Donald J Beck Trust
EIN: 266717210 · Mason City, IA · NTEE: T11
| Metric | Value |
|---|---|
| Total Revenue | $560K |
| Total Expenses | $131K |
| Net Assets | $2.1M |
Is Donald J Beck Trust Legit?
Insufficient Data
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
About Donald J Beck Trust
Donald J Beck Trust (EIN: 266717210) is a nonprofit organization based in Mason City, IA, classified under NTEE code T11. The organization reported total revenue of $560K and total assets of $2.1M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Donald J Beck Trust's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Donald J Beck Trust is a small nonprofit that has been operating for 8 years, with 11 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of -22.8%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $112K |
| Total Expenses | $131K |
| Surplus / Deficit | $-18,990 |
| Total Assets | $2.1M |
| Net Assets | $2.1M |
| Operating Margin | -16.9% |
| Months of Reserves | 188.7 months |
Financial Health Grade: B
In 2023, Donald J Beck Trust reported a deficit of $19K with expenses exceeding revenue, holds 188.7 months of operating reserves (strong position).
Financial Trends
Over 11 years of filings (2011–2023), Donald J Beck Trust's revenue has declined at a compound annual growth rate (CAGR) of -22.8%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +11.3% | +2.6% | -0.9% |
| 2022 | +15.7% | +29.0% | -1.3% |
| 2021 | -1.3% | +4.5% | -0.6% |
| 2020 | -2.8% | -0.4% | -0.3% |
| 2019 | +16.4% | -36.3% | -0.2% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1200 |
| IRS Ruling Date | 2018 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Analysis Pending
AI enrichment for Donald J Beck Trust 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 Donald J Beck Trust 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 deficit of $19K, with expenses exceeding revenue.
Frequently Asked Questions about Donald J Beck Trust
Is Donald J Beck Trust a legitimate charity?
Based on AI analysis of IRS 990 filings, Donald J Beck Trust (EIN: 266717210) insufficient data. 0 red flags identified, 0 strengths noted.
How does Donald J Beck Trust spend its money?
Detailed spending breakdown data is not yet available for Donald J Beck Trust. Check back for updated IRS 990 analysis.
Are donations to Donald J Beck Trust tax-deductible?
Donald J Beck Trust is registered as a tax-exempt nonprofit (EIN: 266717210). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Where is Donald J Beck Trust located?
Donald J Beck Trust is headquartered in Mason City, Iowa and files with the IRS under EIN 266717210. It is classified under NTEE code T11.
How many years of IRS 990 filings does Donald J Beck Trust have?
Donald J Beck Trust has 11 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 $560K in total revenue.
Filing History
IRS 990 filing history for Donald J Beck Trust showing financial trends over 11 years of public records:
Over 11 years of IRS 990 filings (2011–2023), Donald J Beck Trust's revenue has declined by 95.6%, moving from $2.5M to $112K. Total assets decreased by 19.1% over the same period, from $2.6M to $2.1M. Total functional expenses rose by 326.9%, from $31K to $131K. In its most recent filing year (2023), Donald J Beck Trust reported a deficit of $19K, with expenses exceeding revenue.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $112K | $131K | $2.1M | $0 | — | View 990 |
| 2022 | $101K | $128K | $2.1M | $0 | — | View 990 |
| 2021 | $87K | $99K | $2.1M | $0 | — | View 990 |
| 2020 | $88K | $95K | $2.1M | $0 | — | View 990 |
| 2019 | $91K | $95K | $2.1M | $0 | — | View 990 |
| 2018 | $78K | $150K | $2.1M | $0 | — | View 990 |
| 2015 | $111K | $188K | $2.4M | $1 | — | View 990 |
| 2014 | $119K | $163K | $2.5M | $0 | — | View 990 |
| 2013 | $161K | $151K | $2.5M | $0 | — | View 990 |
| 2012 | $128K | $176K | $2.5M | $0 | — | View 990 |
| 2011 | $2.5M | $31K | $2.6M | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $112K, expenses of $131K, and assets of $2.1M (revenue +11.3% year-over-year).
- 2022: Revenue of $101K, expenses of $128K, and assets of $2.1M (revenue +15.7% year-over-year).
- 2021: Revenue of $87K, expenses of $99K, and assets of $2.1M (revenue -1.3% year-over-year).
- 2020: Revenue of $88K, expenses of $95K, and assets of $2.1M (revenue -2.8% year-over-year).
- 2019: Revenue of $91K, expenses of $95K, and assets of $2.1M (revenue +16.4% year-over-year).
- 2018: Revenue of $78K, expenses of $150K, and assets of $2.1M (revenue -29.5% year-over-year).
- 2015: Revenue of $111K, expenses of $188K, and assets of $2.4M (revenue -6.9% year-over-year).
- 2014: Revenue of $119K, expenses of $163K, and assets of $2.5M (revenue -26.0% year-over-year).
- 2013: Revenue of $161K, expenses of $151K, and assets of $2.5M (revenue +26.0% year-over-year).
- 2012: Revenue of $128K, expenses of $176K, and assets of $2.5M (revenue -94.9% year-over-year).
- 2011: Revenue of $2.5M, expenses of $31K, and assets of $2.6M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Donald J Beck Trust:
Data Sources and Methodology
This transparency report for Donald J Beck 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.