Anna M Heilmaier Charitable Foundation is a 501(c)(3) organization based in Milwaukee, Wisconsin, registered in 1993, with $475,115 in FY2024 revenue. CharityIndex grades it C+.
Revenue (FY2024)
$475K
▲ 66.3% vs prior year
Expenses (FY2024)
$382K
Net assets
$6.2M
Employees
—
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 Anna M Heilmaier Charitable Foundation— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
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 Anna M Heilmaier Charitable Foundation: 193 mo reserves · +20% margin earns a B+ on this criterion. See the exact thresholds →
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 Anna M Heilmaier Charitable Foundation— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
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 Anna M Heilmaier Charitable Foundation: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue declined from $660K (FY2013) to $475K (FY2024) across 10 reported years.
Financial snapshot
Operating margin
19.5%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$6.2M
Total liabilities
$0
Net assets
$6.2M
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $475,115▲66.3% | $382,384▼16.9% | $6,164,336▲1.5% | $6,164,336▲1.5% | 990PF |
| 2023 | $285,711▲134% | $460,382▼11.0% | $6,071,702▼2.8% | $6,071,702▼2.8% | 990PF |
| 2022 | $122,044▼85.4% | $517,479▲12.2% | $6,248,395▼5.9% | $6,248,395▼5.9% | 990PF |
| 2021 | $836,729▲77.4% | $461,293▼1.8% | $6,639,724▲6.2% | $6,639,724▲6.2% | 990PF |
| 2020 | $471,677▼50.2% | $469,640▲25.0% | $6,254,151 | $6,254,151 | 990PF |
| 2019 | $946,822▲70.9% | $375,726▼16.7% | $6,254,584▲10.3% | $6,254,584▲10.3% | 990PF |
| 2018 | $553,873▼17.2% | $451,119▲9.2% | $5,671,840▲1.6% | $5,671,840▲1.6% | 990PF |
| 2017 | $668,649▲75.7% | $413,279▼3.8% | $5,583,632▲5.4% | $5,583,632▲5.3% | 990PF |
| 2014 | $380,595▼42.3% | $429,438▲27.6% | $5,298,744▼0.9% | $5,300,377▼0.9% | 990PF |
| 2013 | $660,026 | $336,426▼15.6% | $5,347,587▲6.4% | $5,349,507▲6.4% | 990PF |
| 2012 | — | $398,734▲4.2% | $5,024,002▲10.3% | $5,026,277▲10.4% | 990PF |
| 2010 | — | $382,491 | $4,553,986 | $4,554,193 | 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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Data for Anna M Heilmaier Charitable Foundation (EIN 41-1761632) 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.