Thelma B & Robert W Nelson Char Trust
EIN: 636141563 · Jackson, MS
| Metric | Value |
|---|---|
| Total Revenue | $278K |
| Total Expenses | $37K |
| Net Assets | $501K |
Is Thelma B & Robert W Nelson Char Trust Legit?
Insufficient Data
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
About Thelma B & Robert W Nelson Char Trust
Thelma B & Robert W Nelson Char Trust (EIN: 636141563) is a nonprofit organization based in Jackson, MS. The organization reported total revenue of $278K and total assets of $526K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Thelma B & Robert W Nelson Char Trust's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Thelma B & Robert W Nelson Char Trust is a small nonprofit that has been operating for 40 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of -0.4%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $16K |
| Total Expenses | $37K |
| Surplus / Deficit | $-21,045 |
| Total Assets | $501K |
| Total Liabilities | $1 |
| Net Assets | $501K |
| Operating Margin | -135.4% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 164.3 months |
Financial Health Grade: B
In 2023, Thelma B & Robert W Nelson Char Trust reported a deficit of $21K with expenses exceeding revenue, holds 164.3 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), Thelma B & Robert W Nelson Char Trust's revenue has declined at a compound annual growth rate (CAGR) of -0.4%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | -25.9% | -9.1% | -4.0% |
| 2022 | +6.5% | +28.5% | -3.6% |
| 2021 | -8.4% | -16.4% | -2.1% |
| 2020 | -85.7% | +9.5% | -2.8% |
| 2019 | +1058.8% | +51.4% | +23.6% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 1986 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Analysis Pending
AI enrichment for Thelma B & Robert W Nelson Char 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 Thelma B & Robert W Nelson Char 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 (2023)
From the most recent IRS 990 filing on record:
- The organization reported a deficit of $21K, with expenses exceeding revenue.
- Debt-to-asset ratio: 0.0%.
Frequently Asked Questions about Thelma B & Robert W Nelson Char Trust
Is Thelma B & Robert W Nelson Char Trust a legitimate charity?
Thelma B & Robert W Nelson Char Trust (EIN: 636141563) is a registered tax-exempt nonprofit based in Mississippi. It has 10 years of IRS 990 filings on record. Total revenue: $278K. No red flags identified. Financial health grade: B.
How does Thelma B & Robert W Nelson Char Trust spend its money?
Thelma B & Robert W Nelson Char Trust reported $278K in total revenue in IRS 990 filings. 10 years of filing data available. Expenses exceeded revenue in the most recent year. Review the full spending breakdown on NonprofitSpending.
Are donations to Thelma B & Robert W Nelson Char Trust tax-deductible?
Thelma B & Robert W Nelson Char Trust is registered as a tax-exempt nonprofit (EIN: 636141563). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Where is Thelma B & Robert W Nelson Char Trust located?
Thelma B & Robert W Nelson Char Trust is headquartered in Jackson, Mississippi and files with the IRS under EIN 636141563.
How many years of IRS 990 filings does Thelma B & Robert W Nelson Char Trust have?
Thelma B & Robert W Nelson Char 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 $278K in total revenue.
Filing History
IRS 990 filing history for Thelma B & Robert W Nelson Char Trust showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), Thelma B & Robert W Nelson Char Trust's revenue has declined by 4.2%, moving from $16K to $16K. Total assets decreased by 3.6% over the same period, from $520K to $501K. Total functional expenses rose by 256.5%, from $10K to $37K. In its most recent filing year (2023), Thelma B & Robert W Nelson Char Trust reported a deficit of $21K, with expenses exceeding revenue. The organization holds $1 in liabilities against $501K in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $501K.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $16K | $37K | $501K | $1 | — | — |
| 2022 | $21K | $40K | $522K | $1 | — | View 990 |
| 2021 | $20K | $31K | $541K | $1 | — | — |
| 2020 | $22K | $37K | $553K | $1 | — | — |
| 2019 | $151K | $34K | $569K | $0 | — | View 990 |
| 2015 | $13K | $23K | $460K | $0 | — | View 990 |
| 2014 | $30K | $32K | $470K | $0 | — | View 990 |
| 2013 | $14K | $28K | $472K | $0 | — | View 990 |
| 2012 | $30K | $65K | $485K | $0 | — | View 990 |
| 2011 | $16K | $10K | $520K | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $16K, expenses of $37K, and assets of $501K (revenue -25.9% year-over-year).
- 2022: Revenue of $21K, expenses of $40K, and assets of $522K (revenue +6.5% year-over-year).
- 2021: Revenue of $20K, expenses of $31K, and assets of $541K (revenue -8.4% year-over-year).
- 2020: Revenue of $22K, expenses of $37K, and assets of $553K (revenue -85.7% year-over-year).
- 2019: Revenue of $151K, expenses of $34K, and assets of $569K (revenue +1058.8% year-over-year).
- 2015: Revenue of $13K, expenses of $23K, and assets of $460K (revenue -56.6% year-over-year).
- 2014: Revenue of $30K, expenses of $32K, and assets of $470K (revenue +111.5% year-over-year).
- 2013: Revenue of $14K, expenses of $28K, and assets of $472K (revenue -53.5% year-over-year).
- 2012: Revenue of $30K, expenses of $65K, and assets of $485K (revenue +87.7% year-over-year).
- 2011: Revenue of $16K, expenses of $10K, and assets of $520K.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Thelma B & Robert W Nelson Char Trust:
Data Sources and Methodology
This transparency report for Thelma B & Robert W Nelson Char 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.