Eppley Foundation Trust Uw Me Apt 7 6061 38 00 Fbo Research
Eppley Foundation Trust consistently distributes funds from its multi-million dollar asset base with zero officer compensation.
EIN: 136058048 · Greenville, DE · Updated: 2026-03-28
Is Eppley Foundation Trust Uw Me Apt 7 6061 38 00 Fbo Research Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Eppley Foundation Trust Uw Me Apt 7 6061 38 00 Fbo Research directs 100% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Eppley Foundation Trust Uw Me Apt 7 6061 38 00 Fbo Research
Eppley Foundation Trust Uw Me Apt 7 6061 38 00 Fbo Research (EIN: 136058048) is a nonprofit organization based in Greenville, DE. The organization reported total revenue of $490K and total assets of $3.4M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Eppley Foundation Trust Uw Me Apt 7 6061 38 00 Fbo Research's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Eppley Foundation Trust Uw Me Apt 7 6061 38 00 Fbo Research is a small nonprofit that has been operating for 53 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 4.6%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $239K |
| Total Expenses | $282K |
| Surplus / Deficit | $-43,881 |
| Total Assets | $3.2M |
| Total Liabilities | $1 |
| Net Assets | $3.2M |
| Operating Margin | -18.4% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 138.0 months |
Financial Health Grade: B
In 2023, Eppley Foundation Trust Uw Me Apt 7 6061 38 00 Fbo Research reported a deficit of $44K with expenses exceeding revenue, holds 138.0 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), Eppley Foundation Trust Uw Me Apt 7 6061 38 00 Fbo Research's revenue has grown at a compound annual growth rate (CAGR) of 4.6%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +20.3% | -6.2% | -1.3% |
| 2022 | -42.0% | +12.9% | -3.1% |
| 2021 | +304.3% | -2.3% | +2.2% |
| 2020 | -81.7% | +4.7% | -5.4% |
| 2019 | +38.3% | +7.1% | +17.3% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 1973 |
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 Eppley Foundation Trust Uw Me Apt 7 6061 38 00 Fbo Research 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: 0%
- programs: 100%
- fundraising: 0%
According to IRS 990 filings, Eppley Foundation Trust Uw Me Apt 7 6061 38 00 Fbo Research allocates its expenses as follows: admin: 0%, programs: 100%, fundraising: 0%. With 100% 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 deficit of $44K, with expenses exceeding revenue.
- Debt-to-asset ratio: 0.0%.
Executive Compensation Analysis
Executive compensation is reported as 0% across all available filings, indicating that no officers or key employees receive salaries from the organization, which is highly unusual for an entity managing over $3 million in assets.
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 Eppley Foundation Trust Uw Me Apt 7 6061 38 00 Fbo Research's IRS 990 filings:
- NTEE Code is unknown, making it difficult to benchmark against similar organizations.
- Consistent operating deficits in recent years (e.g., 2023, 2022, 2020) where expenses exceeded revenue, though covered by assets.
Strengths
The following positive indicators were identified for Eppley Foundation Trust Uw Me Apt 7 6061 38 00 Fbo Research:
- Zero officer compensation reported across all filings, indicating high efficiency in executive overhead.
- Substantial and stable asset base, consistently over $3 million, providing long-term financial stability.
- Minimal liabilities ($0 or $1) across all filings, demonstrating excellent financial health and no debt burden.
- Long history of consistent IRS 990 filings (10 provided), indicating strong transparency.
- Likely high program spending ratio given the nature of a trust and zero officer compensation.
Frequently Asked Questions about Eppley Foundation Trust Uw Me Apt 7 6061 38 00 Fbo Research
Is Eppley Foundation Trust Uw Me Apt 7 6061 38 00 Fbo Research a legitimate charity?
Based on AI analysis of IRS 990 filings, Eppley Foundation Trust Uw Me Apt 7 6061 38 00 Fbo Research (EIN: 136058048) some concerns. Mission Score: 95/100. 2 red flags identified, 5 strengths noted.
How does Eppley Foundation Trust Uw Me Apt 7 6061 38 00 Fbo Research spend its money?
Eppley Foundation Trust Uw Me Apt 7 6061 38 00 Fbo Research directs 100% of its spending to programs and services. The remaining budget covers administration and fundraising costs.
Are donations to Eppley Foundation Trust Uw Me Apt 7 6061 38 00 Fbo Research tax-deductible?
Eppley Foundation Trust Uw Me Apt 7 6061 38 00 Fbo Research is registered as a tax-exempt nonprofit (EIN: 136058048). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Is Eppley Foundation Trust a good charity?
Based on the provided financial data, the Eppley Foundation Trust appears to be a highly efficient and financially sound grant-making organization. Its consistent zero officer compensation and substantial asset base suggest that funds are directly applied to its mission, likely through grants.
How does the organization manage its operations without officer compensation?
The filings consistently show 0% officer compensation. This suggests that the trust is either managed by volunteers, an external trustee/firm whose fees are categorized differently (e.g., professional fees within administrative expenses, though not explicitly detailed here), or operates with a very lean, unpaid board structure.
What is the primary use of the organization's funds?
Given the nature of a 'Trust' and the consistent expenses exceeding revenue in several periods (e.g., 2023 expenses $282,436 vs. revenue $238,555), it is highly probable that the primary use of funds is for grant distributions or direct programmatic spending, drawing from its asset base.
Filing History
IRS 990 filing history for Eppley Foundation Trust Uw Me Apt 7 6061 38 00 Fbo Research showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), Eppley Foundation Trust Uw Me Apt 7 6061 38 00 Fbo Research's revenue has grown by 72.2%, moving from $139K to $239K. Total assets increased by 20.3% over the same period, from $2.7M to $3.2M. Total functional expenses rose by 60.4%, from $176K to $282K. In its most recent filing year (2023), Eppley Foundation Trust Uw Me Apt 7 6061 38 00 Fbo Research reported a deficit of $44K, with expenses exceeding revenue. The organization holds $1 in liabilities against $3.2M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $3.2M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $239K | $282K | $3.2M | $1 | — | — |
| 2022 | $198K | $301K | $3.3M | $1 | — | View 990 |
| 2021 | $342K | $267K | $3.4M | $1 | — | View 990 |
| 2020 | $84K | $273K | $3.3M | $1 | — | View 990 |
| 2019 | $461K | $261K | $3.5M | $0 | — | View 990 |
| 2015 | $333K | $243K | $3.0M | $0 | — | View 990 |
| 2014 | $210K | $232K | $2.9M | $0 | — | View 990 |
| 2013 | $485K | $205K | $2.9M | $0 | — | View 990 |
| 2012 | $131K | $189K | $2.6M | $0 | — | View 990 |
| 2011 | $139K | $176K | $2.7M | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $239K, expenses of $282K, and assets of $3.2M (revenue +20.3% year-over-year).
- 2022: Revenue of $198K, expenses of $301K, and assets of $3.3M (revenue -42.0% year-over-year).
- 2021: Revenue of $342K, expenses of $267K, and assets of $3.4M (revenue +304.3% year-over-year).
- 2020: Revenue of $84K, expenses of $273K, and assets of $3.3M (revenue -81.7% year-over-year).
- 2019: Revenue of $461K, expenses of $261K, and assets of $3.5M (revenue +38.3% year-over-year).
- 2015: Revenue of $333K, expenses of $243K, and assets of $3.0M (revenue +58.3% year-over-year).
- 2014: Revenue of $210K, expenses of $232K, and assets of $2.9M (revenue -56.6% year-over-year).
- 2013: Revenue of $485K, expenses of $205K, and assets of $2.9M (revenue +269.0% year-over-year).
- 2012: Revenue of $131K, expenses of $189K, and assets of $2.6M (revenue -5.1% year-over-year).
- 2011: Revenue of $139K, expenses of $176K, and assets of $2.7M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Eppley Foundation Trust Uw Me Apt 7 6061 38 00 Fbo Research:
Data Sources and Methodology
This transparency report for Eppley Foundation Trust Uw Me Apt 7 6061 38 00 Fbo Research 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.