The Metolius Trust
EIN: 276000960 · Lake Oswego, OR
| Metric | Value |
|---|---|
| Total Expenses | $870K |
| Net Assets | $13.6M |
Is The Metolius Trust Legit?
Insufficient Data
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
About The Metolius Trust
The Metolius Trust (EIN: 276000960) is a nonprofit organization based in Lake Oswego, OR. 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 The Metolius Trust's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
The Metolius Trust is a mid-size nonprofit, with 4 years of IRS 990 filings on record (2011–2014). Revenue has grown at a compound annual rate of 27.1%.
Key Financial Metrics (2014)
From the most recent IRS 990 filing on record:
| Total Revenue | $1.9M |
| Total Expenses | $870K |
| Surplus / Deficit | +$986K |
| Total Assets | $13.6M |
| Total Liabilities | $1 |
| Net Assets | $13.6M |
| Operating Margin | 53.1% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 187.1 months |
Financial Health Grade: A
In 2014, The Metolius Trust reported a surplus of $986K with revenue exceeding expenses, holds 187.1 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).
Financial Trends
Over 4 years of filings (2011–2014), The Metolius Trust's revenue has grown at a compound annual growth rate (CAGR) of 27.1%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2014 | +101.4% | -8.1% | +5.5% |
| 2013 | -88.7% | -8.7% | -0.2% |
| 2012 | +803.7% | -9.3% | +124.1% |
AI Analysis Pending
AI enrichment for The Metolius Trust 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 The Metolius Trust 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 (2014)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $986K, with revenue exceeding expenses.
- Debt-to-asset ratio: 0.0%.
Frequently Asked Questions about The Metolius Trust
Is The Metolius Trust a legitimate charity?
The Metolius Trust (EIN: 276000960) is a registered tax-exempt nonprofit based in Oregon. It has 4 years of IRS 990 filings on record. No red flags identified. Financial health grade: A.
How does The Metolius Trust spend its money?
The Metolius Trust reported its financials in IRS 990 filings. 4 years of filing data available. Revenue exceeded expenses in the most recent year. Review the full spending breakdown on NonprofitSpending.
Are donations to The Metolius Trust tax-deductible?
The Metolius Trust is registered as a tax-exempt nonprofit (EIN: 276000960). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Where is The Metolius Trust located?
The Metolius Trust is headquartered in Lake Oswego, Oregon and files with the IRS under EIN 276000960.
How many years of IRS 990 filings does The Metolius Trust have?
The Metolius Trust has 4 years of IRS 990 filings on record at NonprofitSpending. Additional filing years may become available as the IRS releases new data.
Filing History
IRS 990 filing history for The Metolius Trust showing financial trends over 4 years of public records:
Over 4 years of IRS 990 filings (2011–2014), The Metolius Trust's revenue has grown by 105.3%, moving from $904K to $1.9M. Total assets increased by 135.9% over the same period, from $5.7M to $13.6M. Total functional expenses fell by 23.9%, from $1.1M to $870K. In its most recent filing year (2014), The Metolius Trust reported a surplus of $986K, with revenue exceeding expenses. The organization holds $1 in liabilities against $13.6M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $13.6M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2014 | $1.9M | $870K | $13.6M | $1 | — | View 990 |
| 2013 | $922K | $946K | $12.9M | $1 | — | View 990 |
| 2012 | $8.2M | $1.0M | $12.9M | $1 | — | View 990 |
| 2011 | $904K | $1.1M | $5.7M | $1 | — | View 990 |
Year-by-Year Financial Summary
- 2014: Revenue of $1.9M, expenses of $870K, and assets of $13.6M (revenue +101.4% year-over-year).
- 2013: Revenue of $922K, expenses of $946K, and assets of $12.9M (revenue -88.7% year-over-year).
- 2012: Revenue of $8.2M, expenses of $1.0M, and assets of $12.9M (revenue +803.7% year-over-year).
- 2011: Revenue of $904K, expenses of $1.1M, and assets of $5.7M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for The Metolius Trust:
Data Sources and Methodology
This transparency report for The Metolius 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.