Mary C Shippe Trust Ua Dtd 020630 113948

Mary C Shippe Trust maintains stable assets despite fluctuating revenues and no officer compensation.

EIN: 136052973 · Wilmington, DE · Updated: 2026-03-28

$493KRevenue
$849KAssets
75/100Mission Score (Good)
Mary C Shippe Trust Ua Dtd 020630 113948 Financial Summary
MetricValue
Total Revenue$493K
Total Expenses$60K
Program Spending80%
Net Assets$817K
Transparency Score75/100

Is Mary C Shippe Trust Ua Dtd 020630 113948 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 →

Mary C Shippe Trust Ua Dtd 020630 113948 directs 80% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Mary C Shippe Trust Ua Dtd 020630 113948

Mary C Shippe Trust Ua Dtd 020630 113948 (EIN: 136052973) is a nonprofit organization based in Wilmington, DE. The organization reported total revenue of $493K and total assets of $849K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Mary C Shippe Trust Ua Dtd 020630 113948's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

SmallSize Classification
10Years of Filings
MixedRevenue Trajectory

Mary C Shippe Trust Ua Dtd 020630 113948 is a small nonprofit, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 8.7%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$36K
Total Expenses$60K
Surplus / Deficit$-24,589
Total Assets$817K
Total Liabilities$1
Net Assets$817K
Operating Margin-68.7%
Debt-to-Asset Ratio0.0%
Months of Reserves162.4 months

Financial Health Grade: B

In 2023, Mary C Shippe Trust Ua Dtd 020630 113948 reported a deficit of $25K with expenses exceeding revenue, holds 162.4 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), Mary C Shippe Trust Ua Dtd 020630 113948's revenue has grown at a compound annual growth rate (CAGR) of 8.7%.

YearRevenue ChangeExpense ChangeAsset Change
2022-132.4%+45.6%-13.4%
2021+445.9%-21.9%+23.4%
2020-79.9%-12.9%-2.4%
2019+508.4%+234.2%+8.6%

IRS Tax-Exempt Classification

IRS Classification Codes1000

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

AI Transparency Report

The Mary C Shippe Trust Ua Dtd 020630 113948 appears to operate primarily as a grant-making trust, as indicated by its consistent revenue and expense patterns over the past decade. Its financial health shows some volatility in revenue, with a notable negative revenue of $-74,112 in 2022, yet its asset base has remained relatively stable, fluctuating between approximately $710,188 and $961,004. The trust consistently reports minimal liabilities, typically $1 or $0, suggesting a strong balance sheet with no significant debt burden. Spending efficiency is difficult to fully assess without a detailed breakdown of expenses beyond total expenses. However, given the nature of a trust, a significant portion of expenses would likely be program-related (grants) or administrative costs associated with managing the trust. The absence of officer compensation simplifies the analysis, indicating that the trust is not incurring significant overhead in executive salaries. The trust's consistent filing of IRS Form 990s demonstrates a commitment to transparency, providing a public record of its financial activities. Overall, the trust appears to be a well-managed entity with a stable asset base and minimal liabilities. Its financial operations, while showing some year-to-year fluctuations in revenue, suggest a focus on maintaining its principal while distributing funds. The lack of detailed program spending information in the provided data makes a precise assessment of program efficiency challenging, but the consistent filings are a positive indicator of transparency.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Mary C Shippe Trust Ua Dtd 020630 113948 with a Mission Score of 75 out of 100 (Good). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.

Spending Breakdown

  • admin: 20%
  • programs: 80%
  • fundraising: 0%

According to IRS 990 filings, Mary C Shippe Trust Ua Dtd 020630 113948 allocates its expenses as follows: admin: 20%, programs: 80%, fundraising: 0%. With 80% 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:

$36KTotal Revenue
$60KTotal Expenses
$817KTotal Assets
$1Total Liabilities
$817KNet Assets
  • The organization reported a deficit of $25K, with expenses exceeding revenue.
  • Debt-to-asset ratio: 0.0%.

Executive Compensation Analysis

The organization consistently reports 0% officer compensation across all available filings, indicating that no executive salaries are paid, which is a positive for resource allocation.

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 Mary C Shippe Trust Ua Dtd 020630 113948's IRS 990 filings:

  • Negative revenue reported in 2022 (-$74,112), which warrants further investigation into its cause.
  • NTEE Code is unknown, making it difficult to benchmark against similar organizations or understand its specific charitable focus without additional information.

Strengths

The following positive indicators were identified for Mary C Shippe Trust Ua Dtd 020630 113948:

  • Consistent filing of IRS Form 990s, demonstrating transparency.
  • Zero officer compensation reported across all filings, indicating efficient use of funds for leadership.
  • Minimal liabilities ($0-$1) consistently reported, indicating strong financial stability and no significant debt.
  • Stable asset base over a decade, suggesting prudent financial management despite revenue fluctuations.

Frequently Asked Questions about Mary C Shippe Trust Ua Dtd 020630 113948

Is Mary C Shippe Trust Ua Dtd 020630 113948 a legitimate charity?

Mary C Shippe Trust Ua Dtd 020630 113948 (EIN: 136052973) is a registered tax-exempt nonprofit based in Delaware. Our AI analysis gives it a Mission Score of 75/100. It has 10 years of IRS 990 filings on record. Total revenue: $493K. 2 red flags identified. 4 strengths noted. Financial health grade: B.

How does Mary C Shippe Trust Ua Dtd 020630 113948 spend its money?

Mary C Shippe Trust Ua Dtd 020630 113948 directs 80% of its spending to programs and services. This exceeds the 65% industry benchmark.

Are donations to Mary C Shippe Trust Ua Dtd 020630 113948 tax-deductible?

Mary C Shippe Trust Ua Dtd 020630 113948 is registered as a tax-exempt nonprofit (EIN: 136052973). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

Where is Mary C Shippe Trust Ua Dtd 020630 113948 located?

Mary C Shippe Trust Ua Dtd 020630 113948 is headquartered in Wilmington, Delaware and files with the IRS under EIN 136052973.

How many years of IRS 990 filings does Mary C Shippe Trust Ua Dtd 020630 113948 have?

Mary C Shippe Trust Ua Dtd 020630 113948 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 $493K in total revenue.

Filing History

IRS 990 filing history for Mary C Shippe Trust Ua Dtd 020630 113948 showing financial trends over 10 years of public records:

Over 10 years of IRS 990 filings (2011–2023), Mary C Shippe Trust Ua Dtd 020630 113948's revenue has grown by 171.9%, moving from $13K to $36K. Total assets increased by 11.8% over the same period, from $731K to $817K. Total functional expenses fell by 15.4%, from $71K to $60K. In its most recent filing year (2023), Mary C Shippe Trust Ua Dtd 020630 113948 reported a deficit of $25K, with expenses exceeding revenue. The organization holds $1 in liabilities against $817K in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $817K.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $36K $60K $817K $1
2022 $-74,112 $66K $832K $1 View 990
2021 $229K $46K $961K $1
2020 $42K $58K $779K $1
2019 $208K $67K $798K $1 View 990
2015 $34K $20K $734K $0 View 990
2014 $49K $39K $720K $0 View 990
2013 $28K $38K $710K $0 View 990
2012 $23K $33K $721K $0 View 990
2011 $13K $71K $731K $0 View 990

Year-by-Year Financial Summary

  • 2023: Revenue of $36K, expenses of $60K, and assets of $817K.
  • 2022: Revenue of $-74,112, expenses of $66K, and assets of $832K (revenue -132.4% year-over-year).
  • 2021: Revenue of $229K, expenses of $46K, and assets of $961K (revenue +445.9% year-over-year).
  • 2020: Revenue of $42K, expenses of $58K, and assets of $779K (revenue -79.9% year-over-year).
  • 2019: Revenue of $208K, expenses of $67K, and assets of $798K (revenue +508.4% year-over-year).
  • 2015: Revenue of $34K, expenses of $20K, and assets of $734K (revenue -29.7% year-over-year).
  • 2014: Revenue of $49K, expenses of $39K, and assets of $720K (revenue +75.8% year-over-year).
  • 2013: Revenue of $28K, expenses of $38K, and assets of $710K (revenue +19.5% year-over-year).
  • 2012: Revenue of $23K, expenses of $33K, and assets of $721K (revenue +76.4% year-over-year).
  • 2011: Revenue of $13K, expenses of $71K, and assets of $731K.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Mary C Shippe Trust Ua Dtd 020630 113948:

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 Mary C Shippe Trust Ua Dtd 020630 113948 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.

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