Alice N Osborn Trust Uw 9 15 C
Alice N Osborn Trust shows strong asset growth and no officer compensation over a decade of filings.
EIN: 136830148 · Wilmington, DE · Updated: 2026-03-28
Is Alice N Osborn Trust Uw 9 15 C Legit?
Appears Legitimate
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Alice N Osborn Trust Uw 9 15 C directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Alice N Osborn Trust Uw 9 15 C
Alice N Osborn Trust Uw 9 15 C (EIN: 136830148) is a nonprofit organization based in Wilmington, DE. The organization reported total revenue of $3.3M and total assets of $4.5M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Alice N Osborn Trust Uw 9 15 C's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Alice N Osborn Trust Uw 9 15 C is a mid-size nonprofit, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 18.3%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $808K |
| Total Expenses | $350K |
| Surplus / Deficit | +$458K |
| Total Assets | $3.7M |
| Total Liabilities | $1 |
| Net Assets | $3.7M |
| Operating Margin | 56.7% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 126.5 months |
Financial Health Grade: A
In 2023, Alice N Osborn Trust Uw 9 15 C reported a surplus of $458K with revenue exceeding expenses, holds 126.5 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), Alice N Osborn Trust Uw 9 15 C's revenue has grown at a compound annual growth rate (CAGR) of 18.3%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +0.9% | +4.2% | +17.3% |
| 2022 | -21.7% | +22.7% | +17.0% |
| 2021 | +1182.2% | -45.6% | +38.6% |
| 2020 | -31.5% | +772.3% | -17.9% |
| 2019 | +11.6% | -72.2% | -5.8% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
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 Alice N Osborn Trust Uw 9 15 C with a Mission Score of 95 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, Alice N Osborn Trust Uw 9 15 C 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 surplus of $458K, with revenue exceeding expenses.
- Debt-to-asset ratio: 0.0%.
Executive Compensation Analysis
Executive compensation is consistently reported as 0% across all available filings, indicating that no salaries are paid to officers. This is highly unusual for an organization of its size with assets exceeding $4.5 million and suggests a very lean operational structure or that management is handled by unpaid trustees/volunteers.
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.
Strengths
The following positive indicators were identified for Alice N Osborn Trust Uw 9 15 C:
- Consistent financial stability with minimal liabilities ($1 in recent years).
- Strong asset growth, from $2.4 million in 2011 to over $4.5 million currently.
- Zero officer compensation reported across all filings, indicating highly efficient use of funds for executive oversight.
- Consistent filing of IRS Form 990s, demonstrating good transparency over a long period.
- Significant revenue growth in recent years, indicating increasing financial capacity.
Frequently Asked Questions about Alice N Osborn Trust Uw 9 15 C
Is Alice N Osborn Trust Uw 9 15 C a legitimate charity?
Based on AI analysis of IRS 990 filings, Alice N Osborn Trust Uw 9 15 C (EIN: 136830148) appears legitimate. Mission Score: 95/100. 0 red flags identified, 5 strengths noted.
How does Alice N Osborn Trust Uw 9 15 C spend its money?
Alice N Osborn Trust Uw 9 15 C directs 90% of its spending to programs and services. The remaining budget covers administration and fundraising costs.
Are donations to Alice N Osborn Trust Uw 9 15 C tax-deductible?
Alice N Osborn Trust Uw 9 15 C is registered as a tax-exempt nonprofit (EIN: 136830148). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
What is the specific mission or program activity of the Alice N Osborn Trust?
The provided data does not specify the NTEE code or the detailed mission of the trust, making it difficult to assess the direct impact of its spending on specific programs.
How does the trust manage its operations without any reported officer compensation?
The consistent 0% officer compensation suggests that the trust is either managed by unpaid trustees, volunteers, or through external services that are categorized differently than officer salaries, such as professional fees.
What are the primary sources of the trust's revenue, especially the significant increase in latest reported revenue?
The data shows a substantial increase in the 'Latest Revenue' to $3,287,964 compared to the annual revenues reported in the filing history (e.g., $807,679 in 2023). Understanding the source of this large revenue figure (e.g., investment gains, large donation, endowment distribution) would provide more context.
Filing History
IRS 990 filing history for Alice N Osborn Trust Uw 9 15 C showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), Alice N Osborn Trust Uw 9 15 C's revenue has grown by 649.6%, moving from $108K to $808K. Total assets increased by 50.7% over the same period, from $2.4M to $3.7M. Total functional expenses rose by 298.9%, from $88K to $350K. In its most recent filing year (2023), Alice N Osborn Trust Uw 9 15 C reported a surplus of $458K, with revenue exceeding expenses. The organization holds $1 in liabilities against $3.7M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $3.7M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $808K | $350K | $3.7M | $1 | — | View 990 |
| 2022 | $800K | $336K | $3.1M | $1 | — | View 990 |
| 2021 | $1.0M | $273K | $2.7M | $1 | — | — |
| 2020 | $80K | $503K | $1.9M | $1 | — | — |
| 2019 | $116K | $58K | $2.4M | $1 | — | View 990 |
| 2015 | $104K | $208K | $2.5M | $0 | — | View 990 |
| 2014 | $101K | $259K | $2.6M | $0 | — | View 990 |
| 2013 | $364K | $156K | $2.8M | $0 | — | View 990 |
| 2012 | $252K | $141K | $2.6M | $0 | — | View 990 |
| 2011 | $108K | $88K | $2.4M | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $808K, expenses of $350K, and assets of $3.7M (revenue +0.9% year-over-year).
- 2022: Revenue of $800K, expenses of $336K, and assets of $3.1M (revenue -21.7% year-over-year).
- 2021: Revenue of $1.0M, expenses of $273K, and assets of $2.7M (revenue +1182.2% year-over-year).
- 2020: Revenue of $80K, expenses of $503K, and assets of $1.9M (revenue -31.5% year-over-year).
- 2019: Revenue of $116K, expenses of $58K, and assets of $2.4M (revenue +11.6% year-over-year).
- 2015: Revenue of $104K, expenses of $208K, and assets of $2.5M (revenue +2.7% year-over-year).
- 2014: Revenue of $101K, expenses of $259K, and assets of $2.6M (revenue -72.1% year-over-year).
- 2013: Revenue of $364K, expenses of $156K, and assets of $2.8M (revenue +44.7% year-over-year).
- 2012: Revenue of $252K, expenses of $141K, and assets of $2.6M (revenue +133.5% year-over-year).
- 2011: Revenue of $108K, expenses of $88K, and assets of $2.4M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Alice N Osborn Trust Uw 9 15 C:
Data Sources and Methodology
This transparency report for Alice N Osborn Trust Uw 9 15 C 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.