Peggy N & Roger G Gerry Charitable Trust
Peggy N & Roger G Gerry Charitable Trust maintains substantial assets and zero officer compensation, consistently distributing funds.
EIN: 136753033 · Pittsburgh, PA · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $15.2M |
| Total Expenses | $1.5M |
| Program Spending | 100% |
| Net Assets | $20.5M |
| Transparency Score | 85/100 |
Is Peggy N & Roger G Gerry Charitable Trust Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Peggy N & Roger G Gerry Charitable Trust directs 100% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Peggy N & Roger G Gerry Charitable Trust
Peggy N & Roger G Gerry Charitable Trust (EIN: 136753033) is a nonprofit organization based in Pittsburgh, PA. The organization reported total revenue of $15.2M and total assets of $22.3M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Peggy N & Roger G Gerry Charitable Trust's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Peggy N & Roger G Gerry Charitable Trust is a large nonprofit that has been operating for 48 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 22.0%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $2.2M |
| Total Expenses | $1.5M |
| Surplus / Deficit | +$633K |
| Total Assets | $20.5M |
| Total Liabilities | $1 |
| Net Assets | $20.5M |
| Operating Margin | 29.3% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 161.4 months |
Financial Health Grade: A
In 2023, Peggy N & Roger G Gerry Charitable Trust reported a surplus of $633K with revenue exceeding expenses, holds 161.4 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), Peggy N & Roger G Gerry Charitable Trust's revenue has grown at a compound annual growth rate (CAGR) of 22.0%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +95.4% | -19.8% | +3.2% |
| 2022 | -65.4% | +9.4% | -3.9% |
| 2021 | +193.1% | +12.1% | +7.6% |
| 2020 | -20.1% | +12.2% | -2.4% |
| 2019 | +5.3% | +14.3% | +4.4% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1200 |
| IRS Ruling Date | 1978 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Transparency Report
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Peggy N & Roger G Gerry 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: 0%
- programs: 100%
- fundraising: 0%
According to IRS 990 filings, Peggy N & Roger G Gerry Charitable 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:
- The organization reported a surplus of $633K, with revenue exceeding expenses.
- Debt-to-asset ratio: 0.0%.
Executive Compensation Analysis
The organization consistently reports 0% officer compensation across all available filings, indicating that its leadership is either entirely volunteer-based or compensated through an external entity, which significantly reduces direct administrative overhead.
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 Peggy N & Roger G Gerry Charitable Trust's IRS 990 filings:
- NTEE Code is unknown, limiting understanding of specific programmatic focus.
Strengths
The following positive indicators were identified for Peggy N & Roger G Gerry Charitable Trust:
- Consistent zero officer compensation, indicating high efficiency in leadership costs.
- Substantial and growing asset base, providing long-term financial stability.
- Minimal liabilities across all reported periods, demonstrating strong financial management.
- Consistent expenditures, indicating active grantmaking and fulfillment of charitable purpose.
Frequently Asked Questions about Peggy N & Roger G Gerry Charitable Trust
Is Peggy N & Roger G Gerry Charitable Trust a legitimate charity?
Based on AI analysis of IRS 990 filings, Peggy N & Roger G Gerry Charitable Trust (EIN: 136753033) some concerns. Mission Score: 85/100. 1 red flag identified, 4 strengths noted.
How does Peggy N & Roger G Gerry Charitable Trust spend its money?
Peggy N & Roger G Gerry Charitable Trust directs 100% of its spending to programs and services. The remaining budget covers administration and fundraising costs.
Are donations to Peggy N & Roger G Gerry Charitable Trust tax-deductible?
Peggy N & Roger G Gerry Charitable Trust is registered as a tax-exempt nonprofit (EIN: 136753033). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Where is Peggy N & Roger G Gerry Charitable Trust located?
Peggy N & Roger G Gerry Charitable Trust is headquartered in Pittsburgh, Pennsylvania and files with the IRS under EIN 136753033.
How many years of IRS 990 filings does Peggy N & Roger G Gerry Charitable Trust have?
Peggy N & Roger G Gerry Charitable 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 $15.2M in total revenue.
Is Peggy N & Roger G Gerry Charitable Trust a good charity?
Based on the available financial data, the Trust appears to be a well-managed grantmaking organization. It maintains substantial assets, has minimal liabilities, and consistently reports zero officer compensation, suggesting a high degree of financial efficiency in its operational structure. Its consistent expenditures indicate active fulfillment of its charitable purpose.
How does the Trust manage its administrative costs?
The Trust manages administrative costs very effectively, particularly regarding executive compensation, which is consistently reported as 0%. This suggests a lean operational model, likely relying on volunteer efforts or external, non-compensated management for its core functions.
What is the trend in the Trust's assets?
The Trust's assets have shown consistent growth over the long term, increasing from $17,131,416 in 2011 to $20,521,833 in 2023, with some year-to-year fluctuations typical of investment portfolios. This indicates sound financial stewardship and a growing endowment for future grantmaking.
Filing History
IRS 990 filing history for Peggy N & Roger G Gerry Charitable Trust showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), Peggy N & Roger G Gerry Charitable Trust's revenue has grown by 987.5%, moving from $199K to $2.2M. Total assets increased by 19.8% over the same period, from $17.1M to $20.5M. Total functional expenses rose by 15%, from $1.3M to $1.5M. In its most recent filing year (2023), Peggy N & Roger G Gerry Charitable Trust reported a surplus of $633K, with revenue exceeding expenses. The organization holds $1 in liabilities against $20.5M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $20.5M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $2.2M | $1.5M | $20.5M | $1 | — | View 990 |
| 2022 | $1.1M | $1.9M | $19.9M | $1 | — | View 990 |
| 2021 | $3.2M | $1.7M | $20.7M | $1 | — | — |
| 2020 | $1.1M | $1.6M | $19.2M | $1 | — | — |
| 2019 | $1.4M | $1.4M | $19.7M | $0 | — | View 990 |
| 2015 | $1.3M | $1.2M | $18.9M | $0 | — | View 990 |
| 2014 | $1.6M | $958K | $18.8M | $0 | — | View 990 |
| 2013 | $1.1M | $1.0M | $18.2M | $0 | — | View 990 |
| 2012 | $2.2M | $1.2M | $18.1M | $0 | — | View 990 |
| 2011 | $199K | $1.3M | $17.1M | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $2.2M, expenses of $1.5M, and assets of $20.5M (revenue +95.4% year-over-year).
- 2022: Revenue of $1.1M, expenses of $1.9M, and assets of $19.9M (revenue -65.4% year-over-year).
- 2021: Revenue of $3.2M, expenses of $1.7M, and assets of $20.7M (revenue +193.1% year-over-year).
- 2020: Revenue of $1.1M, expenses of $1.6M, and assets of $19.2M (revenue -20.1% year-over-year).
- 2019: Revenue of $1.4M, expenses of $1.4M, and assets of $19.7M (revenue +5.3% year-over-year).
- 2015: Revenue of $1.3M, expenses of $1.2M, and assets of $18.9M (revenue -17.6% year-over-year).
- 2014: Revenue of $1.6M, expenses of $958K, and assets of $18.8M (revenue +40.2% year-over-year).
- 2013: Revenue of $1.1M, expenses of $1.0M, and assets of $18.2M (revenue -48.3% year-over-year).
- 2012: Revenue of $2.2M, expenses of $1.2M, and assets of $18.1M (revenue +991.5% year-over-year).
- 2011: Revenue of $199K, expenses of $1.3M, and assets of $17.1M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Peggy N & Roger G Gerry Charitable Trust:
Data Sources and Methodology
This transparency report for Peggy N & Roger G Gerry 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.