Andy L and Leone Sheldon Charitable Tr
Only null% goes to programs Strong reserves Growing revenue
Andy L and Leone Sheldon Charitable Tr is a 501(c)(3) organization based in Milwaukee, Wisconsin, registered in 2003, with $238,758 in FY2024 revenue. CharityIndex grades it C+.
Po Box 634, Milwaukee, WI, 53201 EIN 77-6226019 Since 2003
Revenue (FY2024)
$239K
▲ 200.4% vs prior year
Philanthropy median: $168K
Expenses (FY2024)
$192K
Net assets
$2.4M
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 Andy L and Leone Sheldon Charitable Tr— 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 rating148 mo reserves · +20% 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 Andy L and Leone Sheldon Charitable Tr: 148 mo reserves · +20% 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 Andy L and Leone Sheldon Charitable Tr— 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 Andy L and Leone Sheldon Charitable Tr: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Contact & location
- Address
- Po Box 634, Milwaukee, WI, 53201
- City
- Milwaukee
- State
- Wisconsin
- Subcategory
- Private Foundations
Financial trends
Revenue declined from $374K (FY2013) to $239K (FY2024) across 12 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $0Net assets $2.4M
Operating margin
19.5%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$2.4M
Total liabilities
$0
Net assets
$2.4M
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $238,758▲200% | $192,193▲6.9% | $2,371,153▲2.6% | $2,371,153▲2.6% | 990PF |
| 2023 | $79,479▼31.6% | $179,711▼12.3% | $2,310,427▼4.2% | $2,310,427▼4.2% | 990PF |
| 2022 | $116,216▼39.8% | $204,876▲13.1% | $2,411,628▼3.6% | $2,411,628▼3.6% | 990PF |
| 2021 | $193,128▲5706% | $181,131▲0.2% | $2,501,661▲0.5% | $2,501,661▲0.5% | 990PF |
| 2020 | -$3,445▼103% | $180,858▲0.9% | $2,489,677▼6.9% | $2,489,677▼6.9% | 990PF |
| 2019 | $120,349▼20.0% | $179,259▼8.4% | $2,673,813▼2.2% | $2,673,813▼2.2% | 990PF |
| 2018 | $150,357▼12.6% | $195,610▲8.7% | $2,734,515▼1.6% | $2,734,515▼1.6% | 990PF |
| 2017 | $172,046▲10779% | $179,907▼3.4% | $2,779,912▼0.3% | $2,779,912▼0.3% | 990PF |
| 2016 | -$1,611▼105% | $186,231▼4.6% | $2,787,956▼6.2% | $2,787,956▼6.2% | 990PF |
| 2015 | $30,544▼93.9% | $195,178▲1.5% | $2,971,205▼5.3% | $2,971,205▼5.3% | 990PF |
| 2014 | $497,117▲33.1% | $192,316▲10.4% | $3,136,728▲10.7% | $3,136,728▲10.7% | 990PF |
| 2013 | $373,621 | $174,228▼0.9% | $2,833,470▲7.6% | $2,833,470▲7.6% | 990PF |
| 2012 | — | $175,842▲3.0% | $2,634,077▼3.4% | $2,634,077▼3.4% | 990PF |
| 2011 | — | $170,735▲16.6% | $2,728,000▲0.2% | $2,728,000▲0.2% | 990PF |
| 2010 | — | $146,375 | $2,723,797 | $2,723,797 | 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.
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Frequently asked questions
- Is Andy L and Leone Sheldon Charitable Tr a legitimate nonprofit?
- Yes. Andy L and Leone Sheldon Charitable Tr is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 77-6226019, based in Milwaukee, Wisconsin. Donations are tax-deductible.
- What is Andy L and Leone Sheldon Charitable Tr's EIN?
- Andy L and Leone Sheldon Charitable Tr's Employer Identification Number (EIN) is 77-6226019.
- How much revenue does Andy L and Leone Sheldon Charitable Tr report?
- Andy L and Leone Sheldon Charitable Tr reported $238,758 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does Andy L and Leone Sheldon Charitable Tr have?
- CharityIndex grades Andy L and Leone Sheldon Charitable Tr C+, based on financial health (reserves and operating margin).
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Data for Andy L and Leone Sheldon Charitable Tr (EIN 77-6226019) 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.