Alan A Bird Trust For The Congregational Church Of Rockland
Alan A Bird Trust maintains stable assets despite fluctuating revenue and consistent expenses often exceeding annual income.
EIN: 136211751 · Portland, ME · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $208K |
| Total Expenses | $52K |
| Program Spending | 90% |
| Net Assets | $628K |
| Transparency Score | 85/100 |
Is Alan A Bird Trust For The Congregational Church Of Rockland Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Alan A Bird Trust For The Congregational Church Of Rockland directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Alan A Bird Trust For The Congregational Church Of Rockland
Alan A Bird Trust For The Congregational Church Of Rockland (EIN: 136211751) is a nonprofit organization based in Portland, ME. The organization reported total revenue of $208K and total assets of $617K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Alan A Bird Trust For The Congregational Church Of Rockland's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Alan A Bird Trust For The Congregational Church Of Rockland is a small nonprofit that has been operating for 50 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of -6.9%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $15K |
| Total Expenses | $52K |
| Surplus / Deficit | $-36,638 |
| Total Assets | $628K |
| Total Liabilities | $1 |
| Net Assets | $628K |
| Operating Margin | -237.1% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 144.6 months |
Financial Health Grade: B
In 2023, Alan A Bird Trust For The Congregational Church Of Rockland reported a deficit of $37K with expenses exceeding revenue, holds 144.6 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).
Financial Trends
Over 10 years of filings (2011–2023), Alan A Bird Trust For The Congregational Church Of Rockland's revenue has declined at a compound annual growth rate (CAGR) of -6.9%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | -77.2% | -4.1% | -5.5% |
| 2022 | +16.1% | -12.2% | +2.0% |
| 2021 | +459.5% | +21.9% | -0.5% |
| 2020 | -80.9% | +20.8% | -5.8% |
| 2019 | +51.8% | -15.5% | -0.8% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 1976 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Transparency Report
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Alan A Bird Trust For The Congregational Church Of Rockland with a Mission Score of 85 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Spending Breakdown
- admin: 10%
- programs: 90%
- fundraising: 0%
According to IRS 990 filings, Alan A Bird Trust For The Congregational Church Of Rockland allocates its expenses as follows: admin: 10%, programs: 90%, fundraising: 0%. With 90% directed toward programs, this reflects a strong commitment to its charitable mission.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a deficit of $37K, with expenses exceeding revenue.
- Debt-to-asset ratio: 0.0%.
Executive Compensation Analysis
The organization consistently reports 0% officer compensation across all available filings, indicating that executive functions are likely performed on a volunteer basis or compensated through other means not reported as officer compensation, which is highly efficient for a trust of this size.
Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.
Red Flags
The following concerns were identified during AI analysis of Alan A Bird Trust For The Congregational Church Of Rockland's IRS 990 filings:
- Expenses frequently exceed annual revenue, indicating reliance on asset drawdowns.
- NTEE code is unknown, limiting clear understanding of specific programmatic activities beyond the name.
Strengths
The following positive indicators were identified for Alan A Bird Trust For The Congregational Church Of Rockland:
- Consistent zero officer compensation, indicating high efficiency and low administrative burden.
- Stable asset base over a decade, demonstrating financial resilience.
- Consistent IRS 990 filing history, indicating good transparency.
- Minimal liabilities reported across all filings, showing strong financial health.
Frequently Asked Questions about Alan A Bird Trust For The Congregational Church Of Rockland
Is Alan A Bird Trust For The Congregational Church Of Rockland a legitimate charity?
Alan A Bird Trust For The Congregational Church Of Rockland (EIN: 136211751) is a registered tax-exempt nonprofit based in Maine. Our AI analysis gives it a Mission Score of 85/100. It has 10 years of IRS 990 filings on record. Total revenue: $208K. 2 red flags identified. 4 strengths noted. Financial health grade: B.
How does Alan A Bird Trust For The Congregational Church Of Rockland spend its money?
Alan A Bird Trust For The Congregational Church Of Rockland directs 90% of its spending to programs and services. This exceeds the 65% industry benchmark.
Are donations to Alan A Bird Trust For The Congregational Church Of Rockland tax-deductible?
Alan A Bird Trust For The Congregational Church Of Rockland is registered as a tax-exempt nonprofit (EIN: 136211751). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Where is Alan A Bird Trust For The Congregational Church Of Rockland located?
Alan A Bird Trust For The Congregational Church Of Rockland is headquartered in Portland, Maine and files with the IRS under EIN 136211751.
How many years of IRS 990 filings does Alan A Bird Trust For The Congregational Church Of Rockland have?
Alan A Bird Trust For The Congregational Church Of Rockland has 10 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $208K in total revenue.
Is Alan A Bird Trust For The Congregational Church Of Rockland a good charity?
Based on the available data, the trust appears to be a financially stable and efficient entity. It consistently reports zero officer compensation, indicating very low administrative overhead. Its assets have been maintained over a decade, and it consistently files its IRS 990s, suggesting good transparency. Its purpose is specific to supporting the Congregational Church of Rockland, and it seems to fulfill this role responsibly.
How does the trust manage its finances when expenses exceed revenue?
In several periods, such as 2023 ($15,453 revenue vs. $52,091 expenses) and 2020 ($10,417 revenue vs. $50,712 expenses), the trust's expenses significantly exceeded its revenue. This indicates that the trust likely draws from its accumulated assets or endowment to cover its distributions and operational costs, which is common for trusts designed to provide ongoing support from a principal fund.
What is the primary source of the trust's revenue?
The revenue fluctuates significantly year-to-year, from $10,417 in 2020 to $67,642 in 2022. This pattern is typical for organizations relying on investment income, which can vary based on market performance, or potentially sporadic donations. Without detailed breakdowns in the 990, it's difficult to pinpoint the exact primary source, but investment returns are a strong possibility for a trust.
Filing History
IRS 990 filing history for Alan A Bird Trust For The Congregational Church Of Rockland showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), Alan A Bird Trust For The Congregational Church Of Rockland's revenue has declined by 57.3%, moving from $36K to $15K. Total assets decreased by 14.4% over the same period, from $733K to $628K. Total functional expenses fell by 7.2%, from $56K to $52K. In its most recent filing year (2023), Alan A Bird Trust For The Congregational Church Of Rockland reported a deficit of $37K, with expenses exceeding revenue. The organization holds $1 in liabilities against $628K in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $628K.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $15K | $52K | $628K | $1 | — | — |
| 2022 | $68K | $54K | $664K | $1 | — | — |
| 2021 | $58K | $62K | $651K | $1 | — | — |
| 2020 | $10K | $51K | $655K | $1 | — | — |
| 2019 | $54K | $42K | $695K | $1 | — | View 990 |
| 2015 | $36K | $50K | $700K | $0 | — | View 990 |
| 2014 | $40K | $49K | $714K | $0 | — | View 990 |
| 2013 | $34K | $48K | $724K | $0 | — | View 990 |
| 2012 | $52K | $48K | $738K | $1 | — | View 990 |
| 2011 | $36K | $56K | $733K | $1 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $15K, expenses of $52K, and assets of $628K (revenue -77.2% year-over-year).
- 2022: Revenue of $68K, expenses of $54K, and assets of $664K (revenue +16.1% year-over-year).
- 2021: Revenue of $58K, expenses of $62K, and assets of $651K (revenue +459.5% year-over-year).
- 2020: Revenue of $10K, expenses of $51K, and assets of $655K (revenue -80.9% year-over-year).
- 2019: Revenue of $54K, expenses of $42K, and assets of $695K (revenue +51.8% year-over-year).
- 2015: Revenue of $36K, expenses of $50K, and assets of $700K (revenue -9.9% year-over-year).
- 2014: Revenue of $40K, expenses of $49K, and assets of $714K (revenue +18.5% year-over-year).
- 2013: Revenue of $34K, expenses of $48K, and assets of $724K (revenue -35.6% year-over-year).
- 2012: Revenue of $52K, expenses of $48K, and assets of $738K (revenue +44.1% year-over-year).
- 2011: Revenue of $36K, expenses of $56K, and assets of $733K.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Alan A Bird Trust For The Congregational Church Of Rockland:
Data Sources and Methodology
This transparency report for Alan A Bird Trust For The Congregational Church Of Rockland is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.