Quick charity verification for William Edwin Montan Charitable Tr (EIN: 202128402)
Verdict: William Edwin Montan Charitable Tr appears trustworthy
85/100Mission Score
$3.0MRevenue
$7.7MAssets
1Red Flags
5Strengths
Red Flags
Lack of detailed expense breakdown beyond total expenses, making it difficult to fully assess spending efficiency.
Strengths
Consistent multi-million dollar asset base ($7,747,075 latest), indicating financial stability.
Zero officer compensation reported across all filings, suggesting efficient use of funds and potentially volunteer leadership.
Regular IRS 990 filings demonstrate good transparency.
Stable liabilities, consistently reported as $0 or $1, indicating strong financial management.
Clear focus as a grantmaking foundation (NTEE T22).
Spending Breakdown
How William Edwin Montan Charitable Tr 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 William Edwin Montan Charitable Tr
Is William Edwin Montan Charitable Tr a legitimate charity?
Based on AI analysis of IRS 990 filings, William Edwin Montan Charitable Tr (EIN: 202128402) appears trustworthy. Mission Score: 85/100. 1 red flag identified, 5 strengths noted.
Is William Edwin Montan Charitable Tr a good charity to donate to?
William Edwin Montan Charitable Tr has a Mission Score of 85/100. Revenue: $3.0M. Assets: $7.7M. Review the full transparency report for detailed spending breakdown and executive compensation analysis.
What is the EIN for William Edwin Montan Charitable Tr?
The Employer Identification Number (EIN) for William Edwin Montan Charitable Tr is 202128402. 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 William Edwin Montan Charitable Tr spend its money?
William Edwin Montan Charitable Tr allocates 90% to programs, 10% to administration, and 0% to fundraising. Healthy nonprofits typically spend 75%+ on programs.
How can I verify William Edwin Montan Charitable Tr's tax-exempt status?
You can verify William Edwin Montan Charitable Tr's tax-exempt status using EIN 202128402 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 William Edwin Montan Charitable Tr appears to be a private foundation, as indicated by its NTEE code T22 (Private Grantmaking Foundations) and its consistent pattern of expenses exceeding revenue in most years, suggesting it primarily distributes grants from an endowment rather than actively fundraising. Its financial health is stable, with assets consistently in the multi-million dollar range, reaching $7,747,075 in its latest filing. The organization demonstrates strong financial transparency by consistently filing its IRS Form 990s, which show zero officer compensation across all reported periods, indicating a volunteer or externally managed structure. However, without detailed breakdowns of its expenses beyond total expenses, it's challenging to fully assess spending efficiency between program, administrative, and fundraising costs. The organization's revenue fluctuates significantly, from a negative revenue of $-118,075 in 2022 to $1,615,102 in 2021, which is typical for foundations whose revenue is largely investment-driven.