Edward R And Ruby J@Lea Charitable Trust B
Edward R And Ruby J@Lea Charitable Trust B maintains stable assets and zero officer compensation, with fluctuating but generally increasing revenue.
EIN: 206862914 · Carthage, TN · NTEE: T22 · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $107K |
| Total Expenses | $30K |
| Program Spending | 95% |
| Net Assets | $540K |
| Transparency Score | 90/100 |
Search Intent Cockpit
Edward R And Ruby J@Lea Charitable Trust B Form 990, Revenue, CEO Pay, and IRS Filing Signals
Edward R And Ruby J@Lea Charitable Trust B 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 B in one place.
Form 990 Filing Summary
10 filing years are available, with latest revenue of $46K and expenses of $30K.
Revenue and Expenses
Edward R And Ruby J@Lea Charitable Trust B reported $46K in revenue and $30K in expenses, a surplus of $15K.
Executive Compensation
Officer, director, trustee, and key employee pay is reviewed from IRS 990 compensation disclosures when present.
Charity Score and Red Flags
90/100 mission score, 1 red flag, and 5 strengths are shown from structured and AI review.
Is Edward R And Ruby J@Lea Charitable Trust B Legit?
Some Concerns
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
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
| Program services | $29K (95%) |
Across stored filings, Edward R And Ruby J@Lea Charitable Trust B shows contribution history pending. Next enrichment targets: revenue-source fields, IRS BMF classification.
Decision Cockpit
One-Stop Donor, Research, and Peer Context Hub
| Decision Lens | Signal | What to Inspect Next |
|---|---|---|
| Legitimacy | Some Concerns | Good filing record; 1 red flag identified |
| Mission spend | 95% to programs | Excellent |
| Financial durability | Grade A | 10 stored filing years |
| Peer context | Compare with Domino's Franchisee Forum | Tennessee and Philanthropy context |
Trust Check
Review legitimacy, deductibility, red flags, and filing consistency.
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Local and Sector Spokes
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Keep the Investigation Moving
Edward R And Ruby J@Lea Charitable Trust B directs 95% 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 B
Edward R And Ruby J@Lea Charitable Trust B (EIN: 206862914) is a nonprofit organization based in Carthage, TN, classified under NTEE code T22. The organization reported total revenue of $107K and total assets of $571K 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 B's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Edward R And Ruby J@Lea Charitable Trust B 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 9.8%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $46K |
| Total Expenses | $30K |
| Surplus / Deficit | +$15K |
| Total Assets | $540K |
| Total Liabilities | $1 |
| Net Assets | $540K |
| Operating Margin | 33.3% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 212.7 months |
Financial Health Grade: A
In 2023, Edward R And Ruby J@Lea Charitable Trust B reported a surplus of $15K with revenue exceeding expenses, holds 212.7 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 R And Ruby J@Lea Charitable Trust B's revenue has grown at a compound annual growth rate (CAGR) of 9.8%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +15.7% | +9.7% | +2.9% |
| 2022 | +10.7% | -31.5% | +2.3% |
| 2021 | +236.7% | +67.9% | -2.8% |
| 2020 | +29.7% | -60.5% | -0.7% |
| 2019 | -63.5% | +53.4% | -13.5% |
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 R And Ruby J@Lea Charitable Trust B with a Mission Score of 90 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: 5%
- programs: 95%
- fundraising: 0%
According to IRS 990 filings, Edward R And Ruby J@Lea Charitable Trust B allocates its expenses as follows: admin: 5%, programs: 95%, fundraising: 0%. With 95% 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 surplus of $15K, with revenue exceeding expenses.
- Debt-to-asset ratio: 0.0%.
Executive Compensation Analysis
Executive compensation is consistently reported as 0% across all available filings, indicating that no salaries or benefits are paid to officers, which is excellent for a charitable trust of this size and mission.
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 B's IRS 990 filings:
- Fluctuating revenue, which could impact consistent grantmaking capacity if not managed with reserves.
Strengths
The following positive indicators were identified for Edward R And Ruby J@Lea Charitable Trust B:
- Consistent zero officer compensation across all filings.
- Stable asset base, generally above $500,000, providing long-term financial security.
- Minimal liabilities reported in most periods, indicating sound financial management.
- High program spending ratio due to no executive compensation and low administrative overhead.
- Consistent IRS 990 filing history, demonstrating transparency.
Frequently Asked Questions about Edward R And Ruby J@Lea Charitable Trust B
Is Edward R And Ruby J@Lea Charitable Trust B a legitimate charity?
Edward R And Ruby J@Lea Charitable Trust B (EIN: 206862914) is a registered tax-exempt nonprofit based in Tennessee. Our AI analysis gives it a Mission Score of 90/100. It has 10 years of IRS 990 filings on record. Total revenue: $107K. 1 red flag identified. 5 strengths noted. Financial health grade: A.
How does Edward R And Ruby J@Lea Charitable Trust B spend its money?
Edward R And Ruby J@Lea Charitable Trust B directs 95% of its spending to programs and services. This exceeds the 65% industry benchmark.
Are donations to Edward R And Ruby J@Lea Charitable Trust B tax-deductible?
Edward R And Ruby J@Lea Charitable Trust B is registered as a tax-exempt nonprofit (EIN: 206862914). 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 B compare to similar nonprofits?
With a transparency score of 90/100 (Excellent), Edward R And Ruby J@Lea Charitable Trust B 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 B located?
Edward R And Ruby J@Lea Charitable Trust B is headquartered in Carthage, Tennessee and files with the IRS under EIN 206862914. It is classified under NTEE code T22.
How many years of IRS 990 filings does Edward R And Ruby J@Lea Charitable Trust B have?
Edward R And Ruby J@Lea Charitable Trust B 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 $107K in total revenue.
Is Edward R And Ruby J@Lea Charitable Trust B a good charity?
Based on the available IRS 990 data, the Edward R And Ruby J@Lea Charitable Trust B appears to be a well-managed and efficient charitable trust. It consistently reports zero officer compensation, maintains stable assets, and has minimal liabilities, suggesting that its resources are primarily directed towards its charitable mission.
What is the primary purpose of this trust?
As a charitable trust (NTEE Code T22), its primary purpose is typically to distribute funds to other charitable organizations or for specific charitable causes, rather than direct program delivery. The filings indicate consistent expenses, likely in the form of grants or distributions.
How has the trust's revenue trended over time?
The trust's revenue has shown significant fluctuation, with a notable increase in the latest period to $106,708. Prior to this, revenue was generally lower, for example, $45,730 in 2023 and $39,521 in 2022, and as low as $8,172 in 2019. This suggests variability in its income sources, possibly from investment returns.
Filing History
IRS 990 filing history for Edward R And Ruby J@Lea Charitable Trust B 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 B's revenue has grown by 208.6%, moving from $15K to $46K. Total assets increased by 13.1% over the same period, from $478K to $540K. Total functional expenses rose by 58.3%, from $19K to $30K. In its most recent filing year (2023), Edward R And Ruby J@Lea Charitable Trust B reported a surplus of $15K, with revenue exceeding expenses. The organization holds $1 in liabilities against $540K in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $540K.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $46K | $30K | $540K | $1 | — | — |
| 2022 | $40K | $28K | $525K | $1 | — | View 990 |
| 2021 | $36K | $41K | $513K | $1 | — | View 990 |
| 2020 | $11K | $24K | $528K | $10K | — | — |
| 2019 | $8K | $61K | $532K | $1 | — | — |
| 2015 | $22K | $40K | $615K | $1 | — | View 990 |
| 2014 | $30K | $41K | $632K | $1 | — | View 990 |
| 2013 | $19K | $31K | $643K | $1 | — | View 990 |
| 2012 | $19K | $45K | $655K | $1 | — | View 990 |
| 2011 | $15K | $19K | $478K | $1 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $46K, expenses of $30K, and assets of $540K (revenue +15.7% year-over-year).
- 2022: Revenue of $40K, expenses of $28K, and assets of $525K (revenue +10.7% year-over-year).
- 2021: Revenue of $36K, expenses of $41K, and assets of $513K (revenue +236.7% year-over-year).
- 2020: Revenue of $11K, expenses of $24K, and assets of $528K (revenue +29.7% year-over-year).
- 2019: Revenue of $8K, expenses of $61K, and assets of $532K (revenue -63.5% year-over-year).
- 2015: Revenue of $22K, expenses of $40K, and assets of $615K (revenue -25.8% year-over-year).
- 2014: Revenue of $30K, expenses of $41K, and assets of $632K (revenue +57.4% year-over-year).
- 2013: Revenue of $19K, expenses of $31K, and assets of $643K (revenue -0.4% year-over-year).
- 2012: Revenue of $19K, expenses of $45K, and assets of $655K (revenue +29.7% year-over-year).
- 2011: Revenue of $15K, expenses of $19K, and assets of $478K.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Edward R And Ruby J@Lea Charitable Trust B:
Data Sources and Methodology
This transparency report for Edward R And Ruby J@Lea Charitable Trust B 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.