Anita C Montgomery Trust
Anita C Montgomery Trust maintains stable assets with volunteer leadership and fluctuating annual financial activity.
EIN: 16037659 · Portland, ME · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $96K |
| Total Expenses | $24K |
| Program Spending | 85% |
| Net Assets | $419K |
| Transparency Score | 75/100 |
Is Anita C Montgomery Trust Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Anita C Montgomery Trust directs 85% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Anita C Montgomery Trust
Anita C Montgomery Trust (EIN: 16037659) is a nonprofit organization based in Portland, ME. The organization reported total revenue of $96K and total assets of $404K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Anita C Montgomery Trust's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Anita C Montgomery Trust is a micro nonprofit, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of -6.5%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $11K |
| Total Expenses | $24K |
| Surplus / Deficit | $-12,745 |
| Total Assets | $419K |
| Total Liabilities | $1 |
| Net Assets | $419K |
| Operating Margin | -111.6% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 207.9 months |
Financial Health Grade: B
In 2023, Anita C Montgomery Trust reported a deficit of $13K with expenses exceeding revenue, holds 207.9 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), Anita C Montgomery Trust's revenue has declined at a compound annual growth rate (CAGR) of -6.5%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | -77.9% | -36.9% | -3.0% |
| 2022 | +13.7% | +23.7% | +3.2% |
| 2021 | +403.5% | -4.4% | +3.6% |
| 2020 | -84.3% | +8.3% | -5.5% |
| 2019 | +355.5% | +11.5% | +11.2% |
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 Anita C Montgomery Trust with a Mission Score of 75 out of 100 (Good). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Spending Breakdown
- admin: 15%
- programs: 85%
- fundraising: 0%
According to IRS 990 filings, Anita C Montgomery Trust allocates its expenses as follows: admin: 15%, programs: 85%, fundraising: 0%. With 85% 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 $13K, with expenses exceeding revenue.
- Debt-to-asset ratio: 0.0%.
Executive Compensation Analysis
Executive compensation is consistently reported as 0% across all available filings, indicating that the organization operates without paid executive staff or that any such roles are entirely volunteer-based, which is highly efficient for an organization of its 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 Anita C Montgomery Trust's IRS 990 filings:
- Unknown NTEE code, limiting understanding of mission focus
- Lack of detailed expense breakdown (program, admin, fundraising) in provided data
- Significant year-to-year fluctuations in revenue and expenses without clear explanation
Strengths
The following positive indicators were identified for Anita C Montgomery Trust:
- Consistent zero executive compensation, indicating efficient leadership costs
- Stable asset base (around $400,000) over many years
- Extremely low liabilities, demonstrating strong financial solvency
- Long filing history (10 filings) indicating consistent operation
Frequently Asked Questions about Anita C Montgomery Trust
Is Anita C Montgomery Trust a legitimate charity?
Anita C Montgomery Trust (EIN: 16037659) is a registered tax-exempt nonprofit based in Maine. Our AI analysis gives it a Mission Score of 75/100. It has 10 years of IRS 990 filings on record. Total revenue: $96K. 3 red flags identified. 4 strengths noted. Financial health grade: B.
How does Anita C Montgomery Trust spend its money?
Anita C Montgomery Trust directs 85% of its spending to programs and services. This exceeds the 65% industry benchmark.
Are donations to Anita C Montgomery Trust tax-deductible?
Anita C Montgomery Trust is registered as a tax-exempt nonprofit (EIN: 16037659). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Where is Anita C Montgomery Trust located?
Anita C Montgomery Trust is headquartered in Portland, Maine and files with the IRS under EIN 16037659.
How many years of IRS 990 filings does Anita C Montgomery Trust have?
Anita C Montgomery Trust 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 $96K in total revenue.
What are the specific charitable programs or beneficiaries of the Anita C Montgomery Trust?
The provided data does not specify the NTEE code or detailed program descriptions, making it impossible to determine the specific charitable activities or beneficiaries of the trust.
How does the trust manage its investments to generate revenue?
While the trust consistently holds assets around $400,000, the filings do not provide details on investment strategies or the sources of its revenue fluctuations, which range from $9,018 to $112,451 annually.
Why do expenses sometimes exceed revenue, such as in 2023 ($24,169 expenses vs. $11,424 revenue) and 2020 ($32,355 expenses vs. $9,018 revenue)?
The data shows periods where expenses outpace revenue, which could indicate strategic spending from accumulated assets or market fluctuations impacting investment income. Without further detail, the exact reasons are unclear.
Filing History
IRS 990 filing history for Anita C Montgomery Trust showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), Anita C Montgomery Trust's revenue has declined by 55.4%, moving from $26K to $11K. Total assets increased by 28.3% over the same period, from $326K to $419K. Total functional expenses rose by 5.8%, from $23K to $24K. In its most recent filing year (2023), Anita C Montgomery Trust reported a deficit of $13K, with expenses exceeding revenue. The organization holds $1 in liabilities against $419K in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $419K.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $11K | $24K | $419K | $1 | — | — |
| 2022 | $52K | $38K | $432K | $1 | — | View 990 |
| 2021 | $45K | $31K | $418K | $4 | — | — |
| 2020 | $9K | $32K | $404K | $4 | — | — |
| 2019 | $57K | $30K | $427K | $2 | — | View 990 |
| 2015 | $13K | $27K | $384K | $0 | — | View 990 |
| 2014 | $21K | $22K | $398K | $0 | — | View 990 |
| 2013 | $19K | $33K | $399K | $3 | — | View 990 |
| 2012 | $112K | $25K | $413K | $5 | — | View 990 |
| 2011 | $26K | $23K | $326K | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $11K, expenses of $24K, and assets of $419K (revenue -77.9% year-over-year).
- 2022: Revenue of $52K, expenses of $38K, and assets of $432K (revenue +13.7% year-over-year).
- 2021: Revenue of $45K, expenses of $31K, and assets of $418K (revenue +403.5% year-over-year).
- 2020: Revenue of $9K, expenses of $32K, and assets of $404K (revenue -84.3% year-over-year).
- 2019: Revenue of $57K, expenses of $30K, and assets of $427K (revenue +355.5% year-over-year).
- 2015: Revenue of $13K, expenses of $27K, and assets of $384K (revenue -40.9% year-over-year).
- 2014: Revenue of $21K, expenses of $22K, and assets of $398K (revenue +10.6% year-over-year).
- 2013: Revenue of $19K, expenses of $33K, and assets of $399K (revenue -82.9% year-over-year).
- 2012: Revenue of $112K, expenses of $25K, and assets of $413K (revenue +339.2% year-over-year).
- 2011: Revenue of $26K, expenses of $23K, and assets of $326K.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Anita C Montgomery Trust:
Data Sources and Methodology
This transparency report for Anita C Montgomery Trust 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.