Mcdermott Fam Charitable Tr

McDermott Fam Charitable Tr shows strong asset growth and no officer compensation, with variable revenue.

EIN: 146198226 · Tolland, CT · NTEE: T20 · Updated: 2026-03-28

$169KRevenue
$3.9MAssets
92/100Mission Score (Excellent)
T20

Is Mcdermott Fam Charitable Tr Legit?

Some Concerns

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
1 FoundRed Flags

Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →

Mcdermott Fam Charitable Tr directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Mcdermott Fam Charitable Tr

Mcdermott Fam Charitable Tr (EIN: 146198226) is a nonprofit organization based in Tolland, CT, classified under NTEE code T20. The organization reported total revenue of $169K and total assets of $3.9M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Mcdermott Fam Charitable Tr's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

26Years Operating
SmallSize Classification
10Years of Filings
MixedRevenue Trajectory

Mcdermott Fam Charitable Tr is a small nonprofit that has been operating for 26 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 33.4%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$184K
Total Expenses$101K
Surplus / Deficit+$83K
Total Assets$2.2M
Total Liabilities$1
Net Assets$2.2M
Operating Margin45.3%
Debt-to-Asset Ratio0.0%
Months of Reserves267.2 months

Financial Health Grade: A

In 2023, Mcdermott Fam Charitable Tr reported a surplus of $83K with revenue exceeding expenses, holds 267.2 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), Mcdermott Fam Charitable Tr's revenue has grown at a compound annual growth rate (CAGR) of 33.4%.

YearRevenue ChangeExpense ChangeAsset Change
2023+319.6%-2.4%+21.2%
2022-96.9%+3.0%-16.0%
2021+3991.7%+148.9%+253.3%
2020+154.8%+19.9%+0.3%
2019+13.8%+139.3%+22.4%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date2000

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

AI Transparency Report

The McDermott Fam Charitable Tr demonstrates a consistent pattern of growth in assets over the past decade, increasing from $242,773 in 2011 to $2,237,825 in 2023, with a notable peak in 2021 at $2,199,297. Revenue has been highly variable, with a significant spike to $1,409,685 in 2021, contrasting with lower figures like $34,452 in 2020 and $43,758 in 2022. This volatility in revenue, while not uncommon for smaller trusts, suggests reliance on specific, potentially large, contributions or investment gains rather than a steady stream of income. The organization's spending efficiency appears strong, as evidenced by the consistent reporting of 0% officer compensation across all filings, indicating that administrative costs related to executive salaries are non-existent. Given the nature of a charitable trust (NTEE Code T20), which typically involves grant-making, the majority of expenses are likely directed towards program services. The low liabilities ($1 or $0 across all periods) also points to sound financial management and a lack of significant debt. The trust's transparency is good, with a clear filing history available, and the absence of officer compensation simplifies the analysis of its operational overhead. Overall, the McDermott Fam Charitable Tr appears to be a well-managed entity with a strong asset base relative to its annual expenses. Its financial health is robust, characterized by minimal liabilities and a commitment to directing resources towards its charitable purpose, as implied by the lack of executive compensation. The primary area for further understanding would be the specific allocation of its expenses, which are not detailed in the provided summary, to confirm the exact program spending ratio.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Mcdermott Fam Charitable Tr with a Mission Score of 92 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

According to IRS 990 filings, Mcdermott Fam Charitable Tr 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 (2023)

From the most recent IRS 990 filing on record:

$184KTotal Revenue
$101KTotal Expenses
$2.2MTotal Assets
$1Total Liabilities
$2.2MNet Assets

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 efficient for an organization of this size and type.

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 Mcdermott Fam Charitable Tr's IRS 990 filings:

Strengths

The following positive indicators were identified for Mcdermott Fam Charitable Tr:

Frequently Asked Questions about Mcdermott Fam Charitable Tr

Is Mcdermott Fam Charitable Tr a legitimate charity?

Based on AI analysis of IRS 990 filings, Mcdermott Fam Charitable Tr (EIN: 146198226) some concerns. Mission Score: 92/100. 1 red flag identified, 4 strengths noted.

How does Mcdermott Fam Charitable Tr spend its money?

Mcdermott Fam Charitable Tr directs 90% of its spending to programs and services. The remaining budget covers administration and fundraising costs.

Are donations to Mcdermott Fam Charitable Tr tax-deductible?

Mcdermott Fam Charitable Tr is registered as a tax-exempt nonprofit (EIN: 146198226). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

What specific programs or grants does the McDermott Fam Charitable Tr support?

The provided data does not detail the specific programs or grants supported by the trust. Further investigation into their IRS Form 990, Part III (Statement of Program Service Accomplishments) would be necessary.

What is the primary source of the trust's highly variable revenue?

The data indicates significant revenue fluctuations, such as $1,409,685 in 2021 versus $43,758 in 2022. This variability suggests reliance on investment income, large one-time donations, or specific asset sales, which would be detailed in Part VIII of their Form 990.

How does the trust manage its investment portfolio, given its substantial assets?

With assets growing to over $2.2 million by 2023, the trust likely has an investment strategy. The provided data does not specify how these assets are managed or invested, which would typically be found in the financial statements within the full 990 filing.

Filing History

IRS 990 filing history for Mcdermott Fam Charitable Tr showing financial trends over 10 years of public records:

Over 10 years of IRS 990 filings (2011–2023), Mcdermott Fam Charitable Tr's revenue has grown by 3084.1%, moving from $6K to $184K. Total assets increased by 821.8% over the same period, from $243K to $2.2M. Total functional expenses rose by 734%, from $12K to $101K. In its most recent filing year (2023), Mcdermott Fam Charitable Tr reported a surplus of $83K, with revenue exceeding expenses. The organization holds $1 in liabilities against $2.2M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $2.2M.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $184K $101K $2.2M $1 View 990
2022 $44K $103K $1.8M $1 View 990
2021 $1.4M $100K $2.2M $1 View 990
2020 $34K $40K $623K $1 View 990
2019 $14K $34K $621K $0 View 990
2015 $12K $14K $507K $0 View 990
2014 $85K $29K $505K $0 View 990
2013 $58K $23K $379K $0 View 990
2012 $56K $13K $301K $0 View 990
2011 $6K $12K $243K $0 View 990

Year-by-Year Financial Summary

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Mcdermott Fam Charitable Tr:

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 Mcdermott Fam Charitable Tr 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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