Esl Esperance Trust Uw 348763 Fbo
Esl Esperance Trust maintains strong asset base with zero officer compensation and minimal liabilities.
EIN: 136073646 · Dallas, TX · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $2.6M |
| Total Expenses | $886K |
| Program Spending | 100% |
| Net Assets | $7.3M |
| Transparency Score | 90/100 |
Is Esl Esperance Trust Uw 348763 Fbo Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Esl Esperance Trust Uw 348763 Fbo directs 100% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Esl Esperance Trust Uw 348763 Fbo
Esl Esperance Trust Uw 348763 Fbo (EIN: 136073646) is a nonprofit organization based in Dallas, TX. The organization reported total revenue of $2.6M and total assets of $7.5M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Esl Esperance Trust Uw 348763 Fbo's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Esl Esperance Trust Uw 348763 Fbo is a mid-size nonprofit that has been operating for 44 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 6.9%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $1.3M |
| Total Expenses | $886K |
| Surplus / Deficit | +$457K |
| Total Assets | $7.3M |
| Total Liabilities | $1 |
| Net Assets | $7.3M |
| Operating Margin | 34.0% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 98.9 months |
Financial Health Grade: A
In 2023, Esl Esperance Trust Uw 348763 Fbo reported a surplus of $457K with revenue exceeding expenses, holds 98.9 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), Esl Esperance Trust Uw 348763 Fbo's revenue has grown at a compound annual growth rate (CAGR) of 6.9%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +99.1% | -5.8% | +6.6% |
| 2022 | +72.0% | +17.3% | -3.8% |
| 2021 | +6.9% | +4.6% | -5.4% |
| 2020 | -52.9% | +2.5% | -2.5% |
| 2019 | -49.7% | +7.7% | -6.5% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 1982 |
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 Esl Esperance Trust Uw 348763 Fbo 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: 0%
- programs: 100%
- fundraising: 0%
According to IRS 990 filings, Esl Esperance Trust Uw 348763 Fbo 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 surplus of $457K, with revenue exceeding expenses.
- Debt-to-asset ratio: 0.0%.
Executive Compensation Analysis
Executive compensation is consistently reported as 0% across all filings, indicating that no officers or key employees receive salaries from the trust, which is highly efficient for an organization of its asset 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.
Red Flags
The following concerns were identified during AI analysis of Esl Esperance Trust Uw 348763 Fbo's IRS 990 filings:
- NTEE code is unknown, limiting understanding of specific mission area
- Lack of detailed program spending breakdown typical for trusts, making impact assessment difficult
Strengths
The following positive indicators were identified for Esl Esperance Trust Uw 348763 Fbo:
- Consistent zero officer compensation across all filings
- Strong and stable asset base, consistently above $7 million
- Minimal to zero liabilities reported in all periods
- Efficient expense management relative to asset size
Frequently Asked Questions about Esl Esperance Trust Uw 348763 Fbo
Is Esl Esperance Trust Uw 348763 Fbo a legitimate charity?
Esl Esperance Trust Uw 348763 Fbo (EIN: 136073646) is a registered tax-exempt nonprofit based in Texas. Our AI analysis gives it a Mission Score of 90/100. It has 10 years of IRS 990 filings on record. Total revenue: $2.6M. 2 red flags identified. 4 strengths noted. Financial health grade: A.
How does Esl Esperance Trust Uw 348763 Fbo spend its money?
Esl Esperance Trust Uw 348763 Fbo directs 100% of its spending to programs and services. This exceeds the 65% industry benchmark.
Are donations to Esl Esperance Trust Uw 348763 Fbo tax-deductible?
Esl Esperance Trust Uw 348763 Fbo is registered as a tax-exempt nonprofit (EIN: 136073646). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Where is Esl Esperance Trust Uw 348763 Fbo located?
Esl Esperance Trust Uw 348763 Fbo is headquartered in Dallas, Texas and files with the IRS under EIN 136073646.
How many years of IRS 990 filings does Esl Esperance Trust Uw 348763 Fbo have?
Esl Esperance Trust Uw 348763 Fbo 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 $2.6M in total revenue.
Is Esl Esperance Trust Uw 348763 Fbo a good charity?
Based on the available IRS 990 data, Esl Esperance Trust Uw 348763 Fbo appears to be a financially sound organization. It maintains a substantial asset base (over $7 million), consistently reports zero officer compensation, and has negligible liabilities. These factors suggest strong financial stewardship and a high degree of efficiency in its operations, making it a good choice from a financial health perspective.
What is the primary purpose of this trust?
The NTEE code is unknown, and without further details on the trust's specific distributions or activities, the exact primary purpose cannot be determined solely from the IRS 990 data. However, as a trust, its primary purpose would typically involve managing assets and distributing funds according to its trust instrument.
How does the trust manage its expenses relative to its revenue?
The trust's expenses have been relatively stable, ranging from $635,038 to $940,199 annually. Revenue has been more volatile, sometimes exceeding expenses significantly (e.g., 2015 revenue of $1,552,435 vs. expenses of $694,281) and at other times falling below expenses (e.g., 2022 revenue of $674,641 vs. expenses of $940,199). Overall, the trust has managed to maintain its asset base despite these fluctuations, indicating prudent financial management.
Filing History
IRS 990 filing history for Esl Esperance Trust Uw 348763 Fbo showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), Esl Esperance Trust Uw 348763 Fbo's revenue has grown by 121.5%, moving from $606K to $1.3M. Total assets decreased by 3.4% over the same period, from $7.6M to $7.3M. Total functional expenses rose by 39.5%, from $635K to $886K. In its most recent filing year (2023), Esl Esperance Trust Uw 348763 Fbo reported a surplus of $457K, with revenue exceeding expenses. The organization holds $1 in liabilities against $7.3M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $7.3M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $1.3M | $886K | $7.3M | $1 | — | View 990 |
| 2022 | $675K | $940K | $6.8M | $1 | — | View 990 |
| 2021 | $392K | $801K | $7.1M | $1 | — | View 990 |
| 2020 | $367K | $766K | $7.5M | $1 | — | View 990 |
| 2019 | $780K | $748K | $7.7M | $0 | — | View 990 |
| 2015 | $1.6M | $694K | $8.3M | $0 | — | View 990 |
| 2014 | $777K | $686K | $7.4M | $0 | — | View 990 |
| 2013 | $654K | $641K | $7.3M | $0 | — | View 990 |
| 2012 | $387K | $641K | $7.3M | $0 | — | View 990 |
| 2011 | $606K | $635K | $7.6M | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $1.3M, expenses of $886K, and assets of $7.3M (revenue +99.1% year-over-year).
- 2022: Revenue of $675K, expenses of $940K, and assets of $6.8M (revenue +72.0% year-over-year).
- 2021: Revenue of $392K, expenses of $801K, and assets of $7.1M (revenue +6.9% year-over-year).
- 2020: Revenue of $367K, expenses of $766K, and assets of $7.5M (revenue -52.9% year-over-year).
- 2019: Revenue of $780K, expenses of $748K, and assets of $7.7M (revenue -49.7% year-over-year).
- 2015: Revenue of $1.6M, expenses of $694K, and assets of $8.3M (revenue +99.7% year-over-year).
- 2014: Revenue of $777K, expenses of $686K, and assets of $7.4M (revenue +18.9% year-over-year).
- 2013: Revenue of $654K, expenses of $641K, and assets of $7.3M (revenue +68.8% year-over-year).
- 2012: Revenue of $387K, expenses of $641K, and assets of $7.3M (revenue -36.1% year-over-year).
- 2011: Revenue of $606K, expenses of $635K, and assets of $7.6M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Esl Esperance Trust Uw 348763 Fbo:
Data Sources and Methodology
This transparency report for Esl Esperance Trust Uw 348763 Fbo 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.