Quick charity verification for William O Emery Trust Uw 60 Fbo (EIN: 16006980)
Verdict: William O Emery Trust Uw 60 Fbo appears trustworthy
75/100Mission Score
$207KRevenue
$551KAssets
2Red Flags
4Strengths
Red Flags
NTEE Code Unknown: Lack of a specified NTEE code makes it difficult to categorize the organization's primary activities and compare its efficiency against peers.
Occasional Expense Exceeds Revenue: In periods like 2024 ($47,869 expenses vs. $32,269 revenue), expenses exceeded revenue, which, if persistent without a clear strategy, could be a concern, though assets remain stable.
Strengths
Zero Officer Compensation: Consistently reports 0% officer compensation, indicating efficient use of funds not diverted to executive salaries.
Strong Asset Base: Maintains a stable asset base of over $500,000, demonstrating financial resilience.
Minimal Liabilities: Consistently reports liabilities of $0 or $1, indicating excellent financial solvency and low debt.
Consistent Filing History: A long history of 11 IRS 990 filings demonstrates commitment to transparency and compliance.
Spending Breakdown
How William O Emery Trust Uw 60 Fbo allocates its funds across programs, administration, and fundraising.
85%
Program Spending
Healthy — majority goes to mission
15%
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 O Emery Trust Uw 60 Fbo
Is William O Emery Trust Uw 60 Fbo a legitimate charity?
Based on AI analysis of IRS 990 filings, William O Emery Trust Uw 60 Fbo (EIN: 16006980) appears trustworthy. Mission Score: 75/100. 2 red flags identified, 4 strengths noted.
Is William O Emery Trust Uw 60 Fbo a good charity to donate to?
William O Emery Trust Uw 60 Fbo has a Mission Score of 75/100. Revenue: $207K. Assets: $551K. Review the full transparency report for detailed spending breakdown and executive compensation analysis.
What is the EIN for William O Emery Trust Uw 60 Fbo?
The Employer Identification Number (EIN) for William O Emery Trust Uw 60 Fbo is 16006980. 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 O Emery Trust Uw 60 Fbo spend its money?
William O Emery Trust Uw 60 Fbo allocates 85% to programs, 15% to administration, and 0% to fundraising. Healthy nonprofits typically spend 75%+ on programs.
How can I verify William O Emery Trust Uw 60 Fbo's tax-exempt status?
You can verify William O Emery Trust Uw 60 Fbo's tax-exempt status using EIN 16006980 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 O Emery Trust Uw 60 Fbo appears to be a relatively small, private trust with consistent asset levels around $500,000-$550,000 over the past decade. Its revenue streams fluctuate significantly, from a low of $13,249 in 2016 to a high of $81,661 in 2015, and a recent high of $77,103 in 2023. Expenses have remained relatively stable, generally in the $30,000-$47,000 range. The trust consistently reports zero officer compensation, which is a positive indicator for resource allocation directly to its charitable purpose, assuming its operations are managed by volunteers or external, non-officer compensated entities. Given its structure as a trust, detailed program spending breakdowns are not typically as granular as larger public charities, but the consistent low liabilities and stable asset base suggest prudent financial management within its operational scope.
In terms of financial health, the trust maintains a healthy asset-to-liability ratio, with liabilities consistently reported as $0 or $1, indicating strong solvency. While some years show expenses exceeding revenue (e.g., 2024 with $47,869 expenses against $32,269 revenue), this is not uncommon for trusts that may draw from principal or accumulated income in certain periods, especially if their primary function is grantmaking or specific distributions. The overall stability of assets suggests that these deficits are managed without eroding the trust's long-term capacity. The lack of detailed program spending categories in the provided data makes a precise assessment of spending efficiency challenging beyond the absence of executive compensation.
Transparency is generally good for a trust of this size, as evidenced by its consistent IRS 990 filings. The absence of officer compensation is a key transparency point. However, without an NTEE code or a clear public mission statement, understanding the specific programmatic impact and how the expenses translate into charitable activities is limited. The financial data itself is clear and consistent, but the 'what' of its charitable work remains somewhat opaque from this data alone.