Insurance Trust For Delta Retirees Inc

Insurance Trust For Delta Retirees Inc consistently allocates nearly all expenses to programs with no reported officer compensation.

EIN: 208503691 · Duluth, GA · NTEE: Y44 · Updated: 2026-03-28

$95.1MRevenue
$70.1MGross Revenue
$39.1MAssets
95/100Mission Score (Excellent)
Y44

Is Insurance Trust For Delta Retirees Inc Legit?

Some Concerns

GoodFiling 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 →

Insurance Trust For Delta Retirees Inc directs 99% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Insurance Trust For Delta Retirees Inc

Insurance Trust For Delta Retirees Inc (EIN: 208503691) is a nonprofit organization based in Duluth, GA, classified under NTEE code Y44. The organization reported total revenue of $95.1M and total assets of $39.1M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Insurance Trust For Delta Retirees Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

18Years Operating
MajorSize Classification
13Years of Filings
MixedRevenue Trajectory

Insurance Trust For Delta Retirees Inc is a major nonprofit that has been operating for 18 years, with 13 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 88.4%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$71.1M
Total Expenses$69.7M
Surplus / Deficit+$1.4M
Total Assets$35.0M
Net Assets$35.0M
Operating Margin2.0%
Months of Reserves6.0 months

Financial Health Grade: A

In 2023, Insurance Trust For Delta Retirees Inc reported a surplus of $1.4M with revenue exceeding expenses, holds 6.0 months of operating reserves (strong position).

Financial Trends

Over 13 years of filings (2011–2023), Insurance Trust For Delta Retirees Inc's revenue has grown at a compound annual growth rate (CAGR) of 88.4%.

YearRevenue ChangeExpense ChangeAsset Change
2023+0.6%+0.5%+15.1%
2022-0.5%+3.0%-10.2%
2021+2.8%+1.5%+19.7%
2020+5.2%+6.1%+15.7%
2019-1.1%-0.6%+30.1%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date2008

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

AI Transparency Report

Insurance Trust For Delta Retirees Inc demonstrates consistent financial stability and a strong commitment to its program services. Over the past decade, the organization has shown steady growth in both revenue and assets, with the latest reported revenue at $95,085,027 and assets at $39,140,091. The organization consistently spends a very high percentage of its expenses directly on program services, indicating efficient use of funds towards its mission. For instance, in 2023, out of $69,653,907 in expenses, a substantial portion was dedicated to programs. The organization's financial health is further bolstered by its consistent surplus of revenue over expenses, contributing to asset growth without incurring liabilities in recent years. The absence of reported officer compensation across all available filings suggests a volunteer-led or very lean administrative structure, which enhances its spending efficiency. This structure, combined with clear financial reporting, points to a high degree of transparency and a focus on maximizing direct program impact for its beneficiaries.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Insurance Trust For Delta Retirees Inc with a Mission Score of 95 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, Insurance Trust For Delta Retirees Inc allocates its expenses as follows: admin: 1%, programs: 99%, fundraising: 0%. With 99% 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:

$71.1MTotal Revenue
$69.7MTotal Expenses
$35.0MTotal Assets
$35.0MNet Assets

Executive Compensation Analysis

The organization reports 0% officer compensation across all available filings, indicating that executive leadership is either entirely volunteer-based or compensated through other means not classified as officer compensation, which is highly unusual for an organization of this size and revenue.

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 Insurance Trust For Delta Retirees Inc's IRS 990 filings:

Strengths

The following positive indicators were identified for Insurance Trust For Delta Retirees Inc:

Frequently Asked Questions about Insurance Trust For Delta Retirees Inc

Is Insurance Trust For Delta Retirees Inc a legitimate charity?

Based on AI analysis of IRS 990 filings, Insurance Trust For Delta Retirees Inc (EIN: 208503691) some concerns. Mission Score: 95/100. 1 red flag identified, 5 strengths noted.

How does Insurance Trust For Delta Retirees Inc spend its money?

Insurance Trust For Delta Retirees Inc directs 99% of its spending to programs and services. The remaining budget covers administration and fundraising costs.

Are donations to Insurance Trust For Delta Retirees Inc tax-deductible?

Insurance Trust For Delta Retirees Inc is registered as a tax-exempt nonprofit (EIN: 208503691). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

Is Insurance Trust For Delta Retirees Inc a good charity?

Based on its financial data, Insurance Trust For Delta Retireees Inc appears to be a very good charity. It consistently dedicates nearly all its expenses to program services, maintains a healthy financial surplus, and reports no officer compensation, indicating strong financial stewardship and a focus on its mission.

How does Insurance Trust For Delta Retirees Inc manage its administrative costs?

The organization manages its administrative costs exceptionally well, with an estimated 1% of total expenses allocated to administration. This is further supported by the consistent reporting of 0% officer compensation across all filings, suggesting a highly efficient and possibly volunteer-driven administrative structure.

What is the trend in the organization's assets?

The organization's assets have shown consistent and significant growth over the past decade, increasing from $8,002,481 in 2014 to $39,140,091 currently. This indicates strong financial management and accumulation of reserves.

Does Insurance Trust For Delta Retirees Inc have any liabilities?

For the most recent filings (2017-2023), Insurance Trust For Delta Retirees Inc has reported $0 in liabilities, indicating a very strong financial position with no outstanding debts.

Filing History

IRS 990 filing history for Insurance Trust For Delta Retirees Inc showing financial trends over 13 years of public records:

Over 13 years of IRS 990 filings (2011–2023), Insurance Trust For Delta Retirees Inc's revenue has grown by 199933.3%, moving from $36K to $71.1M. Total assets increased by 5982% over the same period, from $576K to $35.0M. Total functional expenses rose by 53018.2%, from $131K to $69.7M. In its most recent filing year (2023), Insurance Trust For Delta Retirees Inc reported a surplus of $1.4M, with revenue exceeding expenses.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $71.1M $69.7M $35.0M $0 View 990
2022 $70.7M $69.3M $30.4M $0
2021 $71.0M $67.3M $33.9M $0 View 990
2020 $69.1M $66.3M $28.3M $0
2019 $65.6M $62.5M $24.5M $0 View 990
2018 $66.4M $62.8M $18.8M $0 View 990
2017 $64.5M $62.0M $17.6M $0 View 990
2016 $63.0M $59.9M $14.3M $39K View 990
2015 $59.7M $56.7M $10.8M $29K View 990
2014 $53.0M $50.1M $8.0M $11K View 990
2013 $26K $85K $477K $0 View 990
2012 $36K $77K $535K $0 View 990
2011 $36K $131K $576K $0 View 990

Year-by-Year Financial Summary

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Insurance Trust For Delta Retirees Inc:

2023 Filing 2022 Filing 2021 Filing 2020 Filing 2019 Filing 2018 Filing 2017 Filing 2016 Filing 2015 Filing 2014 Filing 2013 Filing 2012 Filing 2011 Filing

Data Sources and Methodology

This transparency report for Insurance Trust For Delta Retirees Inc 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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