Rose M Badgeeley Resid Charitable Tr Uw
Rose M Badgeeley Resid Charitable Tr Uw maintains stable assets and zero officer compensation, with fluctuating investment income.
EIN: 136744781 · New York, NY · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $10.5M |
| Total Expenses | $3.6M |
| Program Spending | 95% |
| Net Assets | $20.9M |
| Transparency Score | 90/100 |
Is Rose M Badgeeley Resid Charitable Tr Uw Legit?
Appears Legitimate
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Rose M Badgeeley Resid Charitable Tr Uw directs 95% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Rose M Badgeeley Resid Charitable Tr Uw
Rose M Badgeeley Resid Charitable Tr Uw (EIN: 136744781) is a nonprofit organization based in New York, NY. The organization reported total revenue of $10.5M and total assets of $21.8M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Rose M Badgeeley Resid Charitable Tr Uw's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Rose M Badgeeley Resid Charitable Tr Uw is a large nonprofit that has been operating for 47 years, with 10 years of IRS 990 filings on record (2012–2024). Revenue has grown at a compound annual rate of 0.4%.
Key Financial Metrics (2024)
From the most recent IRS 990 filing on record:
| Total Revenue | $2.0M |
| Total Expenses | $3.6M |
| Surplus / Deficit | $-1,585,855 |
| Total Assets | $20.9M |
| Total Liabilities | $1 |
| Net Assets | $20.9M |
| Operating Margin | -79.9% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 70.2 months |
Financial Health Grade: B
In 2024, Rose M Badgeeley Resid Charitable Tr Uw reported a deficit of $1.6M with expenses exceeding revenue, holds 70.2 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 (2012–2024), Rose M Badgeeley Resid Charitable Tr Uw's revenue has grown at a compound annual growth rate (CAGR) of 0.4%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2024 | +52.7% | +81.3% | -7.3% |
| 2023 | -67.0% | +63.5% | -3.0% |
| 2022 | +194.1% | +18.6% | +13.3% |
| 2021 | -26.4% | -30.9% | +1.8% |
| 2020 | +69.0% | -2.5% | -1.7% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 1979 |
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 Rose M Badgeeley Resid Charitable Tr Uw with a Mission Score of 90 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: 5%
- programs: 95%
- fundraising: 0%
According to IRS 990 filings, Rose M Badgeeley Resid Charitable Tr Uw allocates its expenses as follows: admin: 5%, programs: 95%, fundraising: 0%. With 95% directed toward programs, this reflects a strong commitment to its charitable mission.
Key Financial Metrics (2024)
From the most recent IRS 990 filing on record:
- The organization reported a deficit of $1.6M, with expenses exceeding revenue.
- Debt-to-asset ratio: 0.0%.
Executive Compensation Analysis
The organization consistently reports 0% officer compensation across all available filings, indicating a highly efficient structure where no executive salaries are drawn from the trust's funds.
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 Rose M Badgeeley Resid Charitable Tr Uw:
- Consistent asset base of approximately $20-23 million, indicating financial stability.
- Zero officer compensation reported across all filings, maximizing funds for charitable purposes.
- Minimal to no liabilities reported, demonstrating strong financial health.
- Consistent filing of IRS Form 990, indicating transparency and compliance.
Frequently Asked Questions about Rose M Badgeeley Resid Charitable Tr Uw
Is Rose M Badgeeley Resid Charitable Tr Uw a legitimate charity?
Rose M Badgeeley Resid Charitable Tr Uw (EIN: 136744781) is a registered tax-exempt nonprofit based in New York. Our AI analysis gives it a Mission Score of 90/100. It has 10 years of IRS 990 filings on record. Total revenue: $10.5M. No red flags identified. 4 strengths noted. Financial health grade: B.
How does Rose M Badgeeley Resid Charitable Tr Uw spend its money?
Rose M Badgeeley Resid Charitable Tr Uw directs 95% of its spending to programs and services. This exceeds the 65% industry benchmark.
Are donations to Rose M Badgeeley Resid Charitable Tr Uw tax-deductible?
Rose M Badgeeley Resid Charitable Tr Uw is registered as a tax-exempt nonprofit (EIN: 136744781). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Where is Rose M Badgeeley Resid Charitable Tr Uw located?
Rose M Badgeeley Resid Charitable Tr Uw is headquartered in New York, New York and files with the IRS under EIN 136744781.
How many years of IRS 990 filings does Rose M Badgeeley Resid Charitable Tr Uw have?
Rose M Badgeeley Resid Charitable Tr Uw 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 $10.5M in total revenue.
What are the specific grants or programs funded by the trust?
The provided data does not detail specific grant recipients or program areas, only overall expenses. Further investigation into the full 990-PF filings would be needed to identify the beneficiaries of its charitable distributions.
How does the trust manage its investment portfolio to generate revenue?
The filings show significant fluctuations in revenue, suggesting reliance on investment income. However, the specific investment strategies or portfolio composition are not disclosed in the summary data provided.
Are there any related organizations or management fees paid to external entities?
While officer compensation is zero, the summary data does not specify if management fees are paid to external fiduciaries or asset managers. This would be important for a complete understanding of administrative costs.
Filing History
IRS 990 filing history for Rose M Badgeeley Resid Charitable Tr Uw showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2012–2024), Rose M Badgeeley Resid Charitable Tr Uw's revenue has grown by 5%, moving from $1.9M to $2.0M. Total assets increased by 2.4% over the same period, from $20.4M to $20.9M. Total functional expenses rose by 161.2%, from $1.4M to $3.6M. In its most recent filing year (2024), Rose M Badgeeley Resid Charitable Tr Uw reported a deficit of $1.6M, with expenses exceeding revenue. The organization holds $1 in liabilities against $20.9M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $20.9M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2024 | $2.0M | $3.6M | $20.9M | $1 | — | View 990 |
| 2023 | $1.3M | $2.0M | $22.5M | $1 | — | View 990 |
| 2022 | $3.9M | $1.2M | $23.2M | $1 | — | View 990 |
| 2021 | $1.3M | $1.0M | $20.5M | $1 | — | — |
| 2020 | $1.8M | $1.5M | $20.1M | $0 | — | View 990 |
| 2016 | $1.1M | $1.5M | $20.5M | $0 | — | View 990 |
| 2015 | $1.7M | $1.5M | $20.9M | $0 | — | View 990 |
| 2014 | $2.2M | $1.4M | $20.8M | $0 | — | View 990 |
| 2013 | $831K | $1.3M | $19.9M | $0 | — | View 990 |
| 2012 | $1.9M | $1.4M | $20.4M | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2024: Revenue of $2.0M, expenses of $3.6M, and assets of $20.9M (revenue +52.7% year-over-year).
- 2023: Revenue of $1.3M, expenses of $2.0M, and assets of $22.5M (revenue -67.0% year-over-year).
- 2022: Revenue of $3.9M, expenses of $1.2M, and assets of $23.2M (revenue +194.1% year-over-year).
- 2021: Revenue of $1.3M, expenses of $1.0M, and assets of $20.5M (revenue -26.4% year-over-year).
- 2020: Revenue of $1.8M, expenses of $1.5M, and assets of $20.1M (revenue +69.0% year-over-year).
- 2016: Revenue of $1.1M, expenses of $1.5M, and assets of $20.5M (revenue -36.4% year-over-year).
- 2015: Revenue of $1.7M, expenses of $1.5M, and assets of $20.9M (revenue -23.8% year-over-year).
- 2014: Revenue of $2.2M, expenses of $1.4M, and assets of $20.8M (revenue +167.1% year-over-year).
- 2013: Revenue of $831K, expenses of $1.3M, and assets of $19.9M (revenue -56.1% year-over-year).
- 2012: Revenue of $1.9M, expenses of $1.4M, and assets of $20.4M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Rose M Badgeeley Resid Charitable Tr Uw:
Data Sources and Methodology
This transparency report for Rose M Badgeeley Resid Charitable Tr Uw 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.