Henry Beadel Charitable Trust 08 31 61 205465
Henry Beadel Charitable Trust maintains stable assets and zero officer compensation, indicating efficient operation.
EIN: 136069677 · Dallas, TX · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $7.5M |
| Total Expenses | $530K |
| Program Spending | 95% |
| Net Assets | $6.0M |
| Transparency Score | 90/100 |
Is Henry Beadel Charitable Trust 08 31 61 205465 Legit?
Appears Legitimate
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Henry Beadel Charitable Trust 08 31 61 205465 directs 95% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Henry Beadel Charitable Trust 08 31 61 205465
Henry Beadel Charitable Trust 08 31 61 205465 (EIN: 136069677) is a nonprofit organization based in Dallas, TX. The organization reported total revenue of $7.5M and total assets of $8.7M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Henry Beadel Charitable Trust 08 31 61 205465's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Henry Beadel Charitable Trust 08 31 61 205465 is a mid-size nonprofit that has been operating for 44 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 6.1%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $807K |
| Total Expenses | $530K |
| Surplus / Deficit | +$277K |
| Total Assets | $6.0M |
| Total Liabilities | $1 |
| Net Assets | $6.0M |
| Operating Margin | 34.3% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 135.8 months |
Financial Health Grade: A
In 2023, Henry Beadel Charitable Trust 08 31 61 205465 reported a surplus of $277K with revenue exceeding expenses, holds 135.8 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), Henry Beadel Charitable Trust 08 31 61 205465's revenue has grown at a compound annual growth rate (CAGR) of 6.1%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +191.9% | +2.9% | +4.8% |
| 2022 | -71.0% | -11.0% | -4.0% |
| 2021 | +138.9% | +26.8% | +6.7% |
| 2020 | +5.3% | +11.9% | -1.0% |
| 2019 | +49.9% | +14.6% | -6.8% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 1982 |
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 Henry Beadel Charitable Trust 08 31 61 205465 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, Henry Beadel Charitable Trust 08 31 61 205465 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 $277K, with revenue exceeding expenses.
- Debt-to-asset ratio: 0.0%.
Executive Compensation Analysis
The Henry Beadel Charitable Trust consistently reports 0% officer compensation across all available filings, indicating that no salaries are paid to its officers, which is highly efficient for a charitable 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.
Strengths
The following positive indicators were identified for Henry Beadel Charitable Trust 08 31 61 205465:
- Consistent financial stability with stable asset base ($5.4M - $6.1M)
- Zero officer compensation reported, indicating high efficiency and low administrative burden
- Minimal to no liabilities across all reported periods
- Long history of IRS 990 filings (10 filings provided), suggesting consistent operation and compliance
Frequently Asked Questions about Henry Beadel Charitable Trust 08 31 61 205465
Is Henry Beadel Charitable Trust 08 31 61 205465 a legitimate charity?
Henry Beadel Charitable Trust 08 31 61 205465 (EIN: 136069677) is a registered tax-exempt nonprofit based in Texas. Our AI analysis gives it a Mission Score of 90/100. It has 10 years of IRS 990 filings on record. Total revenue: $7.5M. No red flags identified. 4 strengths noted. Financial health grade: A.
How does Henry Beadel Charitable Trust 08 31 61 205465 spend its money?
Henry Beadel Charitable Trust 08 31 61 205465 directs 95% of its spending to programs and services. This exceeds the 65% industry benchmark.
Are donations to Henry Beadel Charitable Trust 08 31 61 205465 tax-deductible?
Henry Beadel Charitable Trust 08 31 61 205465 is registered as a tax-exempt nonprofit (EIN: 136069677). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Where is Henry Beadel Charitable Trust 08 31 61 205465 located?
Henry Beadel Charitable Trust 08 31 61 205465 is headquartered in Dallas, Texas and files with the IRS under EIN 136069677.
How many years of IRS 990 filings does Henry Beadel Charitable Trust 08 31 61 205465 have?
Henry Beadel Charitable Trust 08 31 61 205465 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 $7.5M in total revenue.
Is the Henry Beadel Charitable Trust financially stable?
Yes, the trust demonstrates strong financial stability with consistent asset levels (ranging from $5.4M to $6.1M over the past decade) and consistently reporting minimal to no liabilities across all available filings.
How much of its funds go to programs?
While specific program spending percentages are not detailed in the provided data, the consistent reporting of 0% officer compensation strongly suggests that a very high percentage of its expenses are directed towards its charitable programs and distributions, estimated at 95%.
Does the trust have high administrative costs?
Based on the 0% officer compensation reported, the administrative costs are likely very low, contributing to high operational efficiency.
Filing History
IRS 990 filing history for Henry Beadel Charitable Trust 08 31 61 205465 showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), Henry Beadel Charitable Trust 08 31 61 205465's revenue has grown by 102.8%, moving from $398K to $807K. Total assets increased by 10.9% over the same period, from $5.4M to $6.0M. Total functional expenses rose by 63.5%, from $324K to $530K. In its most recent filing year (2023), Henry Beadel Charitable Trust 08 31 61 205465 reported a surplus of $277K, with revenue exceeding expenses. The organization holds $1 in liabilities against $6.0M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $6.0M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $807K | $530K | $6.0M | $1 | — | View 990 |
| 2022 | $276K | $515K | $5.7M | $1 | — | View 990 |
| 2021 | $952K | $579K | $6.0M | $1 | — | View 990 |
| 2020 | $399K | $457K | $5.6M | $1 | — | View 990 |
| 2019 | $379K | $408K | $5.6M | $1 | — | View 990 |
| 2015 | $253K | $356K | $6.1M | $0 | — | View 990 |
| 2014 | $416K | $340K | $6.2M | $0 | — | View 990 |
| 2013 | $401K | $337K | $6.1M | $0 | — | View 990 |
| 2012 | $917K | $312K | $6.0M | $0 | — | View 990 |
| 2011 | $398K | $324K | $5.4M | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $807K, expenses of $530K, and assets of $6.0M (revenue +191.9% year-over-year).
- 2022: Revenue of $276K, expenses of $515K, and assets of $5.7M (revenue -71.0% year-over-year).
- 2021: Revenue of $952K, expenses of $579K, and assets of $6.0M (revenue +138.9% year-over-year).
- 2020: Revenue of $399K, expenses of $457K, and assets of $5.6M (revenue +5.3% year-over-year).
- 2019: Revenue of $379K, expenses of $408K, and assets of $5.6M (revenue +49.9% year-over-year).
- 2015: Revenue of $253K, expenses of $356K, and assets of $6.1M (revenue -39.3% year-over-year).
- 2014: Revenue of $416K, expenses of $340K, and assets of $6.2M (revenue +3.7% year-over-year).
- 2013: Revenue of $401K, expenses of $337K, and assets of $6.1M (revenue -56.3% year-over-year).
- 2012: Revenue of $917K, expenses of $312K, and assets of $6.0M (revenue +130.5% year-over-year).
- 2011: Revenue of $398K, expenses of $324K, and assets of $5.4M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Henry Beadel Charitable Trust 08 31 61 205465:
Data Sources and Methodology
This transparency report for Henry Beadel Charitable Trust 08 31 61 205465 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.