Uw Harold S Geneen Charitable Tr
Uw Harold S Geneen Charitable Tr maintains over $30M in assets with zero officer compensation.
EIN: 137163001 · Dallas, TX · NTEE: T20 · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $7.7M |
| Total Expenses | $2.5M |
| Program Spending | 95% |
| CEO/Top Officer Pay | $30 |
| Net Assets | $34.6M |
| Transparency Score | 90/100 |
Is Uw Harold S Geneen Charitable Tr Legit?
Appears Legitimate
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Uw Harold S Geneen Charitable Tr directs 95% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Uw Harold S Geneen Charitable Tr
Uw Harold S Geneen Charitable Tr (EIN: 137163001) is a nonprofit organization based in Dallas, TX, classified under NTEE code T20. The organization reported total revenue of $7.7M and total assets of $33.5M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Uw Harold S Geneen Charitable Tr's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Uw Harold S Geneen Charitable Tr is a mid-size nonprofit that has been operating for 27 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 16.0%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $2.1M |
| Total Expenses | $2.5M |
| Surplus / Deficit | $-406,675 |
| Total Assets | $34.6M |
| Total Liabilities | $1 |
| Net Assets | $34.6M |
| Operating Margin | -19.3% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 165.6 months |
Financial Health Grade: B
In 2023, Uw Harold S Geneen Charitable Tr reported a deficit of $407K with expenses exceeding revenue, holds 165.6 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), Uw Harold S Geneen Charitable Tr's revenue has grown at a compound annual growth rate (CAGR) of 16.0%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | -18.1% | -9.8% | -1.2% |
| 2022 | -37.6% | +18.0% | -0.6% |
| 2021 | +63.1% | +6.5% | +5.3% |
| 2020 | +73.8% | -1.0% | +1.0% |
| 2019 | -55.5% | +6.9% | +0.0% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 1999 |
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 Uw Harold S Geneen Charitable Tr with a Mission Score of 90 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: 5%
- programs: 95%
- fundraising: 0%
According to IRS 990 filings, Uw Harold S Geneen Charitable Tr allocates its expenses as follows: admin: 5%, programs: 95%, fundraising: 0%. With 95% 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 $407K, with expenses exceeding revenue.
- Debt-to-asset ratio: 0.0%.
Executive Compensation Analysis
Executive compensation is reported as 0% across all available filings, indicating that officers of the trust do not receive salaries, which is highly efficient for a charitable organization of its size with assets exceeding $30 million.
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 Uw Harold S Geneen Charitable Tr:
- Strong asset base, consistently over $30 million, providing long-term stability.
- Zero officer compensation reported across all filings, indicating high efficiency.
- Minimal liabilities, typically $1, reflecting sound financial management.
- Consistent IRS 990 filing history, demonstrating transparency.
- No fundraising expenses, suggesting a focus on direct program support from its endowment.
Frequently Asked Questions about Uw Harold S Geneen Charitable Tr
Is Uw Harold S Geneen Charitable Tr a legitimate charity?
Uw Harold S Geneen Charitable Tr (EIN: 137163001) is a registered tax-exempt nonprofit based in Texas. Our AI analysis gives it a Mission Score of 90/100. It has 10 years of IRS 990 filings on record. Total revenue: $7.7M. No red flags identified. 5 strengths noted. Financial health grade: B.
How does Uw Harold S Geneen Charitable Tr spend its money?
Uw Harold S Geneen Charitable Tr directs 95% of its spending to programs and services. This exceeds the 65% industry benchmark.
Are donations to Uw Harold S Geneen Charitable Tr tax-deductible?
Uw Harold S Geneen Charitable Tr is registered as a tax-exempt nonprofit (EIN: 137163001). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
How much does the Uw Harold S Geneen Charitable Tr CEO make?
Uw Harold S Geneen Charitable Tr's highest-compensated officer earns $30 annually. The organization reported $7.7M in total revenue. Executive compensation data is disclosed in IRS 990 filings.
How does Uw Harold S Geneen Charitable Tr compare to similar nonprofits?
With a transparency score of 90/100 (Excellent), Uw Harold S Geneen Charitable Tr is above average for NTEE category T20 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is Uw Harold S Geneen Charitable Tr located?
Uw Harold S Geneen Charitable Tr is headquartered in Dallas, Texas and files with the IRS under EIN 137163001. It is classified under NTEE code T20.
How many years of IRS 990 filings does Uw Harold S Geneen Charitable Tr have?
Uw Harold S Geneen 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 $7.7M in total revenue.
Is Uw Harold S Geneen Charitable Tr a good charity?
Yes, as a private charitable trust, it demonstrates strong financial health with over $30 million in assets and consistently low liabilities. Its operational model, with zero officer compensation and no fundraising expenses, suggests a highly efficient allocation of resources towards its charitable mission.
What is the primary function of this organization?
Based on the NTEE code T20 (Private Grantmaking Foundations) and the financial data showing significant assets and expenses without officer compensation or fundraising, its primary function is likely grant-making to other charitable organizations.
How stable is the organization's financial position?
The organization's financial position is very stable, with assets consistently above $30 million since 2014 and minimal liabilities ($1 in most recent filings). This indicates a robust endowment supporting its long-term charitable activities.
Filing History
IRS 990 filing history for Uw Harold S Geneen Charitable Tr showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), Uw Harold S Geneen Charitable Tr's revenue has grown by 490.8%, moving from $356K to $2.1M. Total assets increased by 524.8% over the same period, from $5.5M to $34.6M. Total functional expenses rose by 641.2%, from $339K to $2.5M. In its most recent filing year (2023), Uw Harold S Geneen Charitable Tr reported a deficit of $407K, with expenses exceeding revenue. The organization holds $1 in liabilities against $34.6M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $34.6M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $2.1M | $2.5M | $34.6M | $1 | — | View 990 |
| 2022 | $2.6M | $2.8M | $35.1M | $1 | — | View 990 |
| 2021 | $4.1M | $2.4M | $35.3M | $1 | — | View 990 |
| 2020 | $2.5M | $2.2M | $33.5M | $1 | — | — |
| 2019 | $1.5M | $2.2M | $33.2M | $1 | — | View 990 |
| 2015 | $3.3M | $2.1M | $33.2M | $0 | — | View 990 |
| 2014 | $1.7M | $1.1M | $32.0M | $1 | — | View 990 |
| 2013 | $28.1M | $414K | $31.4M | $0 | — | View 990 |
| 2012 | $283K | $335K | $5.4M | $0 | — | View 990 |
| 2011 | $356K | $339K | $5.5M | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $2.1M, expenses of $2.5M, and assets of $34.6M (revenue -18.1% year-over-year).
- 2022: Revenue of $2.6M, expenses of $2.8M, and assets of $35.1M (revenue -37.6% year-over-year).
- 2021: Revenue of $4.1M, expenses of $2.4M, and assets of $35.3M (revenue +63.1% year-over-year).
- 2020: Revenue of $2.5M, expenses of $2.2M, and assets of $33.5M (revenue +73.8% year-over-year).
- 2019: Revenue of $1.5M, expenses of $2.2M, and assets of $33.2M (revenue -55.5% year-over-year).
- 2015: Revenue of $3.3M, expenses of $2.1M, and assets of $33.2M (revenue +89.7% year-over-year).
- 2014: Revenue of $1.7M, expenses of $1.1M, and assets of $32.0M (revenue -93.9% year-over-year).
- 2013: Revenue of $28.1M, expenses of $414K, and assets of $31.4M (revenue +9843.7% year-over-year).
- 2012: Revenue of $283K, expenses of $335K, and assets of $5.4M (revenue -20.6% year-over-year).
- 2011: Revenue of $356K, expenses of $339K, and assets of $5.5M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Uw Harold S Geneen Charitable Tr:
Data Sources and Methodology
This transparency report for Uw Harold S Geneen 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.