Marianne G Faulkner Trust Uw Fbo Various Charitable Organizations
Marianne G Faulkner Trust maintains substantial assets with zero officer compensation, showing fluctuating revenue and consistent grant-making.
EIN: 136047458 · Chicago, IL · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $3.1M |
| Total Expenses | $416K |
| Program Spending | 85% |
| Net Assets | $7.8M |
| Transparency Score | 85/100 |
Is Marianne G Faulkner Trust Uw Fbo Various Charitable Organizations Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Marianne G Faulkner Trust Uw Fbo Various Charitable Organizations directs 85% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Marianne G Faulkner Trust Uw Fbo Various Charitable Organizations
Marianne G Faulkner Trust Uw Fbo Various Charitable Organizations (EIN: 136047458) is a nonprofit organization based in Chicago, IL. The organization reported total revenue of $3.1M and total assets of $7.9M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Marianne G Faulkner Trust Uw Fbo Various Charitable Organizations's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Marianne G Faulkner Trust Uw Fbo Various Charitable Organizations is a mid-size nonprofit that has been operating for 64 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of -0.7%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $588K |
| Total Expenses | $416K |
| Surplus / Deficit | +$172K |
| Total Assets | $7.8M |
| Total Liabilities | $1 |
| Net Assets | $7.8M |
| Operating Margin | 29.2% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 223.9 months |
Financial Health Grade: A
In 2023, Marianne G Faulkner Trust Uw Fbo Various Charitable Organizations reported a surplus of $172K with revenue exceeding expenses, holds 223.9 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), Marianne G Faulkner Trust Uw Fbo Various Charitable Organizations's revenue has declined at a compound annual growth rate (CAGR) of -0.7%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +105.4% | -15.4% | +2.3% |
| 2022 | -69.3% | -32.8% | -2.6% |
| 2021 | +47.9% | +12.2% | +2.6% |
| 2020 | -2.3% | +1.9% | -0.3% |
| 2019 | +215.5% | +22.2% | -7.0% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 1962 |
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 Marianne G Faulkner Trust Uw Fbo Various Charitable Organizations 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, Marianne G Faulkner Trust Uw Fbo Various Charitable Organizations 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 surplus of $172K, with revenue exceeding expenses.
- Debt-to-asset ratio: 0.0%.
Executive Compensation Analysis
The organization consistently reports 0% officer compensation across all available filings, indicating a highly efficient executive structure with no direct salary costs for its leadership, which is excellent for minimizing overhead.
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 Marianne G Faulkner Trust Uw Fbo Various Charitable Organizations's IRS 990 filings:
- NTEE Code Unknown, limiting clear categorization of its charitable focus.
- Lack of detailed program spending breakdown in summary data, making it hard to assess direct impact.
Strengths
The following positive indicators were identified for Marianne G Faulkner Trust Uw Fbo Various Charitable Organizations:
- Consistent reporting of 0% officer compensation, indicating very low executive overhead.
- Strong and stable asset base, currently $7,898,506, ensuring long-term sustainability.
- Consistent IRS 990 filings, demonstrating good financial transparency.
- Expenses generally lower than revenue in recent years (e.g., 2023: $415,996 expenses vs. $587,599 revenue), allowing for asset growth.
Frequently Asked Questions about Marianne G Faulkner Trust Uw Fbo Various Charitable Organizations
Is Marianne G Faulkner Trust Uw Fbo Various Charitable Organizations a legitimate charity?
Marianne G Faulkner Trust Uw Fbo Various Charitable Organizations (EIN: 136047458) is a registered tax-exempt nonprofit based in Illinois. Our AI analysis gives it a Mission Score of 85/100. It has 10 years of IRS 990 filings on record. Total revenue: $3.1M. 2 red flags identified. 4 strengths noted. Financial health grade: A.
How does Marianne G Faulkner Trust Uw Fbo Various Charitable Organizations spend its money?
Marianne G Faulkner Trust Uw Fbo Various Charitable Organizations directs 85% of its spending to programs and services. This exceeds the 65% industry benchmark.
Are donations to Marianne G Faulkner Trust Uw Fbo Various Charitable Organizations tax-deductible?
Marianne G Faulkner Trust Uw Fbo Various Charitable Organizations is registered as a tax-exempt nonprofit (EIN: 136047458). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Where is Marianne G Faulkner Trust Uw Fbo Various Charitable Organizations located?
Marianne G Faulkner Trust Uw Fbo Various Charitable Organizations is headquartered in Chicago, Illinois and files with the IRS under EIN 136047458.
How many years of IRS 990 filings does Marianne G Faulkner Trust Uw Fbo Various Charitable Organizations have?
Marianne G Faulkner Trust Uw Fbo Various Charitable Organizations 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 $3.1M in total revenue.
What specific charitable organizations does the trust support?
The provided IRS 990 data does not detail the specific beneficiaries of the 'Various Charitable Organizations' mentioned in the trust's name. Further investigation into the full 990 forms would be required to identify the grant recipients.
What is the trust's strategy for managing revenue fluctuations?
The trust's revenue, ranging from $204,619 to $933,150, suggests reliance on investment income. Its strategy likely involves a long-term investment approach to sustain its asset base and grant-making capacity despite market volatility.
How are administrative expenses managed given the zero officer compensation?
With zero officer compensation, administrative expenses likely cover legal, accounting, investment management fees, and other operational costs necessary for a trust. The lean executive structure helps keep these costs relatively low.
Filing History
IRS 990 filing history for Marianne G Faulkner Trust Uw Fbo Various Charitable Organizations showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), Marianne G Faulkner Trust Uw Fbo Various Charitable Organizations's revenue has declined by 8.5%, moving from $642K to $588K. Total assets decreased by 6.9% over the same period, from $8.3M to $7.8M. Total functional expenses fell by 18.3%, from $509K to $416K. In its most recent filing year (2023), Marianne G Faulkner Trust Uw Fbo Various Charitable Organizations reported a surplus of $172K, with revenue exceeding expenses. The organization holds $1 in liabilities against $7.8M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $7.8M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $588K | $416K | $7.8M | $1 | — | View 990 |
| 2022 | $286K | $492K | $7.6M | $1 | — | View 990 |
| 2021 | $933K | $732K | $7.8M | $1 | — | View 990 |
| 2020 | $631K | $652K | $7.6M | $1 | — | — |
| 2019 | $646K | $640K | $7.6M | $1 | — | View 990 |
| 2015 | $205K | $524K | $8.2M | $0 | — | View 990 |
| 2014 | $714K | $550K | $8.5M | $0 | — | View 990 |
| 2013 | $730K | $507K | $8.3M | $0 | — | View 990 |
| 2012 | $318K | $543K | $8.1M | $0 | — | View 990 |
| 2011 | $642K | $509K | $8.3M | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $588K, expenses of $416K, and assets of $7.8M (revenue +105.4% year-over-year).
- 2022: Revenue of $286K, expenses of $492K, and assets of $7.6M (revenue -69.3% year-over-year).
- 2021: Revenue of $933K, expenses of $732K, and assets of $7.8M (revenue +47.9% year-over-year).
- 2020: Revenue of $631K, expenses of $652K, and assets of $7.6M (revenue -2.3% year-over-year).
- 2019: Revenue of $646K, expenses of $640K, and assets of $7.6M (revenue +215.5% year-over-year).
- 2015: Revenue of $205K, expenses of $524K, and assets of $8.2M (revenue -71.3% year-over-year).
- 2014: Revenue of $714K, expenses of $550K, and assets of $8.5M (revenue -2.2% year-over-year).
- 2013: Revenue of $730K, expenses of $507K, and assets of $8.3M (revenue +129.4% year-over-year).
- 2012: Revenue of $318K, expenses of $543K, and assets of $8.1M (revenue -50.5% year-over-year).
- 2011: Revenue of $642K, expenses of $509K, and assets of $8.3M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Marianne G Faulkner Trust Uw Fbo Various Charitable Organizations:
Data Sources and Methodology
This transparency report for Marianne G Faulkner Trust Uw Fbo Various Charitable Organizations 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.