Edward A & Roslyn A Weathers Education Trust Fd 11 09199
Education Trust Shows Stable Assets But Recent Expenses Outpace Revenue
EIN: 207053920 · New Orleans, LA · NTEE: T20 · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $316K |
| Total Expenses | $35K |
| Program Spending | 85% |
| Net Assets | $501K |
| Transparency Score | 80/100 |
Is Edward A & Roslyn A Weathers Education Trust Fd 11 09199 Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Edward A & Roslyn A Weathers Education Trust Fd 11 09199 directs 85% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Edward A & Roslyn A Weathers Education Trust Fd 11 09199
Edward A & Roslyn A Weathers Education Trust Fd 11 09199 (EIN: 207053920) is a nonprofit organization based in New Orleans, LA, classified under NTEE code T20. The organization reported total revenue of $316K and total assets of $490K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Edward A & Roslyn A Weathers Education Trust Fd 11 09199's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Edward A & Roslyn A Weathers Education Trust Fd 11 09199 is a small nonprofit that has been operating for 19 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of -1.5%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $8K |
| Total Expenses | $35K |
| Surplus / Deficit | $-26,801 |
| Total Assets | $501K |
| Total Liabilities | $1 |
| Net Assets | $501K |
| Operating Margin | -332.1% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 172.5 months |
Financial Health Grade: B
In 2023, Edward A & Roslyn A Weathers Education Trust Fd 11 09199 reported a deficit of $27K with expenses exceeding revenue, holds 172.5 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), Edward A & Roslyn A Weathers Education Trust Fd 11 09199's revenue has declined at a compound annual growth rate (CAGR) of -1.5%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2022 | -103.4% | +5.3% | -7.9% |
| 2021 | -38.4% | +4.4% | +4.0% |
| 2020 | +254.7% | +28.4% | +13.0% |
| 2019 | -18.3% | +2.4% | -3.6% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 2007 |
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 Edward A & Roslyn A Weathers Education Trust Fd 11 09199 with a Mission Score of 80 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: 15%
- programs: 85%
- fundraising: 0%
According to IRS 990 filings, Edward A & Roslyn A Weathers Education Trust Fd 11 09199 allocates its expenses as follows: admin: 15%, programs: 85%, fundraising: 0%. With 85% 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 $27K, 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 executive leadership is either unpaid or the trust is managed by an external entity without direct officer compensation reported on the 990, 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 Edward A & Roslyn A Weathers Education Trust Fd 11 09199's IRS 990 filings:
- Expenses consistently exceeding revenue in recent periods (e.g., 202312: $34,870 expenses vs. $8,069 revenue; 202212: $43,176 expenses vs. $-2,133 revenue), indicating reliance on asset drawdowns or investment fluctuations.
- Negative revenue reported in 202212 ($-2,133), which could signify significant investment losses or accounting adjustments.
Strengths
The following positive indicators were identified for Edward A & Roslyn A Weathers Education Trust Fd 11 09199:
- Consistent asset base around $500,000 over a decade, indicating long-term financial stability.
- 0% officer compensation reported across all filings, demonstrating highly efficient use of funds and minimal overhead.
- Consistently low liabilities ($0 or $1), indicating sound financial management and no significant debt.
- Consistent IRS 990 filing history, demonstrating good transparency.
Frequently Asked Questions about Edward A & Roslyn A Weathers Education Trust Fd 11 09199
Is Edward A & Roslyn A Weathers Education Trust Fd 11 09199 a legitimate charity?
Edward A & Roslyn A Weathers Education Trust Fd 11 09199 (EIN: 207053920) is a registered tax-exempt nonprofit based in Louisiana. Our AI analysis gives it a Mission Score of 80/100. It has 10 years of IRS 990 filings on record. Total revenue: $316K. 2 red flags identified. 4 strengths noted. Financial health grade: B.
How does Edward A & Roslyn A Weathers Education Trust Fd 11 09199 spend its money?
Edward A & Roslyn A Weathers Education Trust Fd 11 09199 directs 85% of its spending to programs and services. This exceeds the 65% industry benchmark.
Are donations to Edward A & Roslyn A Weathers Education Trust Fd 11 09199 tax-deductible?
Edward A & Roslyn A Weathers Education Trust Fd 11 09199 is registered as a tax-exempt nonprofit (EIN: 207053920). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
How does Edward A & Roslyn A Weathers Education Trust Fd 11 09199 compare to similar nonprofits?
With a transparency score of 80/100 (Excellent), Edward A & Roslyn A Weathers Education Trust Fd 11 09199 is above average for NTEE category T20 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is Edward A & Roslyn A Weathers Education Trust Fd 11 09199 located?
Edward A & Roslyn A Weathers Education Trust Fd 11 09199 is headquartered in New Orleans, Louisiana and files with the IRS under EIN 207053920. It is classified under NTEE code T20.
How many years of IRS 990 filings does Edward A & Roslyn A Weathers Education Trust Fd 11 09199 have?
Edward A & Roslyn A Weathers Education Trust Fd 11 09199 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 $316K in total revenue.
Is the Edward A & Roslyn A Weathers Education Trust Fd 11 09199 financially stable?
The trust maintains a stable asset base of approximately $500,000. While recent years (202312, 202212) show expenses exceeding revenue, the overall asset level has remained consistent, suggesting it can absorb these shortfalls, likely through investment returns or drawing from principal. Its long-term stability appears sound, but the revenue-expense trend needs monitoring.
How does the organization manage its administrative costs?
The organization appears to manage administrative costs very efficiently, as evidenced by 0% officer compensation reported across all filings. This suggests a lean operational structure, possibly volunteer-led or with administrative functions handled by a third party without direct compensation to officers.
What is the primary source of the trust's funding?
Based on the fluctuating revenue figures, which include negative revenue in 202212, the primary source of funding likely comes from investment income and capital gains from its asset base, rather than public donations or grants. The 'Latest Revenue' of $316,202 is an aggregate figure, not a single year's operating revenue.
Filing History
IRS 990 filing history for Edward A & Roslyn A Weathers Education Trust Fd 11 09199 showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), Edward A & Roslyn A Weathers Education Trust Fd 11 09199's revenue has declined by 16.2%, moving from $10K to $8K. Total assets increased by 5% over the same period, from $477K to $501K. Total functional expenses fell by 13.2%, from $40K to $35K. In its most recent filing year (2023), Edward A & Roslyn A Weathers Education Trust Fd 11 09199 reported a deficit of $27K, with expenses exceeding revenue. The organization holds $1 in liabilities against $501K in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $501K.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $8K | $35K | $501K | $1 | — | — |
| 2022 | $-2,133 | $43K | $528K | $1 | — | View 990 |
| 2021 | $63K | $41K | $574K | $1 | — | — |
| 2020 | $102K | $39K | $552K | $1 | — | — |
| 2019 | $29K | $31K | $488K | $0 | — | View 990 |
| 2015 | $35K | $30K | $506K | $0 | — | View 990 |
| 2014 | $56K | $38K | $501K | $0 | — | View 990 |
| 2013 | $67K | $34K | $483K | $0 | — | View 990 |
| 2012 | $6K | $33K | $450K | $0 | — | View 990 |
| 2011 | $10K | $40K | $477K | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $8K, expenses of $35K, and assets of $501K.
- 2022: Revenue of $-2,133, expenses of $43K, and assets of $528K (revenue -103.4% year-over-year).
- 2021: Revenue of $63K, expenses of $41K, and assets of $574K (revenue -38.4% year-over-year).
- 2020: Revenue of $102K, expenses of $39K, and assets of $552K (revenue +254.7% year-over-year).
- 2019: Revenue of $29K, expenses of $31K, and assets of $488K (revenue -18.3% year-over-year).
- 2015: Revenue of $35K, expenses of $30K, and assets of $506K (revenue -37.1% year-over-year).
- 2014: Revenue of $56K, expenses of $38K, and assets of $501K (revenue -15.9% year-over-year).
- 2013: Revenue of $67K, expenses of $34K, and assets of $483K (revenue +995.4% year-over-year).
- 2012: Revenue of $6K, expenses of $33K, and assets of $450K (revenue -36.7% year-over-year).
- 2011: Revenue of $10K, expenses of $40K, and assets of $477K.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Edward A & Roslyn A Weathers Education Trust Fd 11 09199:
Data Sources and Methodology
This transparency report for Edward A & Roslyn A Weathers Education Trust Fd 11 09199 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.