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

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Edward R And Ruby J@Lea Charitable Trust A Financial Summary
MetricValue
Total Revenue$190K
Total Expenses$24K
Program Spending85%
Net Assets$297K
Transparency Score80/100

Search Intent Cockpit

Edward R And Ruby J@Lea Charitable Trust A Form 990, Revenue, CEO Pay, and IRS Filing Signals

Edward R And Ruby J@Lea Charitable Trust A is surfaced here as a decision-ready nonprofit financial profile, not just a charity listing. The page consolidates IRS Form 990 revenue, expenses, assets, tax-exempt classification, executive compensation, mission score, red flags, and year-by-year filing history so donors, researchers, journalists, and grant teams can answer the common search questions around Edward R And Ruby J@Lea Charitable Trust A in one place.

Form 990 Filing Summary

10 filing years are available, with latest revenue of $36K and expenses of $24K.

Revenue and Expenses

Edward R And Ruby J@Lea Charitable Trust A reported $36K in revenue and $24K in expenses, a surplus of $12K.

Executive Compensation

Officer, director, trustee, and key employee pay is reviewed from IRS 990 compensation disclosures when present.

Charity Score and Red Flags

80/100 mission score, 1 red flag, and 3 strengths are shown from structured and AI review.

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 →

IRS 990 Data Cockpit

Where the Money Comes From and Where It Goes

PendingDonor/Grant Funding
85%Program Expense
$0Grants Paid
10Stored Filing Years

Revenue Source Mix

Revenue-source line items are not available on the stored filing yet. Future ingestion now preserves contribution, program-revenue, and investment-income fields when ProPublica provides them.

Expense Deployment

Edward R And Ruby J@Lea Charitable Trust A Expense Deployment
Program services$21K (85%)

Across stored filings, Edward R And Ruby J@Lea Charitable Trust A shows contribution history pending. Next enrichment targets: revenue-source fields, IRS BMF classification.

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Edward R And Ruby J@Lea Charitable Trust A Donor Decision Matrix
Decision LensSignalWhat to Inspect Next
LegitimacySome ConcernsGood filing record; 1 red flag identified
Mission spend85% to programsExcellent
Financial durabilityGrade A10 stored filing years
Peer contextCompare with Domino's Franchisee ForumTennessee and Philanthropy context

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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.

Organization Overview

19Years Operating
SmallSize Classification
10Years of Filings
MixedRevenue Trajectory

Edward R And Ruby J@Lea Charitable Trust A 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 16.8%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$36K
Total Expenses$24K
Surplus / Deficit+$12K
Total Assets$343K
Total Liabilities$46K
Net Assets$297K
Operating Margin32.8%
Debt-to-Asset Ratio13.4%
Months of Reserves170.5 months

Financial Health Grade: A

In 2023, Edward R And Ruby J@Lea Charitable Trust A reported a surplus of $12K with revenue exceeding expenses, holds 170.5 months of operating reserves (strong position), has a debt-to-asset ratio of 13.4% (very low leverage).

Financial Trends

Over 10 years of filings (2011–2023), Edward R And Ruby J@Lea Charitable Trust A's revenue has grown at a compound annual growth rate (CAGR) of 16.8%.

YearRevenue ChangeExpense ChangeAsset Change
2023+26.9%+27.9%+3.6%
2022+17.2%-34.6%+2.9%
2021+1625.2%+49.5%-6.0%
2019-104.2%+39.8%-13.6%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date2007

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

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

  • admin: 15%
  • programs: 85%
  • fundraising: 0%

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.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

$36KTotal Revenue
$24KTotal Expenses
$343KTotal Assets
$46KTotal Liabilities
$297KNet Assets
  • The organization reported a surplus of $12K, with revenue exceeding expenses.
  • Debt-to-asset ratio: 13.4%.

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:

  • Fluctuating revenue and expenses, with some years showing negative revenue or expenses exceeding revenue significantly (e.g., 2019 revenue of $-691 vs. expenses of $42,201).

Strengths

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

  • Consistent 0% officer compensation, indicating efficient use of funds at the leadership level.
  • Stable asset base over the long term, providing a foundation for continued grantmaking.
  • Consistent IRS 990 filing history, demonstrating transparency and compliance.

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?

Edward R And Ruby J@Lea Charitable Trust A (EIN: 206862913) is a registered tax-exempt nonprofit based in Tennessee. Our AI analysis gives it a Mission Score of 80/100. It has 10 years of IRS 990 filings on record. Total revenue: $190K. 1 red flag identified. 3 strengths noted. Financial health grade: A.

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. This exceeds the 65% industry benchmark.

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.

How does Edward R And Ruby J@Lea Charitable Trust A compare to similar nonprofits?

With a transparency score of 80/100 (Excellent), Edward R And Ruby J@Lea Charitable Trust A is above average for NTEE category T22 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.

Where is Edward R And Ruby J@Lea Charitable Trust A located?

Edward R And Ruby J@Lea Charitable Trust A is headquartered in Carthage, Tennessee and files with the IRS under EIN 206862913. It is classified under NTEE code T22.

How many years of IRS 990 filings does Edward R And Ruby J@Lea Charitable Trust A have?

Edward R And Ruby J@Lea Charitable Trust A 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 $190K in total revenue.

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

  • 2023: Revenue of $36K, expenses of $24K, and assets of $343K (revenue +26.9% year-over-year).
  • 2022: Revenue of $28K, expenses of $19K, and assets of $331K (revenue +17.2% year-over-year).
  • 2021: Revenue of $24K, expenses of $29K, and assets of $322K (revenue +1625.2% year-over-year).
  • 2020: Revenue of $1K, expenses of $19K, and assets of $342K.
  • 2019: Revenue of $-691, expenses of $42K, and assets of $344K (revenue -104.2% year-over-year).
  • 2015: Revenue of $16K, expenses of $30K, and assets of $398K (revenue -32.6% year-over-year).
  • 2014: Revenue of $24K, expenses of $30K, and assets of $412K (revenue +127.7% year-over-year).
  • 2013: Revenue of $11K, expenses of $32K, and assets of $406K (revenue +72.1% year-over-year).
  • 2012: Revenue of $6K, expenses of $92K, and assets of $417K (revenue +11.0% year-over-year).
  • 2011: Revenue of $6K, expenses of $10K, and assets of $503K.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Edward R And Ruby J@Lea Charitable Trust A:

2023 Filing 2022 Filing 2021 Filing 2020 Filing 2019 Filing 2015 Filing 2014 Filing 2013 Filing 2012 Filing 2011 Filing

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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