Heart Of Texas Charitable Tr

Heart Of Texas Charitable Tr reports $4M revenue with minimal expenses, significantly growing assets.

EIN: 207364459 · Pittsburgh, PA · Updated: 2026-03-28

$3.1MRevenue
$4.2MAssets
85/100Mission Score (Excellent)
Heart Of Texas Charitable Tr Financial Summary
MetricValue
Total Revenue$3.1M
Total Expenses$70K
Program Spending90%
Net Assets$3.3M
Transparency Score85/100

Is Heart Of Texas Charitable Tr Legit?

Some Concerns

LimitedFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
1 FoundRed Flags

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

Heart Of Texas Charitable Tr directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Heart Of Texas Charitable Tr

Heart Of Texas Charitable Tr (EIN: 207364459) is a nonprofit organization based in Pittsburgh, PA. The organization reported total revenue of $3.1M and total assets of $4.2M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Heart Of Texas Charitable Tr's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

3Years Operating
Mid-SizeSize Classification
1Years of Filings
StableRevenue Trajectory

Heart Of Texas Charitable Tr is a mid-size nonprofit that has been operating for 3 years.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$4.1M
Total Expenses$70K
Surplus / Deficit+$4.0M
Total Assets$3.3M
Total Liabilities$1
Net Assets$3.3M
Operating Margin98.3%
Debt-to-Asset Ratio0.0%
Months of Reserves564.4 months

Financial Health Grade: A

In 2023, Heart Of Texas Charitable Tr reported a surplus of $4.0M with revenue exceeding expenses, holds 564.4 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date2023

Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.

AI Transparency Report

The Heart Of Texas Charitable Tr appears to be in excellent financial health, demonstrating a significant surplus in its latest reported period. With revenue of $4,082,767 against expenses of only $70,181, the organization retained a substantial portion of its income, leading to a healthy increase in assets from $3,301,024 to $4,162,784. This indicates strong financial management and an ability to grow its endowment or reserves. However, without a detailed breakdown of program service accomplishments or specific grantmaking activities, it's challenging to fully assess the efficiency of its spending in achieving its charitable mission, as the low expense figure suggests it may primarily function as a grant-making or asset-holding entity rather than directly operating programs. The lack of officer compensation reported also points to a lean operational structure, which is generally positive for efficiency.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Heart Of Texas Charitable Tr with a Mission Score of 85 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

According to IRS 990 filings, Heart Of Texas Charitable Tr 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 (2023)

From the most recent IRS 990 filing on record:

$4.1MTotal Revenue
$70KTotal Expenses
$3.3MTotal Assets
$1Total Liabilities
$3.3MNet Assets

Executive Compensation Analysis

The organization reported 0% officer compensation, indicating that its leadership either serves on a volunteer basis or is compensated through other means not categorized as officer compensation, which is highly efficient for an organization 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 Heart Of Texas Charitable Tr's IRS 990 filings:

Strengths

The following positive indicators were identified for Heart Of Texas Charitable Tr:

Frequently Asked Questions about Heart Of Texas Charitable Tr

Is Heart Of Texas Charitable Tr a legitimate charity?

Based on AI analysis of IRS 990 filings, Heart Of Texas Charitable Tr (EIN: 207364459) some concerns. Mission Score: 85/100. 1 red flag identified, 4 strengths noted.

How does Heart Of Texas Charitable Tr spend its money?

Heart Of Texas Charitable Tr directs 90% of its spending to programs and services. The remaining budget covers administration and fundraising costs.

Are donations to Heart Of Texas Charitable Tr tax-deductible?

Heart Of Texas Charitable Tr is registered as a tax-exempt nonprofit (EIN: 207364459). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

Where is Heart Of Texas Charitable Tr located?

Heart Of Texas Charitable Tr is headquartered in Pittsburgh, Pennsylvania and files with the IRS under EIN 207364459.

What specific programs or grants did Heart Of Texas Charitable Tr fund with its $4,082,767 in revenue?

The provided data indicates $4,082,767 in revenue and $70,181 in expenses for the 202312 period. While the low expenses suggest a focus on asset growth or grantmaking, the specific beneficiaries or programs funded are not detailed in the provided summary. Further investigation into their Schedule I (Grants and Other Assistance) or Part III (Statement of Program Service Accomplishments) of their Form 990 would be necessary.

Given the low expenses relative to revenue, what is the primary operational model of this organization?

With expenses of only $70,181 against revenue of over $4 million, it is highly probable that Heart Of Texas Charitable Tr primarily operates as a grant-making foundation or an endowment-building entity, rather than directly running extensive programs. Its main activity appears to be accumulating and managing assets for future charitable distributions or investments.

How does the organization ensure transparency regarding its grantmaking or charitable distributions?

The provided data does not offer specific details on transparency practices beyond the filing of the IRS Form 990. To assess transparency in grantmaking, one would need to review the full 990 filing, particularly Schedule I, and any publicly available annual reports or websites that detail their funding recipients and criteria.

Filing History

IRS 990 filing history for Heart Of Texas Charitable Tr showing financial trends over 1 year of public records:

In its most recent filing year (2023), Heart Of Texas Charitable Tr reported a surplus of $4.0M, with revenue exceeding expenses. The organization holds $1 in liabilities against $3.3M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $3.3M.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $4.1M $70K $3.3M $1 View 990

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Heart Of Texas Charitable Tr:

2023 Filing

Data Sources and Methodology

This transparency report for Heart Of Texas Charitable Tr 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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