William H And Lillian Dolde Charitable Trust
EIN: 527172674 · Pennington, NJ · NTEE: T20
| Metric | Value |
|---|---|
| Total Revenue | $513K |
| Total Expenses | $148K |
| Net Assets | $2.7M |
Is William H And Lillian Dolde Charitable Trust Legit?
Insufficient Data
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
About William H And Lillian Dolde Charitable Trust
William H And Lillian Dolde Charitable Trust (EIN: 527172674) is a nonprofit organization based in Pennington, NJ, classified under NTEE code T20. The organization reported total revenue of $513K and total assets of $2.8M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of William H And Lillian Dolde Charitable Trust's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
William H And Lillian Dolde Charitable Trust is a small nonprofit that has been operating for 24 years, with 10 years of IRS 990 filings on record (2012–2024). Revenue has grown at a compound annual rate of 1.4%.
Key Financial Metrics (2024)
From the most recent IRS 990 filing on record:
| Total Revenue | $184K |
| Total Expenses | $148K |
| Surplus / Deficit | +$35K |
| Total Assets | $2.7M |
| Total Liabilities | $1 |
| Net Assets | $2.7M |
| Operating Margin | 19.3% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 217.4 months |
Financial Health Grade: A
In 2024, William H And Lillian Dolde Charitable Trust reported a surplus of $35K with revenue exceeding expenses, holds 217.4 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 (2012–2024), William H And Lillian Dolde Charitable Trust's revenue has grown at a compound annual growth rate (CAGR) of 1.4%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2024 | +46.7% | +0.1% | +1.3% |
| 2023 | -41.8% | -27.1% | -0.9% |
| 2022 | +26.5% | +31.8% | +0.4% |
| 2021 | +33.0% | -0.6% | +0.6% |
| 2020 | -54.9% | +2.6% | -4.1% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 2002 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Analysis Pending
AI enrichment for William H And Lillian Dolde Charitable Trust 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 William H And Lillian Dolde Charitable Trust 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 (2024)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $35K, with revenue exceeding expenses.
- Debt-to-asset ratio: 0.0%.
Frequently Asked Questions about William H And Lillian Dolde Charitable Trust
Is William H And Lillian Dolde Charitable Trust a legitimate charity?
William H And Lillian Dolde Charitable Trust (EIN: 527172674) is a registered tax-exempt nonprofit based in New Jersey. It has 10 years of IRS 990 filings on record. Total revenue: $513K. No red flags identified. Financial health grade: A.
How does William H And Lillian Dolde Charitable Trust spend its money?
William H And Lillian Dolde Charitable Trust reported $513K in total revenue in IRS 990 filings. 10 years of filing data available. Revenue exceeded expenses in the most recent year. Review the full spending breakdown on NonprofitSpending.
Are donations to William H And Lillian Dolde Charitable Trust tax-deductible?
William H And Lillian Dolde Charitable Trust is registered as a tax-exempt nonprofit (EIN: 527172674). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Where is William H And Lillian Dolde Charitable Trust located?
William H And Lillian Dolde Charitable Trust is headquartered in Pennington, New Jersey and files with the IRS under EIN 527172674. It is classified under NTEE code T20.
How many years of IRS 990 filings does William H And Lillian Dolde Charitable Trust have?
William H And Lillian Dolde Charitable Trust 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 $513K in total revenue.
Filing History
IRS 990 filing history for William H And Lillian Dolde Charitable Trust showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2012–2024), William H And Lillian Dolde Charitable Trust's revenue has grown by 17.8%, moving from $156K to $184K. Total assets decreased by 1.8% over the same period, from $2.7M to $2.7M. Total functional expenses fell by 12%, from $168K to $148K. In its most recent filing year (2024), William H And Lillian Dolde Charitable Trust reported a surplus of $35K, with revenue exceeding expenses. The organization holds $1 in liabilities against $2.7M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $2.7M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2024 | $184K | $148K | $2.7M | $1 | — | View 990 |
| 2023 | $125K | $148K | $2.6M | $1 | — | View 990 |
| 2022 | $215K | $203K | $2.7M | $1 | — | View 990 |
| 2021 | $170K | $154K | $2.7M | $1 | — | View 990 |
| 2020 | $128K | $155K | $2.6M | $0 | — | View 990 |
| 2016 | $283K | $151K | $2.8M | $0 | — | View 990 |
| 2015 | $201K | $286K | $2.6M | $0 | — | View 990 |
| 2014 | $159K | $169K | $2.7M | $0 | — | View 990 |
| 2013 | $154K | $166K | $2.7M | $0 | — | View 990 |
| 2012 | $156K | $168K | $2.7M | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2024: Revenue of $184K, expenses of $148K, and assets of $2.7M (revenue +46.7% year-over-year).
- 2023: Revenue of $125K, expenses of $148K, and assets of $2.6M (revenue -41.8% year-over-year).
- 2022: Revenue of $215K, expenses of $203K, and assets of $2.7M (revenue +26.5% year-over-year).
- 2021: Revenue of $170K, expenses of $154K, and assets of $2.7M (revenue +33.0% year-over-year).
- 2020: Revenue of $128K, expenses of $155K, and assets of $2.6M (revenue -54.9% year-over-year).
- 2016: Revenue of $283K, expenses of $151K, and assets of $2.8M (revenue +41.0% year-over-year).
- 2015: Revenue of $201K, expenses of $286K, and assets of $2.6M (revenue +26.5% year-over-year).
- 2014: Revenue of $159K, expenses of $169K, and assets of $2.7M (revenue +2.8% year-over-year).
- 2013: Revenue of $154K, expenses of $166K, and assets of $2.7M (revenue -1.0% year-over-year).
- 2012: Revenue of $156K, expenses of $168K, and assets of $2.7M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for William H And Lillian Dolde Charitable Trust:
Data Sources and Methodology
This transparency report for William H And Lillian Dolde Charitable 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.