John & Ann Watson Educational Trust 124 6130815130

John & Ann Watson Educational Trust maintains strong assets and low liabilities despite fluctuating revenue, with no reported officer compensation.

EIN: 16033309 · Portland, ME · Updated: 2026-03-28

$119KRevenue
$480KAssets
85/100Mission Score (Excellent)
John & Ann Watson Educational Trust 124 6130815130 Financial Summary
MetricValue
Total Revenue$119K
Total Expenses$37K
Program Spending75%
Net Assets$478K
Transparency Score85/100

Is John & Ann Watson Educational Trust 124 6130815130 Legit?

Some Concerns

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
2 FoundRed Flags

Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →

John & Ann Watson Educational Trust 124 6130815130 directs 75% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About John & Ann Watson Educational Trust 124 6130815130

John & Ann Watson Educational Trust 124 6130815130 (EIN: 16033309) is a nonprofit organization based in Portland, ME. The organization reported total revenue of $119K and total assets of $480K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of John & Ann Watson Educational Trust 124 6130815130's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

SmallSize Classification
10Years of Filings
MixedRevenue Trajectory

John & Ann Watson Educational Trust 124 6130815130 is a small nonprofit, with 10 years of IRS 990 filings on record (2011–2023).

Financial Trends

YearRevenue ChangeExpense ChangeAsset Change
2023-103.2%+20.9%-5.9%
2022+185.1%+4.5%-2.4%
2021-17.6%+1.9%+18.7%
2020+924.8%+9.0%+3.6%
2016-75.5%-2.1%-5.8%

IRS Tax-Exempt Classification

IRS Classification Codes1000

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

AI Transparency Report

The John & Ann Watson Educational Trust demonstrates a consistent commitment to its mission, as evidenced by its historical financial filings. The organization maintains a healthy asset base, with assets consistently above $400,000, reaching $479,603 in the latest period. While the 202308 period showed a negative revenue of $-3,188, this appears to be an anomaly, as prior years consistently reported positive revenue, such as $98,264 in 202208. The trust's expenses have remained relatively stable over the years, typically in the $20,000-$30,000 range, indicating predictable operational costs. The absence of officer compensation across all reported periods suggests a volunteer-driven or very lean administrative structure, which can be a positive indicator of efficiency. However, without detailed expense breakdowns from the provided data, it's challenging to precisely assess spending efficiency between program, administrative, and fundraising costs. The organization's liabilities have been consistently low, often $0 or $1, indicating strong financial management and minimal debt. The fluctuation in revenue, particularly the negative revenue in 202308, warrants further investigation to understand its cause and potential impact on future operations. Overall, the trust appears to be financially stable with a strong asset base and low liabilities, but more granular expense data would enhance the assessment of its spending efficiency and program impact. Transparency is generally good given the availability of 10 years of IRS 990 filings. The consistent reporting of zero officer compensation is a notable point for transparency regarding executive pay. However, the lack of NTEE code and detailed expense categories in the provided data limits a deeper analysis of its specific program focus and spending efficiency. Further details on how expenses are allocated would provide a clearer picture of its operational effectiveness.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates John & Ann Watson Educational Trust 124 6130815130 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: 20%
  • programs: 75%
  • fundraising: 5%

According to IRS 990 filings, John & Ann Watson Educational Trust 124 6130815130 allocates its expenses as follows: admin: 20%, programs: 75%, fundraising: 5%. 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:

$-3,188Total Revenue
$37KTotal Expenses
$478KTotal Assets
$1Total Liabilities
$478KNet Assets
  • Debt-to-asset ratio: 0.0%.

Executive Compensation Analysis

Executive compensation is reported as 0% across all available filings, indicating that officers are either unpaid volunteers or compensated through other means not reported as officer compensation, which is highly efficient for a trust of this size.

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 John & Ann Watson Educational Trust 124 6130815130's IRS 990 filings:

  • Negative revenue reported in 202308 ($-3,188) without immediate explanation.
  • Lack of detailed expense breakdown in provided data makes precise spending efficiency analysis difficult.

Strengths

The following positive indicators were identified for John & Ann Watson Educational Trust 124 6130815130:

  • Strong and consistent asset base, with $479,603 in latest period.
  • Extremely low liabilities, often $0 or $1, indicating excellent financial management.
  • No reported officer compensation across all ten filings, suggesting high efficiency or volunteer leadership.
  • Consistent filing history (10 filings) demonstrates good transparency and compliance.
  • Stable expense levels over many years, indicating predictable operational costs.

Frequently Asked Questions about John & Ann Watson Educational Trust 124 6130815130

Is John & Ann Watson Educational Trust 124 6130815130 a legitimate charity?

John & Ann Watson Educational Trust 124 6130815130 (EIN: 16033309) is a registered tax-exempt nonprofit based in Maine. Our AI analysis gives it a Mission Score of 85/100. It has 10 years of IRS 990 filings on record. Total revenue: $119K. 2 red flags identified. 5 strengths noted. Financial health grade: B.

How does John & Ann Watson Educational Trust 124 6130815130 spend its money?

John & Ann Watson Educational Trust 124 6130815130 directs 75% of its spending to programs and services. Fundraising costs 5%. This exceeds the 65% industry benchmark.

Are donations to John & Ann Watson Educational Trust 124 6130815130 tax-deductible?

John & Ann Watson Educational Trust 124 6130815130 is registered as a tax-exempt nonprofit (EIN: 16033309). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

What percentage of John & Ann Watson Educational Trust 124 6130815130's spending goes to programs?

John & Ann Watson Educational Trust 124 6130815130 directs 75% to programs, 5% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.

Where is John & Ann Watson Educational Trust 124 6130815130 located?

John & Ann Watson Educational Trust 124 6130815130 is headquartered in Portland, Maine and files with the IRS under EIN 16033309.

How many years of IRS 990 filings does John & Ann Watson Educational Trust 124 6130815130 have?

John & Ann Watson Educational Trust 124 6130815130 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 $119K in total revenue.

Is the John & Ann Watson Educational Trust financially stable?

Yes, the trust appears financially stable, consistently holding assets above $400,000, reaching $479,603 in the latest period, and maintaining extremely low liabilities (often $0 or $1).

What caused the negative revenue in 202308?

The provided data does not specify the cause of the $-3,188 revenue in 202308. This could be due to investment losses, significant returns, or an accounting adjustment, and would require reviewing the full 990 filing for details.

How does the trust allocate its expenses?

Without a detailed breakdown of expenses from the provided data, it's difficult to precisely determine the allocation between program, administrative, and fundraising costs. However, the consistent expense levels suggest a stable operational structure.

Does the organization pay its officers?

No, the IRS 990 filings consistently report 0% officer compensation across all ten periods, indicating officers are not paid through this mechanism.

What is the primary purpose of the trust?

Given its name, 'John & Ann Watson Educational Trust,' and the NTEE code being 'Unknown' in the provided data, its primary purpose is likely educational support. However, specific program details are not available in this summary.

Filing History

IRS 990 filing history for John & Ann Watson Educational Trust 124 6130815130 showing financial trends over 10 years of public records:

Over 10 years of IRS 990 filings (2011–2023), John & Ann Watson Educational Trust 124 6130815130's revenue has declined by 107.6%, moving from $42K to $-3,188. Total assets increased by 9.8% over the same period, from $435K to $478K. Total functional expenses rose by 74.1%, from $21K to $37K. The organization holds $1 in liabilities against $478K in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $478K.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $-3,188 $37K $478K $1 View 990
2022 $98K $31K $508K $1 View 990
2021 $34K $29K $520K $1
2020 $42K $29K $438K $1 View 990
2016 $4K $26K $423K $1 View 990
2015 $17K $27K $449K $1 View 990
2014 $30K $25K $455K $0 View 990
2013 $49K $27K $458K $0 View 990
2012 $33K $24K $449K $0 View 990
2011 $42K $21K $435K $0 View 990

Year-by-Year Financial Summary

  • 2023: Revenue of $-3,188, expenses of $37K, and assets of $478K (revenue -103.2% year-over-year).
  • 2022: Revenue of $98K, expenses of $31K, and assets of $508K (revenue +185.1% year-over-year).
  • 2021: Revenue of $34K, expenses of $29K, and assets of $520K (revenue -17.6% year-over-year).
  • 2020: Revenue of $42K, expenses of $29K, and assets of $438K (revenue +924.8% year-over-year).
  • 2016: Revenue of $4K, expenses of $26K, and assets of $423K (revenue -75.5% year-over-year).
  • 2015: Revenue of $17K, expenses of $27K, and assets of $449K (revenue -44.7% year-over-year).
  • 2014: Revenue of $30K, expenses of $25K, and assets of $455K (revenue -37.9% year-over-year).
  • 2013: Revenue of $49K, expenses of $27K, and assets of $458K (revenue +48.5% year-over-year).
  • 2012: Revenue of $33K, expenses of $24K, and assets of $449K (revenue -22.4% year-over-year).
  • 2011: Revenue of $42K, expenses of $21K, and assets of $435K.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for John & Ann Watson Educational Trust 124 6130815130:

2023 Filing 2022 Filing 2021 Filing 2020 Filing 2016 Filing 2015 Filing 2014 Filing 2013 Filing 2012 Filing 2011 Filing

Data Sources and Methodology

This transparency report for John & Ann Watson Educational Trust 124 6130815130 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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