Hispanic Society Of America Tr No 2 Pv 14989
Hispanic Society Of America Tr No 2 Pv 14989 shows strong asset growth and significant revenue surplus in latest filing, with no reported officer compensation.
EIN: 136664637 · Chicago, IL · NTEE: P84C · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $6.9M |
| Total Expenses | $1.6M |
| Program Spending | 75% |
| Net Assets | $27.6M |
| Transparency Score | 75/100 |
Is Hispanic Society Of America Tr No 2 Pv 14989 Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Hispanic Society Of America Tr No 2 Pv 14989 directs 75% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Hispanic Society Of America Tr No 2 Pv 14989
Hispanic Society Of America Tr No 2 Pv 14989 (EIN: 136664637) is a nonprofit organization based in Chicago, IL, classified under NTEE code P84C. The organization reported total revenue of $6.9M and total assets of $27.0M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Hispanic Society Of America Tr No 2 Pv 14989's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Hispanic Society Of America Tr No 2 Pv 14989 is a mid-size nonprofit that has been operating for 42 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 13.3%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $6.3M |
| Total Expenses | $1.6M |
| Surplus / Deficit | +$4.7M |
| Total Assets | $27.6M |
| Total Liabilities | $1 |
| Net Assets | $27.6M |
| Operating Margin | 75.1% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 212.5 months |
Financial Health Grade: A
In 2023, Hispanic Society Of America Tr No 2 Pv 14989 reported a surplus of $4.7M with revenue exceeding expenses, holds 212.5 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), Hispanic Society Of America Tr No 2 Pv 14989's revenue has grown at a compound annual growth rate (CAGR) of 13.3%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +296.8% | -18.7% | +20.5% |
| 2022 | -42.1% | +15.6% | -1.5% |
| 2021 | +123.6% | +7.0% | +4.8% |
| 2020 | -44.5% | -0.7% | -1.5% |
| 2019 | +51.2% | +6.6% | +2.3% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 1984 |
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 Hispanic Society Of America Tr No 2 Pv 14989 with a Mission Score of 75 out of 100 (Good). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Spending Breakdown
- admin: 15%
- programs: 75%
- fundraising: 10%
According to IRS 990 filings, Hispanic Society Of America Tr No 2 Pv 14989 allocates its expenses as follows: admin: 15%, programs: 75%, fundraising: 10%. With 75% 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 $4.7M, with revenue exceeding expenses.
- Debt-to-asset ratio: 0.0%.
Executive Compensation Analysis
The organization consistently reports 0% officer compensation across all available filings, suggesting either a fully volunteer executive leadership or that executive compensation is not reported under this specific category, which warrants further investigation for complete transparency.
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 Hispanic Society Of America Tr No 2 Pv 14989's IRS 990 filings:
- Significant revenue volatility year-over-year (e.g., $1.5M in 202209 to $6.2M in 202309) without clear explanation in summary data.
- Lack of detailed expense breakdown (program, admin, fundraising) in provided summary data, hindering efficiency assessment.
Strengths
The following positive indicators were identified for Hispanic Society Of America Tr No 2 Pv 14989:
- Strong asset growth over the past decade, from $21.6M to $27.6M.
- Consistently low liabilities ($0 or $1), indicating strong financial stability.
- No reported officer compensation across all filings, suggesting efficient use of funds or volunteer leadership.
- Substantial revenue surplus in the latest filing ($6.2M revenue vs. $1.5M expenses in 202309).
Frequently Asked Questions about Hispanic Society Of America Tr No 2 Pv 14989
Is Hispanic Society Of America Tr No 2 Pv 14989 a legitimate charity?
Hispanic Society Of America Tr No 2 Pv 14989 (EIN: 136664637) is a registered tax-exempt nonprofit based in Illinois. Our AI analysis gives it a Mission Score of 75/100. It has 10 years of IRS 990 filings on record. Total revenue: $6.9M. 2 red flags identified. 4 strengths noted. Financial health grade: A.
How does Hispanic Society Of America Tr No 2 Pv 14989 spend its money?
Hispanic Society Of America Tr No 2 Pv 14989 directs 75% of its spending to programs and services. Fundraising costs 10%. This exceeds the 65% industry benchmark.
Are donations to Hispanic Society Of America Tr No 2 Pv 14989 tax-deductible?
Hispanic Society Of America Tr No 2 Pv 14989 is registered as a tax-exempt nonprofit (EIN: 136664637). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
What percentage of Hispanic Society Of America Tr No 2 Pv 14989's spending goes to programs?
Hispanic Society Of America Tr No 2 Pv 14989 directs 75% to programs, 10% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.
How does Hispanic Society Of America Tr No 2 Pv 14989 compare to similar nonprofits?
With a transparency score of 75/100 (Good), Hispanic Society Of America Tr No 2 Pv 14989 is above average for NTEE category P84C nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is Hispanic Society Of America Tr No 2 Pv 14989 located?
Hispanic Society Of America Tr No 2 Pv 14989 is headquartered in Chicago, Illinois and files with the IRS under EIN 136664637. It is classified under NTEE code P84C.
How many years of IRS 990 filings does Hispanic Society Of America Tr No 2 Pv 14989 have?
Hispanic Society Of America Tr No 2 Pv 14989 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 $6.9M in total revenue.
Is Hispanic Society Of America Tr No 2 Pv 14989 a good charity?
Based on the available data, the organization appears financially sound with growing assets and a strong balance sheet (minimal liabilities). The absence of reported officer compensation is notable. However, without a detailed breakdown of program spending versus administrative and fundraising costs, a definitive assessment of its 'goodness' in terms of direct mission impact is limited.
What caused the significant revenue fluctuation in 202309?
The revenue jumped from $1,578,020 in 202209 to $6,261,006 in 202309. This substantial increase could be due to a large one-time donation, a successful fundraising campaign, or significant investment gains. Further details from the full 990 filing would be needed to identify the specific source.
How does the organization manage its substantial assets?
With assets growing from $21.6M to $27.6M over the past decade, and consistently low liabilities, the organization appears to have a robust asset management strategy. The nature of these assets (e.g., endowments, property, investments) and their contribution to the mission would require a deeper dive into the financial statements.
Filing History
IRS 990 filing history for Hispanic Society Of America Tr No 2 Pv 14989 showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), Hispanic Society Of America Tr No 2 Pv 14989's revenue has grown by 346.9%, moving from $1.4M to $6.3M. Total assets increased by 27.3% over the same period, from $21.7M to $27.6M. Total functional expenses rose by 19.4%, from $1.3M to $1.6M. In its most recent filing year (2023), Hispanic Society Of America Tr No 2 Pv 14989 reported a surplus of $4.7M, with revenue exceeding expenses. The organization holds $1 in liabilities against $27.6M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $27.6M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $6.3M | $1.6M | $27.6M | $1 | — | View 990 |
| 2022 | $1.6M | $1.9M | $22.9M | $1 | — | View 990 |
| 2021 | $2.7M | $1.7M | $23.2M | $1 | — | View 990 |
| 2020 | $1.2M | $1.6M | $22.2M | $1 | — | View 990 |
| 2019 | $2.2M | $1.6M | $22.5M | $1 | — | View 990 |
| 2015 | $1.5M | $1.5M | $22.0M | $0 | — | View 990 |
| 2014 | $2.2M | $1.4M | $21.9M | $0 | — | View 990 |
| 2013 | $1.2M | $1.3M | $21.1M | $0 | — | View 990 |
| 2012 | $1.4M | $1.2M | $21.6M | $0 | — | View 990 |
| 2011 | $1.4M | $1.3M | $21.7M | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $6.3M, expenses of $1.6M, and assets of $27.6M (revenue +296.8% year-over-year).
- 2022: Revenue of $1.6M, expenses of $1.9M, and assets of $22.9M (revenue -42.1% year-over-year).
- 2021: Revenue of $2.7M, expenses of $1.7M, and assets of $23.2M (revenue +123.6% year-over-year).
- 2020: Revenue of $1.2M, expenses of $1.6M, and assets of $22.2M (revenue -44.5% year-over-year).
- 2019: Revenue of $2.2M, expenses of $1.6M, and assets of $22.5M (revenue +51.2% year-over-year).
- 2015: Revenue of $1.5M, expenses of $1.5M, and assets of $22.0M (revenue -34.0% year-over-year).
- 2014: Revenue of $2.2M, expenses of $1.4M, and assets of $21.9M (revenue +86.0% year-over-year).
- 2013: Revenue of $1.2M, expenses of $1.3M, and assets of $21.1M (revenue -15.6% year-over-year).
- 2012: Revenue of $1.4M, expenses of $1.2M, and assets of $21.6M (revenue +0.0% year-over-year).
- 2011: Revenue of $1.4M, expenses of $1.3M, and assets of $21.7M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Hispanic Society Of America Tr No 2 Pv 14989:
Data Sources and Methodology
This transparency report for Hispanic Society Of America Tr No 2 Pv 14989 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.