Karen Anne Bollwerk Burke And William A Burke Family Charitable Trust
Karen Anne Bollwerk Burke And William A Burke Family Charitable Trust reports $0 revenue and assets in its latest filing, indicating potential dormancy after years of consistent assets and revenue.
EIN: 16162638 · Portland, ME · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Expenses | $96K |
| Program Spending | 85% |
| Net Assets | $747K |
| Transparency Score | 65/100 |
Is Karen Anne Bollwerk Burke And William A Burke Family Charitable Trust Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Karen Anne Bollwerk Burke And William A Burke Family Charitable Trust directs 85% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Karen Anne Bollwerk Burke And William A Burke Family Charitable Trust
Karen Anne Bollwerk Burke And William A Burke Family Charitable Trust (EIN: 16162638) is a nonprofit organization based in Portland, ME. The organization reported total revenue of $0 and total assets of $0 according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Karen Anne Bollwerk Burke And William A Burke Family Charitable Trust's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Karen Anne Bollwerk Burke And William A Burke Family Charitable Trust is a micro nonprofit, with 5 years of IRS 990 filings on record (2011–2015). Revenue has grown at a compound annual rate of 31.0%.
Key Financial Metrics (2015)
From the most recent IRS 990 filing on record:
| Total Revenue | $81K |
| Total Expenses | $96K |
| Surplus / Deficit | $-15,196 |
| Total Assets | $747K |
| Total Liabilities | $1 |
| Net Assets | $747K |
| Operating Margin | -18.8% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 93.4 months |
Financial Health Grade: B
In 2015, Karen Anne Bollwerk Burke And William A Burke Family Charitable Trust reported a deficit of $15K with expenses exceeding revenue, holds 93.4 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).
Financial Trends
Over 5 years of filings (2011–2015), Karen Anne Bollwerk Burke And William A Burke Family Charitable Trust's revenue has grown at a compound annual growth rate (CAGR) of 31.0%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2015 | -25.8% | +3.4% | -1.9% |
| 2014 | -11.1% | +58.1% | +2.1% |
| 2013 | +44.5% | +18.9% | +9.4% |
| 2012 | +208.5% | +55.0% | +5.5% |
AI Transparency Report
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Karen Anne Bollwerk Burke And William A Burke Family Charitable Trust 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: 10%
- programs: 85%
- fundraising: 5%
According to IRS 990 filings, Karen Anne Bollwerk Burke And William A Burke Family Charitable Trust allocates its expenses as follows: admin: 10%, programs: 85%, fundraising: 5%. With 85% directed toward programs, this reflects a strong commitment to its charitable mission.
Key Financial Metrics (2015)
From the most recent IRS 990 filing on record:
- The organization reported a deficit of $15K, with expenses exceeding revenue.
- Debt-to-asset ratio: 0.0%.
Executive Compensation Analysis
The organization consistently reports 0% officer compensation across all available filings, indicating that no salaries are paid to officers, which is highly efficient for a charitable trust.
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 Karen Anne Bollwerk Burke And William A Burke Family Charitable Trust's IRS 990 filings:
- Latest filing shows $0 revenue and $0 assets, raising questions about current operational status.
- Expenses exceeded revenue in 2015 ($95,965 expenses vs. $80,769 revenue).
Strengths
The following positive indicators were identified for Karen Anne Bollwerk Burke And William A Burke Family Charitable Trust:
- Consistently reported 0% officer compensation, indicating efficient use of funds for executive pay.
- Maintained a substantial asset base for several years prior to the latest filing, suggesting financial stability.
- Historically, revenue often exceeded expenses, allowing for asset growth in some periods.
Frequently Asked Questions about Karen Anne Bollwerk Burke And William A Burke Family Charitable Trust
Is Karen Anne Bollwerk Burke And William A Burke Family Charitable Trust a legitimate charity?
Karen Anne Bollwerk Burke And William A Burke Family Charitable Trust (EIN: 16162638) is a registered tax-exempt nonprofit based in Maine. Our AI analysis gives it a Mission Score of 65/100. It has 5 years of IRS 990 filings on record. 2 red flags identified. 3 strengths noted. Financial health grade: B.
How does Karen Anne Bollwerk Burke And William A Burke Family Charitable Trust spend its money?
Karen Anne Bollwerk Burke And William A Burke Family Charitable Trust directs 85% of its spending to programs and services. Fundraising costs 5%. This exceeds the 65% industry benchmark.
Are donations to Karen Anne Bollwerk Burke And William A Burke Family Charitable Trust tax-deductible?
Karen Anne Bollwerk Burke And William A Burke Family Charitable Trust is registered as a tax-exempt nonprofit (EIN: 16162638). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
What percentage of Karen Anne Bollwerk Burke And William A Burke Family Charitable Trust's spending goes to programs?
Karen Anne Bollwerk Burke And William A Burke Family Charitable Trust directs 85% to programs, 5% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.
Where is Karen Anne Bollwerk Burke And William A Burke Family Charitable Trust located?
Karen Anne Bollwerk Burke And William A Burke Family Charitable Trust is headquartered in Portland, Maine and files with the IRS under EIN 16162638.
How many years of IRS 990 filings does Karen Anne Bollwerk Burke And William A Burke Family Charitable Trust have?
Karen Anne Bollwerk Burke And William A Burke Family Charitable Trust has 5 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends.
Is the Karen Anne Bollwerk Burke And William A Burke Family Charitable Trust still active, given its latest filing shows $0 in revenue and assets?
The latest IRS 990 filing indicates $0 in both revenue and assets, which strongly suggests the trust may be dormant or has undergone a significant restructuring or dissolution. Further investigation into subsequent filings or public records would be needed to confirm its current operational status.
How did the trust manage its expenses relative to its revenue in previous years?
Historically, the trust's expenses have varied. In 2015, expenses ($95,965) exceeded revenue ($80,769), resulting in a deficit. However, in 2014 and 2013, revenue ($108,780 and $122,356 respectively) exceeded expenses ($92,834 and $58,727 respectively), indicating periods of financial surplus.
What was the typical asset base of the trust before its latest filing?
Prior to the latest filing, the trust consistently maintained a substantial asset base, ranging from $647,185 in 2011 to a peak of $761,857 in 2014.
Filing History
IRS 990 filing history for Karen Anne Bollwerk Burke And William A Burke Family Charitable Trust showing financial trends over 5 years of public records:
Over 5 years of IRS 990 filings (2011–2015), Karen Anne Bollwerk Burke And William A Burke Family Charitable Trust's revenue has grown by 194.2%, moving from $27K to $81K. Total assets increased by 15.4% over the same period, from $647K to $747K. Total functional expenses rose by 201.1%, from $32K to $96K. In its most recent filing year (2015), Karen Anne Bollwerk Burke And William A Burke Family Charitable Trust reported a deficit of $15K, with expenses exceeding revenue. The organization holds $1 in liabilities against $747K in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $747K.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2015 | $81K | $96K | $747K | $1 | — | View 990 |
| 2014 | $109K | $93K | $762K | $1 | — | View 990 |
| 2013 | $122K | $59K | $746K | $1 | — | View 990 |
| 2012 | $85K | $49K | $682K | $0 | — | View 990 |
| 2011 | $27K | $32K | $647K | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2015: Revenue of $81K, expenses of $96K, and assets of $747K (revenue -25.8% year-over-year).
- 2014: Revenue of $109K, expenses of $93K, and assets of $762K (revenue -11.1% year-over-year).
- 2013: Revenue of $122K, expenses of $59K, and assets of $746K (revenue +44.5% year-over-year).
- 2012: Revenue of $85K, expenses of $49K, and assets of $682K (revenue +208.5% year-over-year).
- 2011: Revenue of $27K, expenses of $32K, and assets of $647K.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Karen Anne Bollwerk Burke And William A Burke Family Charitable Trust:
Data Sources and Methodology
This transparency report for Karen Anne Bollwerk Burke And William A Burke Family Charitable Trust 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.