Elias E Tucker Trust Uw

Elias E Tucker Trust Uw maintains strong asset growth with minimal expenses and no officer compensation.

EIN: 16042343 · Lewiston, ME · NTEE: B55I · Updated: 2026-03-28

$22KRevenue
$738KAssets
95/100Mission Score (Excellent)
B55I
Elias E Tucker Trust Uw Financial Summary
MetricValue
Total Revenue$22K
Total Expenses$7K
Program Spending90%
Net Assets$722K
Transparency Score95/100

Is Elias E Tucker Trust Uw Legit?

Appears Legitimate

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
NoneRed Flags

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

Elias E Tucker Trust Uw directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Elias E Tucker Trust Uw

Elias E Tucker Trust Uw (EIN: 16042343) is a nonprofit organization based in Lewiston, ME, classified under NTEE code B55I. The organization reported total revenue of $22K and total assets of $738K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Elias E Tucker Trust Uw's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

51Years Operating
MicroSize Classification
12Years of Filings
MixedRevenue Trajectory

Elias E Tucker Trust Uw is a micro nonprofit that has been operating for 51 years, with 12 years of IRS 990 filings on record (2012–2023). 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$16K
Total Expenses$7K
Surplus / Deficit+$8K
Total Assets$722K
Net Assets$722K
Operating Margin53.3%
Months of Reserves1183.8 months

Financial Health Grade: A

In 2023, Elias E Tucker Trust Uw reported a surplus of $8K with revenue exceeding expenses, holds 1183.8 months of operating reserves (strong position).

Financial Trends

Over 12 years of filings (2012–2023), Elias E Tucker Trust Uw's revenue has grown at a compound annual growth rate (CAGR) of 1.5%.

YearRevenue ChangeExpense ChangeAsset Change
2023+9.1%-7.2%+1.2%
2022-60.6%-7.0%+0.9%
2020-115.5%+4.3%-1.3%
2019-82.1%+10.8%+1.7%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date1975

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

AI Transparency Report

The Elias E Tucker Trust Uw appears to be a well-managed private foundation with a strong financial position. With assets of $738,476 and no reported liabilities, the organization demonstrates excellent solvency. Its revenue has fluctuated over the years, with a notable high of $97,789 in 2017 and a low of negative revenue in 2020, but expenses have consistently remained low, typically under $10,000 annually in recent years. This indicates a conservative spending approach relative to its asset base. The trust's spending efficiency is high, as evidenced by its low expense figures compared to its asset size and revenue. The absence of officer compensation further contributes to its efficiency, suggesting that all available funds are directed towards its charitable purpose. While specific program spending details are not provided in the summary data, the overall low administrative costs imply a high proportion of funds are available for its mission. The consistent filing of IRS 990 forms over 12 periods demonstrates a commitment to transparency. Given its structure as a trust and its NTEE code B55I (which typically relates to grantmaking foundations), its financial health is robust, and its operational model appears highly efficient. The primary financial activity seems to be managing its endowment and distributing grants, with minimal overhead. The consistent growth in assets from $433,087 in 2016 to $738,476 currently further underscores its sound financial management.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Elias E Tucker Trust Uw with a Mission Score of 95 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: 10%
  • programs: 90%
  • fundraising: 0%

According to IRS 990 filings, Elias E Tucker Trust Uw allocates its expenses as follows: admin: 10%, programs: 90%, fundraising: 0%. With 90% 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:

$16KTotal Revenue
$7KTotal Expenses
$722KTotal Assets
$722KNet Assets
  • The organization reported a surplus of $8K, with revenue exceeding expenses.

Executive Compensation Analysis

The organization reports 0% officer compensation across all available filings, indicating that no salaries are paid to executives or trustees, 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.

Strengths

The following positive indicators were identified for Elias E Tucker Trust Uw:

  • Strong asset base and consistent asset growth, from $433,087 in 2016 to $738,476 currently.
  • Extremely low annual expenses, typically under $10,000 in recent years, indicating high efficiency.
  • No reported officer compensation, ensuring all funds are directed to the mission.
  • Zero liabilities reported across all filings, demonstrating excellent financial stability.
  • Consistent IRS 990 filing history over 12 periods, indicating good transparency.

Frequently Asked Questions about Elias E Tucker Trust Uw

Is Elias E Tucker Trust Uw a legitimate charity?

Elias E Tucker Trust Uw (EIN: 16042343) is a registered tax-exempt nonprofit based in Maine. Our AI analysis gives it a Mission Score of 95/100. It has 12 years of IRS 990 filings on record. Total revenue: $22K. No red flags identified. 5 strengths noted. Financial health grade: A.

How does Elias E Tucker Trust Uw spend its money?

Elias E Tucker Trust Uw directs 90% of its spending to programs and services. This exceeds the 65% industry benchmark.

Are donations to Elias E Tucker Trust Uw tax-deductible?

Elias E Tucker Trust Uw is registered as a tax-exempt nonprofit (EIN: 16042343). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

How does Elias E Tucker Trust Uw compare to similar nonprofits?

With a transparency score of 95/100 (Excellent), Elias E Tucker Trust Uw is above average for NTEE category B55I nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.

Where is Elias E Tucker Trust Uw located?

Elias E Tucker Trust Uw is headquartered in Lewiston, Maine and files with the IRS under EIN 16042343. It is classified under NTEE code B55I.

How many years of IRS 990 filings does Elias E Tucker Trust Uw have?

Elias E Tucker Trust Uw has 12 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 $22K in total revenue.

Is Elias E Tucker Trust Uw a good charity?

Based on the provided financial data, Elias E Tucker Trust Uw appears to be a very well-managed and efficient organization. It has strong assets, low expenses, and no officer compensation, suggesting a high dedication of resources to its charitable purpose.

How does Elias E Tucker Trust Uw manage its finances?

The trust manages its finances conservatively, consistently growing its assets (from $433,087 in 2016 to $738,476 currently) while keeping annual expenses very low, typically under $10,000 in recent years. It also reports no liabilities.

What is the primary financial activity of Elias E Tucker Trust Uw?

Given its NTEE code (B55I, likely a grantmaking foundation) and financial patterns, the primary financial activity appears to be managing its endowment and distributing grants, with very low operational overhead.

Filing History

IRS 990 filing history for Elias E Tucker Trust Uw showing financial trends over 12 years of public records:

Over 12 years of IRS 990 filings (2012–2023), Elias E Tucker Trust Uw's revenue has grown by 17.4%, moving from $13K to $16K. Total assets increased by 64.6% over the same period, from $439K to $722K. Total functional expenses fell by 79.1%, from $35K to $7K. In its most recent filing year (2023), Elias E Tucker Trust Uw reported a surplus of $8K, with revenue exceeding expenses.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $16K $7K $722K $0
2022 $14K $8K $714K $0 View 990
2021 $36K $8K $707K $0
2020 $-2,702 $6K $681K $0 View 990
2019 $17K $6K $690K $0 View 990
2018 $97K $6K $679K $0 View 990
2017 $98K $5K $587K $0 View 990
2016 $31K $41K $433K $0 View 990
2015 $13K $15K $443K $0 View 990
2014 $40K $26K $445K $0 View 990
2013 $22K $4K $457K $0 View 990
2012 $13K $35K $439K $0 View 990

Year-by-Year Financial Summary

  • 2023: Revenue of $16K, expenses of $7K, and assets of $722K (revenue +9.1% year-over-year).
  • 2022: Revenue of $14K, expenses of $8K, and assets of $714K (revenue -60.6% year-over-year).
  • 2021: Revenue of $36K, expenses of $8K, and assets of $707K.
  • 2020: Revenue of $-2,702, expenses of $6K, and assets of $681K (revenue -115.5% year-over-year).
  • 2019: Revenue of $17K, expenses of $6K, and assets of $690K (revenue -82.1% year-over-year).
  • 2018: Revenue of $97K, expenses of $6K, and assets of $679K (revenue -0.4% year-over-year).
  • 2017: Revenue of $98K, expenses of $5K, and assets of $587K (revenue +212.4% year-over-year).
  • 2016: Revenue of $31K, expenses of $41K, and assets of $433K (revenue +136.5% year-over-year).
  • 2015: Revenue of $13K, expenses of $15K, and assets of $443K (revenue -67.1% year-over-year).
  • 2014: Revenue of $40K, expenses of $26K, and assets of $445K (revenue +85.5% year-over-year).
  • 2013: Revenue of $22K, expenses of $4K, and assets of $457K (revenue +62.4% year-over-year).
  • 2012: Revenue of $13K, expenses of $35K, and assets of $439K.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Elias E Tucker Trust Uw:

2023 Filing 2022 Filing 2021 Filing 2020 Filing 2019 Filing 2018 Filing 2017 Filing 2016 Filing 2015 Filing 2014 Filing 2013 Filing 2012 Filing

Data Sources and Methodology

This transparency report for Elias E Tucker Trust Uw 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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