Pelham Teachers Association Trust Fund
Pelham Teachers Association Trust Fund shows consistent revenue growth and no officer compensation over the past decade.
EIN: 133124411 · Wallingford, CT · Updated: 2026-03-28
Is Pelham Teachers Association Trust Fund Legit?
Appears Legitimate
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Pelham Teachers Association Trust Fund directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Pelham Teachers Association Trust Fund
Pelham Teachers Association Trust Fund (EIN: 133124411) is a nonprofit organization based in Wallingford, CT. The organization reported total revenue of $417K and total assets of $532K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Pelham Teachers Association Trust Fund's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Pelham Teachers Association Trust Fund is a small nonprofit that has been operating for 41 years, with 13 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 2.7%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $409K |
| Total Expenses | $384K |
| Surplus / Deficit | +$25K |
| Total Assets | $474K |
| Total Liabilities | $29K |
| Net Assets | $445K |
| Operating Margin | 6.1% |
| Debt-to-Asset Ratio | 6.2% |
| Months of Reserves | 14.8 months |
Financial Health Grade: A
In 2023, Pelham Teachers Association Trust Fund reported a surplus of $25K with revenue exceeding expenses, holds 14.8 months of operating reserves (strong position), has a debt-to-asset ratio of 6.2% (very low leverage).
Financial Trends
Over 13 years of filings (2011–2023), Pelham Teachers Association Trust Fund's revenue has grown at a compound annual growth rate (CAGR) of 2.7%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +2.2% | +5.0% | +7.5% |
| 2022 | +3.8% | +8.8% | +6.0% |
| 2021 | +1.9% | +3.3% | +16.9% |
| 2020 | +2.1% | -14.2% | +14.6% |
| 2019 | +2.1% | +15.7% | -3.4% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 1985 |
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 Pelham Teachers Association Trust Fund 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
- admin: 10%
- programs: 90%
- fundraising: 0%
According to IRS 990 filings, Pelham Teachers Association Trust Fund 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:
- The organization reported a surplus of $25K, with revenue exceeding expenses.
- Debt-to-asset ratio: 6.2%.
Executive Compensation Analysis
The organization reports 0% officer compensation across all available filings, indicating that no salaries are paid to its officers. This suggests a volunteer-led or highly efficient administrative structure, allowing more funds to be directed towards its mission.
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 Pelham Teachers Association Trust Fund:
- Consistent revenue growth, from $308,847 in 2014 to $409,329 in 2023.
- Strong asset growth, nearly doubling from $237,572 in 2014 to $474,158 in 2023.
- Consistent operating surpluses, indicating sound financial management (e.g., $25,048 surplus in 2023).
- Zero officer compensation reported across all filings, maximizing funds for mission-related activities.
- Low liabilities relative to assets, indicating financial stability (e.g., $29,359 liabilities vs. $474,158 assets in 2023).
Frequently Asked Questions about Pelham Teachers Association Trust Fund
Is Pelham Teachers Association Trust Fund a legitimate charity?
Based on AI analysis of IRS 990 filings, Pelham Teachers Association Trust Fund (EIN: 133124411) appears legitimate. Mission Score: 92/100. 0 red flags identified, 5 strengths noted.
How does Pelham Teachers Association Trust Fund spend its money?
Pelham Teachers Association Trust Fund directs 90% of its spending to programs and services. The remaining budget covers administration and fundraising costs.
Are donations to Pelham Teachers Association Trust Fund tax-deductible?
Pelham Teachers Association Trust Fund is registered as a tax-exempt nonprofit (EIN: 133124411). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Is Pelham Teachers Association Trust Fund a good charity?
Based on the provided financial data, the Pelham Teachers Association Trust Fund appears to be a well-managed organization with strong financial health, consistent growth, and a notable commitment to directing funds towards its mission by not paying officer compensation. This suggests it is a good charity in terms of financial stewardship.
How has the organization's financial health changed over the last 10 years?
The organization's financial health has consistently improved over the last 10 years. Revenue grew from $308,847 in 2014 to $409,329 in 2023, and assets nearly doubled from $237,572 to $474,158 in the same period, demonstrating sustained growth and stability.
What is the organization's approach to executive compensation?
The organization's approach to executive compensation is to pay none, as indicated by 0% officer compensation across all available IRS 990 filings. This is a significant positive for resource allocation.
Filing History
IRS 990 filing history for Pelham Teachers Association Trust Fund showing financial trends over 13 years of public records:
Over 13 years of IRS 990 filings (2011–2023), Pelham Teachers Association Trust Fund's revenue has grown by 38.3%, moving from $296K to $409K. Total assets increased by 120.8% over the same period, from $215K to $474K. Total functional expenses rose by 30.2%, from $295K to $384K. In its most recent filing year (2023), Pelham Teachers Association Trust Fund reported a surplus of $25K, with revenue exceeding expenses. The organization holds $29K in liabilities against $474K in assets (debt-to-asset ratio: 6.2%), resulting in net assets of $445K.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $409K | $384K | $474K | $29K | — | View 990 |
| 2022 | $401K | $366K | $441K | $22K | — | View 990 |
| 2021 | $386K | $337K | $416K | $31K | — | — |
| 2020 | $379K | $326K | $356K | $20K | — | — |
| 2019 | $371K | $380K | $311K | $28K | — | View 990 |
| 2018 | $364K | $328K | $322K | $30K | — | View 990 |
| 2017 | $345K | $341K | $273K | $16K | — | View 990 |
| 2016 | $318K | $292K | $272K | $20K | — | View 990 |
| 2015 | $308K | $306K | $247K | $21K | — | View 990 |
| 2014 | $309K | $274K | $238K | $14K | — | View 990 |
| 2013 | $307K | $293K | $202K | $13K | — | View 990 |
| 2012 | $301K | $327K | $185K | $11K | — | View 990 |
| 2011 | $296K | $295K | $215K | $15K | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $409K, expenses of $384K, and assets of $474K (revenue +2.2% year-over-year).
- 2022: Revenue of $401K, expenses of $366K, and assets of $441K (revenue +3.8% year-over-year).
- 2021: Revenue of $386K, expenses of $337K, and assets of $416K (revenue +1.9% year-over-year).
- 2020: Revenue of $379K, expenses of $326K, and assets of $356K (revenue +2.1% year-over-year).
- 2019: Revenue of $371K, expenses of $380K, and assets of $311K (revenue +2.1% year-over-year).
- 2018: Revenue of $364K, expenses of $328K, and assets of $322K (revenue +5.3% year-over-year).
- 2017: Revenue of $345K, expenses of $341K, and assets of $273K (revenue +8.4% year-over-year).
- 2016: Revenue of $318K, expenses of $292K, and assets of $272K (revenue +3.4% year-over-year).
- 2015: Revenue of $308K, expenses of $306K, and assets of $247K (revenue -0.3% year-over-year).
- 2014: Revenue of $309K, expenses of $274K, and assets of $238K (revenue +0.6% year-over-year).
- 2013: Revenue of $307K, expenses of $293K, and assets of $202K (revenue +1.9% year-over-year).
- 2012: Revenue of $301K, expenses of $327K, and assets of $185K (revenue +1.8% year-over-year).
- 2011: Revenue of $296K, expenses of $295K, and assets of $215K.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Pelham Teachers Association Trust Fund:
Data Sources and Methodology
This transparency report for Pelham Teachers Association Trust Fund 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.