Trust U/W Alpine McLean Aka

Analysis

Trust U/W Alpine McLean Aka is a registered charity in United States, based in Concord, MA. It received its IRS tax-exemption ruling in July 1971, 55 years ago. The IRS classifies it as a supporting organisation under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending December 2023, Trust U/W Alpine McLean Aka reported income of $198k and spending of $244k, spending 123% of what it took in. Across the 6 years on record, from December 2018 to December 2023, income grew from $144k to $198k (+37%), an average of +6.5% a year. The sharpest change came in the year to December 2021, when income rose by 51%. Over the whole period it spent 133% of the income it received.

Among 72,936 United States charities whose main cause is other charitable purposes and that reported income, Trust U/W Alpine McLean Aka sits at the 52nd percentile: it is larger than about 52% of them. Against every charity in United States with reported income it ranks in the 54th percentile, and in the 58th percentile within MA. Charities of a similar size with the same main cause include PTA California Congress of Parents Teachers & Students Inc ($198k), India Association of Minnesota Inc ($198k) and Strive Initiative Inc ($198k).

Compensation of current officers, directors and key employees was $22k (9.2% of expenses). At year end it held assets of $5.5m against liabilities of $0, net assets of $5.5m.