Bertha Hicks Rozelle Charitable Tr
EIN: 636049679 · Talladega, AL
| Metric | Value |
|---|---|
| Total Revenue | $8K |
| Total Expenses | $7K |
| Net Assets | $0 |
Is Bertha Hicks Rozelle Charitable Tr Legit?
Insufficient Data
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
About Bertha Hicks Rozelle Charitable Tr
Bertha Hicks Rozelle Charitable Tr (EIN: 636049679) is a nonprofit organization based in Talladega, AL. The organization reported total revenue of $8K and total assets of $251K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Bertha Hicks Rozelle Charitable Tr's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Bertha Hicks Rozelle Charitable Tr is a micro nonprofit that has been operating for 70 years, with 7 years of IRS 990 filings on record (2011–2020).
Key Financial Metrics (2020)
From the most recent IRS 990 filing on record:
| Total Revenue | $8K |
| Total Expenses | $7K |
| Surplus / Deficit | +$413 |
| Total Assets | $251K |
| Total Liabilities | $251K |
| Net Assets | $0 |
| Operating Margin | 5.3% |
| Debt-to-Asset Ratio | 100.0% |
| Months of Reserves | 406.4 months |
Financial Health Grade: A
In 2020, Bertha Hicks Rozelle Charitable Tr reported a surplus of $413 with revenue exceeding expenses, holds 406.4 months of operating reserves (strong position), has a debt-to-asset ratio of 100.0% (high leverage).
Financial Trends
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2020 | -20.3% | -6.1% | +6.7% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 1956 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Analysis Pending
AI enrichment for Bertha Hicks Rozelle Charitable Tr has not yet been completed. Basic IRS 990 data is shown below. Check back later for a full transparency report including a Mission Score, spending breakdown, executive compensation analysis, and red flags assessment.
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Bertha Hicks Rozelle Charitable Tr with a Mission Score of 0 out of 100 (Very Poor). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Key Financial Metrics (2020)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $413, with revenue exceeding expenses.
- Debt-to-asset ratio: 100.0%.
Frequently Asked Questions about Bertha Hicks Rozelle Charitable Tr
Is Bertha Hicks Rozelle Charitable Tr a legitimate charity?
Based on AI analysis of IRS 990 filings, Bertha Hicks Rozelle Charitable Tr (EIN: 636049679) insufficient data. 0 red flags identified, 0 strengths noted.
How does Bertha Hicks Rozelle Charitable Tr spend its money?
Detailed spending breakdown data is not yet available for Bertha Hicks Rozelle Charitable Tr. Check back for updated IRS 990 analysis.
Are donations to Bertha Hicks Rozelle Charitable Tr tax-deductible?
Bertha Hicks Rozelle Charitable Tr is registered as a tax-exempt nonprofit (EIN: 636049679). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Where is Bertha Hicks Rozelle Charitable Tr located?
Bertha Hicks Rozelle Charitable Tr is headquartered in Talladega, Alabama and files with the IRS under EIN 636049679.
How many years of IRS 990 filings does Bertha Hicks Rozelle Charitable Tr have?
Bertha Hicks Rozelle Charitable Tr has 7 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 $8K in total revenue.
Filing History
IRS 990 filing history for Bertha Hicks Rozelle Charitable Tr showing financial trends over 7 years of public records:
Total assets increased by 29.5% over the same period, from $194K to $251K. Total functional expenses fell by 26.4%, from $10K to $7K. In its most recent filing year (2020), Bertha Hicks Rozelle Charitable Tr reported a surplus of $413, with revenue exceeding expenses. The organization holds $251K in liabilities against $251K in assets (debt-to-asset ratio: 100.0%), resulting in net assets of $0.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2020 | $8K | $7K | $251K | $251K | — | — |
| 2019 | $10K | $8K | $236K | $0 | — | View 990 |
| 2015 | $0 | $11K | $241K | $0 | — | View 990 |
| 2014 | $0 | $13K | $259K | $0 | — | View 990 |
| 2013 | $0 | $11K | $236K | $0 | — | View 990 |
| 2012 | $0 | $9K | $162K | $0 | — | View 990 |
| 2011 | $0 | $10K | $194K | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2020: Revenue of $8K, expenses of $7K, and assets of $251K (revenue -20.3% year-over-year).
- 2019: Revenue of $10K, expenses of $8K, and assets of $236K.
- 2015: Revenue of $0, expenses of $11K, and assets of $241K.
- 2014: Revenue of $0, expenses of $13K, and assets of $259K.
- 2013: Revenue of $0, expenses of $11K, and assets of $236K.
- 2012: Revenue of $0, expenses of $9K, and assets of $162K.
- 2011: Revenue of $0, expenses of $10K, and assets of $194K.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Bertha Hicks Rozelle Charitable Tr:
Data Sources and Methodology
This transparency report for Bertha Hicks Rozelle Charitable Tr 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.