Morris Charitable Trust
Morris Charitable Trust: Consistent Growth, Minimal Overhead
EIN: 222798233 · Wynnewood, PA · Updated: 2026-04-04
About Morris Charitable Trust
Morris Charitable Trust (EIN: 222798233) is a nonprofit organization based in Wynnewood, PA. The organization reported total revenue of $532K and total assets of $3.0M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Morris Charitable Trust's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
AI Transparency Report
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Morris Charitable Trust with a Mission Score of 85 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: 3%
- programs: 95%
- fundraising: 2%
According to IRS 990 filings, Morris Charitable Trust allocates its expenses as follows: admin: 3%, programs: 95%, fundraising: 2%. With 95% directed toward programs, this reflects a strong commitment to its charitable mission.
Executive Compensation Analysis
Executive compensation is reported as $0 across all available filings, indicating a volunteer-led or externally managed structure with no direct compensation to leadership.
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 Morris Charitable Trust's IRS 990 filings:
- The nature of the 'Morris Charitable Trust' as a private foundation means its public engagement and direct programmatic transparency might differ from public charities.
Strengths
The following positive indicators were identified for Morris Charitable Trust:
- Consistently low administrative and fundraising expenses, often below 5% of total expenses.
- Significant asset growth from $1,706,973 in 2013 to $2,951,889 in 2023.
- Zero reported executive compensation, maximizing funds for charitable purposes.
- Consistent revenue generation, with total revenue exceeding $200,000 in most reported years.
Frequently Asked Questions about Morris Charitable Trust
What does Morris Charitable Trust do?
Morris Charitable Trust is a nonprofit organization in the Unknown sector, located in Wynnewood, Pennsylvania. It is classified under NTEE code Unknown.
How much revenue does Morris Charitable Trust have?
Morris Charitable Trust reported total revenue of $532,381. Based on 10 IRS 990 filings on record.
What are Morris Charitable Trust's total assets?
Morris Charitable Trust holds total assets of $2,951,889 as reported in IRS 990 filings.
Where is Morris Charitable Trust located?
Morris Charitable Trust is based in Wynnewood, Pennsylvania.
What is Morris Charitable Trust's EIN?
Morris Charitable Trust's Employer Identification Number (EIN) is 222798233. This is the unique tax ID assigned by the IRS for tax-exempt organizations.
What type of nonprofit is Morris Charitable Trust?
Morris Charitable Trust is classified under NTEE code Unknown (Unknown).
Is Morris Charitable Trust a registered 501(c)(3)?
Morris Charitable Trust appears in IRS records (EIN: 222798233). Check the IRS Tax Exempt Organization Search for the most current determination letter status.
Does Morris Charitable Trust file IRS Form 990?
Yes, Morris Charitable Trust has 10 IRS Form 990 filings on record. The most recent covers tax period 202312.
What was Morris Charitable Trust's revenue in 2023?
In the 202312 filing period, Morris Charitable Trust reported total revenue of $430,668, total expenses of $254,047, and net assets of $2,585,891.
Is Morris Charitable Trust's revenue growing or declining?
Morris Charitable Trust's revenue is growing. Revenue went from $244,847 (202212) to $430,668 (202312), a +75.9% change. Based on 10 filings on record.
What is Morris Charitable Trust's most recent 990 filing?
The most recent IRS Form 990 filing for Morris Charitable Trust covers tax period 202312. It shows revenue of $430,668, expenses of $254,047, total assets of $2,585,891, and liabilities of $1.
How much does Morris Charitable Trust spend on programs vs administration?
Based on IRS 990 analysis, Morris Charitable Trust allocates approximately 95% of expenses to program services, 3% to administrative costs, and 2% to fundraising. This indicates strong program focus.
Is Morris Charitable Trust a trustworthy charity?
Based on AI analysis of IRS 990 data, Morris Charitable Trust appears trustworthy. Mission Score: 85/100 (Excellent). 1 red flag identified. 4 strengths noted.
What are the red flags for Morris Charitable Trust?
The following concerns were identified: The nature of the 'Morris Charitable Trust' as a private foundation means its public engagement and direct programmatic transparency might differ from public charities.. These flags are based on automated analysis of IRS 990 public filings and should be verified independently.
What are Morris Charitable Trust's strengths?
Positive indicators for Morris Charitable Trust include: Consistently low administrative and fundraising expenses, often below 5% of total expenses.. Significant asset growth from $1,706,973 in 2013 to $2,951,889 in 2023.. Zero reported executive compensation, maximizing funds for charitable purposes.. Consistent revenue generation, with total revenue exceeding $200,000 in most reported years.. These findings are derived from AI analysis of the organization's financial filings.
How does Morris Charitable Trust compensate executives?
Executive compensation is reported as $0 across all available filings, indicating a volunteer-led or externally managed structure with no direct compensation to leadership. Executive compensation data is sourced from IRS 990 filings, which require disclosure of officer, director, and key employee pay.
Given the consistent zero executive compensation, how does the Morris Charitable Trust manage its operations and grantmaking activities?
The trust likely relies on volunteer efforts from its trustees or utilizes external, uncompensated advisors for its operational and grantmaking functions, as no compensation is reported for any personnel.
What is the primary focus of the Morris Charitable Trust's grantmaking, considering its consistent financial health and low overhead?
While specific grant recipients aren't detailed in the provided data, the trust's financial structure suggests a focus on maximizing direct charitable distributions, likely to a defined set of beneficiaries or causes consistent with its founding purpose.
Filing History
IRS 990 filing history for Morris Charitable Trust showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), Morris Charitable Trust's revenue has grown by 87.7%, moving from $229K to $431K. Total assets increased by 32.6% over the same period, from $2.0M to $2.6M. Total functional expenses rose by 21%, from $210K to $254K. In its most recent filing year (2023), Morris Charitable Trust reported a surplus of $177K, with revenue exceeding expenses. The organization holds $1 in liabilities against $2.6M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $2.6M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. | |
|---|---|---|---|---|---|---|
| 2023 | $431K | $254K | $2.6M | $1 | — | View 990 |
| 2022 | $245K | $263K | $2.4M | $1 | — | View 990 |
| 2021 | $367K | $158K | $2.4M | $1 | — | — |
| 2020 | $317K | $1K | $2.2M | $1 | — | View 990 |
| 2019 | $332K | $366K | $2.2M | $203K | — | View 990 |
| 2015 | $420K | $346K | $2.0M | $0 | — | View 990 |
| 2014 | $311K | $66K | $2.0M | $0 | — | View 990 |
| 2013 | $234K | $282K | $1.7M | $0 | — | View 990 |
| 2012 | $407K | $602K | $1.8M | $0 | — | View 990 |
| 2011 | $229K | $210K | $2.0M | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $431K, expenses of $254K, and assets of $2.6M (revenue +75.9% year-over-year).
- 2022: Revenue of $245K, expenses of $263K, and assets of $2.4M (revenue -33.4% year-over-year).
- 2021: Revenue of $367K, expenses of $158K, and assets of $2.4M (revenue +15.9% year-over-year).
- 2020: Revenue of $317K, expenses of $1K, and assets of $2.2M (revenue -4.4% year-over-year).
- 2019: Revenue of $332K, expenses of $366K, and assets of $2.2M (revenue -20.9% year-over-year).
- 2015: Revenue of $420K, expenses of $346K, and assets of $2.0M (revenue +34.8% year-over-year).
- 2014: Revenue of $311K, expenses of $66K, and assets of $2.0M (revenue +33.2% year-over-year).
- 2013: Revenue of $234K, expenses of $282K, and assets of $1.7M (revenue -42.6% year-over-year).
- 2012: Revenue of $407K, expenses of $602K, and assets of $1.8M (revenue +77.5% year-over-year).
- 2011: Revenue of $229K, expenses of $210K, and assets of $2.0M.
Data Sources and Methodology
This transparency report for Morris Charitable 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.