Gladys Bartz Testamentary Trust Uw
EIN: 846181626 · Fort Collins, CO
| Metric | Value |
|---|---|
| Total Revenue | $101K |
| Total Expenses | $10K |
| Net Assets | $584K |
Search Intent Cockpit
Gladys Bartz Testamentary Trust Uw Form 990, Revenue, CEO Pay, and IRS Filing Signals
Gladys Bartz Testamentary Trust Uw 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 Gladys Bartz Testamentary Trust Uw in one place.
Form 990 Filing Summary
9 filing years are available, with latest revenue of $33K and expenses of $10K.
Revenue and Expenses
Gladys Bartz Testamentary Trust Uw reported $33K in revenue and $10K in expenses, a surplus of $23K.
Executive Compensation
Officer, director, trustee, and key employee pay is reviewed from IRS 990 compensation disclosures when present.
Charity Score and Red Flags
Mission score and red-flag review are shown when AI enrichment is available.
Is Gladys Bartz Testamentary Trust Uw Legit?
Insufficient Data
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
Functional expense detail is not available on the stored filing yet. Existing program percentage and future extracted expense fields will populate this panel.
Across stored filings, Gladys Bartz Testamentary Trust Uw shows contribution history pending. Next enrichment targets: revenue-source fields, functional expense detail, IRS BMF classification, AI synthesis.
Decision Cockpit
One-Stop Donor, Research, and Peer Context Hub
| Decision Lens | Signal | What to Inspect Next |
|---|---|---|
| Legitimacy | Insufficient Data | Good filing record; no red flags identified |
| Mission spend | Pending | Unknown |
| Financial durability | Grade A | 9 stored filing years |
| Peer context | Compare with International Midwife Assistance Inc | Colorado and category context |
Trust Check
Review legitimacy, deductibility, red flags, and filing consistency.
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Fort Collins, CO nonprofitsFollow the Money
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About Gladys Bartz Testamentary Trust Uw
Gladys Bartz Testamentary Trust Uw (EIN: 846181626) is a nonprofit organization based in Fort Collins, CO. The organization reported total revenue of $101K and total assets of $583K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Gladys Bartz Testamentary Trust Uw's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Gladys Bartz Testamentary Trust Uw is a small nonprofit, with 9 years of IRS 990 filings on record (2011–2022). Revenue has grown at a compound annual rate of 2.4%.
Key Financial Metrics (2022)
From the most recent IRS 990 filing on record:
| Total Revenue | $33K |
| Total Expenses | $10K |
| Surplus / Deficit | +$23K |
| Total Assets | $584K |
| Total Liabilities | $62 |
| Net Assets | $584K |
| Operating Margin | 69.8% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 699.9 months |
Financial Health Grade: A
In 2022, Gladys Bartz Testamentary Trust Uw reported a surplus of $23K with revenue exceeding expenses, holds 699.9 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).
Financial Trends
Over 9 years of filings (2011–2022), Gladys Bartz Testamentary Trust Uw's revenue has grown at a compound annual growth rate (CAGR) of 2.4%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2022 | -64.4% | -70.3% | +4.1% |
| 2021 | +126.5% | -8.6% | +11.9% |
| 2020 | +56.5% | -6.0% | +0.8% |
| 2019 | -35.5% | -16.5% | -8.6% |
| 2015 | -33.9% | +4.2% | -1.2% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Analysis Pending
AI enrichment for Gladys Bartz Testamentary Trust Uw has not yet been completed. Basic IRS 990 data is shown below. Check back later for a full transparency report including a Mission Score, spending breakdown, executive compensation analysis, and red flags assessment.
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Gladys Bartz Testamentary Trust Uw with a Mission Score of 0 out of 100 (Very Poor). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Key Financial Metrics (2022)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $23K, with revenue exceeding expenses.
- Debt-to-asset ratio: 0.0%.
Frequently Asked Questions about Gladys Bartz Testamentary Trust Uw
Is Gladys Bartz Testamentary Trust Uw a legitimate charity?
Gladys Bartz Testamentary Trust Uw (EIN: 846181626) is a registered tax-exempt nonprofit based in Colorado. It has 9 years of IRS 990 filings on record. Total revenue: $101K. No red flags identified. Financial health grade: A.
How does Gladys Bartz Testamentary Trust Uw spend its money?
Gladys Bartz Testamentary Trust Uw reported $101K in total revenue in IRS 990 filings. 9 years of filing data available. Revenue exceeded expenses in the most recent year. Review the full spending breakdown on NonprofitSpending.
Are donations to Gladys Bartz Testamentary Trust Uw tax-deductible?
Gladys Bartz Testamentary Trust Uw is registered as a tax-exempt nonprofit (EIN: 846181626). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Where is Gladys Bartz Testamentary Trust Uw located?
Gladys Bartz Testamentary Trust Uw is headquartered in Fort Collins, Colorado and files with the IRS under EIN 846181626.
How many years of IRS 990 filings does Gladys Bartz Testamentary Trust Uw have?
Gladys Bartz Testamentary Trust Uw has 9 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 $101K in total revenue.
Filing History
IRS 990 filing history for Gladys Bartz Testamentary Trust Uw showing financial trends over 9 years of public records:
Over 9 years of IRS 990 filings (2011–2022), Gladys Bartz Testamentary Trust Uw's revenue has grown by 29.3%, moving from $26K to $33K. Total assets increased by 15.6% over the same period, from $505K to $584K. Total functional expenses fell by 75.5%, from $41K to $10K. In its most recent filing year (2022), Gladys Bartz Testamentary Trust Uw reported a surplus of $23K, with revenue exceeding expenses. The organization holds $62 in liabilities against $584K in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $584K.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2022 | $33K | $10K | $584K | $62 | — | — |
| 2021 | $93K | $34K | $561K | $269 | — | — |
| 2020 | $41K | $37K | $501K | $42 | — | View 990 |
| 2019 | $26K | $39K | $497K | $111 | — | View 990 |
| 2015 | $41K | $47K | $544K | $111 | — | View 990 |
| 2014 | $62K | $45K | $550K | $259 | — | View 990 |
| 2013 | $38K | $41K | $534K | $288 | — | View 990 |
| 2012 | $73K | $43K | $535K | $390 | — | View 990 |
| 2011 | $26K | $41K | $505K | $347 | — | View 990 |
Year-by-Year Financial Summary
- 2022: Revenue of $33K, expenses of $10K, and assets of $584K (revenue -64.4% year-over-year).
- 2021: Revenue of $93K, expenses of $34K, and assets of $561K (revenue +126.5% year-over-year).
- 2020: Revenue of $41K, expenses of $37K, and assets of $501K (revenue +56.5% year-over-year).
- 2019: Revenue of $26K, expenses of $39K, and assets of $497K (revenue -35.5% year-over-year).
- 2015: Revenue of $41K, expenses of $47K, and assets of $544K (revenue -33.9% year-over-year).
- 2014: Revenue of $62K, expenses of $45K, and assets of $550K (revenue +60.3% year-over-year).
- 2013: Revenue of $38K, expenses of $41K, and assets of $534K (revenue -47.5% year-over-year).
- 2012: Revenue of $73K, expenses of $43K, and assets of $535K (revenue +185.2% year-over-year).
- 2011: Revenue of $26K, expenses of $41K, and assets of $505K.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Gladys Bartz Testamentary Trust Uw:
Data Sources and Methodology
This transparency report for Gladys Bartz Testamentary 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.