Beatrice M Schmitz Endowed Memorial Trust Fund is a 501(c)(3) organization based in Kansas City, Missouri, registered in 2013, with $76,992 in FY2024 revenue. CharityIndex grades it C+.
Revenue (FY2024)
$77K
▲ 27.9% vs prior year
Education median: $200K
Expenses (FY2024)
$52K
Net assets
$1.5M
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 Beatrice M Schmitz Endowed Memorial Trust Fund— 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 Beatrice M Schmitz Endowed Memorial Trust Fund: 339 mo reserves · +33% 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 Beatrice M Schmitz Endowed Memorial Trust Fund— 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 Beatrice M Schmitz Endowed Memorial Trust Fund: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue declined from $193K (FY2017) to $77K (FY2024) across 8 reported years.
Financial snapshot
Operating margin
32.6%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$1.5M
Total liabilities
$0
Net assets
$1.5M
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $76,992▲27.9% | $51,890▲25.3% | $1,466,073▲1.7% | $1,466,073▲1.7% | 990 |
| 2023 | $60,184▼14.4% | $41,423▲20.5% | $1,440,949▲1.4% | $1,440,949▲1.4% | 990 |
| 2022 | $70,286▼15.7% | $34,383▲2.4% | $1,421,589▲2.6% | $1,421,589▲2.6% | 990 |
| 2021 | $83,364▲75.4% | $33,579▼5.0% | $1,385,862▲3.7% | $1,385,862▲3.7% | 990 |
| 2020 | $47,516▲170% | $35,331▼3.8% | $1,336,250▲0.9% | $1,336,250▲0.9% | 990 |
| 2019 | $17,624▼48.5% | $36,709▼19.2% | $1,324,280▼1.3% | $1,324,280▼1.3% | 990 |
| 2018 | $34,236▼82.2% | $45,422▲55.5% | $1,342,267▼0.7% | $1,342,267▼0.7% | 990 |
| 2017 | $192,678 | $29,207 | $1,351,616 | $1,351,616 | 990 |
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 Beatrice M Schmitz Endowed Memorial Trust Fund (EIN 37-6487906) 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.