Harry D Frey Tr Uw Fbo Ymca Et Al
Grant-making trust consistently grows assets with minimal liabilities and no officer compensation.
EIN: 166336547 · Brooklyn, OH · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $1.2M |
| Total Expenses | $446K |
| Program Spending | 95% |
| Net Assets | $5.3M |
| Transparency Score | 90/100 |
Is Harry D Frey Tr Uw Fbo Ymca Et Al Legit?
Appears Legitimate
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Harry D Frey Tr Uw Fbo Ymca Et Al directs 95% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Harry D Frey Tr Uw Fbo Ymca Et Al
Harry D Frey Tr Uw Fbo Ymca Et Al (EIN: 166336547) is a nonprofit organization based in Brooklyn, OH. The organization reported total revenue of $1.2M and total assets of $5.3M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Harry D Frey Tr Uw Fbo Ymca Et Al's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Harry D Frey Tr Uw Fbo Ymca Et Al is a mid-size nonprofit that has been operating for 35 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 2.9%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $805K |
| Total Expenses | $446K |
| Surplus / Deficit | +$359K |
| Total Assets | $5.3M |
| Total Liabilities | $1 |
| Net Assets | $5.3M |
| Operating Margin | 44.6% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 142.8 months |
Financial Health Grade: A
In 2023, Harry D Frey Tr Uw Fbo Ymca Et Al reported a surplus of $359K with revenue exceeding expenses, holds 142.8 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), Harry D Frey Tr Uw Fbo Ymca Et Al's revenue has grown at a compound annual growth rate (CAGR) of 2.9%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +94.8% | +2.3% | +7.3% |
| 2022 | -50.3% | +2.5% | -0.5% |
| 2021 | +209.2% | +14.3% | +8.9% |
| 2020 | -53.3% | -5.0% | -2.2% |
| 2019 | +223.7% | +24.4% | +5.3% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 1991 |
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 Harry D Frey Tr Uw Fbo Ymca Et Al 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: 5%
- programs: 95%
- fundraising: 0%
According to IRS 990 filings, Harry D Frey Tr Uw Fbo Ymca Et Al allocates its expenses as follows: admin: 5%, programs: 95%, fundraising: 0%. With 95% 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 $359K, with revenue exceeding expenses.
- Debt-to-asset ratio: 0.0%.
Executive Compensation Analysis
Executive compensation is consistently reported as 0% across all available filings, indicating that the trust operates without paid officers or that compensation is handled through an external trustee fee not reported as officer compensation, which is common for trusts of this nature. This suggests a highly efficient operational model in terms of leadership costs.
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.
Strengths
The following positive indicators were identified for Harry D Frey Tr Uw Fbo Ymca Et Al:
- Consistent asset growth, from $4,960,907 in 2011 to $5,309,995 in 2023.
- Extremely low liabilities, typically $1 or $0, indicating strong financial stability.
- 0% officer compensation across all reported periods, suggesting highly efficient overhead.
- Expenses consistently lower than revenue in most recent years (e.g., $446,132 expenses vs. $805,169 revenue in 2023), allowing for asset accumulation.
- Long history of consistent IRS 990 filings (10 filings), demonstrating transparency.
Frequently Asked Questions about Harry D Frey Tr Uw Fbo Ymca Et Al
Is Harry D Frey Tr Uw Fbo Ymca Et Al a legitimate charity?
Based on AI analysis of IRS 990 filings, Harry D Frey Tr Uw Fbo Ymca Et Al (EIN: 166336547) appears legitimate. Mission Score: 90/100. 0 red flags identified, 5 strengths noted.
How does Harry D Frey Tr Uw Fbo Ymca Et Al spend its money?
Harry D Frey Tr Uw Fbo Ymca Et Al directs 95% of its spending to programs and services. The remaining budget covers administration and fundraising costs.
Are donations to Harry D Frey Tr Uw Fbo Ymca Et Al tax-deductible?
Harry D Frey Tr Uw Fbo Ymca Et Al is registered as a tax-exempt nonprofit (EIN: 166336547). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Where is Harry D Frey Tr Uw Fbo Ymca Et Al located?
Harry D Frey Tr Uw Fbo Ymca Et Al is headquartered in Brooklyn, Ohio and files with the IRS under EIN 166336547.
How many years of IRS 990 filings does Harry D Frey Tr Uw Fbo Ymca Et Al have?
Harry D Frey Tr Uw Fbo Ymca Et Al 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 primary purpose of Harry D Frey Tr Uw Fbo Ymca Et Al?
Based on its name and consistent distributions to 'YMCA Et Al', it appears to be a charitable trust established to provide financial support to other nonprofit organizations, primarily the YMCA and potentially others.
How does the organization manage its investments to generate revenue?
While the filings show fluctuating revenue, indicating investment income, the specific investment strategies or portfolio details are not available in the provided summary data. Its asset growth from $4,960,907 in 2011 to $5,309,995 in 2023 suggests effective asset management.
Are there any risks associated with the fluctuating revenue?
The revenue has varied significantly, from $177,782 in 2015 to $831,023 in 2021. While assets have grown, such fluctuations could impact the consistency of grants distributed if the trust relies heavily on annual income rather than drawing from its principal.
Filing History
IRS 990 filing history for Harry D Frey Tr Uw Fbo Ymca Et Al showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), Harry D Frey Tr Uw Fbo Ymca Et Al's revenue has grown by 41.7%, moving from $568K to $805K. Total assets increased by 7% over the same period, from $5.0M to $5.3M. Total functional expenses rose by 33.1%, from $335K to $446K. In its most recent filing year (2023), Harry D Frey Tr Uw Fbo Ymca Et Al reported a surplus of $359K, with revenue exceeding expenses. The organization holds $1 in liabilities against $5.3M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $5.3M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $805K | $446K | $5.3M | $1 | — | — |
| 2022 | $413K | $436K | $5.0M | $1 | — | View 990 |
| 2021 | $831K | $425K | $5.0M | $1 | — | View 990 |
| 2020 | $269K | $372K | $4.6M | $1 | — | View 990 |
| 2019 | $576K | $392K | $4.7M | $0 | — | View 990 |
| 2015 | $178K | $315K | $4.4M | $0 | — | View 990 |
| 2014 | $213K | $358K | $4.6M | $0 | — | View 990 |
| 2013 | $231K | $347K | $4.7M | $0 | — | View 990 |
| 2012 | $201K | $326K | $4.8M | $0 | — | View 990 |
| 2011 | $568K | $335K | $5.0M | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $805K, expenses of $446K, and assets of $5.3M (revenue +94.8% year-over-year).
- 2022: Revenue of $413K, expenses of $436K, and assets of $5.0M (revenue -50.3% year-over-year).
- 2021: Revenue of $831K, expenses of $425K, and assets of $5.0M (revenue +209.2% year-over-year).
- 2020: Revenue of $269K, expenses of $372K, and assets of $4.6M (revenue -53.3% year-over-year).
- 2019: Revenue of $576K, expenses of $392K, and assets of $4.7M (revenue +223.7% year-over-year).
- 2015: Revenue of $178K, expenses of $315K, and assets of $4.4M (revenue -16.4% year-over-year).
- 2014: Revenue of $213K, expenses of $358K, and assets of $4.6M (revenue -7.8% year-over-year).
- 2013: Revenue of $231K, expenses of $347K, and assets of $4.7M (revenue +14.7% year-over-year).
- 2012: Revenue of $201K, expenses of $326K, and assets of $4.8M (revenue -64.6% year-over-year).
- 2011: Revenue of $568K, expenses of $335K, and assets of $5.0M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Harry D Frey Tr Uw Fbo Ymca Et Al:
Data Sources and Methodology
This transparency report for Harry D Frey Tr Uw Fbo Ymca Et Al 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.