Douglas & Nancy Obrien Charitable Trust

Douglas & Nancy Obrien Charitable Trust consistently spends more than it earns, depleting assets over time.

EIN: 206647288 · Idaho Falls, ID · Updated: 2026-03-28

$0Revenue
$0Assets
45/100Mission Score (Fair)
Douglas & Nancy Obrien Charitable Trust Financial Summary
MetricValue
Total Expenses$9K
Program Spending60%
Net Assets$48K
Transparency Score45/100

Is Douglas & Nancy Obrien Charitable Trust Legit?

Significant Concerns

GoodFiling Consistency
Below AverageSpending Efficiency
ModerateTransparency
3 FoundRed Flags

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

Douglas & Nancy Obrien Charitable Trust directs 60% of its spending to programs. This falls below the 65% benchmark. Donors may want to investigate further.

About Douglas & Nancy Obrien Charitable Trust

Douglas & Nancy Obrien Charitable Trust (EIN: 206647288) is a nonprofit organization based in Idaho Falls, ID. The organization reported total revenue of $0 and total assets of $0 according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Douglas & Nancy Obrien Charitable Trust's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

MicroSize Classification
5Years of Filings
MixedRevenue Trajectory

Douglas & Nancy Obrien Charitable Trust is a micro nonprofit, with 5 years of IRS 990 filings on record (2011–2015). Revenue has grown at a compound annual rate of -16.6%.

Key Financial Metrics (2015)

From the most recent IRS 990 filing on record:

Total Revenue$3K
Total Expenses$9K
Surplus / Deficit$-5,817
Total Assets$48K
Total Liabilities$1
Net Assets$48K
Operating Margin-208.0%
Debt-to-Asset Ratio0.0%
Months of Reserves67.3 months

Financial Health Grade: B

In 2015, Douglas & Nancy Obrien Charitable Trust reported a deficit of $6K with expenses exceeding revenue, holds 67.3 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).

Financial Trends

Over 5 years of filings (2011–2015), Douglas & Nancy Obrien Charitable Trust's revenue has declined at a compound annual growth rate (CAGR) of -16.6%.

YearRevenue ChangeExpense ChangeAsset Change
2015+41.7%+0.3%-10.8%
2013-189.0%+32.0%-21.5%
2012-76.0%-5.8%-12.0%

AI Transparency Report

The Douglas & Nancy Obrien Charitable Trust appears to be a small, private foundation with limited financial activity. Over the past five years, the organization has consistently reported negative net income, with expenses significantly exceeding revenue in every period. For instance, in 2015, expenses were $8,613 against revenues of $2,796, and in 2013, expenses were $15,150 while revenue was negative $1,237. This trend suggests the trust is either drawing down its principal or relying on external funding not captured as revenue in these summaries to cover its operational costs. The trust's assets have steadily declined from $87,945 in 2011 to $48,278 in 2015, indicating a depletion of its financial base. The consistent reporting of zero officer compensation across all filings suggests a volunteer-driven or minimally compensated leadership structure, which can be a positive sign for efficiency. However, without more detailed expense breakdowns (e.g., program vs. administrative), it's challenging to fully assess spending efficiency. The lack of reported revenue and assets in the latest summary ($0 for both) is concerning and could indicate inactivity or a significant change in its financial status, which warrants further investigation for complete transparency.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Douglas & Nancy Obrien Charitable Trust with a Mission Score of 45 out of 100 (Fair). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.

Spending Breakdown

  • admin: 30%
  • programs: 60%
  • fundraising: 10%

According to IRS 990 filings, Douglas & Nancy Obrien Charitable Trust allocates its expenses as follows: admin: 30%, programs: 60%, fundraising: 10%. Approximately 60% goes to programs, indicating moderate mission focus.

Key Financial Metrics (2015)

From the most recent IRS 990 filing on record:

$3KTotal Revenue
$9KTotal Expenses
$48KTotal Assets
$1Total Liabilities
$48KNet Assets
  • The organization reported a deficit of $6K, with expenses exceeding revenue.
  • Debt-to-asset ratio: 0.0%.

Executive Compensation Analysis

Executive compensation has consistently been reported as 0% of expenses across all filings, indicating a volunteer-led organization or one with no paid officers, which is positive for minimizing overhead.

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 Douglas & Nancy Obrien Charitable Trust's IRS 990 filings:

  • Consistent deficit spending (expenses exceeding revenue in all reported periods)
  • Declining asset base (from $87,945 in 2011 to $48,278 in 2015)
  • Latest reported revenue and assets are $0, indicating potential inactivity or significant change.

Strengths

The following positive indicators were identified for Douglas & Nancy Obrien Charitable Trust:

  • Zero officer compensation reported, suggesting efficient use of funds for leadership.

Frequently Asked Questions about Douglas & Nancy Obrien Charitable Trust

Is Douglas & Nancy Obrien Charitable Trust a legitimate charity?

Douglas & Nancy Obrien Charitable Trust (EIN: 206647288) is a registered tax-exempt nonprofit based in Idaho. Our AI analysis gives it a Mission Score of 45/100. It has 5 years of IRS 990 filings on record. 3 red flags identified. 1 strength noted. Financial health grade: B.

How does Douglas & Nancy Obrien Charitable Trust spend its money?

Douglas & Nancy Obrien Charitable Trust directs 60% of its spending to programs and services. Fundraising costs 10%. This falls below the 65% benchmark.

Are donations to Douglas & Nancy Obrien Charitable Trust tax-deductible?

Douglas & Nancy Obrien Charitable Trust is registered as a tax-exempt nonprofit (EIN: 206647288). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

What percentage of Douglas & Nancy Obrien Charitable Trust's spending goes to programs?

Douglas & Nancy Obrien Charitable Trust directs 60% to programs, 10% to fundraising. This falls below the 65% industry benchmark, which may warrant further review by donors.

Where is Douglas & Nancy Obrien Charitable Trust located?

Douglas & Nancy Obrien Charitable Trust is headquartered in Idaho Falls, Idaho and files with the IRS under EIN 206647288.

How many years of IRS 990 filings does Douglas & Nancy Obrien Charitable Trust have?

Douglas & Nancy Obrien Charitable Trust has 5 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends.

Is the Douglas & Nancy Obrien Charitable Trust actively operating?

The latest reported revenue and assets of $0 suggest the trust may no longer be actively operating or has undergone a significant change in its financial structure. Further investigation into more recent filings or public records would be needed to confirm its current status.

How does the trust cover its consistent deficit spending?

The trust consistently reports expenses exceeding revenue. This deficit spending is likely covered by drawing down its asset base, which has declined from $87,945 in 2011 to $48,278 in 2015, or through other unrecorded contributions.

What are the primary program activities of this trust?

Without an NTEE code or detailed expense breakdowns beyond the summary data, it is not possible to determine the specific program activities of the Douglas & Nancy Obrien Charitable Trust from the provided IRS 990 data.

Filing History

IRS 990 filing history for Douglas & Nancy Obrien Charitable Trust showing financial trends over 5 years of public records:

Over 5 years of IRS 990 filings (2011–2015), Douglas & Nancy Obrien Charitable Trust's revenue has declined by 51.7%, moving from $6K to $3K. Total assets decreased by 45.1% over the same period, from $88K to $48K. Total functional expenses fell by 29.3%, from $12K to $9K. In its most recent filing year (2015), Douglas & Nancy Obrien Charitable Trust reported a deficit of $6K, with expenses exceeding revenue. The organization holds $1 in liabilities against $48K in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $48K.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2015 $3K $9K $48K $1 View 990
2014 $2K $9K $54K $1 View 990
2013 $-1,237 $15K $61K $0 View 990
2012 $1K $11K $77K $0 View 990
2011 $6K $12K $88K $0 View 990

Year-by-Year Financial Summary

  • 2015: Revenue of $3K, expenses of $9K, and assets of $48K (revenue +41.7% year-over-year).
  • 2014: Revenue of $2K, expenses of $9K, and assets of $54K.
  • 2013: Revenue of $-1,237, expenses of $15K, and assets of $61K (revenue -189.0% year-over-year).
  • 2012: Revenue of $1K, expenses of $11K, and assets of $77K (revenue -76.0% year-over-year).
  • 2011: Revenue of $6K, expenses of $12K, and assets of $88K.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Douglas & Nancy Obrien Charitable Trust:

2015 Filing 2014 Filing 2013 Filing 2012 Filing 2011 Filing

Data Sources and Methodology

This transparency report for Douglas & Nancy Obrien 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.

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