Michael T Bardin Char Trust

Michael T Bardin Char Trust maintains strong assets and zero officer compensation, consistently directing funds to charitable activities.

EIN: 206983919 · Louisville, KY · NTEE: B82 · Updated: 2026-03-28

$220KRevenue
$1.7MAssets
95/100Mission Score (Excellent)
B82
Michael T Bardin Char Trust Financial Summary
MetricValue
Total Revenue$220K
Total Expenses$194K
Program Spending100%
CEO/Top Officer Pay$1.7
Net Assets$1.7M
Transparency Score95/100

Is Michael T Bardin Char Trust Legit?

Appears Legitimate

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
NoneRed Flags

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

Michael T Bardin Char Trust directs 100% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Michael T Bardin Char Trust

Michael T Bardin Char Trust (EIN: 206983919) is a nonprofit organization based in Louisville, KY, classified under NTEE code B82. The organization reported total revenue of $220K and total assets of $1.7M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Michael T Bardin Char Trust's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

19Years Operating
SmallSize Classification
10Years of Filings
MixedRevenue Trajectory

Michael T Bardin Char Trust is a small nonprofit that has been operating for 19 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 15.7%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$256K
Total Expenses$194K
Surplus / Deficit+$62K
Total Assets$1.7M
Total Liabilities$1
Net Assets$1.7M
Operating Margin24.1%
Debt-to-Asset Ratio0.0%
Months of Reserves107.2 months

Financial Health Grade: A

In 2023, Michael T Bardin Char Trust reported a surplus of $62K with revenue exceeding expenses, holds 107.2 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), Michael T Bardin Char Trust's revenue has grown at a compound annual growth rate (CAGR) of 15.7%.

YearRevenue ChangeExpense ChangeAsset Change
2023+109.9%-13.4%+3.7%
2022-55.5%+31.0%-5.8%
2021-15.8%+14.3%+6.2%
2020+171.6%-1.0%+11.8%
2019-70.6%+39.7%-6.0%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date2007

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

AI Transparency Report

The Michael T Bardin Char Trust demonstrates consistent financial health with a strong asset base relative to its annual revenue. Over the past five years, assets have grown from $1,493,329 in 2019 to $1,731,357 in 2023, indicating sound financial management and growth. The organization consistently reports zero officer compensation, which is a strong indicator of efficient use of funds and a commitment to its charitable purpose, as all resources are directed towards programs rather than administrative salaries. Spending efficiency appears high, as the trust's expenses are primarily program-related, given the nature of a charitable trust that typically distributes grants. The latest filing (2023) shows expenses of $193,890 against revenue of $255,558, resulting in a surplus that contributes to asset growth. The trust's liabilities are consistently reported as minimal ($1 or $0), suggesting excellent financial stability and no significant debt burden. This operational model, combined with no executive compensation, points to a highly transparent and program-focused financial structure.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Michael T Bardin Char Trust with a Mission Score of 95 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: 0%
  • programs: 100%
  • fundraising: 0%

According to IRS 990 filings, Michael T Bardin Char Trust allocates its expenses as follows: admin: 0%, programs: 100%, fundraising: 0%. With 100% 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:

$256KTotal Revenue
$194KTotal Expenses
$1.7MTotal Assets
$1Total Liabilities
$1.7MNet Assets
  • The organization reported a surplus of $62K, with revenue exceeding expenses.
  • Debt-to-asset ratio: 0.0%.

Executive Compensation Analysis

The Michael T Bardin Char Trust consistently reports 0% officer compensation across all available filings, indicating that no funds are used for executive salaries, which is highly efficient for an organization of its size with assets over $1.7 million.

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.

Strengths

The following positive indicators were identified for Michael T Bardin Char Trust:

  • Zero officer compensation, indicating all funds go to mission.
  • Strong and growing asset base, reaching $1,731,357 in 2023.
  • Minimal liabilities ($1 or $0 across all filings), showing excellent financial health.
  • Consistent revenue generation, with a latest reported revenue of $255,558 in 2023.
  • High spending efficiency, with virtually all expenses directed towards program activities.

Frequently Asked Questions about Michael T Bardin Char Trust

Is Michael T Bardin Char Trust a legitimate charity?

Michael T Bardin Char Trust (EIN: 206983919) is a registered tax-exempt nonprofit based in Kentucky. Our AI analysis gives it a Mission Score of 95/100. It has 10 years of IRS 990 filings on record. Total revenue: $220K. No red flags identified. 5 strengths noted. Financial health grade: A.

How does Michael T Bardin Char Trust spend its money?

Michael T Bardin Char Trust directs 100% of its spending to programs and services. This exceeds the 65% industry benchmark.

Are donations to Michael T Bardin Char Trust tax-deductible?

Michael T Bardin Char Trust is registered as a tax-exempt nonprofit (EIN: 206983919). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

How much does the Michael T Bardin Char Trust CEO make?

Michael T Bardin Char Trust's highest-compensated officer earns $1.7 annually. The organization reported $220K in total revenue. Executive compensation data is disclosed in IRS 990 filings.

How does Michael T Bardin Char Trust compare to similar nonprofits?

With a transparency score of 95/100 (Excellent), Michael T Bardin Char Trust is above average for NTEE category B82 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.

Where is Michael T Bardin Char Trust located?

Michael T Bardin Char Trust is headquartered in Louisville, Kentucky and files with the IRS under EIN 206983919. It is classified under NTEE code B82.

How many years of IRS 990 filings does Michael T Bardin Char Trust have?

Michael T Bardin Char 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 $220K in total revenue.

Is Michael T Bardin Char Trust a good charity?

Based on the available IRS 990 data, the Michael T Bardin Char Trust appears to be a very good charity. It consistently reports zero officer compensation, minimal liabilities, and a growing asset base, indicating that all funds are directed towards its charitable mission without administrative overhead for salaries.

How does the trust manage its expenses?

The trust manages its expenses very efficiently. With zero officer compensation and minimal liabilities, nearly all expenses are directly related to its program activities, which for a charitable trust typically means grant distributions. For example, in 2023, expenses were $193,890 against revenue of $255,558.

What is the financial stability of the trust?

The financial stability of the trust is excellent. It consistently holds a significant asset base (over $1.7 million in 2023) with negligible liabilities ($1 or $0), demonstrating a strong balance sheet and robust financial health.

Filing History

IRS 990 filing history for Michael T Bardin Char Trust showing financial trends over 10 years of public records:

Over 10 years of IRS 990 filings (2011–2023), Michael T Bardin Char Trust's revenue has grown by 477.1%, moving from $44K to $256K. Total assets increased by 35.5% over the same period, from $1.3M to $1.7M. Total functional expenses rose by 145.2%, from $79K to $194K. In its most recent filing year (2023), Michael T Bardin Char Trust reported a surplus of $62K, with revenue exceeding expenses. The organization holds $1 in liabilities against $1.7M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $1.7M.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $256K $194K $1.7M $1 View 990
2022 $122K $224K $1.7M $1 View 990
2021 $274K $171K $1.8M $1
2020 $325K $150K $1.7M $1
2019 $120K $151K $1.5M $1 View 990
2015 $408K $108K $1.6M $0 View 990
2014 $96K $99K $1.3M $1 View 990
2013 $126K $89K $1.3M $0 View 990
2012 $64K $82K $1.3M $0 View 990
2011 $44K $79K $1.3M $0 View 990

Year-by-Year Financial Summary

  • 2023: Revenue of $256K, expenses of $194K, and assets of $1.7M (revenue +109.9% year-over-year).
  • 2022: Revenue of $122K, expenses of $224K, and assets of $1.7M (revenue -55.5% year-over-year).
  • 2021: Revenue of $274K, expenses of $171K, and assets of $1.8M (revenue -15.8% year-over-year).
  • 2020: Revenue of $325K, expenses of $150K, and assets of $1.7M (revenue +171.6% year-over-year).
  • 2019: Revenue of $120K, expenses of $151K, and assets of $1.5M (revenue -70.6% year-over-year).
  • 2015: Revenue of $408K, expenses of $108K, and assets of $1.6M (revenue +325.5% year-over-year).
  • 2014: Revenue of $96K, expenses of $99K, and assets of $1.3M (revenue -24.2% year-over-year).
  • 2013: Revenue of $126K, expenses of $89K, and assets of $1.3M (revenue +97.6% year-over-year).
  • 2012: Revenue of $64K, expenses of $82K, and assets of $1.3M (revenue +44.5% year-over-year).
  • 2011: Revenue of $44K, expenses of $79K, and assets of $1.3M.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Michael T Bardin Char Trust:

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 Michael T Bardin Char 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.

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