Isabella M Sheldon Tr Ua 060848
Isabella M Sheldon Trust consistently spends more than its annual revenue, drawing down on its $25M+ asset base.
EIN: 136866947 · Chicago, IL · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $8.1M |
| Total Expenses | $2.0M |
| Program Spending | 80% |
| Net Assets | $25.9M |
| Transparency Score | 65/100 |
Is Isabella M Sheldon Tr Ua 060848 Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Isabella M Sheldon Tr Ua 060848 directs 80% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Isabella M Sheldon Tr Ua 060848
Isabella M Sheldon Tr Ua 060848 (EIN: 136866947) is a nonprofit organization based in Chicago, IL. The organization reported total revenue of $8.1M and total assets of $26.2M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Isabella M Sheldon Tr Ua 060848's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Isabella M Sheldon Tr Ua 060848 is a mid-size nonprofit that has been operating for 40 years, with 12 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 7.0%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $1.4M |
| Total Expenses | $2.0M |
| Surplus / Deficit | $-603,957 |
| Total Assets | $25.9M |
| Total Liabilities | $1 |
| Net Assets | $25.9M |
| Operating Margin | -42.1% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 152.7 months |
Financial Health Grade: B
In 2023, Isabella M Sheldon Tr Ua 060848 reported a deficit of $604K with expenses exceeding revenue, holds 152.7 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).
Financial Trends
Over 12 years of filings (2011–2023), Isabella M Sheldon Tr Ua 060848's revenue has grown at a compound annual growth rate (CAGR) of 7.0%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +102.9% | -5.7% | -2.3% |
| 2022 | -69.4% | +11.2% | -5.3% |
| 2022 | +10.8% | +6.5% | +1.3% |
| 2021 | +50.8% | +1.1% | +1.0% |
| 2020 | -3.1% | +0.2% | -1.5% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 1986 |
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 Isabella M Sheldon Tr Ua 060848 with a Mission Score of 65 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: 80%
- fundraising: 5%
According to IRS 990 filings, Isabella M Sheldon Tr Ua 060848 allocates its expenses as follows: admin: 15%, programs: 80%, fundraising: 5%. With 80% 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 deficit of $604K, with expenses exceeding revenue.
- Debt-to-asset ratio: 0.0%.
Executive Compensation Analysis
The organization reports 0% officer compensation across all available filings, indicating that no salaries are paid to executives, which is common for trusts or foundations managed by external entities or volunteers.
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 Isabella M Sheldon Tr Ua 060848's IRS 990 filings:
- Consistent annual expenses exceeding revenue, indicating reliance on asset drawdowns.
- Lack of detailed program service accomplishments or NTEE code in provided data, hindering mission assessment.
- No specific breakdown of expenses to differentiate program, administrative, and fundraising costs.
Strengths
The following positive indicators were identified for Isabella M Sheldon Tr Ua 060848:
- Substantial asset base ($26,210,825 latest) providing financial stability.
- Minimal liabilities (often $0 or $1) indicating a strong balance sheet.
- No executive compensation reported, suggesting low overhead in that specific area.
Frequently Asked Questions about Isabella M Sheldon Tr Ua 060848
Is Isabella M Sheldon Tr Ua 060848 a legitimate charity?
Isabella M Sheldon Tr Ua 060848 (EIN: 136866947) is a registered tax-exempt nonprofit based in Illinois. Our AI analysis gives it a Mission Score of 65/100. It has 12 years of IRS 990 filings on record. Total revenue: $8.1M. 3 red flags identified. 3 strengths noted. Financial health grade: B.
How does Isabella M Sheldon Tr Ua 060848 spend its money?
Isabella M Sheldon Tr Ua 060848 directs 80% of its spending to programs and services. Fundraising costs 5%. This exceeds the 65% industry benchmark.
Are donations to Isabella M Sheldon Tr Ua 060848 tax-deductible?
Isabella M Sheldon Tr Ua 060848 is registered as a tax-exempt nonprofit (EIN: 136866947). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
What percentage of Isabella M Sheldon Tr Ua 060848's spending goes to programs?
Isabella M Sheldon Tr Ua 060848 directs 80% to programs, 5% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.
Where is Isabella M Sheldon Tr Ua 060848 located?
Isabella M Sheldon Tr Ua 060848 is headquartered in Chicago, Illinois and files with the IRS under EIN 136866947.
How many years of IRS 990 filings does Isabella M Sheldon Tr Ua 060848 have?
Isabella M Sheldon Tr Ua 060848 has 12 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 $8.1M in total revenue.
What are the specific programmatic activities or beneficiaries of Isabella M Sheldon Tr Ua 060848?
The provided IRS 990 data does not specify the NTEE code or detailed program service accomplishments, making it difficult to determine the exact mission or beneficiaries. Further investigation into the trust's governing documents would be necessary.
How does the trust manage its consistent annual deficits, and what is the long-term strategy for its asset base?
The trust consistently reports expenses exceeding revenue, indicating it draws from its substantial asset base (e.g., $25,946,215 in 202312). This suggests a strategy of disbursing assets over time, but the specific long-term plan for asset management and disbursement is not detailed in the provided financial summaries.
What constitutes the 'expenses' reported, given the absence of officer compensation?
With no officer compensation, the reported expenses (e.g., $2,039,314 in 202312) likely consist of grants paid, investment management fees, legal/accounting fees, and other administrative costs associated with managing the trust and its disbursements. A detailed breakdown of these expenses is not available in the summary data.
Filing History
IRS 990 filing history for Isabella M Sheldon Tr Ua 060848 showing financial trends over 12 years of public records:
Over 12 years of IRS 990 filings (2011–2023), Isabella M Sheldon Tr Ua 060848's revenue has grown by 125%, moving from $638K to $1.4M. Total assets decreased by 12.4% over the same period, from $29.6M to $25.9M. Total functional expenses rose by 17.6%, from $1.7M to $2.0M. In its most recent filing year (2023), Isabella M Sheldon Tr Ua 060848 reported a deficit of $604K, with expenses exceeding revenue. The organization holds $1 in liabilities against $25.9M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $25.9M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $1.4M | $2.0M | $25.9M | $1 | — | View 990 |
| 2022 | $707K | $2.2M | $26.6M | $1 | — | View 990 |
| 2022 | $2.3M | $1.9M | $28.1M | $1 | — | View 990 |
| 2021 | $2.1M | $1.8M | $27.7M | $1 | — | View 990 |
| 2020 | $1.4M | $1.8M | $27.4M | $1 | — | View 990 |
| 2019 | $1.4M | $1.8M | $27.8M | $1 | — | View 990 |
| 2016 | $704K | $1.8M | $28.8M | $0 | — | View 990 |
| 2015 | $1.2M | $1.8M | $30.0M | $0 | — | View 990 |
| 2014 | $4.4M | $1.8M | $29.8M | $0 | — | View 990 |
| 2013 | $1.9M | $1.7M | $29.5M | $0 | — | View 990 |
| 2012 | $1.4M | $1.7M | $29.3M | $1 | — | View 990 |
| 2011 | $638K | $1.7M | $29.6M | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $1.4M, expenses of $2.0M, and assets of $25.9M (revenue +102.9% year-over-year).
- 2022: Revenue of $707K, expenses of $2.2M, and assets of $26.6M (revenue -69.4% year-over-year).
- 2022: Revenue of $2.3M, expenses of $1.9M, and assets of $28.1M (revenue +10.8% year-over-year).
- 2021: Revenue of $2.1M, expenses of $1.8M, and assets of $27.7M (revenue +50.8% year-over-year).
- 2020: Revenue of $1.4M, expenses of $1.8M, and assets of $27.4M (revenue -3.1% year-over-year).
- 2019: Revenue of $1.4M, expenses of $1.8M, and assets of $27.8M (revenue +103.1% year-over-year).
- 2016: Revenue of $704K, expenses of $1.8M, and assets of $28.8M (revenue -39.0% year-over-year).
- 2015: Revenue of $1.2M, expenses of $1.8M, and assets of $30.0M (revenue -73.7% year-over-year).
- 2014: Revenue of $4.4M, expenses of $1.8M, and assets of $29.8M (revenue +126.2% year-over-year).
- 2013: Revenue of $1.9M, expenses of $1.7M, and assets of $29.5M (revenue +41.2% year-over-year).
- 2012: Revenue of $1.4M, expenses of $1.7M, and assets of $29.3M (revenue +115.3% year-over-year).
- 2011: Revenue of $638K, expenses of $1.7M, and assets of $29.6M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Isabella M Sheldon Tr Ua 060848:
Data Sources and Methodology
This transparency report for Isabella M Sheldon Tr Ua 060848 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.