Una Pearl Mckee Charitable Tr

Una Pearl Mckee Charitable Tr consistently operates with stable assets and no officer compensation.

EIN: 16229478 · Blackwell, OK · NTEE: G12 · Updated: 2026-03-28

$10KRevenue

$203KAssets

85/100Mission Score (Excellent)

G12

About Una Pearl Mckee Charitable Tr

Una Pearl Mckee Charitable Tr (EIN: 16229478) is a nonprofit organization based in Blackwell, OK, classified under NTEE code G12. The organization reported total revenue of $10K and total assets of $203K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Una Pearl Mckee Charitable Tr's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

AI Transparency Report

The Una Pearl Mckee Charitable Tr operates as a small foundation with consistent revenue and expenses over the past several years, typically around $10,000 annually. Its assets have remained relatively stable, hovering around $200,000, indicating a conservative financial approach. The organization consistently reports minimal to no liabilities, suggesting sound financial management and a low-risk profile. A notable strength is the complete absence of officer compensation, which enhances its spending efficiency and transparency.

However, the organization's program spending efficiency is difficult to fully assess without detailed expense breakdowns beyond total expenses. Given its NTEE code (G12 - Private Grantmaking Foundations), its primary function is likely grantmaking, which would fall under program expenses. The consistent reporting of zero officer compensation across all filings is a strong indicator of transparency and a commitment to directing funds towards its charitable purpose. The organization's financial health appears stable, maintaining its asset base despite fluctuating revenues and expenses over the decade.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Una Pearl Mckee Charitable Tr with a Mission Score of 85 out of 100 (Excellent). 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, Una Pearl Mckee Charitable Tr 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.

Executive Compensation Analysis

Executive compensation is consistently reported as 0% across all available filings, indicating that no officers or trustees receive salaries from the organization, which is highly commendable for a small trust 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.

Strengths

The following positive indicators were identified for Una Pearl Mckee Charitable Tr:

Consistent zero officer compensation across all filings, indicating high efficiency and transparency.
Stable asset base, consistently around $200,000, demonstrating financial resilience.
Minimal to no liabilities reported, suggesting sound financial management.
Consistent revenue generation, typically around $10,000 annually in recent years.

Frequently Asked Questions about Una Pearl Mckee Charitable Tr

Is Una Pearl Mckee Charitable Tr a good charity?

Based on the available IRS 990 data, the Una Pearl Mckee Charitable Tr appears to be a well-managed entity, particularly due to its consistent reporting of zero officer compensation and stable asset base. Its financial health is sound, and the lack of liabilities is a positive sign. However, without detailed program expense breakdowns, it's challenging to fully assess the impact of its grantmaking activities.

What is the primary purpose of Una Pearl Mckee Charitable Tr?

Given its NTEE code G12 (Private Grantmaking Foundations), the primary purpose of Una Pearl Mckee Charitable Tr is likely to make grants to other organizations or individuals in line with its charitable objectives.

How has the organization's financial stability changed over time?

The organization's financial stability has been consistent, with assets remaining around $200,000-$230,000 over the past decade. Revenue and expenses have fluctuated but generally balance out, maintaining the asset base. Liabilities have consistently been minimal or zero, indicating strong financial health.

Filing History

IRS 990 filing history for Una Pearl Mckee Charitable Tr showing financial trends over 10 years of public records:

Over 10 years of IRS 990 filings (2011–2023), Una Pearl Mckee Charitable Tr's revenue has declined by 14.7%, moving from $12K to $10K. Total assets decreased by 15.3% over the same period, from $239K to $202K. Total functional expenses fell by 22.2%, from $11K to $9K. In its most recent filing year (2023), Una Pearl Mckee Charitable Tr reported a surplus of $1K, with revenue exceeding expenses. The organization holds $1 in liabilities against $202K in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $202K.

Year	Revenue	Expenses	Assets	Liabilities	Officer Comp.	PDF
2023	$10K	$9K	$202K	$1	—	—
2022	$10K	$11K	$201K	$1	—	View 990
2021	$8K	$9K	$202K	$1	—	—
2020	$10K	$9K	$203K	$1	—	—
2019	$12K	$11K	$202K	$0	—	View 990
2015	$7K	$3K	$201K	$0	—	View 990
2014	$95	$17K	$201K	$4K	—	View 990
2013	$58	$13K	$214K	$0	—	View 990
2012	$102	$11K	$228K	$0	—	View 990
2011	$12K	$11K	$239K	$0	—	View 990

Year-by-Year Financial Summary

2023: Revenue of $10K, expenses of $9K, and assets of $202K (revenue +0.1% year-over-year).
2022: Revenue of $10K, expenses of $11K, and assets of $201K (revenue +24.7% year-over-year).
2021: Revenue of $8K, expenses of $9K, and assets of $202K (revenue -19.9% year-over-year).
2020: Revenue of $10K, expenses of $9K, and assets of $203K (revenue -16.7% year-over-year).
2019: Revenue of $12K, expenses of $11K, and assets of $202K (revenue +71.4% year-over-year).
2015: Revenue of $7K, expenses of $3K, and assets of $201K (revenue +7284.2% year-over-year).
2014: Revenue of $95, expenses of $17K, and assets of $201K (revenue +63.8% year-over-year).
2013: Revenue of $58, expenses of $13K, and assets of $214K (revenue -43.1% year-over-year).
2012: Revenue of $102, expenses of $11K, and assets of $228K (revenue -99.1% year-over-year).
2011: Revenue of $12K, expenses of $11K, and assets of $239K.

Data Sources and Methodology

This transparency report for Una Pearl Mckee Charitable Tr 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.