Ymca Et Al Trust U/W Frank P Philips
Ymca Et Al Trust U/W Frank P Philips consistently grows assets with zero liabilities and no officer compensation.
EIN: 136637132 · Columbus, MS · NTEE: T90Z · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $195K |
| Total Expenses | $33K |
| Program Spending | 90% |
| CEO/Top Officer Pay | $1.1 |
| Net Assets | $1.2M |
| Transparency Score | 95/100 |
Is Ymca Et Al Trust U/W Frank P Philips Legit?
Appears Legitimate
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Ymca Et Al Trust U/W Frank P Philips directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Ymca Et Al Trust U/W Frank P Philips
Ymca Et Al Trust U/W Frank P Philips (EIN: 136637132) is a nonprofit organization based in Columbus, MS, classified under NTEE code T90Z. The organization reported total revenue of $195K and total assets of $1.2M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Ymca Et Al Trust U/W Frank P Philips's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Ymca Et Al Trust U/W Frank P Philips is a small nonprofit that has been operating for 55 years, with 9 years of IRS 990 filings on record (2015–2023). Revenue has grown at a compound annual rate of 4.2%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $88K |
| Total Expenses | $33K |
| Surplus / Deficit | +$56K |
| Total Assets | $1.2M |
| Net Assets | $1.2M |
| Operating Margin | 63.0% |
| Months of Reserves | 426.2 months |
Financial Health Grade: A
In 2023, Ymca Et Al Trust U/W Frank P Philips reported a surplus of $56K with revenue exceeding expenses, holds 426.2 months of operating reserves (strong position).
Financial Trends
Over 9 years of filings (2015–2023), Ymca Et Al Trust U/W Frank P Philips's revenue has grown at a compound annual growth rate (CAGR) of 4.2%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +68.1% | +6.9% | +5.0% |
| 2022 | -51.5% | -26.4% | +2.0% |
| 2021 | +468.7% | +34.2% | +6.6% |
| 2020 | -68.4% | -11.5% | -1.2% |
| 2019 | -33.8% | +24.2% | +2.5% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1700 |
| IRS Ruling Date | 1971 |
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 Ymca Et Al Trust U/W Frank P Philips with a Mission Score of 95 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, Ymca Et Al Trust U/W Frank P Philips 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:
- The organization reported a surplus of $56K, with revenue exceeding expenses.
Executive Compensation Analysis
Executive compensation is reported as 0% across all filings, indicating that no officers or trustees are drawing salaries from the trust. This is highly commendable for an organization of its size ($1.1 million in assets) and suggests a volunteer-led or externally managed structure, maximizing funds available for its charitable purpose.
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 Ymca Et Al Trust U/W Frank P Philips:
- Consistent asset growth, increasing from $895,551 in 2015 to $1,156,920 in 2023.
- Zero reported liabilities across all nine years of filings, indicating strong financial health.
- Zero officer compensation reported, maximizing funds for charitable purposes.
- Expenses consistently low relative to revenue and asset base (e.g., $32,571 expenses on $88,088 revenue in 2023).
- Consistent IRS 990 filing history demonstrates strong transparency and accountability.
Frequently Asked Questions about Ymca Et Al Trust U/W Frank P Philips
Is Ymca Et Al Trust U/W Frank P Philips a legitimate charity?
Ymca Et Al Trust U/W Frank P Philips (EIN: 136637132) is a registered tax-exempt nonprofit based in Mississippi. Our AI analysis gives it a Mission Score of 95/100. It has 9 years of IRS 990 filings on record. Total revenue: $195K. No red flags identified. 5 strengths noted. Financial health grade: A.
How does Ymca Et Al Trust U/W Frank P Philips spend its money?
Ymca Et Al Trust U/W Frank P Philips directs 90% of its spending to programs and services. This exceeds the 65% industry benchmark.
Are donations to Ymca Et Al Trust U/W Frank P Philips tax-deductible?
Ymca Et Al Trust U/W Frank P Philips is registered as a tax-exempt nonprofit (EIN: 136637132). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
How much does the Ymca Et Al Trust U/W Frank P Philips CEO make?
Ymca Et Al Trust U/W Frank P Philips's highest-compensated officer earns $1.1 annually. The organization reported $195K in total revenue. Executive compensation data is disclosed in IRS 990 filings.
How does Ymca Et Al Trust U/W Frank P Philips compare to similar nonprofits?
With a transparency score of 95/100 (Excellent), Ymca Et Al Trust U/W Frank P Philips is above average for NTEE category T90Z nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is Ymca Et Al Trust U/W Frank P Philips located?
Ymca Et Al Trust U/W Frank P Philips is headquartered in Columbus, Mississippi and files with the IRS under EIN 136637132. It is classified under NTEE code T90Z.
How many years of IRS 990 filings does Ymca Et Al Trust U/W Frank P Philips have?
Ymca Et Al Trust U/W Frank P Philips has 9 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 $195K in total revenue.
What is the primary purpose of the Ymca Et Al Trust U/W Frank P Philips?
Based on its NTEE code (T90Z - Trusts, Foundations, and Grantmaking Organizations) and consistent asset growth with low expenses, its primary purpose is likely to manage an endowment or trust fund and distribute its earnings to the YMCA, as indicated by its name.
How does the trust manage to have zero officer compensation?
The trust likely operates with volunteer trustees or has its administrative functions handled by an external entity (e.g., a bank or law firm) whose fees are included in the general expenses, rather than direct officer salaries.
Is the trust's revenue stable?
The trust's revenue fluctuates significantly year-to-year (e.g., $19,004 in 2020 vs. $108,084 in 2021), which is typical for investment-based trusts whose income depends on market performance and investment returns. However, expenses remain low and stable.
Filing History
IRS 990 filing history for Ymca Et Al Trust U/W Frank P Philips showing financial trends over 9 years of public records:
Over 9 years of IRS 990 filings (2015–2023), Ymca Et Al Trust U/W Frank P Philips's revenue has grown by 39.2%, moving from $63K to $88K. Total assets increased by 29.2% over the same period, from $896K to $1.2M. Total functional expenses rose by 36.1%, from $24K to $33K. In its most recent filing year (2023), Ymca Et Al Trust U/W Frank P Philips reported a surplus of $56K, with revenue exceeding expenses.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $88K | $33K | $1.2M | $0 | — | — |
| 2022 | $52K | $30K | $1.1M | $0 | — | — |
| 2021 | $108K | $41K | $1.1M | $0 | — | View 990 |
| 2020 | $19K | $31K | $1.0M | $0 | — | View 990 |
| 2019 | $60K | $35K | $1.0M | $0 | — | View 990 |
| 2018 | $91K | $28K | $999K | $0 | — | View 990 |
| 2017 | $50K | $28K | $937K | $0 | — | — |
| 2016 | $47K | $28K | $914K | $0 | — | View 990 |
| 2015 | $63K | $24K | $896K | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $88K, expenses of $33K, and assets of $1.2M (revenue +68.1% year-over-year).
- 2022: Revenue of $52K, expenses of $30K, and assets of $1.1M (revenue -51.5% year-over-year).
- 2021: Revenue of $108K, expenses of $41K, and assets of $1.1M (revenue +468.7% year-over-year).
- 2020: Revenue of $19K, expenses of $31K, and assets of $1.0M (revenue -68.4% year-over-year).
- 2019: Revenue of $60K, expenses of $35K, and assets of $1.0M (revenue -33.8% year-over-year).
- 2018: Revenue of $91K, expenses of $28K, and assets of $999K (revenue +81.9% year-over-year).
- 2017: Revenue of $50K, expenses of $28K, and assets of $937K (revenue +6.3% year-over-year).
- 2016: Revenue of $47K, expenses of $28K, and assets of $914K (revenue -25.9% year-over-year).
- 2015: Revenue of $63K, expenses of $24K, and assets of $896K.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Ymca Et Al Trust U/W Frank P Philips:
Data Sources and Methodology
This transparency report for Ymca Et Al Trust U/W Frank P Philips 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.