Louise W Thalheimer Charitable Tr Dr H A Nelson & Marshall Levitt
EIN: 237208414 · Greenwood, MS
| Metric | Value |
|---|---|
| Total Revenue | $52K |
| Total Expenses | $39K |
| Net Assets | $111K |
Is Louise W Thalheimer Charitable Tr Dr H A Nelson & Marshall Levitt Legit?
Insufficient Data
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
About Louise W Thalheimer Charitable Tr Dr H A Nelson & Marshall Levitt
Louise W Thalheimer Charitable Tr Dr H A Nelson & Marshall Levitt (EIN: 237208414) is a nonprofit organization based in Greenwood, MS. The organization reported total revenue of $52K and total assets of $119K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Louise W Thalheimer Charitable Tr Dr H A Nelson & Marshall Levitt's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Louise W Thalheimer Charitable Tr Dr H A Nelson & Marshall Levitt is a micro nonprofit that has been operating for 54 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 20.4%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $43K |
| Total Expenses | $39K |
| Surplus / Deficit | +$4K |
| Total Assets | $111K |
| Total Liabilities | $1 |
| Net Assets | $111K |
| Operating Margin | 8.3% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 34.2 months |
Financial Health Grade: A
In 2023, Louise W Thalheimer Charitable Tr Dr H A Nelson & Marshall Levitt reported a surplus of $4K with revenue exceeding expenses, holds 34.2 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).
Financial Trends
Over 10 years of filings (2011–2023), Louise W Thalheimer Charitable Tr Dr H A Nelson & Marshall Levitt's revenue has grown at a compound annual growth rate (CAGR) of 20.4%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +0.9% | +0.4% | +3.3% |
| 2022 | -15.5% | -8.3% | +3.2% |
| 2021 | -44.3% | -52.6% | +7.8% |
| 2020 | +28.6% | +33.5% | +0.4% |
| 2019 | +206.6% | +462.6% | -10.5% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 1972 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Analysis Pending
AI enrichment for Louise W Thalheimer Charitable Tr Dr H A Nelson & Marshall Levitt has not yet been completed. Basic IRS 990 data is shown below. Check back later for a full transparency report including a Mission Score, spending breakdown, executive compensation analysis, and red flags assessment.
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Louise W Thalheimer Charitable Tr Dr H A Nelson & Marshall Levitt with a Mission Score of 0 out of 100 (Very Poor). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $4K, with revenue exceeding expenses.
- Debt-to-asset ratio: 0.0%.
Frequently Asked Questions about Louise W Thalheimer Charitable Tr Dr H A Nelson & Marshall Levitt
Is Louise W Thalheimer Charitable Tr Dr H A Nelson & Marshall Levitt a legitimate charity?
Louise W Thalheimer Charitable Tr Dr H A Nelson & Marshall Levitt (EIN: 237208414) is a registered tax-exempt nonprofit based in Mississippi. It has 10 years of IRS 990 filings on record. Total revenue: $52K. No red flags identified. Financial health grade: A.
How does Louise W Thalheimer Charitable Tr Dr H A Nelson & Marshall Levitt spend its money?
Louise W Thalheimer Charitable Tr Dr H A Nelson & Marshall Levitt reported $52K in total revenue in IRS 990 filings. 10 years of filing data available. Revenue exceeded expenses in the most recent year. Review the full spending breakdown on NonprofitSpending.
Are donations to Louise W Thalheimer Charitable Tr Dr H A Nelson & Marshall Levitt tax-deductible?
Louise W Thalheimer Charitable Tr Dr H A Nelson & Marshall Levitt is registered as a tax-exempt nonprofit (EIN: 237208414). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Where is Louise W Thalheimer Charitable Tr Dr H A Nelson & Marshall Levitt located?
Louise W Thalheimer Charitable Tr Dr H A Nelson & Marshall Levitt is headquartered in Greenwood, Mississippi and files with the IRS under EIN 237208414.
How many years of IRS 990 filings does Louise W Thalheimer Charitable Tr Dr H A Nelson & Marshall Levitt have?
Louise W Thalheimer Charitable Tr Dr H A Nelson & Marshall Levitt 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 $52K in total revenue.
Filing History
IRS 990 filing history for Louise W Thalheimer Charitable Tr Dr H A Nelson & Marshall Levitt showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), Louise W Thalheimer Charitable Tr Dr H A Nelson & Marshall Levitt's revenue has grown by 825.3%, moving from $5K to $43K. Total assets increased by 6.1% over the same period, from $105K to $111K. Total functional expenses rose by 204.3%, from $13K to $39K. In its most recent filing year (2023), Louise W Thalheimer Charitable Tr Dr H A Nelson & Marshall Levitt reported a surplus of $4K, with revenue exceeding expenses. The organization holds $1 in liabilities against $111K in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $111K.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $43K | $39K | $111K | $1 | — | — |
| 2022 | $42K | $39K | $107K | $1 | — | View 990 |
| 2021 | $50K | $42K | $104K | $1 | — | — |
| 2020 | $90K | $89K | $97K | $1 | — | — |
| 2019 | $70K | $67K | $96K | $1 | — | View 990 |
| 2015 | $23K | $12K | $108K | $0 | — | View 990 |
| 2014 | $11K | $10K | $97K | $0 | — | View 990 |
| 2013 | $7K | $8K | $96K | $0 | — | View 990 |
| 2012 | $6K | $14K | $97K | $0 | — | View 990 |
| 2011 | $5K | $13K | $105K | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $43K, expenses of $39K, and assets of $111K (revenue +0.9% year-over-year).
- 2022: Revenue of $42K, expenses of $39K, and assets of $107K (revenue -15.5% year-over-year).
- 2021: Revenue of $50K, expenses of $42K, and assets of $104K (revenue -44.3% year-over-year).
- 2020: Revenue of $90K, expenses of $89K, and assets of $97K (revenue +28.6% year-over-year).
- 2019: Revenue of $70K, expenses of $67K, and assets of $96K (revenue +206.6% year-over-year).
- 2015: Revenue of $23K, expenses of $12K, and assets of $108K (revenue +115.3% year-over-year).
- 2014: Revenue of $11K, expenses of $10K, and assets of $97K (revenue +40.8% year-over-year).
- 2013: Revenue of $7K, expenses of $8K, and assets of $96K (revenue +27.5% year-over-year).
- 2012: Revenue of $6K, expenses of $14K, and assets of $97K (revenue +27.9% year-over-year).
- 2011: Revenue of $5K, expenses of $13K, and assets of $105K.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Louise W Thalheimer Charitable Tr Dr H A Nelson & Marshall Levitt:
Data Sources and Methodology
This transparency report for Louise W Thalheimer Charitable Tr Dr H A Nelson & Marshall Levitt 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.