Helen S Mcpheeters Trust Uw 4555000036
EIN: 586275572 · Birmingham, AL
| Metric | Value |
|---|---|
| Total Revenue | $467K |
| Total Expenses | $55K |
| Net Assets | $724K |
Is Helen S Mcpheeters Trust Uw 4555000036 Legit?
Insufficient Data
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
About Helen S Mcpheeters Trust Uw 4555000036
Helen S Mcpheeters Trust Uw 4555000036 (EIN: 586275572) is a nonprofit organization based in Birmingham, AL. The organization reported total revenue of $467K and total assets of $688K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Helen S Mcpheeters Trust Uw 4555000036's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Helen S Mcpheeters Trust Uw 4555000036 is a small nonprofit, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of -8.7%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $26K |
| Total Expenses | $55K |
| Surplus / Deficit | $-29,084 |
| Total Assets | $724K |
| Total Liabilities | $1 |
| Net Assets | $724K |
| Operating Margin | -111.9% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 157.8 months |
Financial Health Grade: B
In 2023, Helen S Mcpheeters Trust Uw 4555000036 reported a deficit of $29K with expenses exceeding revenue, holds 157.8 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), Helen S Mcpheeters Trust Uw 4555000036's revenue has declined at a compound annual growth rate (CAGR) of -8.7%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +14.4% | -15.7% | -3.9% |
| 2022 | -70.1% | +23.2% | -5.4% |
| 2021 | +104.2% | +2.9% | +3.0% |
| 2020 | -13.2% | +5.9% | -1.9% |
| 2019 | +0.3% | -14.7% | -7.2% |
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 Helen S Mcpheeters Trust Uw 4555000036 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 Helen S Mcpheeters Trust Uw 4555000036 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 (2023)
From the most recent IRS 990 filing on record:
- The organization reported a deficit of $29K, with expenses exceeding revenue.
- Debt-to-asset ratio: 0.0%.
Frequently Asked Questions about Helen S Mcpheeters Trust Uw 4555000036
Is Helen S Mcpheeters Trust Uw 4555000036 a legitimate charity?
Helen S Mcpheeters Trust Uw 4555000036 (EIN: 586275572) is a registered tax-exempt nonprofit based in Alabama. It has 10 years of IRS 990 filings on record. Total revenue: $467K. No red flags identified. Financial health grade: B.
How does Helen S Mcpheeters Trust Uw 4555000036 spend its money?
Helen S Mcpheeters Trust Uw 4555000036 reported $467K in total revenue in IRS 990 filings. 10 years of filing data available. Expenses exceeded revenue in the most recent year. Review the full spending breakdown on NonprofitSpending.
Are donations to Helen S Mcpheeters Trust Uw 4555000036 tax-deductible?
Helen S Mcpheeters Trust Uw 4555000036 is registered as a tax-exempt nonprofit (EIN: 586275572). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Where is Helen S Mcpheeters Trust Uw 4555000036 located?
Helen S Mcpheeters Trust Uw 4555000036 is headquartered in Birmingham, Alabama and files with the IRS under EIN 586275572.
How many years of IRS 990 filings does Helen S Mcpheeters Trust Uw 4555000036 have?
Helen S Mcpheeters Trust Uw 4555000036 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 $467K in total revenue.
Filing History
IRS 990 filing history for Helen S Mcpheeters Trust Uw 4555000036 showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), Helen S Mcpheeters Trust Uw 4555000036's revenue has declined by 66.4%, moving from $77K to $26K. Total assets decreased by 6.2% over the same period, from $772K to $724K. Total functional expenses rose by 10.2%, from $50K to $55K. In its most recent filing year (2023), Helen S Mcpheeters Trust Uw 4555000036 reported a deficit of $29K, with expenses exceeding revenue. The organization holds $1 in liabilities against $724K in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $724K.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $26K | $55K | $724K | $1 | — | — |
| 2022 | $23K | $65K | $753K | $1 | — | View 990 |
| 2021 | $76K | $53K | $796K | $1 | — | — |
| 2020 | $37K | $52K | $772K | $1 | — | — |
| 2019 | $43K | $49K | $787K | $0 | — | View 990 |
| 2015 | $43K | $57K | $848K | $0 | — | View 990 |
| 2014 | $180K | $53K | $863K | $0 | — | View 990 |
| 2013 | $30K | $51K | $736K | $0 | — | View 990 |
| 2012 | $36K | $52K | $756K | $0 | — | View 990 |
| 2011 | $77K | $50K | $772K | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $26K, expenses of $55K, and assets of $724K (revenue +14.4% year-over-year).
- 2022: Revenue of $23K, expenses of $65K, and assets of $753K (revenue -70.1% year-over-year).
- 2021: Revenue of $76K, expenses of $53K, and assets of $796K (revenue +104.2% year-over-year).
- 2020: Revenue of $37K, expenses of $52K, and assets of $772K (revenue -13.2% year-over-year).
- 2019: Revenue of $43K, expenses of $49K, and assets of $787K (revenue +0.3% year-over-year).
- 2015: Revenue of $43K, expenses of $57K, and assets of $848K (revenue -76.3% year-over-year).
- 2014: Revenue of $180K, expenses of $53K, and assets of $863K (revenue +497.6% year-over-year).
- 2013: Revenue of $30K, expenses of $51K, and assets of $736K (revenue -16.9% year-over-year).
- 2012: Revenue of $36K, expenses of $52K, and assets of $756K (revenue -53.1% year-over-year).
- 2011: Revenue of $77K, expenses of $50K, and assets of $772K.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Helen S Mcpheeters Trust Uw 4555000036:
Data Sources and Methodology
This transparency report for Helen S Mcpheeters Trust Uw 4555000036 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.