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

$2.2MRevenue

$11.3MAssets

75/100Mission Score (Good)

T30Z

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.

AI Transparency Report

Arcadia Charitable Tr Ua 050797 appears to be a grant-making organization, as indicated by its NTEE code T30Z (Private Grantmaking Foundations). Its financial health shows a fluctuating revenue stream, with the latest reported revenue at $2,234,199, but recent years (2022 and 2023) showing expenses exceeding revenue, such as $602,313 in expenses against $301,540 in revenue in 2023. Despite these operational deficits in some years, the organization maintains substantial assets, growing from $5,265,491 in 2011 to $11,262,332 currently, suggesting a strong endowment or investment strategy. The consistent reporting of $1 in liabilities in recent years is unusual and warrants further investigation to understand its financial structure fully.

Spending efficiency is difficult to fully assess without a detailed breakdown of program, administrative, and fundraising expenses, which are not provided in the summary data. However, as a private grantmaking foundation, a significant portion of its expenses would ideally be direct grants (program spending). The absence of reported officer compensation across all filings suggests that the organization may be volunteer-led or that compensation is structured in a way not captured under 'Officer Comp' on the 990, which could be a positive indicator of low overhead if true.

Transparency is generally good given the consistent filing of IRS 990s over a decade. However, the lack of detailed expense categories (program, admin, fundraising) in the provided data limits a complete assessment of how efficiently funds are being deployed. The recurring $1 liability figure across multiple years is a specific detail that could raise questions about the completeness or accuracy of the reported balance sheet.

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.

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

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.	PDF
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.

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.