Edith L And H Danforth Ross Trust Norstar Bank Trustee

Edith L And H Danforth Ross Trust consistently expends more than its annual revenue, drawing from its stable asset base.

EIN: 16075554 · Portland, ME · Updated: 2026-03-28

$821KRevenue
$1.9MAssets
70/100Mission Score (Good)
Edith L And H Danforth Ross Trust Norstar Bank Trustee Financial Summary
MetricValue
Total Revenue$821K
Total Expenses$156K
Program Spending80%
Net Assets$1.8M
Transparency Score70/100

Is Edith L And H Danforth Ross Trust Norstar Bank Trustee 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 →

Edith L And H Danforth Ross Trust Norstar Bank Trustee directs 80% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Edith L And H Danforth Ross Trust Norstar Bank Trustee

Edith L And H Danforth Ross Trust Norstar Bank Trustee (EIN: 16075554) is a nonprofit organization based in Portland, ME. The organization reported total revenue of $821K and total assets of $1.9M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Edith L And H Danforth Ross Trust Norstar Bank Trustee's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

39Years Operating
SmallSize Classification
11Years of Filings
MixedRevenue Trajectory

Edith L And H Danforth Ross Trust Norstar Bank Trustee is a small nonprofit that has been operating for 39 years, with 11 years of IRS 990 filings on record (2012–2024). Revenue has grown at a compound annual rate of -1.2%.

Key Financial Metrics (2024)

From the most recent IRS 990 filing on record:

Total Revenue$84K
Total Expenses$156K
Surplus / Deficit$-71,389
Total Assets$1.8M
Total Liabilities$1
Net Assets$1.8M
Operating Margin-84.7%
Debt-to-Asset Ratio0.0%
Months of Reserves138.1 months

Financial Health Grade: B

In 2024, Edith L And H Danforth Ross Trust Norstar Bank Trustee reported a deficit of $71K with expenses exceeding revenue, holds 138.1 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).

Financial Trends

Over 11 years of filings (2012–2024), Edith L And H Danforth Ross Trust Norstar Bank Trustee's revenue has declined at a compound annual growth rate (CAGR) of -1.2%.

YearRevenue ChangeExpense ChangeAsset Change
2024-71.6%-1.0%-3.4%
2023+247.2%+8.7%+8.1%
2022-7.3%+12.4%-3.3%
2021-8.5%+2.1%-2.0%
2020-21.1%+3.1%-1.4%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date1987

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

AI Transparency Report

The Edith L And H Danforth Ross Trust, managed by Norstar Bank Trustee, appears to operate primarily as a grant-making trust rather than a direct service provider, given its consistent asset base and fluctuating revenue. Its financial health is stable, with assets consistently around $1.7 million to $1.8 million over the past decade. However, the trust frequently reports expenses exceeding revenue, as seen in the 202408 period where expenses were $155,627 against revenue of $84,238, and in 202208 with $144,726 in expenses versus $85,525 in revenue. This suggests it may be drawing from its principal or accumulated income to cover distributions and administrative costs. The lack of reported officer compensation indicates a lean operational structure in terms of executive salaries, which is a positive for efficiency. Transparency is generally good through its consistent 990 filings, though the NTEE code being 'Unknown' limits understanding of its specific programmatic focus.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Edith L And H Danforth Ross Trust Norstar Bank Trustee with a Mission Score of 70 out of 100 (Good). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.

Spending Breakdown

  • admin: 20%
  • programs: 80%
  • fundraising: 0%

According to IRS 990 filings, Edith L And H Danforth Ross Trust Norstar Bank Trustee allocates its expenses as follows: admin: 20%, programs: 80%, fundraising: 0%. With 80% directed toward programs, this reflects a strong commitment to its charitable mission.

Key Financial Metrics (2024)

From the most recent IRS 990 filing on record:

$84KTotal Revenue
$156KTotal Expenses
$1.8MTotal Assets
$1Total Liabilities
$1.8MNet Assets
  • The organization reported a deficit of $71K, with expenses exceeding revenue.
  • 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 officers, which is highly efficient for a trust of this 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 Edith L And H Danforth Ross Trust Norstar Bank Trustee's IRS 990 filings:

  • Consistent expenses exceeding revenue, potentially drawing down principal or accumulated income.
  • NTEE Code is unknown, limiting understanding of specific programmatic focus.

Strengths

The following positive indicators were identified for Edith L And H Danforth Ross Trust Norstar Bank Trustee:

  • Zero reported officer compensation, indicating high efficiency in executive pay.
  • Stable asset base, consistently around $1.7M-$1.8M, suggesting long-term financial stability.
  • Consistent filing of IRS 990 forms, demonstrating transparency.

Frequently Asked Questions about Edith L And H Danforth Ross Trust Norstar Bank Trustee

Is Edith L And H Danforth Ross Trust Norstar Bank Trustee a legitimate charity?

Edith L And H Danforth Ross Trust Norstar Bank Trustee (EIN: 16075554) is a registered tax-exempt nonprofit based in Maine. Our AI analysis gives it a Mission Score of 70/100. It has 11 years of IRS 990 filings on record. Total revenue: $821K. 2 red flags identified. 3 strengths noted. Financial health grade: B.

How does Edith L And H Danforth Ross Trust Norstar Bank Trustee spend its money?

Edith L And H Danforth Ross Trust Norstar Bank Trustee directs 80% of its spending to programs and services. This exceeds the 65% industry benchmark.

Are donations to Edith L And H Danforth Ross Trust Norstar Bank Trustee tax-deductible?

Edith L And H Danforth Ross Trust Norstar Bank Trustee is registered as a tax-exempt nonprofit (EIN: 16075554). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

Where is Edith L And H Danforth Ross Trust Norstar Bank Trustee located?

Edith L And H Danforth Ross Trust Norstar Bank Trustee is headquartered in Portland, Maine and files with the IRS under EIN 16075554.

How many years of IRS 990 filings does Edith L And H Danforth Ross Trust Norstar Bank Trustee have?

Edith L And H Danforth Ross Trust Norstar Bank Trustee 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 $821K in total revenue.

Is Edith L And H Danforth Ross Trust a good charity?

As a grant-making trust with no reported officer compensation and a stable asset base, it appears to be a well-managed entity for its purpose. Its 'goodness' depends on the impact of its grants, which is not detailed in the provided financial data.

What are the primary expenses of the trust?

While specific expense categories are not detailed in the summary, the consistent expenses (e.g., $155,627 in 202408) for a trust of this nature typically include grants distributed, investment management fees, and other administrative costs.

Why does the trust frequently have expenses exceeding revenue?

This pattern suggests the trust is likely distributing more in grants and covering administrative costs than it generates in annual income (e.g., from investments), potentially drawing from its principal or accumulated reserves to fulfill its philanthropic mission.

Filing History

IRS 990 filing history for Edith L And H Danforth Ross Trust Norstar Bank Trustee showing financial trends over 11 years of public records:

Over 11 years of IRS 990 filings (2012–2024), Edith L And H Danforth Ross Trust Norstar Bank Trustee's revenue has declined by 13.9%, moving from $98K to $84K. Total assets increased by 1.7% over the same period, from $1.8M to $1.8M. Total functional expenses rose by 144.5%, from $64K to $156K. In its most recent filing year (2024), Edith L And H Danforth Ross Trust Norstar Bank Trustee reported a deficit of $71K, with expenses exceeding revenue. The organization holds $1 in liabilities against $1.8M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $1.8M.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2024 $84K $156K $1.8M $1 View 990
2023 $297K $157K $1.9M $1 View 990
2022 $86K $145K $1.7M $1 View 990
2021 $92K $129K $1.8M $1 View 990
2020 $101K $126K $1.8M $1
2019 $128K $122K $1.8M $0 View 990
2016 $48K $115K $1.8M $0 View 990
2015 $292K $112K $1.9M $0 View 990
2014 $80K $114K $1.7M $0 View 990
2013 $88K $111K $1.7M $0 View 990
2012 $98K $64K $1.8M $0 View 990

Year-by-Year Financial Summary

  • 2024: Revenue of $84K, expenses of $156K, and assets of $1.8M (revenue -71.6% year-over-year).
  • 2023: Revenue of $297K, expenses of $157K, and assets of $1.9M (revenue +247.2% year-over-year).
  • 2022: Revenue of $86K, expenses of $145K, and assets of $1.7M (revenue -7.3% year-over-year).
  • 2021: Revenue of $92K, expenses of $129K, and assets of $1.8M (revenue -8.5% year-over-year).
  • 2020: Revenue of $101K, expenses of $126K, and assets of $1.8M (revenue -21.1% year-over-year).
  • 2019: Revenue of $128K, expenses of $122K, and assets of $1.8M (revenue +166.8% year-over-year).
  • 2016: Revenue of $48K, expenses of $115K, and assets of $1.8M (revenue -83.6% year-over-year).
  • 2015: Revenue of $292K, expenses of $112K, and assets of $1.9M (revenue +264.6% year-over-year).
  • 2014: Revenue of $80K, expenses of $114K, and assets of $1.7M (revenue -9.3% year-over-year).
  • 2013: Revenue of $88K, expenses of $111K, and assets of $1.7M (revenue -9.7% year-over-year).
  • 2012: Revenue of $98K, expenses of $64K, and assets of $1.8M.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Edith L And H Danforth Ross Trust Norstar Bank Trustee:

2024 Filing 2023 Filing 2022 Filing 2021 Filing 2020 Filing 2019 Filing 2016 Filing 2015 Filing 2014 Filing 2013 Filing 2012 Filing

Data Sources and Methodology

This transparency report for Edith L And H Danforth Ross Trust Norstar Bank Trustee 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.

Other Nonprofits in Maine

Explore more nonprofits based in Maine with AI-powered transparency reports.

View all Maine nonprofits →

Explore Related Nonprofits

Browse by State