Henry & Lucy Moses Foundation Trust
Henry & Lucy Moses Foundation Trust shows consistent asset growth and zero officer compensation over a decade.
EIN: 136040469 · New York, NY · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $5.3M |
| Total Expenses | $2.4M |
| Program Spending | 95% |
| CEO/Top Officer Pay | $20 |
| Net Assets | $20.0M |
| Transparency Score | 90/100 |
Is Henry & Lucy Moses Foundation Trust Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Henry & Lucy Moses Foundation Trust directs 95% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Henry & Lucy Moses Foundation Trust
Henry & Lucy Moses Foundation Trust (EIN: 136040469) is a nonprofit organization based in New York, NY. The organization reported total revenue of $5.3M and total assets of $19.2M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Henry & Lucy Moses Foundation Trust's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Henry & Lucy Moses Foundation Trust is a mid-size nonprofit that has been operating for 55 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of -1.9%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $2.7M |
| Total Expenses | $2.4M |
| Surplus / Deficit | +$270K |
| Total Assets | $20.0M |
| Total Liabilities | $1 |
| Net Assets | $20.0M |
| Operating Margin | 10.2% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 100.8 months |
Financial Health Grade: A
In 2023, Henry & Lucy Moses Foundation Trust reported a surplus of $270K with revenue exceeding expenses, holds 100.8 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 & Lucy Moses Foundation Trust's revenue has declined at a compound annual growth rate (CAGR) of -1.9%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | -33.1% | -1.1% | +1.3% |
| 2022 | +12.1% | +12.2% | +9.5% |
| 2021 | +66.0% | -9.5% | +8.3% |
| 2020 | -21.8% | -6.7% | -1.4% |
| 2019 | +48.1% | +17.0% | +11.0% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 1971 |
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 & Lucy Moses Foundation Trust 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 & Lucy Moses Foundation Trust 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 $270K, with revenue exceeding expenses.
- Debt-to-asset ratio: 0.0%.
Executive Compensation Analysis
The Henry & Lucy Moses Foundation Trust consistently reports 0% officer compensation across all available filings, indicating that no salaries are paid to its officers, which is highly unusual for an organization of its asset size ($20 million in 2023). This suggests a volunteer-led executive structure or that compensation is covered by an external entity, contributing to very low administrative overhead.
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 Henry & Lucy Moses Foundation Trust's IRS 990 filings:
- Lack of detailed expense breakdown beyond aggregate figures, making it difficult to fully assess operational efficiency.
Strengths
The following positive indicators were identified for Henry & Lucy Moses Foundation Trust:
- Consistent asset growth from $16.7 million in 2011 to $20 million in 2023, indicating strong financial stewardship.
- Zero reported officer compensation across all 10 filings, suggesting extremely low executive overhead.
- Minimal liabilities (consistently $1) over the past decade, indicating very low financial risk.
- Expenses consistently below revenue in recent years (e.g., 2023 expenses $2.38M vs. revenue $2.65M), allowing for asset accumulation and stability.
- Long history of IRS 990 filings (10 filings provided), demonstrating consistent transparency and compliance.
Frequently Asked Questions about Henry & Lucy Moses Foundation Trust
Is Henry & Lucy Moses Foundation Trust a legitimate charity?
Henry & Lucy Moses Foundation Trust (EIN: 136040469) is a registered tax-exempt nonprofit based in New York. Our AI analysis gives it a Mission Score of 90/100. It has 10 years of IRS 990 filings on record. Total revenue: $5.3M. 1 red flag identified. 5 strengths noted. Financial health grade: A.
How does Henry & Lucy Moses Foundation Trust spend its money?
Henry & Lucy Moses Foundation Trust directs 95% of its spending to programs and services. This exceeds the 65% industry benchmark.
Are donations to Henry & Lucy Moses Foundation Trust tax-deductible?
Henry & Lucy Moses Foundation Trust is registered as a tax-exempt nonprofit (EIN: 136040469). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
How much does the Henry & Lucy Moses Foundation Trust CEO make?
Henry & Lucy Moses Foundation Trust's highest-compensated officer earns $20 annually. The organization reported $5.3M in total revenue. Executive compensation data is disclosed in IRS 990 filings.
Where is Henry & Lucy Moses Foundation Trust located?
Henry & Lucy Moses Foundation Trust is headquartered in New York, New York and files with the IRS under EIN 136040469.
How many years of IRS 990 filings does Henry & Lucy Moses Foundation Trust have?
Henry & Lucy Moses Foundation 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 $5.3M in total revenue.
How does the foundation manage to operate with zero officer compensation?
The consistent reporting of 0% officer compensation across all filings suggests that the foundation's executive leadership may be entirely volunteer-based, or that any administrative services, including executive functions, are provided pro bono or covered by an affiliated entity not reported on the 990.
What are the primary program areas or beneficiaries of the grants distributed by the foundation?
Based solely on the provided IRS 990 data, the specific program areas or beneficiaries of the grants are not detailed. The NTEE code is unknown, and the filings only provide aggregate revenue and expense figures, not a breakdown of grant recipients or categories.
Given its substantial assets, is the foundation meeting its minimum distribution requirements for private foundations?
The provided data does not include the specific calculations for minimum distribution requirements. However, the foundation consistently reports significant expenses (e.g., $2,383,066 in 2023) which are primarily grants, suggesting it is actively distributing funds in line with its purpose.
Filing History
IRS 990 filing history for Henry & Lucy Moses Foundation Trust showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), Henry & Lucy Moses Foundation Trust's revenue has declined by 20.6%, moving from $3.3M to $2.7M. Total assets increased by 19.7% over the same period, from $16.7M to $20.0M. Total functional expenses fell by 39.7%, from $3.9M to $2.4M. In its most recent filing year (2023), Henry & Lucy Moses Foundation Trust reported a surplus of $270K, with revenue exceeding expenses. The organization holds $1 in liabilities against $20.0M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $20.0M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $2.7M | $2.4M | $20.0M | $1 | — | View 990 |
| 2022 | $4.0M | $2.4M | $19.7M | $1 | — | View 990 |
| 2021 | $3.5M | $2.1M | $18.0M | $1 | — | View 990 |
| 2020 | $2.1M | $2.4M | $16.7M | $1 | — | View 990 |
| 2019 | $2.7M | $2.5M | $16.9M | $1 | — | View 990 |
| 2015 | $1.8M | $2.2M | $15.2M | $0 | — | View 990 |
| 2014 | $2.6M | $2.6M | $15.5M | $0 | — | View 990 |
| 2013 | $2.2M | $3.1M | $15.5M | $1 | — | View 990 |
| 2012 | $3.0M | $3.2M | $16.5M | $0 | — | View 990 |
| 2011 | $3.3M | $3.9M | $16.7M | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $2.7M, expenses of $2.4M, and assets of $20.0M (revenue -33.1% year-over-year).
- 2022: Revenue of $4.0M, expenses of $2.4M, and assets of $19.7M (revenue +12.1% year-over-year).
- 2021: Revenue of $3.5M, expenses of $2.1M, and assets of $18.0M (revenue +66.0% year-over-year).
- 2020: Revenue of $2.1M, expenses of $2.4M, and assets of $16.7M (revenue -21.8% year-over-year).
- 2019: Revenue of $2.7M, expenses of $2.5M, and assets of $16.9M (revenue +48.1% year-over-year).
- 2015: Revenue of $1.8M, expenses of $2.2M, and assets of $15.2M (revenue -28.7% year-over-year).
- 2014: Revenue of $2.6M, expenses of $2.6M, and assets of $15.5M (revenue +18.7% year-over-year).
- 2013: Revenue of $2.2M, expenses of $3.1M, and assets of $15.5M (revenue -27.9% year-over-year).
- 2012: Revenue of $3.0M, expenses of $3.2M, and assets of $16.5M (revenue -9.7% year-over-year).
- 2011: Revenue of $3.3M, expenses of $3.9M, and assets of $16.7M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Henry & Lucy Moses Foundation Trust:
Data Sources and Methodology
This transparency report for Henry & Lucy Moses Foundation 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.