Owen & Roxanne Gleason Charitable Tr
EIN: 416569306 · Sioux Falls, SD
| Metric | Value |
|---|---|
| Total Expenses | $40K |
| Net Assets | $497K |
Is Owen & Roxanne Gleason Charitable Tr Legit?
Insufficient Data
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
About Owen & Roxanne Gleason Charitable Tr
Owen & Roxanne Gleason Charitable Tr (EIN: 416569306) is a nonprofit organization based in Sioux Falls, SD. The organization reported total revenue of $0 and total assets of $0 according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Owen & Roxanne Gleason Charitable Tr's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Owen & Roxanne Gleason Charitable Tr is a micro nonprofit, with 5 years of IRS 990 filings on record (2011–2015). Revenue has grown at a compound annual rate of 13.6%.
Key Financial Metrics (2015)
From the most recent IRS 990 filing on record:
| Total Revenue | $38K |
| Total Expenses | $40K |
| Surplus / Deficit | $-2,113 |
| Total Assets | $497K |
| Total Liabilities | $1 |
| Net Assets | $497K |
| Operating Margin | -5.6% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 150.4 months |
Financial Health Grade: B
In 2015, Owen & Roxanne Gleason Charitable Tr reported a deficit of $2K with expenses exceeding revenue, holds 150.4 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).
Financial Trends
Over 5 years of filings (2011–2015), Owen & Roxanne Gleason Charitable Tr's revenue has grown at a compound annual growth rate (CAGR) of 13.6%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2015 | -9.0% | +8.4% | -0.4% |
| 2014 | +70.0% | +11.2% | +0.6% |
| 2013 | +3.2% | +2.4% | -1.7% |
| 2012 | +4.4% | -5.3% | -1.6% |
AI Analysis Pending
AI enrichment for Owen & Roxanne Gleason Charitable Tr 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 Owen & Roxanne Gleason Charitable Tr 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 (2015)
From the most recent IRS 990 filing on record:
- The organization reported a deficit of $2K, with expenses exceeding revenue.
- Debt-to-asset ratio: 0.0%.
Frequently Asked Questions about Owen & Roxanne Gleason Charitable Tr
Is Owen & Roxanne Gleason Charitable Tr a legitimate charity?
Owen & Roxanne Gleason Charitable Tr (EIN: 416569306) is a registered tax-exempt nonprofit based in South Dakota. It has 5 years of IRS 990 filings on record. No red flags identified. Financial health grade: B.
How does Owen & Roxanne Gleason Charitable Tr spend its money?
Owen & Roxanne Gleason Charitable Tr reported its financials in IRS 990 filings. 5 years of filing data available. Expenses exceeded revenue in the most recent year. Review the full spending breakdown on NonprofitSpending.
Are donations to Owen & Roxanne Gleason Charitable Tr tax-deductible?
Owen & Roxanne Gleason Charitable Tr is registered as a tax-exempt nonprofit (EIN: 416569306). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Where is Owen & Roxanne Gleason Charitable Tr located?
Owen & Roxanne Gleason Charitable Tr is headquartered in Sioux Falls, South Dakota and files with the IRS under EIN 416569306.
How many years of IRS 990 filings does Owen & Roxanne Gleason Charitable Tr have?
Owen & Roxanne Gleason Charitable Tr has 5 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends.
Filing History
IRS 990 filing history for Owen & Roxanne Gleason Charitable Tr showing financial trends over 5 years of public records:
Over 5 years of IRS 990 filings (2011–2015), Owen & Roxanne Gleason Charitable Tr's revenue has grown by 66.7%, moving from $23K to $38K. Total assets decreased by 3.1% over the same period, from $513K to $497K. Total functional expenses rose by 16.7%, from $34K to $40K. In its most recent filing year (2015), Owen & Roxanne Gleason Charitable Tr reported a deficit of $2K, with expenses exceeding revenue. The organization holds $1 in liabilities against $497K in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $497K.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2015 | $38K | $40K | $497K | $1 | — | View 990 |
| 2014 | $41K | $37K | $499K | $0 | — | View 990 |
| 2013 | $24K | $33K | $496K | $0 | — | View 990 |
| 2012 | $24K | $32K | $504K | $0 | — | View 990 |
| 2011 | $23K | $34K | $513K | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2015: Revenue of $38K, expenses of $40K, and assets of $497K (revenue -9.0% year-over-year).
- 2014: Revenue of $41K, expenses of $37K, and assets of $499K (revenue +70.0% year-over-year).
- 2013: Revenue of $24K, expenses of $33K, and assets of $496K (revenue +3.2% year-over-year).
- 2012: Revenue of $24K, expenses of $32K, and assets of $504K (revenue +4.4% year-over-year).
- 2011: Revenue of $23K, expenses of $34K, and assets of $513K.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Owen & Roxanne Gleason Charitable Tr:
Data Sources and Methodology
This transparency report for Owen & Roxanne Gleason 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.