Donald A Pels Charitable Tr 081892
Donald A Pels Charitable Trust experiences asset decline while maintaining zero executive compensation.
EIN: 136998091 · Harrison, NY · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $78.9M |
| Total Expenses | $37.0M |
| Program Spending | 90% |
| Net Assets | $270.8M |
| Transparency Score | 85/100 |
Search Intent Cockpit
Donald A Pels Charitable Tr 081892 Form 990, Revenue, CEO Pay, and IRS Filing Signals
Donald A Pels Charitable Tr 081892 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 Donald A Pels Charitable Tr 081892 in one place.
Form 990 Filing Summary
10 filing years are available, with latest revenue of $17.5M and expenses of $37.0M.
Revenue and Expenses
Donald A Pels Charitable Tr 081892 reported $17.5M in revenue and $37.0M in expenses, a deficit of $19.5M.
Executive Compensation
Officer, director, trustee, and key employee pay is reviewed from IRS 990 compensation disclosures when present.
Charity Score and Red Flags
85/100 mission score, 3 red flags, and 4 strengths are shown from structured and AI review.
Is Donald A Pels Charitable Tr 081892 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 | $33.3M (90%) |
Across stored filings, Donald A Pels Charitable Tr 081892 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; 3 red flags identified |
| Mission spend | 90% to programs | Excellent |
| Financial durability | Grade B | 10 stored filing years |
| Peer context | Compare with Healthy Capital District Initiative | New York and category context |
Trust Check
Review legitimacy, deductibility, red flags, and filing consistency.
Open charity check →Peer Benchmark
Compare against real state and category peers.
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Local and Sector Spokes
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Harrison, NY nonprofitsFollow the Money
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Keep the Investigation Moving
Donald A Pels Charitable Tr 081892 directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Donald A Pels Charitable Tr 081892
Donald A Pels Charitable Tr 081892 (EIN: 136998091) is a nonprofit organization based in Harrison, NY. The organization reported total revenue of $78.9M and total assets of $258.2M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Donald A Pels Charitable Tr 081892's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Donald A Pels Charitable Tr 081892 is a major nonprofit that has been operating for 33 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 32.8%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $17.5M |
| Total Expenses | $37.0M |
| Surplus / Deficit | $-19,523,097 |
| Total Assets | $270.8M |
| Total Liabilities | $1 |
| Net Assets | $270.8M |
| Operating Margin | -111.5% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 87.7 months |
Financial Health Grade: B
In 2023, Donald A Pels Charitable Tr 081892 reported a deficit of $19.5M with expenses exceeding revenue, holds 87.7 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), Donald A Pels Charitable Tr 081892's revenue has grown at a compound annual growth rate (CAGR) of 32.8%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +96.6% | +0.1% | -6.7% |
| 2022 | -53.3% | +23.3% | -8.8% |
| 2021 | +122.2% | -1.7% | -3.3% |
| 2020 | -83.4% | +36.5% | -6.2% |
| 2019 | -76.9% | +886.0% | +44.5% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 1993 |
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 Donald A Pels Charitable Tr 081892 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: 90%
- fundraising: 0%
According to IRS 990 filings, Donald A Pels Charitable Tr 081892 allocates its expenses as follows: admin: 10%, programs: 90%, fundraising: 0%. 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 $19.5M, with expenses exceeding revenue.
- Debt-to-asset ratio: 0.0%.
Executive Compensation Analysis
Executive compensation is reported as 0% across all available filings, indicating that the trust's leadership is either unpaid or volunteer-based, which is highly favorable for 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 Donald A Pels Charitable Tr 081892's IRS 990 filings:
- Consistent decline in total assets over the past five years (from $351M in 2019 to $270M in 2023)
- Expenses significantly exceeding revenue in recent periods (e.g., 2023 expenses were $37M while revenue was $17.5M)
- Lack of NTEE code or detailed program descriptions in the provided data, limiting understanding of specific charitable activities.
Strengths
The following positive indicators were identified for Donald A Pels Charitable Tr 081892:
- Zero officer compensation reported across all filings, indicating efficient use of funds for charitable purposes.
- Substantial asset base ($270M in 2023) provides significant capacity for grantmaking.
- Minimal liabilities ($1 or $0) across all reported periods, indicating strong financial stability.
- Consistent IRS 990 filing history demonstrates transparency and compliance.
Frequently Asked Questions about Donald A Pels Charitable Tr 081892
Is Donald A Pels Charitable Tr 081892 a legitimate charity?
Donald A Pels Charitable Tr 081892 (EIN: 136998091) is a registered tax-exempt nonprofit based in New York. Our AI analysis gives it a Mission Score of 85/100. It has 10 years of IRS 990 filings on record. Total revenue: $78.9M. 3 red flags identified. 4 strengths noted. Financial health grade: B.
How does Donald A Pels Charitable Tr 081892 spend its money?
Donald A Pels Charitable Tr 081892 directs 90% of its spending to programs and services. This exceeds the 65% industry benchmark.
Are donations to Donald A Pels Charitable Tr 081892 tax-deductible?
Donald A Pels Charitable Tr 081892 is registered as a tax-exempt nonprofit (EIN: 136998091). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Where is Donald A Pels Charitable Tr 081892 located?
Donald A Pels Charitable Tr 081892 is headquartered in Harrison, New York and files with the IRS under EIN 136998091.
How many years of IRS 990 filings does Donald A Pels Charitable Tr 081892 have?
Donald A Pels Charitable Tr 081892 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 $78.9M in total revenue.
What is the specific mission or programmatic focus of the Donald A Pels Charitable Tr 081892?
The provided data does not specify the NTEE code or detailed mission statement, making it difficult to ascertain the specific areas of its charitable giving.
Why have expenses consistently exceeded revenue in recent years (e.g., 2021-2023)?
This trend suggests the trust is either spending down its endowment, making significant grants from accumulated assets, or experiencing investment losses that reduce its revenue base relative to its grantmaking commitments.
What is the long-term strategy for managing the declining asset base?
With assets decreasing from $351 million in 2019 to $270 million in 2023, understanding the strategy for asset preservation or planned spend-down is crucial for assessing future impact.
Filing History
IRS 990 filing history for Donald A Pels Charitable Tr 081892 showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), Donald A Pels Charitable Tr 081892's revenue has grown by 2902.2%, moving from $583K to $17.5M. Total assets increased by 1216.3% over the same period, from $20.6M to $270.8M. Total functional expenses rose by 1048%, from $3.2M to $37.0M. In its most recent filing year (2023), Donald A Pels Charitable Tr 081892 reported a deficit of $19.5M, with expenses exceeding revenue. The organization holds $1 in liabilities against $270.8M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $270.8M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $17.5M | $37.0M | $270.8M | $1 | — | — |
| 2022 | $8.9M | $37.0M | $290.3M | $1 | — | View 990 |
| 2021 | $19.1M | $30.0M | $318.4M | $1 | — | View 990 |
| 2020 | $8.6M | $30.5M | $329.3M | $1 | — | View 990 |
| 2019 | $51.9M | $22.4M | $351.3M | $0 | — | View 990 |
| 2015 | $224.8M | $2.3M | $243.1M | $0 | — | View 990 |
| 2014 | $1.2M | $721K | $20.6M | $0 | — | View 990 |
| 2013 | $1.0M | $1.0M | $20.1M | $0 | — | View 990 |
| 2012 | $690K | $1.2M | $20.1M | $0 | — | View 990 |
| 2011 | $583K | $3.2M | $20.6M | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $17.5M, expenses of $37.0M, and assets of $270.8M (revenue +96.6% year-over-year).
- 2022: Revenue of $8.9M, expenses of $37.0M, and assets of $290.3M (revenue -53.3% year-over-year).
- 2021: Revenue of $19.1M, expenses of $30.0M, and assets of $318.4M (revenue +122.2% year-over-year).
- 2020: Revenue of $8.6M, expenses of $30.5M, and assets of $329.3M (revenue -83.4% year-over-year).
- 2019: Revenue of $51.9M, expenses of $22.4M, and assets of $351.3M (revenue -76.9% year-over-year).
- 2015: Revenue of $224.8M, expenses of $2.3M, and assets of $243.1M (revenue +18875.1% year-over-year).
- 2014: Revenue of $1.2M, expenses of $721K, and assets of $20.6M (revenue +17.9% year-over-year).
- 2013: Revenue of $1.0M, expenses of $1.0M, and assets of $20.1M (revenue +45.8% year-over-year).
- 2012: Revenue of $690K, expenses of $1.2M, and assets of $20.1M (revenue +18.2% year-over-year).
- 2011: Revenue of $583K, expenses of $3.2M, and assets of $20.6M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Donald A Pels Charitable Tr 081892:
Data Sources and Methodology
This transparency report for Donald A Pels Charitable Tr 081892 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.