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
Una Pearl Mckee Charitable Tr Financial Summary
MetricValue
Total Revenue$10K
Total Expenses$9K
Program Spending90%
Net Assets$202K
Transparency Score85/100

Search Intent Cockpit

Una Pearl Mckee Charitable Tr Form 990, Revenue, CEO Pay, and IRS Filing Signals

Una Pearl Mckee Charitable Tr is surfaced here as a decision-ready nonprofit financial profile, not just a charity listing. The page consolidates IRS Form 990 revenue, expenses, assets, tax-exempt classification, executive compensation, mission score, red flags, and year-by-year filing history so donors, researchers, journalists, and grant teams can answer the common search questions around Una Pearl Mckee Charitable Tr in one place.

Form 990 Filing Summary

10 filing years are available, with latest revenue of $10K and expenses of $9K.

Revenue and Expenses

Una Pearl Mckee Charitable Tr reported $10K in revenue and $9K in expenses, a surplus of $1K.

Executive Compensation

Officer, director, trustee, and key employee pay is reviewed from IRS 990 compensation disclosures when present.

Charity Score and Red Flags

85/100 mission score, 0 red flags, and 4 strengths are shown from structured and AI review.

Is Una Pearl Mckee Charitable Tr Legit?

Appears Legitimate

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
NoneRed Flags

Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →

IRS 990 Data Cockpit

Where the Money Comes From and Where It Goes

PendingDonor/Grant Funding
90%Program Expense
$0Grants Paid
10Stored Filing Years

Revenue Source Mix

Revenue-source line items are not available on the stored filing yet. Future ingestion now preserves contribution, program-revenue, and investment-income fields when ProPublica provides them.

Expense Deployment

Una Pearl Mckee Charitable Tr Expense Deployment
Program services$8K (90%)

Across stored filings, Una Pearl Mckee Charitable Tr shows contribution history pending. Next enrichment targets: revenue-source fields, IRS BMF classification.

Decision Cockpit

One-Stop Donor, Research, and Peer Context Hub

Una Pearl Mckee Charitable Tr Donor Decision Matrix
Decision LensSignalWhat to Inspect Next
LegitimacyAppears LegitimateGood filing record; no red flags identified
Mission spend90% to programsExcellent
Financial durabilityGrade A10 stored filing years
Peer contextCompare with Thelma Gaylord Lyric Theatre Endowment Fund IncOklahoma and Category G context

Trust Check

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90% of spending goes to programs.

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Una Pearl Mckee Charitable Tr directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

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.

Organization Overview

23Years Operating
MicroSize Classification
10Years of Filings
MixedRevenue Trajectory

Una Pearl Mckee Charitable Tr is a micro nonprofit that has been operating for 23 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of -1.3%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$10K
Total Expenses$9K
Surplus / Deficit+$1K
Total Assets$202K
Total Liabilities$1
Net Assets$202K
Operating Margin11.9%
Debt-to-Asset Ratio0.0%
Months of Reserves274.8 months

Financial Health Grade: A

In 2023, Una Pearl Mckee Charitable Tr reported a surplus of $1K with revenue exceeding expenses, holds 274.8 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), Una Pearl Mckee Charitable Tr's revenue has declined at a compound annual growth rate (CAGR) of -1.3%.

YearRevenue ChangeExpense ChangeAsset Change
2023+0.1%-19.6%+0.6%
2022+24.7%+23.3%-0.5%
2021-19.9%-3.2%-0.5%
2020-16.7%-16.2%+0.4%
2019+71.4%+234.2%+0.4%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date2003

Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.

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.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

$10KTotal Revenue
$9KTotal Expenses
$202KTotal Assets
$1Total Liabilities
$202KNet Assets
  • The organization reported a surplus of $1K, with revenue exceeding expenses.
  • Debt-to-asset ratio: 0.0%.

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 legitimate charity?

Una Pearl Mckee Charitable Tr (EIN: 16229478) is a registered tax-exempt nonprofit based in Oklahoma. Our AI analysis gives it a Mission Score of 85/100. It has 10 years of IRS 990 filings on record. Total revenue: $10K. No red flags identified. 4 strengths noted. Financial health grade: A.

How does Una Pearl Mckee Charitable Tr spend its money?

Una Pearl Mckee Charitable Tr directs 90% of its spending to programs and services. This exceeds the 65% industry benchmark.

Are donations to Una Pearl Mckee Charitable Tr tax-deductible?

Una Pearl Mckee Charitable Tr is registered as a tax-exempt nonprofit (EIN: 16229478). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

How does Una Pearl Mckee Charitable Tr compare to similar nonprofits?

With a transparency score of 85/100 (Excellent), Una Pearl Mckee Charitable Tr is above average for NTEE category G12 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.

Where is Una Pearl Mckee Charitable Tr located?

Una Pearl Mckee Charitable Tr is headquartered in Blackwell, Oklahoma and files with the IRS under EIN 16229478. It is classified under NTEE code G12.

How many years of IRS 990 filings does Una Pearl Mckee Charitable Tr have?

Una Pearl Mckee Charitable Tr 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 $10K in total revenue.

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.

YearRevenueExpensesAssetsLiabilitiesOfficer 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.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Una Pearl Mckee Charitable Tr:

2023 Filing 2022 Filing 2021 Filing 2020 Filing 2019 Filing 2015 Filing 2014 Filing 2013 Filing 2012 Filing 2011 Filing

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.

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