Marshall Alworth Tr Fbo Marshall & Nellie Alworth
Marshall Alworth Trust maintains strong asset growth with zero officer compensation.
EIN: 136041237 · New York, NY · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $10.7M |
| Total Expenses | $1.8M |
| Program Spending | 90% |
| CEO/Top Officer Pay | $37.5 |
| Net Assets | $37.1M |
| Transparency Score | 90/100 |
Is Marshall Alworth Tr Fbo Marshall & Nellie Alworth Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Marshall Alworth Tr Fbo Marshall & Nellie Alworth directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Marshall Alworth Tr Fbo Marshall & Nellie Alworth
Marshall Alworth Tr Fbo Marshall & Nellie Alworth (EIN: 136041237) is a nonprofit organization based in New York, NY. The organization reported total revenue of $10.7M and total assets of $37.5M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Marshall Alworth Tr Fbo Marshall & Nellie Alworth's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Marshall Alworth Tr Fbo Marshall & Nellie Alworth is a large nonprofit that has been operating for 45 years, with 11 years of IRS 990 filings on record (2011–2024). Revenue has grown at a compound annual rate of 3.9%.
Key Financial Metrics (2024)
From the most recent IRS 990 filing on record:
| Total Revenue | $2.7M |
| Total Expenses | $1.8M |
| Surplus / Deficit | +$926K |
| Total Assets | $37.1M |
| Total Liabilities | $1 |
| Net Assets | $37.1M |
| Operating Margin | 34.1% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 248.7 months |
Financial Health Grade: A
In 2024, Marshall Alworth Tr Fbo Marshall & Nellie Alworth reported a surplus of $926K with revenue exceeding expenses, holds 248.7 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).
Financial Trends
Over 11 years of filings (2011–2024), Marshall Alworth Tr Fbo Marshall & Nellie Alworth's revenue has grown at a compound annual growth rate (CAGR) of 3.9%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2024 | +54.6% | -13.9% | +3.8% |
| 2023 | -61.1% | +27.7% | -1.8% |
| 2022 | +42.4% | -16.9% | +9.4% |
| 2021 | +47.5% | +12.4% | +2.9% |
| 2020 | +60.5% | +15.3% | +8.0% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 1981 |
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 Marshall Alworth Tr Fbo Marshall & Nellie Alworth with a Mission Score of 90 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, Marshall Alworth Tr Fbo Marshall & Nellie Alworth 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 (2024)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $926K, with revenue exceeding expenses.
- Debt-to-asset ratio: 0.0%.
Executive Compensation Analysis
Executive compensation is consistently reported as 0% across all available filings, indicating that no salaries are paid to officers, which is highly unusual for an organization of this asset size ($37.5 million) and suggests a very lean operational structure or reliance on volunteer leadership/external management without direct officer salaries.
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 Marshall Alworth Tr Fbo Marshall & Nellie Alworth's IRS 990 filings:
- NTEE Code is unknown, limiting understanding of specific charitable focus
- Lack of detailed functional expense breakdown in provided data
Strengths
The following positive indicators were identified for Marshall Alworth Tr Fbo Marshall & Nellie Alworth:
- Consistent asset growth over more than a decade
- Extremely low liabilities, often reported as $1
- 0% officer compensation across all filings, indicating high efficiency
- Expenses consistently below revenue, leading to financial stability
- Regular IRS 990 filing history (11 filings)
Frequently Asked Questions about Marshall Alworth Tr Fbo Marshall & Nellie Alworth
Is Marshall Alworth Tr Fbo Marshall & Nellie Alworth a legitimate charity?
Marshall Alworth Tr Fbo Marshall & Nellie Alworth (EIN: 136041237) is a registered tax-exempt nonprofit based in New York. Our AI analysis gives it a Mission Score of 90/100. It has 11 years of IRS 990 filings on record. Total revenue: $10.7M. 2 red flags identified. 5 strengths noted. Financial health grade: A.
How does Marshall Alworth Tr Fbo Marshall & Nellie Alworth spend its money?
Marshall Alworth Tr Fbo Marshall & Nellie Alworth directs 90% of its spending to programs and services. This exceeds the 65% industry benchmark.
Are donations to Marshall Alworth Tr Fbo Marshall & Nellie Alworth tax-deductible?
Marshall Alworth Tr Fbo Marshall & Nellie Alworth is registered as a tax-exempt nonprofit (EIN: 136041237). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
How much does the Marshall Alworth Tr Fbo Marshall & Nellie Alworth CEO make?
Marshall Alworth Tr Fbo Marshall & Nellie Alworth's highest-compensated officer earns $37.5 annually. The organization reported $10.7M in total revenue. Executive compensation data is disclosed in IRS 990 filings.
Where is Marshall Alworth Tr Fbo Marshall & Nellie Alworth located?
Marshall Alworth Tr Fbo Marshall & Nellie Alworth is headquartered in New York, New York and files with the IRS under EIN 136041237.
How many years of IRS 990 filings does Marshall Alworth Tr Fbo Marshall & Nellie Alworth have?
Marshall Alworth Tr Fbo Marshall & Nellie Alworth has 11 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 $10.7M in total revenue.
Is Marshall Alworth Tr Fbo Marshall & Nellie Alworth a good charity?
Based on the provided financial data, the organization exhibits strong financial health with consistent asset growth and minimal liabilities. The complete absence of officer compensation is a significant positive indicator of efficiency. However, without detailed program spending information, it's challenging to fully assess its charitable impact, but its financial management is excellent.
How does the organization manage its expenses relative to its revenue?
The organization generally manages its expenses well below its revenue, leading to consistent asset growth. For example, in 2024, revenue was $2,715,126 against expenses of $1,788,963, and in 2022, revenue was $4,514,073 against expenses of $1,627,513. This indicates a fiscally conservative approach.
What is the trend in the organization's assets?
The organization's assets have shown a consistent upward trend, growing from $28,013,091 in 2012 to $37,074,338 in 2024, demonstrating strong financial stewardship and investment growth over time.
Filing History
IRS 990 filing history for Marshall Alworth Tr Fbo Marshall & Nellie Alworth showing financial trends over 11 years of public records:
Over 11 years of IRS 990 filings (2011–2024), Marshall Alworth Tr Fbo Marshall & Nellie Alworth's revenue has grown by 64.1%, moving from $1.7M to $2.7M. Total assets increased by 32.4% over the same period, from $28.0M to $37.1M. Total functional expenses rose by 39.5%, from $1.3M to $1.8M. In its most recent filing year (2024), Marshall Alworth Tr Fbo Marshall & Nellie Alworth reported a surplus of $926K, with revenue exceeding expenses. The organization holds $1 in liabilities against $37.1M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $37.1M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2024 | $2.7M | $1.8M | $37.1M | $1 | — | View 990 |
| 2023 | $1.8M | $2.1M | $35.7M | $1 | — | View 990 |
| 2022 | $4.5M | $1.6M | $36.4M | $1 | — | View 990 |
| 2021 | $3.2M | $2.0M | $33.2M | $1 | — | View 990 |
| 2020 | $2.1M | $1.7M | $32.3M | $1 | — | View 990 |
| 2016 | $1.3M | $1.5M | $29.9M | $0 | — | View 990 |
| 2015 | $2.4M | $1.6M | $30.0M | $0 | — | View 990 |
| 2014 | $2.1M | $1.5M | $29.1M | $0 | — | View 990 |
| 2013 | $1.8M | $1.4M | $28.4M | $0 | — | View 990 |
| 2012 | $1.5M | $1.3M | $28.0M | $0 | — | View 990 |
| 2011 | $1.7M | $1.3M | $28.0M | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2024: Revenue of $2.7M, expenses of $1.8M, and assets of $37.1M (revenue +54.6% year-over-year).
- 2023: Revenue of $1.8M, expenses of $2.1M, and assets of $35.7M (revenue -61.1% year-over-year).
- 2022: Revenue of $4.5M, expenses of $1.6M, and assets of $36.4M (revenue +42.4% year-over-year).
- 2021: Revenue of $3.2M, expenses of $2.0M, and assets of $33.2M (revenue +47.5% year-over-year).
- 2020: Revenue of $2.1M, expenses of $1.7M, and assets of $32.3M (revenue +60.5% year-over-year).
- 2016: Revenue of $1.3M, expenses of $1.5M, and assets of $29.9M (revenue -44.6% year-over-year).
- 2015: Revenue of $2.4M, expenses of $1.6M, and assets of $30.0M (revenue +14.1% year-over-year).
- 2014: Revenue of $2.1M, expenses of $1.5M, and assets of $29.1M (revenue +17.2% year-over-year).
- 2013: Revenue of $1.8M, expenses of $1.4M, and assets of $28.4M (revenue +24.1% year-over-year).
- 2012: Revenue of $1.5M, expenses of $1.3M, and assets of $28.0M (revenue -12.1% year-over-year).
- 2011: Revenue of $1.7M, expenses of $1.3M, and assets of $28.0M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Marshall Alworth Tr Fbo Marshall & Nellie Alworth:
Data Sources and Methodology
This transparency report for Marshall Alworth Tr Fbo Marshall & Nellie Alworth 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.