Lucy G Moses Trust Dtd 12 24 58

Lucy G Moses Trust maintains stable finances with zero reported officer compensation.

EIN: 136092400 · New York, NY · Updated: 2026-03-28

$4.0MRevenue
$15.2MAssets
85/100Mission Score (Excellent)
Lucy G Moses Trust Dtd 12 24 58 Financial Summary
MetricValue
Total Revenue$4.0M
Total Expenses$2.6M
Program Spending90%
Net Assets$14.9M
Transparency Score85/100

Is Lucy G Moses Trust Dtd 12 24 58 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 →

Lucy G Moses Trust Dtd 12 24 58 directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Lucy G Moses Trust Dtd 12 24 58

Lucy G Moses Trust Dtd 12 24 58 (EIN: 136092400) is a nonprofit organization based in New York, NY. The organization reported total revenue of $4.0M and total assets of $15.2M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Lucy G Moses Trust Dtd 12 24 58's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

35Years Operating
Mid-SizeSize Classification
10Years of Filings
MixedRevenue Trajectory

Lucy G Moses Trust Dtd 12 24 58 is a mid-size nonprofit that has been operating for 35 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of -3.7%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$2.6M
Total Expenses$2.6M
Surplus / Deficit$-2,886
Total Assets$14.9M
Total Liabilities$1
Net Assets$14.9M
Operating Margin-0.1%
Debt-to-Asset Ratio0.0%
Months of Reserves68.1 months

Financial Health Grade: B

In 2023, Lucy G Moses Trust Dtd 12 24 58 reported a deficit of $3K with expenses exceeding revenue, holds 68.1 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), Lucy G Moses Trust Dtd 12 24 58's revenue has declined at a compound annual growth rate (CAGR) of -3.7%.

YearRevenue ChangeExpense ChangeAsset Change
2023-22.7%+32.6%+1.4%
2022+61.3%-15.4%+13.8%
2021+30.3%+11.1%-2.3%
2020-38.6%-15.6%-2.7%
2019-21.0%-15.3%+2.7%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date1991

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

AI Transparency Report

The Lucy G Moses Trust Dtd 12 24 58 demonstrates consistent financial activity over the past decade, with revenues and expenses generally in the range of $2 million to $4 million. The organization maintains a healthy asset base, growing from $13.8 million in 2011 to $14.8 million in 2023, indicating good financial stewardship. A notable aspect is the consistent reporting of $0 in officer compensation across all available filings, which suggests either a volunteer-led structure or that compensation is handled through other means not reported in this section, which could impact transparency if not clarified elsewhere. The organization's liabilities have been consistently low, often reported as $0 or $1, indicating a strong balance sheet and minimal debt burden. While the NTEE code is unknown, making a direct comparison to peer organizations difficult, the financial data suggests a stable and well-managed entity.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Lucy G Moses Trust Dtd 12 24 58 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, Lucy G Moses Trust Dtd 12 24 58 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.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

$2.6MTotal Revenue
$2.6MTotal Expenses
$14.9MTotal Assets
$1Total Liabilities
$14.9MNet Assets
  • The organization reported a deficit of $3K, with expenses exceeding revenue.
  • Debt-to-asset ratio: 0.0%.

Executive Compensation Analysis

Executive compensation is consistently reported as 0% across all available filings, which is highly unusual for an organization with revenues in the millions. This suggests either a fully volunteer-run leadership or that compensation is paid through a related entity, which would require further investigation for full transparency.

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 Lucy G Moses Trust Dtd 12 24 58's IRS 990 filings:

  • Unknown NTEE code makes peer comparison difficult
  • Consistent 0% officer compensation may indicate an incomplete picture of leadership costs if not volunteer-led

Strengths

The following positive indicators were identified for Lucy G Moses Trust Dtd 12 24 58:

  • Strong and growing asset base, from $13.8M in 2011 to $14.8M in 2023
  • Consistently low liabilities, often $0 or $1, indicating strong financial health
  • Stable revenue and expense patterns over a decade
  • Zero reported officer compensation, suggesting high efficiency in leadership costs

Frequently Asked Questions about Lucy G Moses Trust Dtd 12 24 58

Is Lucy G Moses Trust Dtd 12 24 58 a legitimate charity?

Lucy G Moses Trust Dtd 12 24 58 (EIN: 136092400) is a registered tax-exempt nonprofit based in New York. Our AI analysis gives it a Mission Score of 85/100. It has 10 years of IRS 990 filings on record. Total revenue: $4.0M. 2 red flags identified. 4 strengths noted. Financial health grade: B.

How does Lucy G Moses Trust Dtd 12 24 58 spend its money?

Lucy G Moses Trust Dtd 12 24 58 directs 90% of its spending to programs and services. This exceeds the 65% industry benchmark.

Are donations to Lucy G Moses Trust Dtd 12 24 58 tax-deductible?

Lucy G Moses Trust Dtd 12 24 58 is registered as a tax-exempt nonprofit (EIN: 136092400). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

Where is Lucy G Moses Trust Dtd 12 24 58 located?

Lucy G Moses Trust Dtd 12 24 58 is headquartered in New York, New York and files with the IRS under EIN 136092400.

How many years of IRS 990 filings does Lucy G Moses Trust Dtd 12 24 58 have?

Lucy G Moses Trust Dtd 12 24 58 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 $4.0M in total revenue.

Is Lucy G Moses Trust Dtd 12 24 58 a good charity?

Based on the available financial data, the Trust appears to be a financially stable organization with a strong asset base and minimal liabilities. The consistent reporting of zero officer compensation is a positive indicator of resources being directed towards its mission, assuming this accurately reflects the full compensation structure.

How does the organization manage to operate with zero reported officer compensation?

The filings consistently show 0% officer compensation. This could mean the trust is managed by volunteers, or that compensation is paid by a related entity, or through other mechanisms not captured in this specific line item on the 990. Further inquiry into their operational structure would be needed for a complete understanding.

What is the primary purpose or program of the Lucy G Moses Trust?

The NTEE code is unknown, and the provided data does not specify the organization's primary programs. While financial health is evident, understanding its mission and program effectiveness requires additional information beyond these financial summaries.

Filing History

IRS 990 filing history for Lucy G Moses Trust Dtd 12 24 58 showing financial trends over 10 years of public records:

Over 10 years of IRS 990 filings (2011–2023), Lucy G Moses Trust Dtd 12 24 58's revenue has declined by 36%, moving from $4.1M to $2.6M. Total assets increased by 7.3% over the same period, from $13.9M to $14.9M. Total functional expenses fell by 45%, from $4.8M to $2.6M. In its most recent filing year (2023), Lucy G Moses Trust Dtd 12 24 58 reported a deficit of $3K, with expenses exceeding revenue. The organization holds $1 in liabilities against $14.9M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $14.9M.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $2.6M $2.6M $14.9M $1 View 990
2022 $3.4M $2.0M $14.7M $1 View 990
2021 $2.1M $2.3M $12.9M $1
2020 $1.6M $2.1M $13.2M $1
2019 $2.6M $2.5M $13.5M $0 View 990
2015 $3.3M $2.9M $13.2M $0 View 990
2014 $3.1M $3.1M $12.8M $0 View 990
2013 $3.6M $3.3M $12.9M $0 View 990
2012 $3.9M $5.1M $12.6M $0 View 990
2011 $4.1M $4.8M $13.9M $0 View 990

Year-by-Year Financial Summary

  • 2023: Revenue of $2.6M, expenses of $2.6M, and assets of $14.9M (revenue -22.7% year-over-year).
  • 2022: Revenue of $3.4M, expenses of $2.0M, and assets of $14.7M (revenue +61.3% year-over-year).
  • 2021: Revenue of $2.1M, expenses of $2.3M, and assets of $12.9M (revenue +30.3% year-over-year).
  • 2020: Revenue of $1.6M, expenses of $2.1M, and assets of $13.2M (revenue -38.6% year-over-year).
  • 2019: Revenue of $2.6M, expenses of $2.5M, and assets of $13.5M (revenue -21.0% year-over-year).
  • 2015: Revenue of $3.3M, expenses of $2.9M, and assets of $13.2M (revenue +6.7% year-over-year).
  • 2014: Revenue of $3.1M, expenses of $3.1M, and assets of $12.8M (revenue -13.4% year-over-year).
  • 2013: Revenue of $3.6M, expenses of $3.3M, and assets of $12.9M (revenue -7.0% year-over-year).
  • 2012: Revenue of $3.9M, expenses of $5.1M, and assets of $12.6M (revenue -5.6% year-over-year).
  • 2011: Revenue of $4.1M, expenses of $4.8M, and assets of $13.9M.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Lucy G Moses Trust Dtd 12 24 58:

2023 Filing 2022 Filing 2021 Filing 2020 Filing 2019 Filing 2015 Filing 2014 Filing 2013 Filing 2012 Filing 2011 Filing

Data Sources and Methodology

This transparency report for Lucy G Moses Trust Dtd 12 24 58 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.

Other Nonprofits in New York

Explore more nonprofits based in New York with AI-powered transparency reports.

View all New York nonprofits →

Explore Related Nonprofits

Browse by State