Donald And Catherine Marron Charitable Trust
Donald And Catherine Marron Charitable Trust shows highly volatile revenue and expenses, with consistent 0% officer compensation.
EIN: 137260354 · New York, NY · NTEE: T22 · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $2.1M |
| Total Expenses | $3.5M |
| Program Spending | 90% |
| Net Assets | $11.5M |
| Transparency Score | 85/100 |
Is Donald And Catherine Marron Charitable Trust Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Donald And Catherine Marron Charitable Trust directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Donald And Catherine Marron Charitable Trust
Donald And Catherine Marron Charitable Trust (EIN: 137260354) is a nonprofit organization based in New York, NY, classified under NTEE code T22. The organization reported total revenue of $2.1M and total assets of $6.9M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Donald And Catherine Marron Charitable Trust's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Donald And Catherine Marron Charitable Trust is a mid-size nonprofit that has been operating for 25 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of -29.3%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $121K |
| Total Expenses | $3.5M |
| Surplus / Deficit | $-3,376,073 |
| Total Assets | $12.7M |
| Total Liabilities | $1.3M |
| Net Assets | $11.5M |
| Operating Margin | -2788.7% |
| Debt-to-Asset Ratio | 9.8% |
| Months of Reserves | 43.6 months |
Financial Health Grade: B
In 2023, Donald And Catherine Marron Charitable Trust reported a deficit of $3.4M with expenses exceeding revenue, holds 43.6 months of operating reserves (strong position), has a debt-to-asset ratio of 9.8% (very low leverage).
Financial Trends
Over 10 years of filings (2011–2023), Donald And Catherine Marron Charitable Trust's revenue has declined at a compound annual growth rate (CAGR) of -29.3%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2022 | -202.1% | -9.7% | -17.7% |
| 2021 | -67.6% | -61.0% | -13.9% |
| 2020 | -95.4% | +132.7% | -26.9% |
| 2019 | +8410.5% | -66.0% | +189.3% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 2001 |
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 And Catherine Marron Charitable Trust 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 And Catherine Marron Charitable Trust 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 $3.4M, with expenses exceeding revenue.
- Debt-to-asset ratio: 9.8%.
Executive Compensation Analysis
The organization consistently reports 0% officer compensation across all available filings, indicating that no funds are allocated to executive salaries, which is highly favorable for a charitable trust of its size.
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 And Catherine Marron Charitable Trust's IRS 990 filings:
- Highly volatile revenue, including negative revenue in some years (e.g., $-709,890 in 2022).
- Expenses frequently exceed revenue, indicating reliance on asset drawdowns or prior gains (e.g., 2023 expenses $3,497,135 vs. revenue $121,062).
- Significant fluctuations in asset base, from $28,604,363 in 2019 to $6,896,768 (latest available data).
Strengths
The following positive indicators were identified for Donald And Catherine Marron Charitable Trust:
- Consistent 0% officer compensation, indicating no executive salary overhead.
- Substantial asset base, providing a buffer against revenue shortfalls (e.g., $12,702,675 in 2023).
- Likely high program spending efficiency due to minimal administrative overhead from compensation.
Frequently Asked Questions about Donald And Catherine Marron Charitable Trust
Is Donald And Catherine Marron Charitable Trust a legitimate charity?
Donald And Catherine Marron Charitable Trust (EIN: 137260354) 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: $2.1M. 3 red flags identified. 3 strengths noted. Financial health grade: B.
How does Donald And Catherine Marron Charitable Trust spend its money?
Donald And Catherine Marron Charitable Trust directs 90% of its spending to programs and services. This exceeds the 65% industry benchmark.
Are donations to Donald And Catherine Marron Charitable Trust tax-deductible?
Donald And Catherine Marron Charitable Trust is registered as a tax-exempt nonprofit (EIN: 137260354). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
How does Donald And Catherine Marron Charitable Trust compare to similar nonprofits?
With a transparency score of 85/100 (Excellent), Donald And Catherine Marron Charitable Trust is above average for NTEE category T22 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is Donald And Catherine Marron Charitable Trust located?
Donald And Catherine Marron Charitable Trust is headquartered in New York, New York and files with the IRS under EIN 137260354. It is classified under NTEE code T22.
How many years of IRS 990 filings does Donald And Catherine Marron Charitable Trust have?
Donald And Catherine Marron Charitable Trust 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 $2.1M in total revenue.
Is the Donald And Catherine Marron Charitable Trust financially stable given its fluctuating revenue?
The trust's financial stability is complex. While revenue is highly volatile, often negative, and frequently less than expenses (e.g., 2023 revenue $121,062 vs. expenses $3,497,135), its asset base, though also fluctuating, has generally been substantial (e.g., $12,702,675 in 2023). This suggests it relies on its endowment or investment returns to cover operational shortfalls, rather than solely on annual contributions.
How does the 0% officer compensation impact the trust's efficiency?
The consistent 0% officer compensation is a significant positive for efficiency, as it means all operational expenses are directed towards program activities or general administration, without a portion being allocated to executive salaries. This maximizes the funds available for the trust's charitable mission.
What caused the negative revenue reported in 2022?
Negative revenue, such as the $-709,890 reported in 2022, typically indicates investment losses or significant returns of contributions during that fiscal period. Without more detailed financial statements, the exact cause cannot be definitively determined, but it points to a challenging financial year for the trust's income generation.
Filing History
IRS 990 filing history for Donald And Catherine Marron Charitable Trust showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), Donald And Catherine Marron Charitable Trust's revenue has declined by 98.4%, moving from $7.8M to $121K. Total assets increased by 107.1% over the same period, from $6.1M to $12.7M. Total functional expenses fell by 27.3%, from $4.8M to $3.5M. In its most recent filing year (2023), Donald And Catherine Marron Charitable Trust reported a deficit of $3.4M, with expenses exceeding revenue. The organization holds $1.3M in liabilities against $12.7M in assets (debt-to-asset ratio: 9.8%), resulting in net assets of $11.5M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $121K | $3.5M | $12.7M | $1.3M | — | — |
| 2022 | $-709,890 | $3.0M | $14.8M | $1 | — | View 990 |
| 2021 | $695K | $3.3M | $18.0M | $1 | — | View 990 |
| 2020 | $2.1M | $8.5M | $20.9M | $1 | — | View 990 |
| 2019 | $46.5M | $3.6M | $28.6M | $0 | — | View 990 |
| 2015 | $547K | $10.7M | $9.9M | $3.0M | — | View 990 |
| 2014 | $14.5M | $8.4M | $17.0M | $0 | — | View 990 |
| 2013 | $10.0M | $5.6M | $12.3M | $3.0M | — | View 990 |
| 2012 | $3.8M | $5.0M | $6.3M | $1.3M | — | View 990 |
| 2011 | $7.8M | $4.8M | $6.1M | $5K | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $121K, expenses of $3.5M, and assets of $12.7M.
- 2022: Revenue of $-709,890, expenses of $3.0M, and assets of $14.8M (revenue -202.1% year-over-year).
- 2021: Revenue of $695K, expenses of $3.3M, and assets of $18.0M (revenue -67.6% year-over-year).
- 2020: Revenue of $2.1M, expenses of $8.5M, and assets of $20.9M (revenue -95.4% year-over-year).
- 2019: Revenue of $46.5M, expenses of $3.6M, and assets of $28.6M (revenue +8410.5% year-over-year).
- 2015: Revenue of $547K, expenses of $10.7M, and assets of $9.9M (revenue -96.2% year-over-year).
- 2014: Revenue of $14.5M, expenses of $8.4M, and assets of $17.0M (revenue +45.2% year-over-year).
- 2013: Revenue of $10.0M, expenses of $5.6M, and assets of $12.3M (revenue +161.6% year-over-year).
- 2012: Revenue of $3.8M, expenses of $5.0M, and assets of $6.3M (revenue -50.7% year-over-year).
- 2011: Revenue of $7.8M, expenses of $4.8M, and assets of $6.1M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Donald And Catherine Marron Charitable Trust:
Data Sources and Methodology
This transparency report for Donald And Catherine Marron Charitable Trust 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.