James J Mccann Trust Uw C/0 John J Gartland Jr & Wm J Gardner
James J Mccann Trust maintains stable assets with no officer compensation, but experiences fluctuating annual revenues and expenses.
EIN: 146050628 · Poughkeepsie, NY · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $6.2M |
| Total Expenses | $1.5M |
| Program Spending | 90% |
| Net Assets | $27.5M |
| Transparency Score | 85/100 |
Search Intent Cockpit
James J Mccann Trust Uw C/0 John J Gartland Jr & Wm J Gardner Form 990, Revenue, CEO Pay, and IRS Filing Signals
James J Mccann Trust Uw C/0 John J Gartland Jr & Wm J Gardner is surfaced here as a decision-ready nonprofit financial profile, not just a charity listing. The page consolidates IRS Form 990 revenue, expenses, assets, tax-exempt classification, executive compensation, mission score, red flags, and year-by-year filing history so donors, researchers, journalists, and grant teams can answer the common search questions around James J Mccann Trust Uw C/0 John J Gartland Jr & Wm J Gardner in one place.
Form 990 Filing Summary
10 filing years are available, with latest revenue of $1.5M and expenses of $1.5M.
Revenue and Expenses
James J Mccann Trust Uw C/0 John J Gartland Jr & Wm J Gardner reported $1.5M in revenue and $1.5M in expenses, a surplus of $11K.
Executive Compensation
Officer, director, trustee, and key employee pay is reviewed from IRS 990 compensation disclosures when present.
Charity Score and Red Flags
85/100 mission score, 2 red flags, and 4 strengths are shown from structured and AI review.
Is James J Mccann Trust Uw C/0 John J Gartland Jr & Wm J Gardner Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
IRS 990 Data Cockpit
Where the Money Comes From and Where It Goes
Revenue Source Mix
Revenue-source line items are not available on the stored filing yet. Future ingestion now preserves contribution, program-revenue, and investment-income fields when ProPublica provides them.
Expense Deployment
| Program services | $1.3M (90%) |
Across stored filings, James J Mccann Trust Uw C/0 John J Gartland Jr & Wm J Gardner shows contribution history pending. Next enrichment targets: revenue-source fields, IRS BMF classification.
Decision Cockpit
One-Stop Donor, Research, and Peer Context Hub
| Decision Lens | Signal | What to Inspect Next |
|---|---|---|
| Legitimacy | Some Concerns | Good filing record; 2 red flags identified |
| Mission spend | 90% to programs | Excellent |
| Financial durability | Grade A | 10 stored filing years |
| Peer context | Compare with Healthy Capital District Initiative | New York and category context |
Trust Check
Review legitimacy, deductibility, red flags, and filing consistency.
Open charity check →Peer Benchmark
Compare against real state and category peers.
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Local and Sector Spokes
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Poughkeepsie, NY nonprofitsFollow the Money
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Keep the Investigation Moving
James J Mccann Trust Uw C/0 John J Gartland Jr & Wm J Gardner directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About James J Mccann Trust Uw C/0 John J Gartland Jr & Wm J Gardner
James J Mccann Trust Uw C/0 John J Gartland Jr & Wm J Gardner (EIN: 146050628) is a nonprofit organization based in Poughkeepsie, NY. The organization reported total revenue of $6.2M and total assets of $29.4M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of James J Mccann Trust Uw C/0 John J Gartland Jr & Wm J Gardner's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
James J Mccann Trust Uw C/0 John J Gartland Jr & Wm J Gardner is a mid-size nonprofit that has been operating for 57 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 2.1%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $1.5M |
| Total Expenses | $1.5M |
| Surplus / Deficit | +$11K |
| Total Assets | $28.5M |
| Total Liabilities | $921K |
| Net Assets | $27.5M |
| Operating Margin | 0.7% |
| Debt-to-Asset Ratio | 3.2% |
| Months of Reserves | 228.8 months |
Financial Health Grade: A
In 2023, James J Mccann Trust Uw C/0 John J Gartland Jr & Wm J Gardner reported a surplus of $11K with revenue exceeding expenses, holds 228.8 months of operating reserves (strong position), has a debt-to-asset ratio of 3.2% (very low leverage).
Financial Trends
Over 10 years of filings (2011–2023), James J Mccann Trust Uw C/0 John J Gartland Jr & Wm J Gardner's revenue has grown at a compound annual growth rate (CAGR) of 2.1%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +63.3% | -15.0% | +6.6% |
| 2022 | -30.5% | +12.7% | -15.4% |
| 2021 | -14.2% | -32.7% | +9.5% |
| 2020 | +4.5% | +43.9% | +1.4% |
| 2019 | -28.6% | -14.3% | +6.5% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 1969 |
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 James J Mccann Trust Uw C/0 John J Gartland Jr & Wm J Gardner with a Mission Score of 85 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: 10%
- programs: 90%
- fundraising: 0%
According to IRS 990 filings, James J Mccann Trust Uw C/0 John J Gartland Jr & Wm J Gardner allocates its expenses as follows: admin: 10%, programs: 90%, fundraising: 0%. With 90% 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 $11K, with revenue exceeding expenses.
- Debt-to-asset ratio: 3.2%.
Executive Compensation Analysis
Executive compensation is consistently reported as 0% across all available filings, indicating that no officers receive salaries from the trust. This suggests a highly efficient operational model where administrative costs related to leadership are either absorbed elsewhere or are non-existent, allowing more funds to be directed towards the trust's charitable purposes.
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 James J Mccann Trust Uw C/0 John J Gartland Jr & Wm J Gardner's IRS 990 filings:
- NTEE Code Unknown: Lack of a specified NTEE code makes it difficult to benchmark against peer organizations and understand its specific charitable focus.
- Periods of Deficit Spending: In 2022, expenses ($1,756,593) significantly exceeded revenue ($920,841), indicating reliance on reserves or asset liquidation during that period.
Strengths
The following positive indicators were identified for James J Mccann Trust Uw C/0 John J Gartland Jr & Wm J Gardner:
- Strong Asset Base: Consistently maintains a substantial asset base, around $28-29 million, providing long-term financial stability.
- No Officer Compensation: Reports 0% officer compensation across all filings, indicating highly efficient use of funds with minimal overhead for executive salaries.
- Consistent IRS 990 Filings: A decade of consistent filings demonstrates commitment to transparency and regulatory compliance.
- Revenue Growth in Latest Period: Revenue increased to $1,503,886 in 2023 from $920,841 in 2022, showing a positive trend in income generation.
Frequently Asked Questions about James J Mccann Trust Uw C/0 John J Gartland Jr & Wm J Gardner
Is James J Mccann Trust Uw C/0 John J Gartland Jr & Wm J Gardner a legitimate charity?
James J Mccann Trust Uw C/0 John J Gartland Jr & Wm J Gardner (EIN: 146050628) is a registered tax-exempt nonprofit based in New York. Our AI analysis gives it a Mission Score of 85/100. It has 10 years of IRS 990 filings on record. Total revenue: $6.2M. 2 red flags identified. 4 strengths noted. Financial health grade: A.
How does James J Mccann Trust Uw C/0 John J Gartland Jr & Wm J Gardner spend its money?
James J Mccann Trust Uw C/0 John J Gartland Jr & Wm J Gardner directs 90% of its spending to programs and services. This exceeds the 65% industry benchmark.
Are donations to James J Mccann Trust Uw C/0 John J Gartland Jr & Wm J Gardner tax-deductible?
James J Mccann Trust Uw C/0 John J Gartland Jr & Wm J Gardner is registered as a tax-exempt nonprofit (EIN: 146050628). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Where is James J Mccann Trust Uw C/0 John J Gartland Jr & Wm J Gardner located?
James J Mccann Trust Uw C/0 John J Gartland Jr & Wm J Gardner is headquartered in Poughkeepsie, New York and files with the IRS under EIN 146050628.
How many years of IRS 990 filings does James J Mccann Trust Uw C/0 John J Gartland Jr & Wm J Gardner have?
James J Mccann Trust Uw C/0 John J Gartland Jr & Wm J Gardner 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 $6.2M in total revenue.
What are the specific programmatic activities or beneficiaries of the James J Mccann Trust?
Based on the available IRS 990 data, the specific programmatic activities or beneficiaries are not detailed. The NTEE code is unknown, and without a breakdown of expenses beyond total expenses, it's difficult to ascertain the exact nature of its charitable distributions.
Why does the organization report 0% officer compensation?
The organization consistently reports 0% officer compensation, which is common for trusts where trustees may serve pro bono or compensation is handled through separate entities or mechanisms not reported as officer compensation on the 990 form.
What caused the significant revenue fluctuation in 2022, dropping to $920,841 from $1,324,177 in 2021, and the subsequent increase to $1,503,886 in 2023?
The IRS 990 data does not provide specific reasons for revenue fluctuations. These changes could be due to market performance impacting investment income, changes in grant cycles, or other financial events specific to the trust's asset management and income generation strategies.
Filing History
IRS 990 filing history for James J Mccann Trust Uw C/0 John J Gartland Jr & Wm J Gardner showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), James J Mccann Trust Uw C/0 John J Gartland Jr & Wm J Gardner's revenue has grown by 28.6%, moving from $1.2M to $1.5M. Total assets increased by 1.6% over the same period, from $28.0M to $28.5M. Total functional expenses fell by 26.1%, from $2.0M to $1.5M. In its most recent filing year (2023), James J Mccann Trust Uw C/0 John J Gartland Jr & Wm J Gardner reported a surplus of $11K, with revenue exceeding expenses. The organization holds $921K in liabilities against $28.5M in assets (debt-to-asset ratio: 3.2%), resulting in net assets of $27.5M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $1.5M | $1.5M | $28.5M | $921K | — | — |
| 2022 | $921K | $1.8M | $26.7M | $1.2M | — | View 990 |
| 2021 | $1.3M | $1.6M | $31.5M | $1.4M | — | — |
| 2020 | $1.5M | $2.3M | $28.8M | $1.8M | — | View 990 |
| 2019 | $1.5M | $1.6M | $28.4M | $2.1M | — | View 990 |
| 2015 | $2.1M | $1.9M | $26.7M | $1.2M | — | View 990 |
| 2014 | $1.6M | $1.7M | $28.5M | $1.5M | — | View 990 |
| 2013 | $1.3M | $2.1M | $28.5M | $1.6M | — | View 990 |
| 2012 | $1.3M | $2.1M | $28.0M | $2.6M | — | View 990 |
| 2011 | $1.2M | $2.0M | $28.0M | $2.7M | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $1.5M, expenses of $1.5M, and assets of $28.5M (revenue +63.3% year-over-year).
- 2022: Revenue of $921K, expenses of $1.8M, and assets of $26.7M (revenue -30.5% year-over-year).
- 2021: Revenue of $1.3M, expenses of $1.6M, and assets of $31.5M (revenue -14.2% year-over-year).
- 2020: Revenue of $1.5M, expenses of $2.3M, and assets of $28.8M (revenue +4.5% year-over-year).
- 2019: Revenue of $1.5M, expenses of $1.6M, and assets of $28.4M (revenue -28.6% year-over-year).
- 2015: Revenue of $2.1M, expenses of $1.9M, and assets of $26.7M (revenue +27.5% year-over-year).
- 2014: Revenue of $1.6M, expenses of $1.7M, and assets of $28.5M (revenue +22.8% year-over-year).
- 2013: Revenue of $1.3M, expenses of $2.1M, and assets of $28.5M (revenue +1.5% year-over-year).
- 2012: Revenue of $1.3M, expenses of $2.1M, and assets of $28.0M (revenue +11.2% year-over-year).
- 2011: Revenue of $1.2M, expenses of $2.0M, and assets of $28.0M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for James J Mccann Trust Uw C/0 John J Gartland Jr & Wm J Gardner:
Data Sources and Methodology
This transparency report for James J Mccann Trust Uw C/0 John J Gartland Jr & Wm J Gardner 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.