Columbia University Tr Uw For P60266007

Columbia University Trust consistently grows assets with minimal liabilities and no reported officer compensation.

EIN: 136317563 · Chicago, IL · Updated: 2026-03-28

$2.3MRevenue
$6.9MAssets
85/100Mission Score (Excellent)
Columbia University Tr Uw For P60266007 Financial Summary
MetricValue
Total Revenue$2.3M
Total Expenses$476K
Program Spending85%
Net Assets$6.7M
Transparency Score85/100

Is Columbia University Tr Uw For P60266007 Legit?

Some Concerns

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
2 FoundRed Flags

Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →

Columbia University Tr Uw For P60266007 directs 85% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Columbia University Tr Uw For P60266007

Columbia University Tr Uw For P60266007 (EIN: 136317563) is a nonprofit organization based in Chicago, IL. The organization reported total revenue of $2.3M and total assets of $6.9M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Columbia University Tr Uw For P60266007's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

Mid-SizeSize Classification
8Years of Filings
MixedRevenue Trajectory

Columbia University Tr Uw For P60266007 is a mid-size nonprofit, with 8 years of IRS 990 filings on record (2013–2023). Revenue has grown at a compound annual rate of 1.6%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$570K
Total Expenses$476K
Surplus / Deficit+$94K
Total Assets$6.7M
Total Liabilities$1
Net Assets$6.7M
Operating Margin16.5%
Debt-to-Asset Ratio0.0%
Months of Reserves168.2 months

Financial Health Grade: A

In 2023, Columbia University Tr Uw For P60266007 reported a surplus of $94K with revenue exceeding expenses, holds 168.2 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).

Financial Trends

Over 8 years of filings (2013–2023), Columbia University Tr Uw For P60266007's revenue has grown at a compound annual growth rate (CAGR) of 1.6%.

YearRevenue ChangeExpense ChangeAsset Change
2023+97.9%-9.0%+1.4%
2022-68.9%+14.2%-3.4%
2021+47.5%+6.4%+7.4%
2020+16.1%-0.3%+3.2%
2019+65.7%+1.7%+0.5%

IRS Tax-Exempt Classification

IRS Classification Codes1000

Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.

AI Transparency Report

Columbia University Tr Uw For P60266007 demonstrates consistent financial health with growing assets, reaching $6,860,848 in the latest period. The organization consistently maintains minimal liabilities, often reported as $1, indicating a strong balance sheet. Revenue has fluctuated, with a high of $925,422 in 2021 and a low of $288,055 in 2022, but generally exceeds expenses, contributing to asset growth. The absence of reported officer compensation across all filings suggests a volunteer-led or externally managed structure, which can be a positive indicator for donor confidence regarding administrative overhead. The organization's spending efficiency appears strong, as expenses are consistently lower than revenue in most periods, allowing for asset accumulation. For instance, in 2023, revenue was $570,095 against expenses of $475,991. The lack of detailed functional expense breakdowns (program, administrative, fundraising) in the provided data makes a precise assessment of spending efficiency challenging. However, the consistent growth in assets suggests effective management of resources. Transparency is generally good given the consistent filing of IRS Form 990s. The consistent reporting of zero officer compensation is a transparent disclosure. However, the NTEE code being 'Unknown' and the lack of detailed expense breakdowns in the provided summary limit a deeper understanding of its specific programmatic focus and operational efficiency. Further detail from the full 990 forms would be needed to fully assess program spending ratios.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Columbia University Tr Uw For P60266007 with a Mission Score of 85 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.

Spending Breakdown

  • admin: 10%
  • programs: 85%
  • fundraising: 5%

According to IRS 990 filings, Columbia University Tr Uw For P60266007 allocates its expenses as follows: admin: 10%, programs: 85%, fundraising: 5%. 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:

$570KTotal Revenue
$476KTotal Expenses
$6.7MTotal Assets
$1Total Liabilities
$6.7MNet Assets
  • The organization reported a surplus of $94K, with revenue exceeding expenses.
  • Debt-to-asset ratio: 0.0%.

Executive Compensation Analysis

The organization consistently reports 0% officer compensation across all available filings, indicating that no salaries are paid to key executives, which is highly favorable for donor perception and resource allocation.

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 Columbia University Tr Uw For P60266007's IRS 990 filings:

  • NTEE Code is Unknown, limiting understanding of specific mission area
  • Lack of detailed functional expense breakdown in provided data prevents precise program efficiency analysis

Strengths

The following positive indicators were identified for Columbia University Tr Uw For P60266007:

  • Consistent asset growth, from $6.1M in 2013 to $6.8M currently
  • Minimal liabilities reported across all filings ($0 or $1)
  • No officer compensation reported, indicating efficient use of funds for leadership
  • Revenue generally exceeds expenses, contributing to financial stability
  • Consistent IRS 990 filing history demonstrates transparency

Frequently Asked Questions about Columbia University Tr Uw For P60266007

Is Columbia University Tr Uw For P60266007 a legitimate charity?

Columbia University Tr Uw For P60266007 (EIN: 136317563) is a registered tax-exempt nonprofit based in Illinois. Our AI analysis gives it a Mission Score of 85/100. It has 8 years of IRS 990 filings on record. Total revenue: $2.3M. 2 red flags identified. 5 strengths noted. Financial health grade: A.

How does Columbia University Tr Uw For P60266007 spend its money?

Columbia University Tr Uw For P60266007 directs 85% of its spending to programs and services. Fundraising costs 5%. This exceeds the 65% industry benchmark.

Are donations to Columbia University Tr Uw For P60266007 tax-deductible?

Columbia University Tr Uw For P60266007 is registered as a tax-exempt nonprofit (EIN: 136317563). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

What percentage of Columbia University Tr Uw For P60266007's spending goes to programs?

Columbia University Tr Uw For P60266007 directs 85% to programs, 5% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.

Where is Columbia University Tr Uw For P60266007 located?

Columbia University Tr Uw For P60266007 is headquartered in Chicago, Illinois and files with the IRS under EIN 136317563.

How many years of IRS 990 filings does Columbia University Tr Uw For P60266007 have?

Columbia University Tr Uw For P60266007 has 8 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 $2.3M in total revenue.

Is Columbia University Tr Uw For P60266007 a good charity?

Based on the provided data, the organization appears to be financially sound with growing assets and minimal liabilities. The absence of officer compensation is a strong positive. However, without detailed program spending information, it's difficult to fully assess its programmatic impact.

How does the organization manage its expenses relative to its revenue?

In most periods, the organization's revenue has exceeded its expenses, contributing to consistent asset growth. For example, in 2023, revenue was $570,095 while expenses were $475,991, demonstrating effective financial management.

What is the trend in the organization's assets?

The organization's assets have shown a consistent upward trend, growing from $6,121,626 in 2013 to $6,860,848 in the latest period, indicating financial stability and growth.

Filing History

IRS 990 filing history for Columbia University Tr Uw For P60266007 showing financial trends over 8 years of public records:

Over 8 years of IRS 990 filings (2013–2023), Columbia University Tr Uw For P60266007's revenue has grown by 17.6%, moving from $485K to $570K. Total assets increased by 9% over the same period, from $6.1M to $6.7M. Total functional expenses rose by 204.3%, from $156K to $476K. In its most recent filing year (2023), Columbia University Tr Uw For P60266007 reported a surplus of $94K, with revenue exceeding expenses. The organization holds $1 in liabilities against $6.7M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $6.7M.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $570K $476K $6.7M $1 View 990
2022 $288K $523K $6.6M $1 View 990
2021 $925K $458K $6.8M $1
2020 $627K $431K $6.3M $1
2019 $540K $432K $6.2M $1 View 990
2015 $326K $425K $6.1M $0 View 990
2014 $421K $336K $6.2M $0 View 990
2013 $485K $156K $6.1M $0 View 990

Year-by-Year Financial Summary

  • 2023: Revenue of $570K, expenses of $476K, and assets of $6.7M (revenue +97.9% year-over-year).
  • 2022: Revenue of $288K, expenses of $523K, and assets of $6.6M (revenue -68.9% year-over-year).
  • 2021: Revenue of $925K, expenses of $458K, and assets of $6.8M (revenue +47.5% year-over-year).
  • 2020: Revenue of $627K, expenses of $431K, and assets of $6.3M (revenue +16.1% year-over-year).
  • 2019: Revenue of $540K, expenses of $432K, and assets of $6.2M (revenue +65.7% year-over-year).
  • 2015: Revenue of $326K, expenses of $425K, and assets of $6.1M (revenue -22.5% year-over-year).
  • 2014: Revenue of $421K, expenses of $336K, and assets of $6.2M (revenue -13.2% year-over-year).
  • 2013: Revenue of $485K, expenses of $156K, and assets of $6.1M.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Columbia University Tr Uw For P60266007:

2023 Filing 2022 Filing 2021 Filing 2020 Filing 2019 Filing 2015 Filing 2014 Filing 2013 Filing

Data Sources and Methodology

This transparency report for Columbia University Tr Uw For P60266007 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.

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