Albert & Lillie Bernard Tr 361
501(c)(92)
Only null% goes to programs Strong reserves Growing revenue
Albert & Lillie Bernard Tr 361 is a 501(c)(92) organization based in Marietta, Ohio, with $4,937 in FY2024 revenue. CharityIndex grades it C+.
138 Putnam St, Marietta, OH, 45750 EIN 31-6079609
Revenue (FY2024)
$4,937
▲ 78.8% vs prior year
Expenses (FY2024)
$4,793
Net assets
$72K
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
C+
—Program efficiency40% of the ratingNo expense breakdown in filings
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Albert & Lillie Bernard Tr 361— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
B+Financial health25% of the rating180 mo reserves · +3% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Albert & Lillie Bernard Tr 361: 180 mo reserves · +3% margin earns a B+ on this criterion. See the exact thresholds →
—Governance25% of the ratingNot reported in this filing type
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Albert & Lillie Bernard Tr 361— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
DTransparency10% of the rating1 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Albert & Lillie Bernard Tr 361: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Contact & location
Financial trends
Revenue grew from -$2,769 (FY2022) to $4,937 (FY2024) across 3 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $0Net assets $72K
Operating margin
2.9%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$72K
Total liabilities
$0
Net assets
$72K
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $4,937▲78.8% | $4,793▼16.7% | $71,902▲0.2% | $71,902▲0.2% | 990PF |
| 2023 | $2,761▲200% | $5,755▲261% | $71,780▼4.1% | $71,780▼4.1% | 990PF |
| 2022 | -$2,769 | $1,594 | $74,815 | $74,815 | 990PF |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
Frequently asked questions
- Is Albert & Lillie Bernard Tr 361 a legitimate nonprofit?
- Yes. Albert & Lillie Bernard Tr 361 is a 501(c)(92) organization registered with the U.S. Internal Revenue Service under EIN 31-6079609, based in Marietta, Ohio.
- What is Albert & Lillie Bernard Tr 361's EIN?
- Albert & Lillie Bernard Tr 361's Employer Identification Number (EIN) is 31-6079609.
- How much revenue does Albert & Lillie Bernard Tr 361 report?
- Albert & Lillie Bernard Tr 361 reported $4,937 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does Albert & Lillie Bernard Tr 361 have?
- CharityIndex grades Albert & Lillie Bernard Tr 361 C+, based on financial health (reserves and operating margin).
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Data for Albert & Lillie Bernard Tr 361 (EIN 31-6079609) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.