Harold B And Doris Cunningham Trust

Harold B And Doris Cunningham Trust consistently spends more than it earns, drawing down assets.

EIN: 220960168 · Pennington, NJ · NTEE: T22 · Updated: 2026-03-28

$1.2MRevenue
$805KAssets
75/100Mission Score (Good)
T22
Harold B And Doris Cunningham Trust Financial Summary
MetricValue
Total Revenue$1.2M
Total Expenses$58K
Program Spending90%
Net Assets$1.5M
Transparency Score75/100

Is Harold B And Doris Cunningham Trust Legit?

Some Concerns

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
3 FoundRed Flags

Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →

Harold B And Doris Cunningham Trust directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Harold B And Doris Cunningham Trust

Harold B And Doris Cunningham Trust (EIN: 220960168) is a nonprofit organization based in Pennington, NJ, classified under NTEE code T22. The organization reported total revenue of $1.2M and total assets of $805K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Harold B And Doris Cunningham Trust's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

20Years Operating
Mid-SizeSize Classification
10Years of Filings
MixedRevenue Trajectory

Harold B And Doris Cunningham Trust is a mid-size nonprofit that has been operating for 20 years, with 10 years of IRS 990 filings on record (2012–2024). Revenue has grown at a compound annual rate of -4.7%.

Key Financial Metrics (2024)

From the most recent IRS 990 filing on record:

Total Revenue$52K
Total Expenses$58K
Surplus / Deficit$-5,959
Total Assets$1.5M
Total Liabilities$1
Net Assets$1.5M
Operating Margin-11.5%
Debt-to-Asset Ratio0.0%
Months of Reserves322.1 months

Financial Health Grade: B

In 2024, Harold B And Doris Cunningham Trust reported a deficit of $6K with expenses exceeding revenue, holds 322.1 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 (2012–2024), Harold B And Doris Cunningham Trust's revenue has declined at a compound annual growth rate (CAGR) of -4.7%.

YearRevenue ChangeExpense ChangeAsset Change
2024+44.8%+15.8%-0.4%
2023-69.6%+7.7%-0.9%
2022-11.5%+8.6%+4.7%
2021-32.4%-94.7%+6.4%
2020+116.0%+504.5%-18.0%

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

The Harold B And Doris Cunningham Trust appears to be a grant-making organization, as indicated by its NTEE code T22 (Private Grantmaking Foundations). Its financial health shows a consistent pattern of expenses often exceeding revenue in recent years, such as in 2024 where expenses were $57,644 against revenues of $51,685, and in 2023 with $49,759 in expenses versus $35,688 in revenue. This trend suggests the trust is drawing down its assets to fund its activities, which have decreased from $1,775,324 in 2012 to $1,547,022 in 2024. The significant drop in assets in 2020, from $1,496,142 in 2021 to $1,405,933, coincided with a large expense year of $795,201 against $196,243 in revenue, indicating a substantial distribution or investment loss. The organization demonstrates strong spending efficiency in terms of administrative and fundraising costs, as there is no reported officer compensation across all filings, and liabilities are consistently minimal ($0 or $1). This suggests a lean operational structure. However, without detailed breakdowns of program service expenses versus other costs, it's challenging to fully assess the efficiency of its grant-making activities. The consistent reporting of minimal liabilities also points to sound financial management regarding debt. Transparency is generally good given the availability of 990 filings. The absence of officer compensation is a positive indicator for donors concerned about executive pay. However, the filings do not provide granular detail on the types of grants made or the beneficiaries, which would enhance transparency regarding its programmatic impact. The consistent decline in assets over the long term, while potentially part of its spend-down strategy, warrants closer observation.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Harold B And Doris Cunningham Trust with a Mission Score of 75 out of 100 (Good). 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, Harold B And Doris Cunningham Trust 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 (2024)

From the most recent IRS 990 filing on record:

$52KTotal Revenue
$58KTotal Expenses
$1.5MTotal Assets
$1Total Liabilities
$1.5MNet Assets
  • The organization reported a deficit of $6K, with expenses exceeding revenue.
  • Debt-to-asset ratio: 0.0%.

Executive Compensation Analysis

Executive compensation is reported as 0% across all available filings, indicating a highly efficient structure with no direct compensation to officers, which is commendable for a nonprofit 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.

Red Flags

The following concerns were identified during AI analysis of Harold B And Doris Cunningham Trust's IRS 990 filings:

  • Consistent pattern of expenses exceeding revenue, leading to asset depletion (e.g., 2024: $57,644 expenses vs. $51,685 revenue; 2023: $49,759 expenses vs. $35,688 revenue).
  • Significant one-time expense in 2020 ($795,201) relative to revenue ($196,243) without clear explanation in available data.
  • Long-term decline in total assets from $1,775,324 in 2012 to $1,547,022 in 2024.

Strengths

The following positive indicators were identified for Harold B And Doris Cunningham Trust:

  • Zero reported officer compensation across all filings, indicating highly efficient executive cost management.
  • Consistently low liabilities ($0 or $1), suggesting strong financial stability and minimal debt.
  • NTEE code T22 indicates a focus on grantmaking, aligning with a direct charitable purpose.
  • Consistent filing of IRS 990s demonstrates transparency in financial reporting.

Frequently Asked Questions about Harold B And Doris Cunningham Trust

Is Harold B And Doris Cunningham Trust a legitimate charity?

Harold B And Doris Cunningham Trust (EIN: 220960168) is a registered tax-exempt nonprofit based in New Jersey. Our AI analysis gives it a Mission Score of 75/100. It has 10 years of IRS 990 filings on record. Total revenue: $1.2M. 3 red flags identified. 4 strengths noted. Financial health grade: B.

How does Harold B And Doris Cunningham Trust spend its money?

Harold B And Doris Cunningham Trust directs 90% of its spending to programs and services. This exceeds the 65% industry benchmark.

Are donations to Harold B And Doris Cunningham Trust tax-deductible?

Harold B And Doris Cunningham Trust is registered as a tax-exempt nonprofit (EIN: 220960168). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

How does Harold B And Doris Cunningham Trust compare to similar nonprofits?

With a transparency score of 75/100 (Good), Harold B And Doris Cunningham Trust is above average for NTEE category T22 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.

Where is Harold B And Doris Cunningham Trust located?

Harold B And Doris Cunningham Trust is headquartered in Pennington, New Jersey and files with the IRS under EIN 220960168. It is classified under NTEE code T22.

How many years of IRS 990 filings does Harold B And Doris Cunningham Trust have?

Harold B And Doris Cunningham Trust 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 $1.2M in total revenue.

What is the specific purpose of the grants made by the Harold B And Doris Cunningham Trust?

The IRS 990 filings do not provide specific details on the types of grants or beneficiaries, only that it is a private grantmaking foundation (NTEE T22).

Is the consistent decline in assets a planned spend-down strategy or a concern?

The consistent decline in assets, from $1,775,324 in 2012 to $1,547,022 in 2024, coupled with expenses frequently exceeding revenue, suggests a potential spend-down strategy, but without explicit statements from the organization, it remains an observation.

How does the organization manage its investment portfolio given the fluctuations in revenue and assets?

The filings do not provide details on investment management strategies. Revenue fluctuations are common for trusts dependent on investment income, and the asset decline suggests either distributions or investment performance impacts.

Filing History

IRS 990 filing history for Harold B And Doris Cunningham Trust showing financial trends over 10 years of public records:

Over 10 years of IRS 990 filings (2012–2024), Harold B And Doris Cunningham Trust's revenue has declined by 43.5%, moving from $92K to $52K. Total assets decreased by 12.9% over the same period, from $1.8M to $1.5M. Total functional expenses fell by 49.2%, from $113K to $58K. In its most recent filing year (2024), Harold B And Doris Cunningham Trust reported a deficit of $6K, with expenses exceeding revenue. The organization holds $1 in liabilities against $1.5M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $1.5M.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2024 $52K $58K $1.5M $1 View 990
2023 $36K $50K $1.6M $1 View 990
2022 $117K $46K $1.6M $1 View 990
2021 $133K $43K $1.5M $1 View 990
2020 $196K $795K $1.4M $0 View 990
2016 $91K $132K $1.7M $0 View 990
2015 $114K $131K $1.7M $0 View 990
2014 $151K $123K $1.8M $0 View 990
2013 $97K $117K $1.8M $0 View 990
2012 $92K $113K $1.8M $0 View 990

Year-by-Year Financial Summary

  • 2024: Revenue of $52K, expenses of $58K, and assets of $1.5M (revenue +44.8% year-over-year).
  • 2023: Revenue of $36K, expenses of $50K, and assets of $1.6M (revenue -69.6% year-over-year).
  • 2022: Revenue of $117K, expenses of $46K, and assets of $1.6M (revenue -11.5% year-over-year).
  • 2021: Revenue of $133K, expenses of $43K, and assets of $1.5M (revenue -32.4% year-over-year).
  • 2020: Revenue of $196K, expenses of $795K, and assets of $1.4M (revenue +116.0% year-over-year).
  • 2016: Revenue of $91K, expenses of $132K, and assets of $1.7M (revenue -20.1% year-over-year).
  • 2015: Revenue of $114K, expenses of $131K, and assets of $1.7M (revenue -24.7% year-over-year).
  • 2014: Revenue of $151K, expenses of $123K, and assets of $1.8M (revenue +55.8% year-over-year).
  • 2013: Revenue of $97K, expenses of $117K, and assets of $1.8M (revenue +5.8% year-over-year).
  • 2012: Revenue of $92K, expenses of $113K, and assets of $1.8M.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Harold B And Doris Cunningham Trust:

2024 Filing 2023 Filing 2022 Filing 2021 Filing 2020 Filing 2016 Filing 2015 Filing 2014 Filing 2013 Filing 2012 Filing

Data Sources and Methodology

This transparency report for Harold B And Doris Cunningham 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.

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