Claud D Steffenhagen Trust Uw
Only null% goes to programs Strong reserves Declining revenue
Claud D Steffenhagen Trust Uw is a 501(c)(3) organization based in Norwich, New York, registered in 2008, with $73,697 in FY2024 revenue. CharityIndex grades it C+.
C/o Nbt Bank Na 52 S Broad St, Norwich, NY, 13815 EIN 16-6384243 Since 2008
Revenue (FY2024)
$74K
▲ 3385.6% vs prior year
Philanthropy median: $168K
Expenses (FY2024)
$68K
Net assets
$1.1M
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 Claud D Steffenhagen Trust Uw— 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 rating191 mo reserves · +8% 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 Claud D Steffenhagen Trust Uw: 191 mo reserves · +8% 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 Claud D Steffenhagen Trust Uw— 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 Claud D Steffenhagen Trust Uw: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Contact & location
- Address
- C/o Nbt Bank Na 52 S Broad St, Norwich, NY, 13815
- City
- Norwich
- State
- New York
- Subcategory
- Private Foundations
Financial trends
Revenue grew from $65K (FY2013) to $74K (FY2024) across 12 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $0Net assets $1.1M
Operating margin
7.9%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$1.1M
Total liabilities
$0
Net assets
$1.1M
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $73,697▲3386% | $67,851▼22.1% | $1,082,197▲0.5% | $1,082,197▲0.5% | 990PF |
| 2023 | -$2,243▲81.5% | $87,156▲7.7% | $1,076,527▼7.6% | $1,076,527▼7.6% | 990PF |
| 2022 | -$12,107▼107% | $80,902▲13.1% | $1,165,515▼7.4% | $1,165,515▼7.4% | 990PF |
| 2021 | $172,553▲225% | $71,507▼3.2% | $1,258,835▲8.7% | $1,258,835▲8.7% | 990PF |
| 2020 | $53,139▼67.0% | $73,879▲7.4% | $1,157,914▼1.7% | $1,157,914▼1.7% | 990PF |
| 2019 | $160,915▲141% | $68,790▼12.7% | $1,178,525▲8.5% | $1,178,525▲8.5% | 990PF |
| 2018 | $66,859▲23.2% | $78,828▲10.1% | $1,086,275▼1.1% | $1,086,275▼1.1% | 990PF |
| 2017 | $54,280▲65.8% | $71,627▲3.2% | $1,098,496▼1.6% | $1,098,496▼1.6% | 990PF |
| 2016 | $32,743▼53.1% | $69,411▼8.3% | $1,116,286▼3.2% | $1,116,286▼3.2% | 990PF |
| 2015 | $69,818▼51.9% | $75,677▲1.7% | $1,153,178▼0.5% | $1,153,178▼0.5% | 990PF |
| 2014 | $145,031▲125% | $74,410▲3.4% | $1,159,159▲6.5% | $1,159,159▲6.5% | 990PF |
| 2013 | $64,525 | $71,996▲6.1% | $1,088,538▼3.8% | $1,088,538▼3.8% | 990PF |
| 2012 | — | $67,826▼13.2% | $1,131,922▼0.9% | $1,131,922▼0.9% | 990PF |
| 2011 | — | $78,144▲34.3% | $1,141,881▲2.1% | $1,141,881▲2.1% | 990PF |
| 2010 | — | $58,167 | $1,118,604 | $1,118,604 | 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 Claud D Steffenhagen Trust Uw a legitimate nonprofit?
- Yes. Claud D Steffenhagen Trust Uw is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 16-6384243, based in Norwich, New York. Donations are tax-deductible.
- What is Claud D Steffenhagen Trust Uw's EIN?
- Claud D Steffenhagen Trust Uw's Employer Identification Number (EIN) is 16-6384243.
- How much revenue does Claud D Steffenhagen Trust Uw report?
- Claud D Steffenhagen Trust Uw reported $73,697 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does Claud D Steffenhagen Trust Uw have?
- CharityIndex grades Claud D Steffenhagen Trust Uw C+, based on financial health (reserves and operating margin).
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Data for Claud D Steffenhagen Trust Uw (EIN 16-6384243) 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.