Hallie Wilson Charitable Trust
EIN: 616218165 · Lexington, KY
| Metric | Value |
|---|---|
| Total Revenue | $919K |
| Total Expenses | $75K |
| Net Assets | $1.3M |
Is Hallie Wilson Charitable Trust Legit?
Insufficient Data
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
About Hallie Wilson Charitable Trust
Hallie Wilson Charitable Trust (EIN: 616218165) is a nonprofit organization based in Lexington, KY. The organization reported total revenue of $919K and total assets of $1.4M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Hallie Wilson Charitable Trust's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Hallie Wilson Charitable Trust is a small nonprofit that has been operating for 32 years, with 13 years of IRS 990 filings on record (2012–2024). Revenue has grown at a compound annual rate of 9.0%.
Key Financial Metrics (2024)
From the most recent IRS 990 filing on record:
| Total Revenue | $87K |
| Total Expenses | $75K |
| Surplus / Deficit | +$11K |
| Total Assets | $1.3M |
| Net Assets | $1.3M |
| Operating Margin | 13.0% |
| Months of Reserves | 214.1 months |
Financial Health Grade: A
In 2024, Hallie Wilson Charitable Trust reported a surplus of $11K with revenue exceeding expenses, holds 214.1 months of operating reserves (strong position).
Financial Trends
Over 13 years of filings (2012–2024), Hallie Wilson Charitable Trust's revenue has grown at a compound annual growth rate (CAGR) of 9.0%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2024 | +7.7% | +12.7% | +0.8% |
| 2023 | +9.3% | +23.6% | +1.0% |
| 2022 | -36.9% | +0.7% | +1.5% |
| 2021 | +152.4% | +12.3% | +5.1% |
| 2020 | -24.3% | -9.1% | -0.1% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 1994 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Analysis Pending
AI enrichment for Hallie Wilson Charitable Trust 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 Hallie Wilson Charitable Trust 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 (2024)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $11K, with revenue exceeding expenses.
Frequently Asked Questions about Hallie Wilson Charitable Trust
Is Hallie Wilson Charitable Trust a legitimate charity?
Hallie Wilson Charitable Trust (EIN: 616218165) is a registered tax-exempt nonprofit based in Kentucky. It has 13 years of IRS 990 filings on record. Total revenue: $919K. No red flags identified. Financial health grade: A.
How does Hallie Wilson Charitable Trust spend its money?
Hallie Wilson Charitable Trust reported $919K in total revenue in IRS 990 filings. 13 years of filing data available. Revenue exceeded expenses in the most recent year. Review the full spending breakdown on NonprofitSpending.
Are donations to Hallie Wilson Charitable Trust tax-deductible?
Hallie Wilson Charitable Trust is registered as a tax-exempt nonprofit (EIN: 616218165). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Where is Hallie Wilson Charitable Trust located?
Hallie Wilson Charitable Trust is headquartered in Lexington, Kentucky and files with the IRS under EIN 616218165.
How many years of IRS 990 filings does Hallie Wilson Charitable Trust have?
Hallie Wilson Charitable Trust has 13 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 $919K in total revenue.
Filing History
IRS 990 filing history for Hallie Wilson Charitable Trust showing financial trends over 13 years of public records:
Over 13 years of IRS 990 filings (2012–2024), Hallie Wilson Charitable Trust's revenue has grown by 180.2%, moving from $31K to $87K. Total assets increased by 40.8% over the same period, from $955K to $1.3M. Total functional expenses rose by 148%, from $30K to $75K. In its most recent filing year (2024), Hallie Wilson Charitable Trust reported a surplus of $11K, with revenue exceeding expenses.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2024 | $87K | $75K | $1.3M | $0 | — | View 990 |
| 2023 | $80K | $67K | $1.3M | $0 | — | — |
| 2022 | $74K | $54K | $1.3M | $0 | — | — |
| 2021 | $117K | $54K | $1.3M | $0 | — | View 990 |
| 2020 | $46K | $48K | $1.2M | $0 | — | View 990 |
| 2019 | $61K | $53K | $1.2M | $0 | — | View 990 |
| 2018 | $121K | $53K | $1.2M | $0 | — | View 990 |
| 2017 | $33K | $53K | $1.2M | $0 | — | View 990 |
| 2016 | $70K | $45K | $1.2M | $8K | — | View 990 |
| 2015 | $97K | $42K | $1.2M | $5K | — | View 990 |
| 2014 | $133K | $34K | $1.1M | $0 | — | View 990 |
| 2013 | $79K | $31K | $1.0M | $0 | — | View 990 |
| 2012 | $31K | $30K | $955K | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2024: Revenue of $87K, expenses of $75K, and assets of $1.3M (revenue +7.7% year-over-year).
- 2023: Revenue of $80K, expenses of $67K, and assets of $1.3M (revenue +9.3% year-over-year).
- 2022: Revenue of $74K, expenses of $54K, and assets of $1.3M (revenue -36.9% year-over-year).
- 2021: Revenue of $117K, expenses of $54K, and assets of $1.3M (revenue +152.4% year-over-year).
- 2020: Revenue of $46K, expenses of $48K, and assets of $1.2M (revenue -24.3% year-over-year).
- 2019: Revenue of $61K, expenses of $53K, and assets of $1.2M (revenue -49.3% year-over-year).
- 2018: Revenue of $121K, expenses of $53K, and assets of $1.2M (revenue +262.2% year-over-year).
- 2017: Revenue of $33K, expenses of $53K, and assets of $1.2M (revenue -52.6% year-over-year).
- 2016: Revenue of $70K, expenses of $45K, and assets of $1.2M (revenue -27.8% year-over-year).
- 2015: Revenue of $97K, expenses of $42K, and assets of $1.2M (revenue -27.0% year-over-year).
- 2014: Revenue of $133K, expenses of $34K, and assets of $1.1M (revenue +68.4% year-over-year).
- 2013: Revenue of $79K, expenses of $31K, and assets of $1.0M (revenue +155.3% year-over-year).
- 2012: Revenue of $31K, expenses of $30K, and assets of $955K.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Hallie Wilson Charitable Trust:
Data Sources and Methodology
This transparency report for Hallie Wilson Charitable Trust 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.