Arcadia Charitable Tr Ua 050797
Arcadia Charitable Trust maintains substantial assets despite fluctuating revenues and recent operational deficits.
EIN: 137102310 · Wrentham, MA · NTEE: T30Z · Updated: 2026-03-28
Source Check Matrix
What Has Been Verified vs. What Needs Human Review
Identity resolved verified
Arcadia Charitable Tr Ua 050797 is mapped to EIN 137102310.
IRS BMF exempt record needs review
Open IRS TEOS or BMF source before relying on exemption status.
IRS Pub 78 deductibility needs review
Pub 78 eligibility should be verified in IRS TEOS before money changes hands.
IRS automatic revocation needs review
Check the official auto-revocation bulk source or cached evidence before relying on current exemption.
IRS Form 990 index verified
10 stored filing years available.
Raw 990 source linked
Open ProPublica to verify the raw filing record and PDFs.
Filing depth verified
10 stored filing years available.
State charity registration manual confirmation
Open MA charity regulator via NASCO; the workflow stops for human confirmation unless a stable source is cached.
Candid / GuideStar profile api pending
Candid API access is not configured; open manually and do not count as verified evidence.
Charity Navigator rating api pending
Charity Navigator API access is not configured; open manually and do not count as verified evidence.
Source and Resolution Links
Finish the Investigation Outside Our Dataset
When the answer lives with the IRS, ProPublica, Candid, Charity Navigator, or the nonprofit itself, NonprofitSpending links out instead of trapping the user on a partial answer.
IRS tax-exempt lookup
Verify exemption status and deductibility directly with the IRS.
IRS bulk evidence downloads
Check Pub 78, automatic revocation, 990-N, and Form 990 bulk evidence sources.
IRS EO BMF extract
Open the official Business Master File extract source for tax-exempt organization records.
ProPublica 990 source
Open the raw filing record and filing PDFs outside NonprofitSpending.
MA charity regulator via NASCO
Confirm state charity registration or solicitation status where applicable.
Candid profile search
Look for GuideStar/Candid profile details, programs, leadership, and seals.
Charity Navigator search
Check whether another evaluator has ratings or impact context.
Workflow Engine
Queries We Should Resolve, Not Just Answer
Search Console demand points to task completion. Each workflow can run calculations, source checks, external lookups, comparisons, and report/export capture around this nonprofit.
Verify tax status Runnable
Triggered by: 501(c)(3), tax deductible, EIN
IRS status check plus source links
Verify official evidence Runnable
Triggered by: IRS Pub 78, BMF, revocation, 990 index, state registration
Official-source evidence matrix with human stops where a state portal must be checked.
Find source filings Runnable
Triggered by: 990 PDF, annual report, filing record
10 stored filing years plus ProPublica source
Crunch money signals Runnable
Triggered by: program expense ratio, CEO salary, revenue, grants
90% program spend, health grade B
Compare alternatives Runnable
Triggered by: best charities, similar nonprofits, compare
4 peer options surfaced
Resolve leadership and board Runnable
Triggered by: executive team, trustees, officer pay
Use 990 compensation disclosures and external profile links.
Donation decision copilot Runnable
Triggered by: should I donate, give or compare, charity safety
Eligibility, money signals, sources, peer context, and next action.
Grantmaker due diligence Runnable
Triggered by: foundation review, grant risk, grantee capacity
Foundation-style packet across filings, finances, governance, and gaps.
Impact evidence finder Runnable
Triggered by: outcomes, annual report, cost effectiveness
Separate actual impact evidence from raw 990 financial cleanliness.
Room for more funding Runnable
Triggered by: would my donation help, funding gap, marginal impact
Revenue trend, runway, surplus/deficit, and source follow-ups.
Operator transparency diagnostic Runnable
Triggered by: how does my nonprofit look to donors
Profile, filing, impact, and transparency improvements to earn trust.
| Metric | Value |
|---|---|
| Total Revenue | $2.2M |
| Total Expenses | $602K |
| Program Spending | 90% |
| CEO/Top Officer Pay | $11 |
| Net Assets | $7.6M |
| Transparency Score | 75/100 |
Search Intent Cockpit
Arcadia Charitable Tr Ua 050797 Form 990, Revenue, CEO Pay, and IRS Filing Signals
Arcadia Charitable Tr Ua 050797 is surfaced here as a decision-ready nonprofit financial profile, not just a charity listing. The page consolidates IRS Form 990 revenue, expenses, assets, tax-exempt classification, executive compensation, mission score, red flags, and year-by-year filing history so donors, researchers, journalists, and grant teams can answer the common search questions around Arcadia Charitable Tr Ua 050797 in one place.
Form 990 Filing Summary
10 filing years are available, with latest revenue of $302K and expenses of $602K.
Revenue and Expenses
Arcadia Charitable Tr Ua 050797 reported $302K in revenue and $602K in expenses, a deficit of $301K.
Executive Compensation
Top officer compensation appears as $11 in the stored analysis, with context against revenue and expenses below.
Charity Score and Red Flags
75/100 mission score, 2 red flags, and 3 strengths are shown from structured and AI review.
Is Arcadia Charitable Tr Ua 050797 Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
IRS 990 Data Cockpit
Where the Money Comes From and Where It Goes
Revenue Source Mix
Revenue-source line items are not available on the stored filing yet. Future ingestion now preserves contribution, program-revenue, and investment-income fields when ProPublica provides them.
Expense Deployment
| Program services | $542K (90%) |
Across stored filings, Arcadia Charitable Tr Ua 050797 shows contribution history pending. Next enrichment targets: revenue-source fields, IRS BMF classification.
Decision Cockpit
One-Stop Donor, Research, and Peer Context Hub
| Decision Lens | Signal | What to Inspect Next |
|---|---|---|
| Legitimacy | Some Concerns | Good filing record; 2 red flags identified |
| Mission spend | 90% to programs | Excellent |
| Financial durability | Grade B | 10 stored filing years |
| Peer context | Compare with Joint Committee For Childrens Health Care In Everett | Massachusetts and Philanthropy context |
Trust Check
Review legitimacy, deductibility, red flags, and filing consistency.
Open charity check →Peer Benchmark
Compare against real state and category peers.
Compare with Joint Committee For Childrens Health Care In Everett →All Massachusetts nonprofits
All Philanthropy
Local and Sector Spokes
Move into this nonprofit's local market, category, and sector maps.
Wrentham, MA nonprofitsPhilanthropy in Massachusetts
Public Benefit in Massachusetts
Follow the Money
Jump into spending, compensation, rankings, and filing-year evidence.
State spending analysisState compensation analysis
Philanthropy spending
Best Philanthropy charities in Massachusetts
Relevant rankings
Donation Decision Flow
From Trust Check to Better Alternatives
Alternative Shopping
Similar Nonprofits Donors Should Compare
North American Marine Alliance Inc
Gloucester, MA · $2.7M revenue · Score 95/100
Compare side-by-sideSharing Foundation
Concord, MA · $1.2M revenue · Score 95/100
Compare side-by-sideMarthas Vineyard Community Television Inc
Vineyard Hvn, MA · $877K revenue · Score 95/100
Compare side-by-sideGrowing Places Garden Project Inc
Leominster, MA · $2.1M revenue · Score 90/100
Compare side-by-sideNext Best Actions
Keep the Investigation Moving
Research Workflow
Turn this Form 990 profile into a donor-ready report
Request a concise report for Arcadia Charitable Tr Ua 050797 with revenue, expenses, executive compensation, red flags, peer context, and IRS source links. You can also request CSV exports or watchlist updates for future filings.
Early access request only. Reports and exports are informational and based on public IRS records, not financial or legal advice.
Arcadia Charitable Tr Ua 050797 directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Arcadia Charitable Tr Ua 050797
Arcadia Charitable Tr Ua 050797 (EIN: 137102310) is a nonprofit organization based in Wrentham, MA, classified under NTEE code T30Z. The organization reported total revenue of $2.2M and total assets of $11.3M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Arcadia Charitable Tr Ua 050797's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Arcadia Charitable Tr Ua 050797 is a mid-size nonprofit that has been operating for 28 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of -1.4%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $302K |
| Total Expenses | $602K |
| Surplus / Deficit | $-300,773 |
| Total Assets | $7.6M |
| Total Liabilities | $1 |
| Net Assets | $7.6M |
| Operating Margin | -99.7% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 151.5 months |
Financial Health Grade: B
In 2023, Arcadia Charitable Tr Ua 050797 reported a deficit of $301K with expenses exceeding revenue, holds 151.5 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), Arcadia Charitable Tr Ua 050797's revenue has declined at a compound annual growth rate (CAGR) of -1.4%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +82.9% | +5.2% | +5.4% |
| 2022 | -83.8% | +17.6% | -0.8% |
| 2021 | +90.5% | +0.7% | +16.5% |
| 2020 | +183.8% | +5.9% | +0.8% |
| 2019 | -76.5% | -18.1% | -0.6% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 1998 |
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 Arcadia Charitable Tr Ua 050797 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: 8%
- programs: 90%
- fundraising: 2%
According to IRS 990 filings, Arcadia Charitable Tr Ua 050797 allocates its expenses as follows: admin: 8%, programs: 90%, fundraising: 2%. 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 $301K, with expenses exceeding revenue.
- Debt-to-asset ratio: 0.0%.
Executive Compensation Analysis
The organization consistently reports 0% officer compensation across all available filings, suggesting a volunteer-led structure or that compensation is not categorized as officer pay, which could indicate very low administrative overhead relative to its asset base of over $11 million.
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 Arcadia Charitable Tr Ua 050797's IRS 990 filings:
- Consistent reporting of $1 in liabilities across multiple years, which is an unusual financial reporting anomaly.
- Expenses exceeding revenue in recent years (e.g., 2023 and 2022), indicating operational deficits that could draw down assets if not offset by investment gains or future revenue increases.
Strengths
The following positive indicators were identified for Arcadia Charitable Tr Ua 050797:
- Strong asset growth over time, from $5.2 million in 2011 to $11.2 million currently, indicating robust financial stewardship or investment performance.
- Consistent reporting of 0% officer compensation, suggesting low overhead in executive pay.
- Long history of IRS 990 filings (10 filings), demonstrating a commitment to transparency and compliance.
Frequently Asked Questions about Arcadia Charitable Tr Ua 050797
Is Arcadia Charitable Tr Ua 050797 a legitimate charity?
Arcadia Charitable Tr Ua 050797 (EIN: 137102310) is a registered tax-exempt nonprofit based in Massachusetts. Our AI analysis gives it a Mission Score of 75/100. It has 10 years of IRS 990 filings on record. Total revenue: $2.2M. 2 red flags identified. 3 strengths noted. Financial health grade: B.
How does Arcadia Charitable Tr Ua 050797 spend its money?
Arcadia Charitable Tr Ua 050797 directs 90% of its spending to programs and services. Fundraising costs 2%. This exceeds the 65% industry benchmark.
Are donations to Arcadia Charitable Tr Ua 050797 tax-deductible?
Arcadia Charitable Tr Ua 050797 is registered as a tax-exempt nonprofit (EIN: 137102310). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
How much does the Arcadia Charitable Tr Ua 050797 CEO make?
Arcadia Charitable Tr Ua 050797's highest-compensated officer earns $11 annually. The organization reported $2.2M in total revenue. Executive compensation data is disclosed in IRS 990 filings.
What percentage of Arcadia Charitable Tr Ua 050797's spending goes to programs?
Arcadia Charitable Tr Ua 050797 directs 90% to programs, 2% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.
How does Arcadia Charitable Tr Ua 050797 compare to similar nonprofits?
With a transparency score of 75/100 (Good), Arcadia Charitable Tr Ua 050797 is above average for NTEE category T30Z nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is Arcadia Charitable Tr Ua 050797 located?
Arcadia Charitable Tr Ua 050797 is headquartered in Wrentham, Massachusetts and files with the IRS under EIN 137102310. It is classified under NTEE code T30Z.
How many years of IRS 990 filings does Arcadia Charitable Tr Ua 050797 have?
Arcadia Charitable Tr Ua 050797 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 $2.2M in total revenue.
Why are liabilities consistently reported as $1 in recent filings?
The recurring $1 liability figure across multiple years (2019-2023) is highly unusual for an organization with over $7 million in assets and warrants clarification to understand the true financial position.
What is the detailed breakdown of expenses into program, administrative, and fundraising categories?
Without a detailed breakdown, it's challenging to fully assess spending efficiency, especially given the operational deficits in recent years where expenses exceeded revenue, such as $602,313 in expenses vs. $301,540 in revenue in 2023.
How does the organization manage its investment portfolio to sustain its asset growth despite operational deficits?
The organization's assets have grown significantly from $5.2 million in 2011 to $11.2 million currently, even with periods where expenses outpaced revenue, suggesting effective investment management.
Filing History
IRS 990 filing history for Arcadia Charitable Tr Ua 050797 showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), Arcadia Charitable Tr Ua 050797's revenue has declined by 15.2%, moving from $356K to $302K. Total assets increased by 44.4% over the same period, from $5.3M to $7.6M. Total functional expenses rose by 47.6%, from $408K to $602K. In its most recent filing year (2023), Arcadia Charitable Tr Ua 050797 reported a deficit of $301K, with expenses exceeding revenue. The organization holds $1 in liabilities against $7.6M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $7.6M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $302K | $602K | $7.6M | $1 | — | View 990 |
| 2022 | $165K | $573K | $7.2M | $1 | — | — |
| 2021 | $1.0M | $487K | $7.3M | $1 | — | View 990 |
| 2020 | $535K | $483K | $6.2M | $1 | — | View 990 |
| 2019 | $189K | $456K | $6.2M | $1 | — | — |
| 2015 | $802K | $557K | $6.2M | $0 | — | View 990 |
| 2014 | $614K | $558K | $6.0M | $0 | — | View 990 |
| 2013 | $943K | $406K | $5.2M | $0 | — | View 990 |
| 2012 | $543K | $412K | $5.4M | $0 | — | View 990 |
| 2011 | $356K | $408K | $5.3M | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $302K, expenses of $602K, and assets of $7.6M (revenue +82.9% year-over-year).
- 2022: Revenue of $165K, expenses of $573K, and assets of $7.2M (revenue -83.8% year-over-year).
- 2021: Revenue of $1.0M, expenses of $487K, and assets of $7.3M (revenue +90.5% year-over-year).
- 2020: Revenue of $535K, expenses of $483K, and assets of $6.2M (revenue +183.8% year-over-year).
- 2019: Revenue of $189K, expenses of $456K, and assets of $6.2M (revenue -76.5% year-over-year).
- 2015: Revenue of $802K, expenses of $557K, and assets of $6.2M (revenue +30.6% year-over-year).
- 2014: Revenue of $614K, expenses of $558K, and assets of $6.0M (revenue -34.8% year-over-year).
- 2013: Revenue of $943K, expenses of $406K, and assets of $5.2M (revenue +73.4% year-over-year).
- 2012: Revenue of $543K, expenses of $412K, and assets of $5.4M (revenue +52.8% year-over-year).
- 2011: Revenue of $356K, expenses of $408K, and assets of $5.3M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Arcadia Charitable Tr Ua 050797:
Data Sources and Methodology
This transparency report for Arcadia Charitable Tr Ua 050797 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.