Lucie A Bliss Trust Uw Fbo Yale University 108473
Lucie A Bliss Trust maintains stable assets with fluctuating, often deficit, annual financial activity.
EIN: 136052318 · Wilmington, DE · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $93K |
| Total Expenses | $16K |
| Net Assets | $149K |
| Transparency Score | 65/100 |
Is Lucie A Bliss Trust Uw Fbo Yale University 108473 Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
About Lucie A Bliss Trust Uw Fbo Yale University 108473
Lucie A Bliss Trust Uw Fbo Yale University 108473 (EIN: 136052318) is a nonprofit organization based in Wilmington, DE. The organization reported total revenue of $93K and total assets of $152K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Lucie A Bliss Trust Uw Fbo Yale University 108473's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Lucie A Bliss Trust Uw Fbo Yale University 108473 is a micro nonprofit that has been operating for 44 years, with 9 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of -1.8%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $3K |
| Total Expenses | $16K |
| Surplus / Deficit | $-12,728 |
| Total Assets | $149K |
| Total Liabilities | $1 |
| Net Assets | $149K |
| Operating Margin | -418.3% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 113.1 months |
Financial Health Grade: B
In 2023, Lucie A Bliss Trust Uw Fbo Yale University 108473 reported a deficit of $13K with expenses exceeding revenue, holds 113.1 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).
Financial Trends
Over 9 years of filings (2011–2023), Lucie A Bliss Trust Uw Fbo Yale University 108473's revenue has declined at a compound annual growth rate (CAGR) of -1.8%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2022 | -116.3% | -36.7% | -8.8% |
| 2021 | +165.2% | +22.4% | +4.8% |
| 2020 | +5.8% | -0.8% | +12.5% |
| 2015 | -31.6% | -27.7% | -2.4% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 1982 |
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 Lucie A Bliss Trust Uw Fbo Yale University 108473 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: 100%
- programs: 0%
- fundraising: 0%
According to IRS 990 filings, Lucie A Bliss Trust Uw Fbo Yale University 108473 allocates its expenses as follows: admin: 100%, programs: 0%, fundraising: 0%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a deficit of $13K, with expenses exceeding revenue.
- Debt-to-asset ratio: 0.0%.
Executive Compensation Analysis
Executive compensation is consistently reported as 0% of expenses across all available filings, indicating no salaries are paid to officers, which is excellent 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 Lucie A Bliss Trust Uw Fbo Yale University 108473's IRS 990 filings:
- Consistent annual deficits (e.g., $3,043 revenue vs. $15,771 expenses in 2023)
- Negative revenue reported in 2022 ($-3,538)
- Lack of detailed expense breakdown beyond total expenses
Strengths
The following positive indicators were identified for Lucie A Bliss Trust Uw Fbo Yale University 108473:
- Consistent zero officer compensation across all filings
- Stable asset base over a decade (around $150k-$175k)
- Regular IRS 990 filing history, indicating transparency
- Minimal liabilities reported ($1 in recent years)
Frequently Asked Questions about Lucie A Bliss Trust Uw Fbo Yale University 108473
Is Lucie A Bliss Trust Uw Fbo Yale University 108473 a legitimate charity?
Lucie A Bliss Trust Uw Fbo Yale University 108473 (EIN: 136052318) is a registered tax-exempt nonprofit based in Delaware. Our AI analysis gives it a Mission Score of 65/100. It has 9 years of IRS 990 filings on record. Total revenue: $93K. 3 red flags identified. 4 strengths noted. Financial health grade: B.
How does Lucie A Bliss Trust Uw Fbo Yale University 108473 spend its money?
Lucie A Bliss Trust Uw Fbo Yale University 108473 reported $93K in total revenue in IRS 990 filings. 9 years of filing data available. Expenses exceeded revenue in the most recent year. Review the full spending breakdown on NonprofitSpending.
Are donations to Lucie A Bliss Trust Uw Fbo Yale University 108473 tax-deductible?
Lucie A Bliss Trust Uw Fbo Yale University 108473 is registered as a tax-exempt nonprofit (EIN: 136052318). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Where is Lucie A Bliss Trust Uw Fbo Yale University 108473 located?
Lucie A Bliss Trust Uw Fbo Yale University 108473 is headquartered in Wilmington, Delaware and files with the IRS under EIN 136052318.
How many years of IRS 990 filings does Lucie A Bliss Trust Uw Fbo Yale University 108473 have?
Lucie A Bliss Trust Uw Fbo Yale University 108473 has 9 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 $93K in total revenue.
What are the specific administrative expenses of the trust?
The provided data does not detail the specific administrative expenses, but given its nature as a trust, these likely include legal, accounting, and investment management fees.
How does the trust generate its revenue?
Revenue likely comes from investment income (e.g., interest, dividends, capital gains) from its assets, though specific sources are not detailed in the provided summary.
Why was there negative revenue in 2022?
Negative revenue ($-3,538 in 2022) could be due to investment losses exceeding investment income, or specific accounting adjustments related to asset valuation or distributions.
Filing History
IRS 990 filing history for Lucie A Bliss Trust Uw Fbo Yale University 108473 showing financial trends over 9 years of public records:
Over 9 years of IRS 990 filings (2011–2023), Lucie A Bliss Trust Uw Fbo Yale University 108473's revenue has declined by 19.8%, moving from $4K to $3K. Total assets decreased by 7.6% over the same period, from $161K to $149K. Total functional expenses rose by 75.2%, from $9K to $16K. In its most recent filing year (2023), Lucie A Bliss Trust Uw Fbo Yale University 108473 reported a deficit of $13K, with expenses exceeding revenue. The organization holds $1 in liabilities against $149K in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $149K.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $3K | $16K | $149K | $1 | — | — |
| 2022 | $-3,538 | $9K | $160K | $1 | — | View 990 |
| 2021 | $22K | $14K | $175K | $1 | — | — |
| 2020 | $8K | $11K | $167K | $1 | — | — |
| 2015 | $8K | $11K | $148K | $0 | — | View 990 |
| 2014 | $11K | $16K | $152K | $0 | — | View 990 |
| 2013 | $6K | $5K | $156K | $0 | — | View 990 |
| 2012 | $4K | $9K | $156K | $0 | — | View 990 |
| 2011 | $4K | $9K | $161K | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $3K, expenses of $16K, and assets of $149K.
- 2022: Revenue of $-3,538, expenses of $9K, and assets of $160K (revenue -116.3% year-over-year).
- 2021: Revenue of $22K, expenses of $14K, and assets of $175K (revenue +165.2% year-over-year).
- 2020: Revenue of $8K, expenses of $11K, and assets of $167K (revenue +5.8% year-over-year).
- 2015: Revenue of $8K, expenses of $11K, and assets of $148K (revenue -31.6% year-over-year).
- 2014: Revenue of $11K, expenses of $16K, and assets of $152K (revenue +97.1% year-over-year).
- 2013: Revenue of $6K, expenses of $5K, and assets of $156K (revenue +31.9% year-over-year).
- 2012: Revenue of $4K, expenses of $9K, and assets of $156K (revenue +14.8% year-over-year).
- 2011: Revenue of $4K, expenses of $9K, and assets of $161K.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Lucie A Bliss Trust Uw Fbo Yale University 108473:
Data Sources and Methodology
This transparency report for Lucie A Bliss Trust Uw Fbo Yale University 108473 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.