Maude Davis Robertson Trust
EIN: 636019872 · Birmingham, AL · NTEE: T90
| Metric | Value |
|---|---|
| Total Revenue | $648K |
| Total Expenses | $157K |
| Net Assets | $2.3M |
Is Maude Davis Robertson Trust Legit?
Insufficient Data
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
About Maude Davis Robertson Trust
Maude Davis Robertson Trust (EIN: 636019872) is a nonprofit organization based in Birmingham, AL, classified under NTEE code T90. The organization reported total revenue of $648K and total assets of $2.3M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Maude Davis Robertson Trust's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Maude Davis Robertson Trust is a small nonprofit that has been operating for 52 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of -3.3%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $107K |
| Total Expenses | $157K |
| Surplus / Deficit | $-49,786 |
| Total Assets | $2.3M |
| Total Liabilities | $1 |
| Net Assets | $2.3M |
| Operating Margin | -46.5% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 174.0 months |
Financial Health Grade: B
In 2023, Maude Davis Robertson Trust reported a deficit of $50K with expenses exceeding revenue, holds 174.0 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), Maude Davis Robertson Trust's revenue has declined at a compound annual growth rate (CAGR) of -3.3%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | -8.8% | -12.8% | -2.2% |
| 2022 | -49.6% | +6.0% | -2.7% |
| 2021 | +60.2% | +10.6% | +2.7% |
| 2020 | +60.7% | +9.1% | -0.3% |
| 2019 | +6.2% | -20.2% | -11.1% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 1974 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Analysis Pending
AI enrichment for Maude Davis Robertson Trust 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 Maude Davis Robertson Trust 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 $50K, with expenses exceeding revenue.
- Debt-to-asset ratio: 0.0%.
Frequently Asked Questions about Maude Davis Robertson Trust
Is Maude Davis Robertson Trust a legitimate charity?
Maude Davis Robertson Trust (EIN: 636019872) is a registered tax-exempt nonprofit based in Alabama. It has 10 years of IRS 990 filings on record. Total revenue: $648K. No red flags identified. Financial health grade: B.
How does Maude Davis Robertson Trust spend its money?
Maude Davis Robertson Trust reported $648K in total revenue in IRS 990 filings. 10 years of filing data available. Expenses exceeded revenue in the most recent year. Review the full spending breakdown on NonprofitSpending.
Are donations to Maude Davis Robertson Trust tax-deductible?
Maude Davis Robertson Trust is registered as a tax-exempt nonprofit (EIN: 636019872). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Where is Maude Davis Robertson Trust located?
Maude Davis Robertson Trust is headquartered in Birmingham, Alabama and files with the IRS under EIN 636019872. It is classified under NTEE code T90.
How many years of IRS 990 filings does Maude Davis Robertson Trust have?
Maude Davis Robertson Trust 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 $648K in total revenue.
Filing History
IRS 990 filing history for Maude Davis Robertson Trust showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), Maude Davis Robertson Trust's revenue has declined by 33.1%, moving from $160K to $107K. Total assets decreased by 3.4% over the same period, from $2.4M to $2.3M. Total functional expenses rose by 47.7%, from $106K to $157K. In its most recent filing year (2023), Maude Davis Robertson Trust reported a deficit of $50K, with expenses exceeding revenue. The organization holds $1 in liabilities against $2.3M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $2.3M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $107K | $157K | $2.3M | $1 | — | View 990 |
| 2022 | $117K | $180K | $2.3M | $1 | — | View 990 |
| 2021 | $233K | $170K | $2.4M | $1 | — | — |
| 2020 | $145K | $153K | $2.3M | $1 | — | View 990 |
| 2019 | $91K | $141K | $2.3M | $0 | — | View 990 |
| 2015 | $85K | $176K | $2.6M | $0 | — | View 990 |
| 2014 | $604K | $152K | $2.7M | $0 | — | View 990 |
| 2013 | $147K | $197K | $2.3M | $0 | — | View 990 |
| 2012 | $109K | $149K | $2.3M | $0 | — | View 990 |
| 2011 | $160K | $106K | $2.4M | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $107K, expenses of $157K, and assets of $2.3M (revenue -8.8% year-over-year).
- 2022: Revenue of $117K, expenses of $180K, and assets of $2.3M (revenue -49.6% year-over-year).
- 2021: Revenue of $233K, expenses of $170K, and assets of $2.4M (revenue +60.2% year-over-year).
- 2020: Revenue of $145K, expenses of $153K, and assets of $2.3M (revenue +60.7% year-over-year).
- 2019: Revenue of $91K, expenses of $141K, and assets of $2.3M (revenue +6.2% year-over-year).
- 2015: Revenue of $85K, expenses of $176K, and assets of $2.6M (revenue -85.9% year-over-year).
- 2014: Revenue of $604K, expenses of $152K, and assets of $2.7M (revenue +310.6% year-over-year).
- 2013: Revenue of $147K, expenses of $197K, and assets of $2.3M (revenue +35.0% year-over-year).
- 2012: Revenue of $109K, expenses of $149K, and assets of $2.3M (revenue -31.9% year-over-year).
- 2011: Revenue of $160K, expenses of $106K, and assets of $2.4M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Maude Davis Robertson Trust:
Data Sources and Methodology
This transparency report for Maude Davis Robertson Trust 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.