Charles Elizabeth P Gerli Fund Inc
501(c)(3) Donations tax-deductible
Only null% goes to programs Strong reserves
Charles Elizabeth P Gerli Fund Inc is a 501(c)(3) organization based in Valatie, New York, registered in 1949, with $5,864 in FY2024 revenue. CharityIndex grades it C+.
Po Box 634, Valatie, NY, 12184 EIN 13-6133907 Since 1949
Revenue (FY2024)
$5,864
▲ 18.2% vs prior year
Expenses (FY2024)
$4,487
Net assets
$132K
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 Charles Elizabeth P Gerli Fund Inc— 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 rating352 mo reserves · +23% 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 Charles Elizabeth P Gerli Fund Inc: 352 mo reserves · +23% 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 Charles Elizabeth P Gerli Fund Inc— 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 Charles Elizabeth P Gerli Fund Inc: 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 $4,818 (FY2013) to $5,864 (FY2024) across 12 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $0Net assets $132K
Operating margin
23.5%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$132K
Total liabilities
$0
Net assets
$132K
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $5,864▲18.2% | $4,487▼33.6% | $131,690▲1.1% | $131,690▲1.1% | 990PF |
| 2023 | $4,962▲254% | $6,762▼10.0% | $130,313▼1.4% | $130,313▼1.4% | 990PF |
| 2022 | $1,403▲1503% | $7,512▼9.3% | $132,113▼4.4% | $132,113▼4.4% | 990PF |
| 2021 | -$100▼100% | $8,283▼4.3% | $138,222▼5.7% | $138,222▼5.7% | 990PF |
| 2020 | $38,430▲407% | $8,651▲1.4% | $146,605▲25.5% | $146,605▲25.5% | 990PF |
| 2019 | $7,585▲392% | $8,530▲12.9% | $116,826▼0.8% | $116,826▼0.8% | 990PF |
| 2018 | $1,542▼53.9% | $7,558▼0.1% | $117,771▼4.9% | $117,771▼4.9% | 990PF |
| 2017 | $3,346▲7.0% | $7,566▲3.9% | $123,787▼3.3% | $123,787▼3.3% | 990PF |
| 2016 | $3,126▼16.0% | $7,280▼8.6% | $128,007▼3.1% | $128,007▼3.1% | 990PF |
| 2015 | $3,722▼70.5% | $7,965▲2.1% | $132,161▼3.1% | $132,161▼3.1% | 990PF |
| 2014 | $12,613▲162% | $7,798▼3.5% | $136,404▲3.7% | $136,404▲3.7% | 990PF |
| 2013 | $4,818 | $8,082▼4.5% | $131,589▼7.1% | $131,589▼7.1% | 990PF |
| 2011 | — | $8,465▲6.9% | $141,623▼10.7% | $141,623▼10.7% | 990PF |
| 2010 | — | $7,921 | $158,676 | $158,676 | 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 Charles Elizabeth P Gerli Fund Inc a legitimate nonprofit?
- Yes. Charles Elizabeth P Gerli Fund Inc is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 13-6133907, based in Valatie, New York. Donations are tax-deductible.
- What is Charles Elizabeth P Gerli Fund Inc's EIN?
- Charles Elizabeth P Gerli Fund Inc's Employer Identification Number (EIN) is 13-6133907.
- How much revenue does Charles Elizabeth P Gerli Fund Inc report?
- Charles Elizabeth P Gerli Fund Inc reported $5,864 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does Charles Elizabeth P Gerli Fund Inc have?
- CharityIndex grades Charles Elizabeth P Gerli Fund Inc C+, based on financial health (reserves and operating margin).
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Data for Charles Elizabeth P Gerli Fund Inc (EIN 13-6133907) 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.