Burton & Elizabeth Upjohn Charitable Tr
EIN: 382341573 · Kalamazoo, MI
| Metric | Value |
|---|---|
| Total Revenue | $378K |
| Total Expenses | $116K |
| Net Assets | $926K |
Is Burton & Elizabeth Upjohn 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 Burton & Elizabeth Upjohn Charitable Tr
Burton & Elizabeth Upjohn Charitable Tr (EIN: 382341573) is a nonprofit organization based in Kalamazoo, MI. The organization reported total revenue of $378K and total assets of $1.0M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Burton & Elizabeth Upjohn Charitable Tr's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Burton & Elizabeth Upjohn Charitable Tr is a small nonprofit that has been operating for 57 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 3.3%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $119K |
| Total Expenses | $116K |
| Surplus / Deficit | +$3K |
| Total Assets | $926K |
| Total Liabilities | $1 |
| Net Assets | $926K |
| Operating Margin | 2.2% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 95.8 months |
Financial Health Grade: A
In 2023, Burton & Elizabeth Upjohn Charitable Tr reported a surplus of $3K with revenue exceeding expenses, holds 95.8 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), Burton & Elizabeth Upjohn Charitable Tr's revenue has grown at a compound annual growth rate (CAGR) of 3.3%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +96.9% | -13.7% | +0.3% |
| 2022 | -68.1% | +8.5% | -7.4% |
| 2021 | -6.6% | +0.9% | +7.0% |
| 2020 | +266.5% | +7.8% | +9.3% |
| 2019 | -54.7% | +2.9% | -7.9% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 1969 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Analysis Pending
AI enrichment for Burton & Elizabeth Upjohn 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 Burton & Elizabeth Upjohn 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 (2023)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $3K, with revenue exceeding expenses.
- Debt-to-asset ratio: 0.0%.
Frequently Asked Questions about Burton & Elizabeth Upjohn Charitable Tr
Is Burton & Elizabeth Upjohn Charitable Tr a legitimate charity?
Burton & Elizabeth Upjohn Charitable Tr (EIN: 382341573) is a registered tax-exempt nonprofit based in Michigan. It has 10 years of IRS 990 filings on record. Total revenue: $378K. No red flags identified. Financial health grade: A.
How does Burton & Elizabeth Upjohn Charitable Tr spend its money?
Burton & Elizabeth Upjohn Charitable Tr reported $378K in total revenue in IRS 990 filings. 10 years of filing data available. Revenue exceeded expenses in the most recent year. Review the full spending breakdown on NonprofitSpending.
Are donations to Burton & Elizabeth Upjohn Charitable Tr tax-deductible?
Burton & Elizabeth Upjohn Charitable Tr is registered as a tax-exempt nonprofit (EIN: 382341573). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Where is Burton & Elizabeth Upjohn Charitable Tr located?
Burton & Elizabeth Upjohn Charitable Tr is headquartered in Kalamazoo, Michigan and files with the IRS under EIN 382341573.
How many years of IRS 990 filings does Burton & Elizabeth Upjohn Charitable Tr have?
Burton & Elizabeth Upjohn Charitable Tr 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 $378K in total revenue.
Filing History
IRS 990 filing history for Burton & Elizabeth Upjohn Charitable Tr showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), Burton & Elizabeth Upjohn Charitable Tr's revenue has grown by 48%, moving from $80K to $119K. Total assets increased by 42.6% over the same period, from $649K to $926K. Total functional expenses rose by 53.7%, from $75K to $116K. In its most recent filing year (2023), Burton & Elizabeth Upjohn Charitable Tr reported a surplus of $3K, with revenue exceeding expenses. The organization holds $1 in liabilities against $926K in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $926K.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $119K | $116K | $926K | $1 | — | View 990 |
| 2022 | $60K | $134K | $923K | $1 | — | View 990 |
| 2021 | $189K | $124K | $997K | $1 | — | View 990 |
| 2020 | $202K | $123K | $933K | $1 | — | — |
| 2019 | $55K | $114K | $853K | $0 | — | View 990 |
| 2015 | $122K | $111K | $927K | $0 | — | View 990 |
| 2014 | $302K | $106K | $915K | $0 | — | View 990 |
| 2013 | $160K | $85K | $720K | $0 | — | View 990 |
| 2012 | $70K | $74K | $645K | $0 | — | View 990 |
| 2011 | $80K | $75K | $649K | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $119K, expenses of $116K, and assets of $926K (revenue +96.9% year-over-year).
- 2022: Revenue of $60K, expenses of $134K, and assets of $923K (revenue -68.1% year-over-year).
- 2021: Revenue of $189K, expenses of $124K, and assets of $997K (revenue -6.6% year-over-year).
- 2020: Revenue of $202K, expenses of $123K, and assets of $933K (revenue +266.5% year-over-year).
- 2019: Revenue of $55K, expenses of $114K, and assets of $853K (revenue -54.7% year-over-year).
- 2015: Revenue of $122K, expenses of $111K, and assets of $927K (revenue -59.6% year-over-year).
- 2014: Revenue of $302K, expenses of $106K, and assets of $915K (revenue +88.7% year-over-year).
- 2013: Revenue of $160K, expenses of $85K, and assets of $720K (revenue +129.2% year-over-year).
- 2012: Revenue of $70K, expenses of $74K, and assets of $645K (revenue -13.0% year-over-year).
- 2011: Revenue of $80K, expenses of $75K, and assets of $649K.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Burton & Elizabeth Upjohn Charitable Tr:
Data Sources and Methodology
This transparency report for Burton & Elizabeth Upjohn 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.