Trustees Of Sears And Other Funds
EIN: 46040032 · Boston, MA
| Metric | Value |
|---|---|
| Total Revenue | $463K |
| Total Expenses | $151K |
| Net Assets | $3.0M |
Is Trustees Of Sears And Other Funds Legit?
Insufficient Data
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
About Trustees Of Sears And Other Funds
Trustees Of Sears And Other Funds (EIN: 46040032) is a nonprofit organization based in Boston, MA. The organization reported total revenue of $463K and total assets of $3.0M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Trustees Of Sears And Other Funds's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Trustees Of Sears And Other Funds is a small nonprofit that has been operating for 98 years, with 10 years of IRS 990 filings on record (2012–2023). Revenue has grown at a compound annual rate of 0.0%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $125K |
| Total Expenses | $151K |
| Surplus / Deficit | $-26,004 |
| Total Assets | $3.0M |
| Total Liabilities | $10K |
| Net Assets | $3.0M |
| Operating Margin | -20.8% |
| Debt-to-Asset Ratio | 0.3% |
| Months of Reserves | 235.2 months |
Financial Health Grade: B
In 2023, Trustees Of Sears And Other Funds reported a deficit of $26K with expenses exceeding revenue, holds 235.2 months of operating reserves (strong position), has a debt-to-asset ratio of 0.3% (very low leverage).
Financial Trends
Over 10 years of filings (2012–2023), Trustees Of Sears And Other Funds's revenue has grown at a compound annual growth rate (CAGR) of 0.0%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | -30.1% | -11.4% | +5.2% |
| 2022 | -32.8% | +16.7% | -17.3% |
| 2021 | +120.4% | +1.1% | +7.4% |
| 2020 | -34.2% | +2.3% | +6.6% |
| 2019 | +14.1% | +10.2% | +17.2% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 1928 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Analysis Pending
AI enrichment for Trustees Of Sears And Other Funds 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 Trustees Of Sears And Other Funds 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 $26K, with expenses exceeding revenue.
- Debt-to-asset ratio: 0.3%.
Frequently Asked Questions about Trustees Of Sears And Other Funds
Is Trustees Of Sears And Other Funds a legitimate charity?
Trustees Of Sears And Other Funds (EIN: 46040032) is a registered tax-exempt nonprofit based in Massachusetts. It has 10 years of IRS 990 filings on record. Total revenue: $463K. No red flags identified. Financial health grade: B.
How does Trustees Of Sears And Other Funds spend its money?
Trustees Of Sears And Other Funds reported $463K 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 Trustees Of Sears And Other Funds tax-deductible?
Trustees Of Sears And Other Funds is registered as a tax-exempt nonprofit (EIN: 46040032). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Where is Trustees Of Sears And Other Funds located?
Trustees Of Sears And Other Funds is headquartered in Boston, Massachusetts and files with the IRS under EIN 46040032.
How many years of IRS 990 filings does Trustees Of Sears And Other Funds have?
Trustees Of Sears And Other Funds 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 $463K in total revenue.
Filing History
IRS 990 filing history for Trustees Of Sears And Other Funds showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2012–2023), Trustees Of Sears And Other Funds's revenue has grown by 0.1%, moving from $125K to $125K. Total assets increased by 21.9% over the same period, from $2.4M to $3.0M. Total functional expenses rose by 19.9%, from $126K to $151K. In its most recent filing year (2023), Trustees Of Sears And Other Funds reported a deficit of $26K, with expenses exceeding revenue. The organization holds $10K in liabilities against $3.0M in assets (debt-to-asset ratio: 0.3%), resulting in net assets of $3.0M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $125K | $151K | $3.0M | $10K | — | — |
| 2022 | $179K | $171K | $2.8M | $8K | — | View 990 |
| 2021 | $267K | $146K | $3.4M | $16K | — | — |
| 2020 | $121K | $145K | $3.2M | $14K | — | — |
| 2019 | $184K | $142K | $3.0M | $11K | — | View 990 |
| 2015 | $161K | $128K | $2.5M | $1 | — | View 990 |
| 2014 | $182K | $126K | $2.7M | $1 | — | View 990 |
| 2013 | $164K | $134K | $2.7M | $0 | — | View 990 |
| 2013 | $111K | $127K | $2.5M | $0 | — | View 990 |
| 2012 | $125K | $126K | $2.4M | $0 | — | — |
Year-by-Year Financial Summary
- 2023: Revenue of $125K, expenses of $151K, and assets of $3.0M (revenue -30.1% year-over-year).
- 2022: Revenue of $179K, expenses of $171K, and assets of $2.8M (revenue -32.8% year-over-year).
- 2021: Revenue of $267K, expenses of $146K, and assets of $3.4M (revenue +120.4% year-over-year).
- 2020: Revenue of $121K, expenses of $145K, and assets of $3.2M (revenue -34.2% year-over-year).
- 2019: Revenue of $184K, expenses of $142K, and assets of $3.0M (revenue +14.1% year-over-year).
- 2015: Revenue of $161K, expenses of $128K, and assets of $2.5M (revenue -11.5% year-over-year).
- 2014: Revenue of $182K, expenses of $126K, and assets of $2.7M (revenue +11.4% year-over-year).
- 2013: Revenue of $164K, expenses of $134K, and assets of $2.7M (revenue +47.3% year-over-year).
- 2013: Revenue of $111K, expenses of $127K, and assets of $2.5M (revenue -11.3% year-over-year).
- 2012: Revenue of $125K, expenses of $126K, and assets of $2.4M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Trustees Of Sears And Other Funds:
Data Sources and Methodology
This transparency report for Trustees Of Sears And Other Funds 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.