Fortney Management Inc Health Benefits Trust spend its money?
R L Fortney Management Inc Health Benefits Trust allocates 100% to programs, 0% to administration, and 0% to fundraising. Healthy nonprofits typically spend 75%+ on programs.
How can I verify R L Fortney Management Inc Health Benefits Trust's tax-exempt status?
You can verify R L Fortney Management Inc Health Benefits Trust's tax-exempt status using EIN 207198006 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
R L Fortney Management Inc Health Benefits Trust appears to be a health benefits trust, which typically operates differently from traditional public charities. Its financial health shows fluctuating revenues and expenses over the past decade, with several years reporting expenses exceeding revenue, such as in 202310 where expenses were $1,228,249 against revenues of $1,097,411, and in 201910 where expenses significantly outpaced revenue ($3,951,281 vs. $3,468,081). This suggests it may be operating on a model where payouts can sometimes exceed contributions in a given year, which is not uncommon for a benefits trust. The organization consistently reports zero liabilities and zero officer compensation, indicating a lean operational structure and a focus on its primary purpose without significant executive overhead. Its assets are relatively modest compared to its annual revenue, with the latest reported assets at $142,073 against $1,717,409 in latest revenue, suggesting funds are primarily disbursed rather than accumulated. The consistent reporting of zero officer compensation across all filings indicates a high degree of transparency regarding executive pay, as there is none to report.