W T And Edna Dahl Trust
W T And Edna Dahl Trust's assets have declined by over 90% in a decade, consistently spending more than it earns.
EIN: 206983203 · Des Moines, IA · NTEE: T22 · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $1.5M |
| Total Expenses | $1.9M |
| Program Spending | 90% |
| Net Assets | $1.5M |
| Transparency Score | 40/100 |
Is W T And Edna Dahl Trust Legit?
Significant Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
W T And Edna Dahl Trust directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About W T And Edna Dahl Trust
W T And Edna Dahl Trust (EIN: 206983203) is a nonprofit organization based in Des Moines, IA, classified under NTEE code T22. The organization reported total revenue of $1.5M and total assets of $844K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of W T And Edna Dahl Trust's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
W T And Edna Dahl Trust is a mid-size nonprofit that has been operating for 17 years, with 8 years of IRS 990 filings on record (2011–2021). Revenue has grown at a compound annual rate of 1.3%.
Key Financial Metrics (2021)
From the most recent IRS 990 filing on record:
| Total Revenue | $604K |
| Total Expenses | $1.9M |
| Surplus / Deficit | $-1,300,316 |
| Total Assets | $1.6M |
| Total Liabilities | $70K |
| Net Assets | $1.5M |
| Operating Margin | -215.3% |
| Debt-to-Asset Ratio | 4.4% |
| Months of Reserves | 10.0 months |
Financial Health Grade: B
In 2021, W T And Edna Dahl Trust reported a deficit of $1.3M with expenses exceeding revenue, holds 10.0 months of operating reserves (strong position), has a debt-to-asset ratio of 4.4% (very low leverage).
Financial Trends
Over 8 years of filings (2011–2021), W T And Edna Dahl Trust's revenue has grown at a compound annual growth rate (CAGR) of 1.3%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2021 | +70.7% | +0.5% | -45.1% |
| 2020 | -6.0% | +34.0% | -37.7% |
| 2019 | -53.4% | +53.3% | -42.0% |
| 2015 | -14.9% | -2.7% | -4.8% |
| 2014 | +51.0% | -35.2% | -7.3% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 2009 |
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 W T And Edna Dahl Trust with a Mission Score of 40 out of 100 (Fair). 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, W T And Edna Dahl Trust 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 (2021)
From the most recent IRS 990 filing on record:
- The organization reported a deficit of $1.3M, with expenses exceeding revenue.
- Debt-to-asset ratio: 4.4%.
Executive Compensation Analysis
The organization consistently reports 0% officer compensation across all available filings, suggesting either a fully volunteer-led executive team or that compensation is not reported in this section, which is unusual for an organization of its historical asset 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.
Red Flags
The following concerns were identified during AI analysis of W T And Edna Dahl Trust's IRS 990 filings:
- Consistent operating deficits, with expenses frequently exceeding revenue (e.g., 2021: $1.9M expenses vs. $0.6M revenue).
- Dramatic decline in assets from $9.4 million in 2011 to $0.8 million currently, indicating unsustainable spending.
- High liabilities in earlier years (e.g., $1.6M in 2013) relative to revenue, though liabilities have decreased more recently.
- Lack of detailed expense breakdown in provided data makes it difficult to assess program efficiency.
Strengths
The following positive indicators were identified for W T And Edna Dahl Trust:
- Consistent reporting of 0% officer compensation, suggesting low overhead in executive salaries.
- The organization has maintained its filing compliance over many years.
Frequently Asked Questions about W T And Edna Dahl Trust
Is W T And Edna Dahl Trust a legitimate charity?
Based on AI analysis of IRS 990 filings, W T And Edna Dahl Trust (EIN: 206983203) significant concerns. Mission Score: 40/100. 4 red flags identified, 2 strengths noted.
How does W T And Edna Dahl Trust spend its money?
W T And Edna Dahl Trust directs 90% of its spending to programs and services. The remaining budget covers administration and fundraising costs.
Are donations to W T And Edna Dahl Trust tax-deductible?
W T And Edna Dahl Trust is registered as a tax-exempt nonprofit (EIN: 206983203). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
How does W T And Edna Dahl Trust compare to similar nonprofits?
With a transparency score of 40/100 (Fair), W T And Edna Dahl Trust is near average for NTEE category T22 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is W T And Edna Dahl Trust located?
W T And Edna Dahl Trust is headquartered in Des Moines, Iowa and files with the IRS under EIN 206983203. It is classified under NTEE code T22.
How many years of IRS 990 filings does W T And Edna Dahl Trust have?
W T And Edna Dahl Trust has 8 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 $1.5M in total revenue.
Why have the organization's assets decreased so dramatically from $9.4 million in 2011 to $0.8 million currently?
The consistent pattern of expenses exceeding revenue, such as $1,904,384 in expenses against $604,068 in revenue in 2021, indicates the trust has been drawing down its principal to cover operational costs and distributions, leading to the significant asset decline.
Is the W T And Edna Dahl Trust financially sustainable given its consistent operating deficits?
Based on the historical data showing expenses frequently exceeding revenue and a drastic reduction in assets, the current financial model appears unsustainable without a significant increase in revenue or a reduction in expenses.
What is the nature of the 'expenses' reported, given the NTEE code T22 (Private Grantmaking Foundations)?
As a private grantmaking foundation, a significant portion of expenses would typically be grants distributed to other organizations. However, without a detailed breakdown, it's unclear how much is grants versus administrative or other costs.
How does the organization manage to operate with 0% reported officer compensation?
The consistent reporting of 0% officer compensation suggests either a fully volunteer-run executive structure or that compensation for key personnel is categorized differently or paid by an affiliated entity, which would require further clarification.
Filing History
IRS 990 filing history for W T And Edna Dahl Trust showing financial trends over 8 years of public records:
Over 8 years of IRS 990 filings (2011–2021), W T And Edna Dahl Trust's revenue has grown by 13.3%, moving from $533K to $604K. Total assets decreased by 83.3% over the same period, from $9.4M to $1.6M. Total functional expenses rose by 113.5%, from $892K to $1.9M. In its most recent filing year (2021), W T And Edna Dahl Trust reported a deficit of $1.3M, with expenses exceeding revenue. The organization holds $70K in liabilities against $1.6M in assets (debt-to-asset ratio: 4.4%), resulting in net assets of $1.5M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2021 | $604K | $1.9M | $1.6M | $70K | — | View 990 |
| 2020 | $354K | $1.9M | $2.9M | $70K | — | — |
| 2019 | $377K | $1.4M | $4.6M | $270K | — | View 990 |
| 2015 | $808K | $922K | $8.0M | $659K | — | View 990 |
| 2014 | $950K | $948K | $8.4M | $945K | — | View 990 |
| 2013 | $629K | $1.5M | $9.0M | $1.6M | — | View 990 |
| 2012 | $551K | $417K | $9.3M | $1.0M | — | View 990 |
| 2011 | $533K | $892K | $9.4M | $1.3M | — | View 990 |
Year-by-Year Financial Summary
- 2021: Revenue of $604K, expenses of $1.9M, and assets of $1.6M (revenue +70.7% year-over-year).
- 2020: Revenue of $354K, expenses of $1.9M, and assets of $2.9M (revenue -6.0% year-over-year).
- 2019: Revenue of $377K, expenses of $1.4M, and assets of $4.6M (revenue -53.4% year-over-year).
- 2015: Revenue of $808K, expenses of $922K, and assets of $8.0M (revenue -14.9% year-over-year).
- 2014: Revenue of $950K, expenses of $948K, and assets of $8.4M (revenue +51.0% year-over-year).
- 2013: Revenue of $629K, expenses of $1.5M, and assets of $9.0M (revenue +14.1% year-over-year).
- 2012: Revenue of $551K, expenses of $417K, and assets of $9.3M (revenue +3.3% year-over-year).
- 2011: Revenue of $533K, expenses of $892K, and assets of $9.4M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for W T And Edna Dahl Trust:
Data Sources and Methodology
This transparency report for W T And Edna Dahl Trust 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.