Trust Uw Elmer A Sperry T 3012
Trust Uw Elmer A Sperry T 3012 consistently spends more than its annual revenue, drawing down its assets.
EIN: 136048373 · Chicago, IL · NTEE: N11 · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $2.1M |
| Total Expenses | $643K |
| Program Spending | 90% |
| Net Assets | $7.4M |
| Transparency Score | 65/100 |
Is Trust Uw Elmer A Sperry T 3012 Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Trust Uw Elmer A Sperry T 3012 directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Trust Uw Elmer A Sperry T 3012
Trust Uw Elmer A Sperry T 3012 (EIN: 136048373) is a nonprofit organization based in Chicago, IL, classified under NTEE code N11. The organization reported total revenue of $2.1M and total assets of $7.5M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Trust Uw Elmer A Sperry T 3012's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Trust Uw Elmer A Sperry T 3012 is a mid-size nonprofit that has been operating for 13 years, with 11 years of IRS 990 filings on record (2013–2023). Revenue has grown at a compound annual rate of 2.9%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $593K |
| Total Expenses | $643K |
| Surplus / Deficit | $-50,171 |
| Total Assets | $7.4M |
| Net Assets | $7.4M |
| Operating Margin | -8.5% |
| Months of Reserves | 138.8 months |
Financial Health Grade: B
In 2023, Trust Uw Elmer A Sperry T 3012 reported a deficit of $50K with expenses exceeding revenue, holds 138.8 months of operating reserves (strong position).
Financial Trends
Over 11 years of filings (2013–2023), Trust Uw Elmer A Sperry T 3012's revenue has grown at a compound annual growth rate (CAGR) of 2.9%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +106.7% | +0.6% | -0.7% |
| 2022 | -48.9% | +8.4% | -4.5% |
| 2021 | +30.9% | +10.5% | -0.4% |
| 2020 | -12.5% | +28.4% | -1.3% |
| 2019 | +4.7% | +21.6% | +0.9% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 2013 |
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 Trust Uw Elmer A Sperry T 3012 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
- admin: 10%
- programs: 90%
- fundraising: 0%
According to IRS 990 filings, Trust Uw Elmer A Sperry T 3012 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 deficit of $50K, with expenses exceeding revenue.
Executive Compensation Analysis
The organization consistently reports 0% officer compensation across all filings, indicating that its leadership is likely volunteer-based or compensated through other means not classified as officer compensation, which is positive for minimizing administrative overhead.
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 Trust Uw Elmer A Sperry T 3012's IRS 990 filings:
- Consistent annual expenses exceeding revenue, leading to asset depletion (e.g., 202312: Expenses $642,926 vs. Revenue $592,755).
- Lack of detailed expense breakdown in provided data makes it difficult to fully assess spending efficiency.
Strengths
The following positive indicators were identified for Trust Uw Elmer A Sperry T 3012:
- Consistently reports zero liabilities, indicating strong financial solvency.
- Consistently reports 0% officer compensation, suggesting low administrative overhead related to executive pay.
- Substantial asset base of over $7.4 million, providing a buffer despite recent asset depletion.
Frequently Asked Questions about Trust Uw Elmer A Sperry T 3012
Is Trust Uw Elmer A Sperry T 3012 a legitimate charity?
Trust Uw Elmer A Sperry T 3012 (EIN: 136048373) is a registered tax-exempt nonprofit based in Illinois. Our AI analysis gives it a Mission Score of 65/100. It has 11 years of IRS 990 filings on record. Total revenue: $2.1M. 2 red flags identified. 3 strengths noted. Financial health grade: B.
How does Trust Uw Elmer A Sperry T 3012 spend its money?
Trust Uw Elmer A Sperry T 3012 directs 90% of its spending to programs and services. This exceeds the 65% industry benchmark.
Are donations to Trust Uw Elmer A Sperry T 3012 tax-deductible?
Trust Uw Elmer A Sperry T 3012 is registered as a tax-exempt nonprofit (EIN: 136048373). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
How does Trust Uw Elmer A Sperry T 3012 compare to similar nonprofits?
With a transparency score of 65/100 (Good), Trust Uw Elmer A Sperry T 3012 is above average for NTEE category N11 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is Trust Uw Elmer A Sperry T 3012 located?
Trust Uw Elmer A Sperry T 3012 is headquartered in Chicago, Illinois and files with the IRS under EIN 136048373. It is classified under NTEE code N11.
How many years of IRS 990 filings does Trust Uw Elmer A Sperry T 3012 have?
Trust Uw Elmer A Sperry T 3012 has 11 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 $2.1M in total revenue.
Is Trust Uw Elmer A Sperry T 3012 financially sustainable given its spending patterns?
The organization has consistently spent more than its revenue in recent years, leading to a decline in assets from $7,978,021 in 2019 to $7,438,088 in 2023. While its assets are substantial, this trend suggests a need to either increase revenue or reduce expenses to ensure long-term sustainability.
What are the primary expenses for Trust Uw Elmer A Sperry T 3012?
Without a detailed breakdown of expenses from the IRS 990 filings, it's difficult to pinpoint the primary expense categories. Given its NTEE code (N11 - Foundations & Grantmaking Organizations), a significant portion is likely grants awarded, but this cannot be confirmed from the provided data.
How does the lack of officer compensation impact the organization?
The consistent reporting of 0% officer compensation suggests a volunteer-led or very lean administrative structure, which can be a strength in terms of minimizing overhead and maximizing funds available for its mission. However, it could also indicate a reliance on external services or a small operational scope.
Filing History
IRS 990 filing history for Trust Uw Elmer A Sperry T 3012 showing financial trends over 11 years of public records:
Over 11 years of IRS 990 filings (2013–2023), Trust Uw Elmer A Sperry T 3012's revenue has grown by 33.2%, moving from $445K to $593K. Total assets decreased by 0.6% over the same period, from $7.5M to $7.4M. Total functional expenses rose by 114.7%, from $299K to $643K. In its most recent filing year (2023), Trust Uw Elmer A Sperry T 3012 reported a deficit of $50K, with expenses exceeding revenue.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $593K | $643K | $7.4M | $0 | — | View 990 |
| 2022 | $287K | $639K | $7.5M | $0 | — | View 990 |
| 2021 | $562K | $590K | $7.8M | $0 | — | — |
| 2020 | $429K | $534K | $7.9M | $0 | — | View 990 |
| 2019 | $490K | $416K | $8.0M | $0 | — | View 990 |
| 2018 | $468K | $342K | $7.9M | $0 | — | View 990 |
| 2017 | $673K | $327K | $7.8M | $0 | — | View 990 |
| 2016 | $215K | $322K | $7.4M | $0 | — | View 990 |
| 2015 | $349K | $324K | $7.5M | $0 | — | View 990 |
| 2014 | $347K | $312K | $7.5M | $0 | — | View 990 |
| 2013 | $445K | $299K | $7.5M | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $593K, expenses of $643K, and assets of $7.4M (revenue +106.7% year-over-year).
- 2022: Revenue of $287K, expenses of $639K, and assets of $7.5M (revenue -48.9% year-over-year).
- 2021: Revenue of $562K, expenses of $590K, and assets of $7.8M (revenue +30.9% year-over-year).
- 2020: Revenue of $429K, expenses of $534K, and assets of $7.9M (revenue -12.5% year-over-year).
- 2019: Revenue of $490K, expenses of $416K, and assets of $8.0M (revenue +4.7% year-over-year).
- 2018: Revenue of $468K, expenses of $342K, and assets of $7.9M (revenue -30.5% year-over-year).
- 2017: Revenue of $673K, expenses of $327K, and assets of $7.8M (revenue +213.1% year-over-year).
- 2016: Revenue of $215K, expenses of $322K, and assets of $7.4M (revenue -38.4% year-over-year).
- 2015: Revenue of $349K, expenses of $324K, and assets of $7.5M (revenue +0.5% year-over-year).
- 2014: Revenue of $347K, expenses of $312K, and assets of $7.5M (revenue -22.0% year-over-year).
- 2013: Revenue of $445K, expenses of $299K, and assets of $7.5M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Trust Uw Elmer A Sperry T 3012:
Data Sources and Methodology
This transparency report for Trust Uw Elmer A Sperry T 3012 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.