Edward R And Ruby J@Lea Charitable Trust A

Edward R And Ruby J@Lea Charitable Trust A maintains stable assets with zero officer compensation amidst fluctuating revenue and expenses.

EIN: 206862913 · Carthage, TN · NTEE: T22 · Updated: 2026-03-28

$190KRevenue
$377KAssets
80/100Mission Score (Excellent)
T22

Is Edward R And Ruby J@Lea Charitable Trust A Legit?

Some Concerns

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
1 FoundRed Flags

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

Edward R And Ruby J@Lea Charitable Trust A directs 85% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Edward R And Ruby J@Lea Charitable Trust A

Edward R And Ruby J@Lea Charitable Trust A (EIN: 206862913) is a nonprofit organization based in Carthage, TN, classified under NTEE code T22. The organization reported total revenue of $190K and total assets of $377K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Edward R And Ruby J@Lea Charitable Trust A's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

AI Transparency Report

The Edward R And Ruby J@Lea Charitable Trust A appears to be a small private foundation, as indicated by its NTEE code T22 (Private Grantmaking Foundations) and consistent asset base with relatively low revenue and expenses. The organization's financial health shows a fluctuating but generally stable asset base, with assets around $300,000-$400,000 in recent years, peaking at $503,331 in 2011 and currently at $376,654. Revenue has varied significantly, from a low of $-691 in 2019 to a high of $35,930 in 2023. Expenses have also fluctuated, with a notable spike to $92,484 in 2012, but generally remaining under $30,000 in recent periods. The trust consistently reports 0% officer compensation, which is a positive indicator for donor confidence regarding executive pay. Given its nature as a private grantmaking foundation, its 'program spending' would primarily be grants made to other organizations. Without detailed breakdowns of expenses beyond total expenses, it's challenging to precisely assess spending efficiency in terms of administrative vs. program costs. However, the consistent reporting of zero officer compensation suggests a lean operational structure at the executive level. The organization's consistent filing of IRS Form 990s demonstrates a commitment to transparency, providing a public record of its financial activities over more than a decade. Overall, the trust maintains a modest but stable financial position. Its primary function is likely to disburse grants, and the lack of officer compensation is a strong point. Further analysis would require a detailed breakdown of its expenses to understand the proportion dedicated to grants versus administrative overhead, but the available data suggests a well-managed, albeit small, philanthropic entity.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Edward R And Ruby J@Lea Charitable Trust A 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

According to IRS 990 filings, Edward R And Ruby J@Lea Charitable Trust A 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.

Executive Compensation Analysis

Executive compensation is consistently reported as 0% across all available filings, indicating that no salaries or other compensation are paid to officers, directors, or trustees. This is a strong positive for a small trust of this size, suggesting that administrative costs are kept very low at the leadership level.

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 R And Ruby J@Lea Charitable Trust A's IRS 990 filings:

Strengths

The following positive indicators were identified for Edward R And Ruby J@Lea Charitable Trust A:

Frequently Asked Questions about Edward R And Ruby J@Lea Charitable Trust A

Is Edward R And Ruby J@Lea Charitable Trust A a legitimate charity?

Based on AI analysis of IRS 990 filings, Edward R And Ruby J@Lea Charitable Trust A (EIN: 206862913) some concerns. Mission Score: 80/100. 1 red flag identified, 3 strengths noted.

How does Edward R And Ruby J@Lea Charitable Trust A spend its money?

Edward R And Ruby J@Lea Charitable Trust A directs 85% of its spending to programs and services. The remaining budget covers administration and fundraising costs.

Are donations to Edward R And Ruby J@Lea Charitable Trust A tax-deductible?

Edward R And Ruby J@Lea Charitable Trust A is registered as a tax-exempt nonprofit (EIN: 206862913). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

What is the primary purpose of the Edward R And Ruby J@Lea Charitable Trust A?

Based on its NTEE code T22, the trust is a Private Grantmaking Foundation, meaning its primary purpose is to make grants to other organizations or individuals to further charitable causes.

How has the trust's asset base changed over time?

The trust's assets have generally decreased from a high of $503,331 in 2011 to $342,867 in 2023, though they have remained relatively stable in the $300,000-$400,000 range in recent years.

Does the trust pay its executives?

No, the trust consistently reports 0% officer compensation across all available filings, indicating no salaries or other compensation are paid to its executives or trustees.

Filing History

IRS 990 filing history for Edward R And Ruby J@Lea Charitable Trust A showing financial trends over 10 years of public records:

Over 10 years of IRS 990 filings (2011–2023), Edward R And Ruby J@Lea Charitable Trust A's revenue has grown by 544.3%, moving from $6K to $36K. Total assets decreased by 31.9% over the same period, from $503K to $343K. Total functional expenses rose by 132.5%, from $10K to $24K. In its most recent filing year (2023), Edward R And Ruby J@Lea Charitable Trust A reported a surplus of $12K, with revenue exceeding expenses. The organization holds $46K in liabilities against $343K in assets (debt-to-asset ratio: 13.4%), resulting in net assets of $297K.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp.PDF
2023 $36K $24K $343K $46K
2022 $28K $19K $331K $46K View 990
2021 $24K $29K $322K $46K View 990
2020 $1K $19K $342K $62K
2019 $-691 $42K $344K $46K
2015 $16K $30K $398K $27K View 990
2014 $24K $30K $412K $27K View 990
2013 $11K $32K $406K $15K View 990
2012 $6K $92K $417K $4K View 990
2011 $6K $10K $503K $4K View 990

Year-by-Year Financial Summary

Data Sources and Methodology

This transparency report for Edward R And Ruby J@Lea Charitable Trust A 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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