Cooper & Levy Trust
Only null% goes to programs Strong reserves
Cooper & Levy Trust is a 501(c)(3) organization based in Milwaukee, Wisconsin, registered in 1997, with $251,892 in FY2024 revenue. CharityIndex grades it C+.
Po Box 634, Milwaukee, WI, 53201 EIN 91-1726697 Since 1997
Revenue (FY2024)
$252K
▲ 86.1% vs prior year
Philanthropy median: $168K
Expenses (FY2024)
$212K
Net assets
$2.8M
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 Cooper & Levy Trust— 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 rating158 mo reserves · +16% 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 Cooper & Levy Trust: 158 mo reserves · +16% 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 Cooper & Levy Trust— 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 Cooper & Levy Trust: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Contact & location
- Address
- Po Box 634, Milwaukee, WI, 53201
- City
- Milwaukee
- State
- Wisconsin
- Subcategory
- Private Foundations
Financial trends
Revenue grew from $106K (FY2020) to $252K (FY2024) across 5 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $0Net assets $2.8M
Operating margin
16.0%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$2.8M
Total liabilities
$0
Net assets
$2.8M
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $251,892▲86.1% | $211,573▲53.5% | $2,792,687▲1.4% | $2,792,687▲1.4% | 990PF |
| 2023 | $135,353▼0.4% | $137,875▼41.0% | $2,753,072 | $2,753,072 | 990PF |
| 2022 | $135,962▼52.7% | $233,858▲25.9% | $2,753,466▼3.5% | $2,753,466▼3.5% | 990PF |
| 2021 | $287,679▲171% | $185,796▲2.6% | $2,853,394▲3.5% | $2,853,394▲3.5% | 990PF |
| 2020 | $106,347 | $181,039 | $2,757,482 | $2,757,482 | 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 Cooper & Levy Trust a legitimate nonprofit?
- Yes. Cooper & Levy Trust is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 91-1726697, based in Milwaukee, Wisconsin. Donations are tax-deductible.
- What is Cooper & Levy Trust's EIN?
- Cooper & Levy Trust's Employer Identification Number (EIN) is 91-1726697.
- How much revenue does Cooper & Levy Trust report?
- Cooper & Levy Trust reported $251,892 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does Cooper & Levy Trust have?
- CharityIndex grades Cooper & Levy Trust C+, based on financial health (reserves and operating margin).
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Data for Cooper & Levy Trust (EIN 91-1726697) 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.