Marguerite C Hawthorne Charities Tr Uw 01 18 91 334447
Marguerite C Hawthorne Charities maintains stable assets with zero officer compensation amidst volatile revenue.
EIN: 136963498 · Dallas, TX · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $2.5M |
| Total Expenses | $555K |
| Program Spending | 85% |
| CEO/Top Officer Pay | $11,081,305 |
| Net Assets | $10.6M |
| Transparency Score | 85/100 |
Is Marguerite C Hawthorne Charities Tr Uw 01 18 91 334447 Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Marguerite C Hawthorne Charities Tr Uw 01 18 91 334447 directs 85% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Marguerite C Hawthorne Charities Tr Uw 01 18 91 334447
Marguerite C Hawthorne Charities Tr Uw 01 18 91 334447 (EIN: 136963498) is a nonprofit organization based in Dallas, TX. The organization reported total revenue of $2.5M and total assets of $11.1M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Marguerite C Hawthorne Charities Tr Uw 01 18 91 334447's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Marguerite C Hawthorne Charities Tr Uw 01 18 91 334447 is a mid-size nonprofit that has been operating for 34 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of -6.5%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $329K |
| Total Expenses | $555K |
| Surplus / Deficit | $-226,117 |
| Total Assets | $10.6M |
| Total Liabilities | $1 |
| Net Assets | $10.6M |
| Operating Margin | -68.8% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 230.1 months |
Financial Health Grade: B
In 2023, Marguerite C Hawthorne Charities Tr Uw 01 18 91 334447 reported a deficit of $226K with expenses exceeding revenue, holds 230.1 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), Marguerite C Hawthorne Charities Tr Uw 01 18 91 334447's revenue has declined at a compound annual growth rate (CAGR) of -6.5%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2022 | -109.9% | +13.0% | -8.7% |
| 2021 | +187.6% | +1.8% | +17.9% |
| 2020 | +26.8% | +21.6% | +1.8% |
| 2019 | +81.2% | -5.5% | +1.0% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 1992 |
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 Marguerite C Hawthorne Charities Tr Uw 01 18 91 334447 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: 15%
- programs: 85%
- fundraising: 0%
According to IRS 990 filings, Marguerite C Hawthorne Charities Tr Uw 01 18 91 334447 allocates its expenses as follows: admin: 15%, programs: 85%, fundraising: 0%. With 85% 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:
- The organization reported a deficit of $226K, with expenses exceeding revenue.
- Debt-to-asset ratio: 0.0%.
Executive Compensation Analysis
Executive compensation is consistently reported as 0% across all filings, indicating that no funds are allocated to officer salaries, which is highly favorable for a charity of its asset size ($11,081,305).
Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.
Red Flags
The following concerns were identified during AI analysis of Marguerite C Hawthorne Charities Tr Uw 01 18 91 334447's IRS 990 filings:
- Negative revenue reported in 2022 ($-247,635), indicating potential investment losses or significant returns/adjustments.
- Expenses frequently exceed revenue, suggesting reliance on asset drawdowns or prior year surpluses.
Strengths
The following positive indicators were identified for Marguerite C Hawthorne Charities Tr Uw 01 18 91 334447:
- Consistent zero officer compensation across all filings, indicating high efficiency in executive pay.
- Extremely low liabilities ($0 or $1) across all filings, demonstrating strong financial health and minimal debt.
- Stable asset base of approximately $10-11 million over a decade, indicating long-term financial security.
- Significant revenue spikes (e.g., $2,504,007 in 2021) suggest potential for substantial funding when available.
Frequently Asked Questions about Marguerite C Hawthorne Charities Tr Uw 01 18 91 334447
Is Marguerite C Hawthorne Charities Tr Uw 01 18 91 334447 a legitimate charity?
Marguerite C Hawthorne Charities Tr Uw 01 18 91 334447 (EIN: 136963498) is a registered tax-exempt nonprofit based in Texas. Our AI analysis gives it a Mission Score of 85/100. It has 10 years of IRS 990 filings on record. Total revenue: $2.5M. 2 red flags identified. 4 strengths noted. Financial health grade: B.
How does Marguerite C Hawthorne Charities Tr Uw 01 18 91 334447 spend its money?
Marguerite C Hawthorne Charities Tr Uw 01 18 91 334447 directs 85% of its spending to programs and services. This exceeds the 65% industry benchmark.
Are donations to Marguerite C Hawthorne Charities Tr Uw 01 18 91 334447 tax-deductible?
Marguerite C Hawthorne Charities Tr Uw 01 18 91 334447 is registered as a tax-exempt nonprofit (EIN: 136963498). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
How much does the Marguerite C Hawthorne Charities Tr Uw 01 18 91 334447 CEO make?
Marguerite C Hawthorne Charities Tr Uw 01 18 91 334447's highest-compensated officer earns $11,081,305 annually. The organization reported $2.5M in total revenue. Executive compensation data is disclosed in IRS 990 filings.
Where is Marguerite C Hawthorne Charities Tr Uw 01 18 91 334447 located?
Marguerite C Hawthorne Charities Tr Uw 01 18 91 334447 is headquartered in Dallas, Texas and files with the IRS under EIN 136963498.
How many years of IRS 990 filings does Marguerite C Hawthorne Charities Tr Uw 01 18 91 334447 have?
Marguerite C Hawthorne Charities Tr Uw 01 18 91 334447 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 $2.5M in total revenue.
Is Marguerite C Hawthorne Charities Tr Uw 01 18 91 334447 a good charity?
Based on the available data, the charity demonstrates strong financial stability with a consistent asset base and extremely low liabilities. The consistent reporting of zero officer compensation is a significant positive, suggesting a high dedication of resources to its mission rather than executive salaries. However, without detailed program expense breakdowns, a full assessment of its direct impact efficiency is limited.
How does the organization manage its expenses relative to its revenue?
The organization's expenses have sometimes exceeded its revenue, such as in 2023 ($554,992 expenses vs. $328,875 revenue) and 2022 ($795,351 expenses vs. $-247,635 revenue). This suggests that the organization may draw from its asset base or rely on prior year surpluses to cover operational costs, especially during periods of negative or low revenue.
What is the trend in the organization's assets?
The organization's assets have remained remarkably stable over the past decade, fluctuating between approximately $9.8 million and $11.9 million. This indicates a well-managed endowment or investment portfolio that provides long-term financial security for its operations.
Filing History
IRS 990 filing history for Marguerite C Hawthorne Charities Tr Uw 01 18 91 334447 showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), Marguerite C Hawthorne Charities Tr Uw 01 18 91 334447's revenue has declined by 55.5%, moving from $738K to $329K. Total assets increased by 5.5% over the same period, from $10.1M to $10.6M. Total functional expenses fell by 0.3%, from $556K to $555K. In its most recent filing year (2023), Marguerite C Hawthorne Charities Tr Uw 01 18 91 334447 reported a deficit of $226K, with expenses exceeding revenue. The organization holds $1 in liabilities against $10.6M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $10.6M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $329K | $555K | $10.6M | $1 | — | View 990 |
| 2022 | $-247,635 | $795K | $10.9M | $1 | — | View 990 |
| 2021 | $2.5M | $704K | $11.9M | $1 | — | View 990 |
| 2020 | $871K | $691K | $10.1M | $1 | — | View 990 |
| 2019 | $686K | $568K | $9.9M | $1 | — | View 990 |
| 2015 | $379K | $601K | $9.8M | $0 | — | View 990 |
| 2014 | $335K | $621K | $10.1M | $0 | — | View 990 |
| 2013 | $506K | $604K | $10.1M | $0 | — | View 990 |
| 2012 | $684K | $543K | $10.2M | $0 | — | View 990 |
| 2011 | $738K | $556K | $10.1M | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $329K, expenses of $555K, and assets of $10.6M.
- 2022: Revenue of $-247,635, expenses of $795K, and assets of $10.9M (revenue -109.9% year-over-year).
- 2021: Revenue of $2.5M, expenses of $704K, and assets of $11.9M (revenue +187.6% year-over-year).
- 2020: Revenue of $871K, expenses of $691K, and assets of $10.1M (revenue +26.8% year-over-year).
- 2019: Revenue of $686K, expenses of $568K, and assets of $9.9M (revenue +81.2% year-over-year).
- 2015: Revenue of $379K, expenses of $601K, and assets of $9.8M (revenue +13.0% year-over-year).
- 2014: Revenue of $335K, expenses of $621K, and assets of $10.1M (revenue -33.8% year-over-year).
- 2013: Revenue of $506K, expenses of $604K, and assets of $10.1M (revenue -26.0% year-over-year).
- 2012: Revenue of $684K, expenses of $543K, and assets of $10.2M (revenue -7.3% year-over-year).
- 2011: Revenue of $738K, expenses of $556K, and assets of $10.1M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Marguerite C Hawthorne Charities Tr Uw 01 18 91 334447:
Data Sources and Methodology
This transparency report for Marguerite C Hawthorne Charities Tr Uw 01 18 91 334447 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.