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

$6.2MRevenue

$29.4MAssets

85/100Mission Score (Excellent)

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.

AI Transparency Report

The James J Mccann Trust Uw C/0 John J Gartland Jr & Wm J Gardner appears to be a well-established organization with substantial assets, consistently around $28-29 million over the past decade. Its financial health is stable, with revenues generally covering expenses, though there have been periods of deficit spending, such as in 2022 where expenses ($1,756,593) exceeded revenue ($920,841). The trust's primary function seems to be grant-making, given the nature of a trust and the absence of officer compensation, suggesting a lean operational structure. 

The organization demonstrates strong spending efficiency in terms of administrative overhead, as indicated by 0% officer compensation across all reported periods. This suggests that a very high proportion of its expenditures are likely directed towards its programmatic goals, which for a trust would be distributions to beneficiaries or other charitable activities. However, without a detailed breakdown of expenses beyond total expenses, it's challenging to precisely quantify program spending versus other operational costs. 

Transparency is good regarding executive compensation, as it consistently reports no compensation for officers. The consistent filing of IRS Form 990s over a decade also indicates a commitment to regulatory compliance and public disclosure. However, the NTEE code being 'Unknown' limits the ability to fully understand its specific mission area and compare its financial metrics against similar organizations.

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.

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

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.	PDF
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.

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.