Carol M Wilmer Endowment Inc is a 501(c)(3) organization based in Burlington, Wisconsin, registered in 2008, with $13,600 in FY2024 revenue. CharityIndex grades it C+.
Revenue (FY2024)
$14K
▼ 52.2% vs prior year
Philanthropy median: $168K
Expenses (FY2024)
$11K
Net assets
$218K
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 Carol M Wilmer Endowment Inc— 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 Carol M Wilmer Endowment Inc: 246 mo reserves · +22% 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 Carol M Wilmer Endowment Inc— 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 Carol M Wilmer Endowment Inc: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue grew from $11K (FY2014) to $14K (FY2024) across 11 reported years.
Financial snapshot
Operating margin
21.7%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$218K
Net assets
$218K
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $13,600▼52.2% | $10,644▼64.4% | $218,049▲5.5% | $218,049▲5.5% | 990EZ |
| 2023 | $28,449▲163% | $29,904▲146% | $206,604▲6.3% | $206,604▲6.3% | 990EZ |
| 2022 | $10,837▼2.4% | $12,161▲22.0% | $194,422▼16.2% | $194,422▼16.2% | 990EZ |
| 2021 | $11,103▲31.9% | $9,970▲7.9% | $231,948▲9.0% | $231,948▲9.0% | 990EZ |
| 2020 | $8,420▼2.2% | $9,239▼9.5% | $212,854▲0.9% | $212,854▲0.9% | 990EZ |
| 2019 | $8,606▲3.3% | $10,214▼28.7% | $210,954▲11.0% | $210,954▲11.0% | 990EZ |
| 2018 | $8,329▼9.4% | $14,324▲13.4% | $190,013▼11.6% | $190,013▼11.6% | 990EZ |
| 2017 | $9,192▲24.7% | $12,627▼10.3% | $215,001▲4.6% | $215,001▲4.6% | 990EZ |
| 2016 | $7,370▼19.3% | $14,071▲35.1% | $205,475▲0.2% | $205,475▲0.2% | 990EZ |
| 2015 | $9,137▼19.4% | $10,414▼9.3% | $205,058▲2.1% | $205,058▲2.1% | 990EZ |
| 2014 | $11,338 | $11,479 | $200,908 | $200,908 | 990EZ |
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 Carol M Wilmer Endowment Inc (EIN 39-1947746) 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.