Elsie H Munson Tr

Elsie H Munson Tr maintains stable assets and minimal expenses, with no officer compensation reported.

EIN: 206263812 · Albert City, IA · NTEE: B82 · Updated: 2026-03-28

$6KRevenue
$143KAssets
85/100Mission Score (Excellent)
B82
Elsie H Munson Tr Financial Summary
MetricValue
Total Revenue$6K
Total Expenses$992
Program Spending90%
Net Assets$165K
Transparency Score85/100

Is Elsie H Munson Tr 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 →

Elsie H Munson Tr directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Elsie H Munson Tr

Elsie H Munson Tr (EIN: 206263812) is a nonprofit organization based in Albert City, IA, classified under NTEE code B82. The organization reported total revenue of $6K and total assets of $143K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Elsie H Munson Tr's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

20Years Operating
MicroSize Classification
10Years of Filings
MixedRevenue Trajectory

Elsie H Munson Tr is a micro nonprofit that has been operating for 20 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of -2.8%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$5K
Total Expenses$992
Surplus / Deficit+$4K
Total Assets$165K
Total Liabilities$1
Net Assets$165K
Operating Margin81.0%
Debt-to-Asset Ratio0.0%
Months of Reserves1996.9 months

Financial Health Grade: A

In 2023, Elsie H Munson Tr reported a surplus of $4K with revenue exceeding expenses, holds 1996.9 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), Elsie H Munson Tr's revenue has declined at a compound annual growth rate (CAGR) of -2.8%.

YearRevenue ChangeExpense ChangeAsset Change
2023+11.3%-85.7%+4.1%
2022-8.9%-23.7%+0.7%
2021-16.3%+35.5%-3.2%
2020-8.7%+51.1%+0.3%
2019+10.7%-45.3%-4.1%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date2006

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

AI Transparency Report

Elsie H Munson Tr operates as a small private foundation with consistent, albeit modest, revenue streams, typically ranging from $4,683 to $8,597 annually over the past decade. The organization's assets have remained relatively stable, hovering around $160,000-$170,000, indicating a conservative financial management approach. A notable aspect is the consistently low reported expenses in some years, such as $992 in 2023 and $1,778 in 2011, suggesting that a significant portion of its revenue or asset income is either retained or distributed directly as grants, which are not detailed in the provided summary. The organization's liabilities are consistently minimal, often reported as $1, which points to a very low financial risk profile. Spending efficiency is difficult to fully assess without a detailed breakdown of program service expenses versus administrative and fundraising costs, as the provided data only shows total expenses. However, given the nature of a trust and the absence of officer compensation, it's likely that administrative overhead is minimal. The organization's consistent filing of IRS Form 990 demonstrates a commitment to basic financial transparency, although the level of detail available in these summary figures is limited. The lack of officer compensation is a positive indicator for donor confidence, as all funds appear to be directed towards the trust's stated purpose. Overall, Elsie H Munson Tr appears to be a financially stable, low-overhead entity. Its consistent asset base and minimal liabilities suggest prudent management. While more granular spending data would enhance a full efficiency assessment, the available information points to a well-managed, albeit small, charitable trust.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Elsie H Munson Tr with a Mission Score of 85 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, Elsie H Munson Tr 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:

$5KTotal Revenue
$992Total Expenses
$165KTotal Assets
$1Total Liabilities
$165KNet Assets
  • The organization reported a surplus of $4K, with revenue exceeding expenses.
  • Debt-to-asset ratio: 0.0%.

Executive Compensation Analysis

No officer compensation has been reported across all ten filings, indicating that the trust is managed without paid executive staff, which is highly efficient for an organization of its 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 Elsie H Munson Tr:

  • Consistent financial stability with assets around $160,000-$170,000.
  • Zero reported officer compensation across all filings, indicating high efficiency in leadership costs.
  • Minimal liabilities, often reported as $1, demonstrating a very low financial risk.
  • Consistent IRS 990 filing history, indicating adherence to transparency requirements.
  • Low overall expenses in many years, suggesting efficient use of funds.

Frequently Asked Questions about Elsie H Munson Tr

Is Elsie H Munson Tr a legitimate charity?

Elsie H Munson Tr (EIN: 206263812) is a registered tax-exempt nonprofit based in Iowa. Our AI analysis gives it a Mission Score of 85/100. It has 10 years of IRS 990 filings on record. Total revenue: $6K. No red flags identified. 5 strengths noted. Financial health grade: A.

How does Elsie H Munson Tr spend its money?

Elsie H Munson Tr directs 90% of its spending to programs and services. This exceeds the 65% industry benchmark.

Are donations to Elsie H Munson Tr tax-deductible?

Elsie H Munson Tr is registered as a tax-exempt nonprofit (EIN: 206263812). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

How does Elsie H Munson Tr compare to similar nonprofits?

With a transparency score of 85/100 (Excellent), Elsie H Munson Tr is above average for NTEE category B82 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.

Where is Elsie H Munson Tr located?

Elsie H Munson Tr is headquartered in Albert City, Iowa and files with the IRS under EIN 206263812. It is classified under NTEE code B82.

How many years of IRS 990 filings does Elsie H Munson Tr have?

Elsie H Munson Tr 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 $6K in total revenue.

What are the specific programs or grants Elsie H Munson Tr supports?

The provided IRS 990 summary data does not detail the specific programs or grants funded by Elsie H Munson Tr. Further investigation into the full 990 forms would be required to understand its charitable distributions.

How does Elsie H Munson Tr manage to operate with such low expenses in some years?

The extremely low expenses, such as $992 in 2023, suggest that the trust likely has very minimal operational overhead and may primarily function as a grant-making entity, distributing funds directly without significant administrative or program delivery costs.

Is the organization's revenue sufficient to maintain its asset base and fulfill its mission?

Yes, the organization's revenue, while modest, has generally been sufficient to maintain a stable asset base of around $160,000-$170,000 over the past decade, indicating financial sustainability for its operational model.

Filing History

IRS 990 filing history for Elsie H Munson Tr showing financial trends over 10 years of public records:

Over 10 years of IRS 990 filings (2011–2023), Elsie H Munson Tr's revenue has declined by 29.3%, moving from $7K to $5K. Total assets decreased by 0.9% over the same period, from $167K to $165K. Total functional expenses fell by 44.2%, from $2K to $992. In its most recent filing year (2023), Elsie H Munson Tr reported a surplus of $4K, with revenue exceeding expenses. The organization holds $1 in liabilities against $165K in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $165K.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $5K $992 $165K $1
2022 $5K $7K $159K $1 View 990
2021 $5K $9K $157K $1
2020 $6K $7K $163K $1K
2019 $7K $4K $162K $1 View 990
2015 $6K $8K $169K $1 View 990
2014 $6K $9K $163K $1 View 990
2013 $6K $6K $167K $1 View 990
2012 $9K $9K $166K $1 View 990
2011 $7K $2K $167K $1 View 990

Year-by-Year Financial Summary

  • 2023: Revenue of $5K, expenses of $992, and assets of $165K (revenue +11.3% year-over-year).
  • 2022: Revenue of $5K, expenses of $7K, and assets of $159K (revenue -8.9% year-over-year).
  • 2021: Revenue of $5K, expenses of $9K, and assets of $157K (revenue -16.3% year-over-year).
  • 2020: Revenue of $6K, expenses of $7K, and assets of $163K (revenue -8.7% year-over-year).
  • 2019: Revenue of $7K, expenses of $4K, and assets of $162K (revenue +10.7% year-over-year).
  • 2015: Revenue of $6K, expenses of $8K, and assets of $169K (revenue -4.2% year-over-year).
  • 2014: Revenue of $6K, expenses of $9K, and assets of $163K (revenue -1.3% year-over-year).
  • 2013: Revenue of $6K, expenses of $6K, and assets of $167K (revenue -25.4% year-over-year).
  • 2012: Revenue of $9K, expenses of $9K, and assets of $166K (revenue +16.7% year-over-year).
  • 2011: Revenue of $7K, expenses of $2K, and assets of $167K.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Elsie H Munson Tr:

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 Elsie H Munson Tr 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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