Lulu B Wheeler Trust Uw First National Bank In Sious Falls Ttee
EIN: 466040270 · Sioux Falls, SD
| Metric | Value |
|---|---|
| Total Revenue | $38K |
| Total Expenses | $15K |
| Net Assets | $128K |
Is Lulu B Wheeler Trust Uw First National Bank In Sious Falls Ttee Legit?
Insufficient Data
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
About Lulu B Wheeler Trust Uw First National Bank In Sious Falls Ttee
Lulu B Wheeler Trust Uw First National Bank In Sious Falls Ttee (EIN: 466040270) is a nonprofit organization based in Sioux Falls, SD. The organization reported total revenue of $38K and total assets of $131K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Lulu B Wheeler Trust Uw First National Bank In Sious Falls Ttee's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Lulu B Wheeler Trust Uw First National Bank In Sious Falls Ttee is a micro nonprofit, with 8 years of IRS 990 filings on record (2013–2023). Revenue has grown at a compound annual rate of 2.8%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $6K |
| Total Expenses | $15K |
| Surplus / Deficit | $-8,318 |
| Total Assets | $128K |
| Total Liabilities | $1 |
| Net Assets | $128K |
| Operating Margin | -128.6% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 103.9 months |
Financial Health Grade: B
In 2023, Lulu B Wheeler Trust Uw First National Bank In Sious Falls Ttee reported a deficit of $8K with expenses exceeding revenue, holds 103.9 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).
Financial Trends
Over 8 years of filings (2013–2023), Lulu B Wheeler Trust Uw First National Bank In Sious Falls Ttee's revenue has grown at a compound annual growth rate (CAGR) of 2.8%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +32.1% | +3.3% | -6.1% |
| 2022 | -70.0% | -0.3% | -6.5% |
| 2021 | +200.4% | +3.9% | +1.4% |
| 2020 | -39.7% | -0.5% | -5.5% |
| 2019 | +29.3% | -15.4% | -12.2% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Analysis Pending
AI enrichment for Lulu B Wheeler Trust Uw First National Bank In Sious Falls Ttee 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 Lulu B Wheeler Trust Uw First National Bank In Sious Falls Ttee 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 deficit of $8K, with expenses exceeding revenue.
- Debt-to-asset ratio: 0.0%.
Frequently Asked Questions about Lulu B Wheeler Trust Uw First National Bank In Sious Falls Ttee
Is Lulu B Wheeler Trust Uw First National Bank In Sious Falls Ttee a legitimate charity?
Lulu B Wheeler Trust Uw First National Bank In Sious Falls Ttee (EIN: 466040270) is a registered tax-exempt nonprofit based in South Dakota. It has 8 years of IRS 990 filings on record. Total revenue: $38K. No red flags identified. Financial health grade: B.
How does Lulu B Wheeler Trust Uw First National Bank In Sious Falls Ttee spend its money?
Lulu B Wheeler Trust Uw First National Bank In Sious Falls Ttee reported $38K in total revenue in IRS 990 filings. 8 years of filing data available. Expenses exceeded revenue in the most recent year. Review the full spending breakdown on NonprofitSpending.
Are donations to Lulu B Wheeler Trust Uw First National Bank In Sious Falls Ttee tax-deductible?
Lulu B Wheeler Trust Uw First National Bank In Sious Falls Ttee is registered as a tax-exempt nonprofit (EIN: 466040270). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Where is Lulu B Wheeler Trust Uw First National Bank In Sious Falls Ttee located?
Lulu B Wheeler Trust Uw First National Bank In Sious Falls Ttee is headquartered in Sioux Falls, South Dakota and files with the IRS under EIN 466040270.
How many years of IRS 990 filings does Lulu B Wheeler Trust Uw First National Bank In Sious Falls Ttee have?
Lulu B Wheeler Trust Uw First National Bank In Sious Falls Ttee has 8 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 $38K in total revenue.
Filing History
IRS 990 filing history for Lulu B Wheeler Trust Uw First National Bank In Sious Falls Ttee showing financial trends over 8 years of public records:
Over 8 years of IRS 990 filings (2013–2023), Lulu B Wheeler Trust Uw First National Bank In Sious Falls Ttee's revenue has grown by 32.2%, moving from $5K to $6K. Total assets decreased by 31.2% over the same period, from $186K to $128K. Total functional expenses rose by 17.4%, from $13K to $15K. In its most recent filing year (2023), Lulu B Wheeler Trust Uw First National Bank In Sious Falls Ttee reported a deficit of $8K, with expenses exceeding revenue. The organization holds $1 in liabilities against $128K in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $128K.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $6K | $15K | $128K | $1 | — | — |
| 2022 | $5K | $14K | $136K | $1 | — | — |
| 2021 | $16K | $14K | $146K | $1 | — | — |
| 2020 | $5K | $14K | $144K | $1 | — | — |
| 2019 | $9K | $14K | $152K | $1 | — | View 990 |
| 2015 | $7K | $16K | $173K | $1 | — | View 990 |
| 2014 | $8K | $12K | $183K | $1 | — | View 990 |
| 2013 | $5K | $13K | $186K | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $6K, expenses of $15K, and assets of $128K (revenue +32.1% year-over-year).
- 2022: Revenue of $5K, expenses of $14K, and assets of $136K (revenue -70.0% year-over-year).
- 2021: Revenue of $16K, expenses of $14K, and assets of $146K (revenue +200.4% year-over-year).
- 2020: Revenue of $5K, expenses of $14K, and assets of $144K (revenue -39.7% year-over-year).
- 2019: Revenue of $9K, expenses of $14K, and assets of $152K (revenue +29.3% year-over-year).
- 2015: Revenue of $7K, expenses of $16K, and assets of $173K (revenue -17.3% year-over-year).
- 2014: Revenue of $8K, expenses of $12K, and assets of $183K (revenue +72.1% year-over-year).
- 2013: Revenue of $5K, expenses of $13K, and assets of $186K.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Lulu B Wheeler Trust Uw First National Bank In Sious Falls Ttee:
Data Sources and Methodology
This transparency report for Lulu B Wheeler Trust Uw First National Bank In Sious Falls Ttee 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.