Roy Lee Farish And Wilda W Farish Educational Trust

Educational Trust's Assets Halved Over Decade Amidst Frequent Operating Deficits and Negative 2023 Revenue

EIN: 206843569 · Camden, AL · NTEE: B82 · Updated: 2026-03-28

$60KRevenue
$447KAssets
65/100Mission Score (Good)
B82
Roy Lee Farish And Wilda W Farish Educational Trust Financial Summary
MetricValue
Total Revenue$60K
Total Expenses$56K
Program Spending90%
Net Assets$460K
Transparency Score65/100

Is Roy Lee Farish And Wilda W Farish Educational Trust Legit?

Some Concerns

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
3 FoundRed Flags

Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →

Roy Lee Farish And Wilda W Farish Educational Trust directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Roy Lee Farish And Wilda W Farish Educational Trust

Roy Lee Farish And Wilda W Farish Educational Trust (EIN: 206843569) is a nonprofit organization based in Camden, AL, classified under NTEE code B82. The organization reported total revenue of $60K and total assets of $447K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Roy Lee Farish And Wilda W Farish Educational Trust's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

19Years Operating
MicroSize Classification
10Years of Filings
MixedRevenue Trajectory

Roy Lee Farish And Wilda W Farish Educational Trust is a micro nonprofit that has been operating for 19 years, with 10 years of IRS 990 filings on record (2011–2023).

Financial Trends

YearRevenue ChangeExpense ChangeAsset Change
2023-210.9%+47.3%-15.1%
2022-51.6%-5.7%-2.5%
2021+169.2%-2.9%+1.7%
2020-33.6%+3.7%-4.0%
2019-62.2%-57.1%-16.4%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date2007

Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.

AI Transparency Report

The Roy Lee Farish And Wilda W Farish Educational Trust appears to be a private foundation or trust, as indicated by its NTEE code (B82 - Private Grantmaking Foundations) and consistent pattern of distributing funds rather than directly operating programs. Its financial health shows a concerning trend of declining assets over the past decade, from $887,769 in 2011 to $459,743 in 2023. This decline is exacerbated by several years where expenses significantly outstripped revenue, such as in 2023 where revenue was negative ($-26,385) and expenses were $55,650, or in 2014 where revenue was $99,084 and expenses were $112,637. The organization consistently reports minimal liabilities ($0-$1), suggesting a conservative financial approach in that regard. Spending efficiency is difficult to fully assess without a detailed breakdown of expenses beyond total expenses. However, as a grantmaking trust, its primary 'program' spending would be the grants themselves. The consistent reporting of 0% officer compensation suggests that administrative costs related to executive salaries are non-existent, which is a positive indicator for efficiency in that specific area. Transparency appears adequate given the available 990 data, with consistent filings and clear reporting of assets, liabilities, revenue, and expenses. The negative revenue reported in 2023 ($-26,385) is a significant red flag, likely indicating investment losses or significant returns of prior grants. While the trust maintains substantial assets relative to its annual expenses, the long-term trend of asset depletion and frequent operating deficits warrants close monitoring. The organization's ability to sustain its grantmaking activities at historical levels may be challenged if this trend continues.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Roy Lee Farish And Wilda W Farish Educational Trust with a Mission Score of 65 out of 100 (Good). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.

Spending Breakdown

According to IRS 990 filings, Roy Lee Farish And Wilda W Farish Educational Trust 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:

$-26,385Total Revenue
$56KTotal Expenses
$460KTotal Assets
$1Total Liabilities
$460KNet Assets

Executive Compensation Analysis

Executive compensation is consistently reported as 0%, indicating that no officers or key employees receive salaries from the trust, which is highly efficient for an organization of this size.

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 Roy Lee Farish And Wilda W Farish Educational Trust's IRS 990 filings:

Strengths

The following positive indicators were identified for Roy Lee Farish And Wilda W Farish Educational Trust:

Frequently Asked Questions about Roy Lee Farish And Wilda W Farish Educational Trust

Is Roy Lee Farish And Wilda W Farish Educational Trust a legitimate charity?

Based on AI analysis of IRS 990 filings, Roy Lee Farish And Wilda W Farish Educational Trust (EIN: 206843569) some concerns. Mission Score: 65/100. 3 red flags identified, 3 strengths noted.

How does Roy Lee Farish And Wilda W Farish Educational Trust spend its money?

Roy Lee Farish And Wilda W Farish Educational Trust directs 90% of its spending to programs and services. The remaining budget covers administration and fundraising costs.

Are donations to Roy Lee Farish And Wilda W Farish Educational Trust tax-deductible?

Roy Lee Farish And Wilda W Farish Educational Trust is registered as a tax-exempt nonprofit (EIN: 206843569). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

How does Roy Lee Farish And Wilda W Farish Educational Trust compare to similar nonprofits?

With a transparency score of 65/100 (Good), Roy Lee Farish And Wilda W Farish Educational Trust is above average for NTEE category B82 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.

Where is Roy Lee Farish And Wilda W Farish Educational Trust located?

Roy Lee Farish And Wilda W Farish Educational Trust is headquartered in Camden, Alabama and files with the IRS under EIN 206843569. It is classified under NTEE code B82.

How many years of IRS 990 filings does Roy Lee Farish And Wilda W Farish Educational Trust have?

Roy Lee Farish And Wilda W Farish Educational 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 $60K in total revenue.

What caused the negative revenue of $-26,385 in 2023?

The negative revenue in 2023 likely indicates investment losses or significant returns of prior grants, as the trust's primary income would typically come from investment returns on its endowment.

How does the trust ensure its long-term sustainability given the declining assets?

The declining asset base, from $887,769 in 2011 to $459,743 in 2023, suggests that the trust is spending more than it earns, which is not sustainable in the long run without a change in investment strategy or spending policy.

What is the specific breakdown of 'expenses' for this grantmaking trust?

Without a detailed Schedule O or other specific expense breakdowns, it's assumed that the majority of expenses for a grantmaking trust (NTEE B82) would be grants paid, with a smaller portion for administrative overhead.

Filing History

IRS 990 filing history for Roy Lee Farish And Wilda W Farish Educational Trust showing financial trends over 10 years of public records:

Over 10 years of IRS 990 filings (2011–2023), Roy Lee Farish And Wilda W Farish Educational Trust's revenue has declined by 202.1%, moving from $26K to $-26,385. Total assets decreased by 48.2% over the same period, from $888K to $460K. Total functional expenses fell by 46.3%, from $104K to $56K. The organization holds $1 in liabilities against $460K in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $460K.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $-26,385 $56K $460K $1
2022 $24K $38K $542K $1 View 990
2021 $49K $40K $556K $1
2020 $18K $41K $547K $1
2019 $28K $40K $570K $1
2015 $73K $93K $681K $1 View 990
2014 $99K $113K $701K $1 View 990
2013 $33K $120K $715K $1 View 990
2012 $33K $120K $801K $0 View 990
2011 $26K $104K $888K $0 View 990

Year-by-Year Financial Summary

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Roy Lee Farish And Wilda W Farish Educational Trust:

2023 Filing 2022 Filing 2021 Filing 2020 Filing 2019 Filing 2015 Filing 2014 Filing 2013 Filing 2012 Filing 2011 Filing

Data Sources and Methodology

This transparency report for Roy Lee Farish And Wilda W Farish Educational 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.

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