Daniel M Soref Rvoc Tr
Only null% goes to programs Strong reserves Growing revenue
Daniel M Soref Rvoc Tr is a 501(c)(3) organization based in Milwaukee, Wisconsin, registered in 2002, with $3,432,925 in FY2023 revenue. CharityIndex grades it C+.
Po Box 170504, Milwaukee, WI, 53217 EIN 39-6758434 Since 2002
Revenue (FY2023)
$3.4M
▼ 34.3% vs prior year
Philanthropy median: $168K
Expenses (FY2023)
$3.4M
Net assets
$67.5M
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 Daniel M Soref Rvoc Tr— 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 rating238 mo reserves · +1% 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 Daniel M Soref Rvoc Tr: 238 mo reserves · +1% 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 Daniel M Soref Rvoc Tr— 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 Daniel M Soref Rvoc Tr: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Contact & location
- Address
- Po Box 170504, Milwaukee, WI, 53217
- City
- Milwaukee
- State
- Wisconsin
- Subcategory
- Private Foundations
Financial trends
Revenue declined from $6.2M (FY2013) to $3.4M (FY2023) across 11 reported years.
Financial snapshot
Financial health & position (FY2023)
Liabilities $0Net assets $67.5M
Operating margin
1.0%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$67.5M
Total liabilities
$0
Net assets
$67.5M
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2023 | $3,432,925▼34.3% | $3,399,625▲0.8% | $67,534,417▲5.1% | $67,534,417▲5.1% | 990PF |
| 2022 | $5,223,682▼35.5% | $3,373,436▼1.2% | $64,284,671▲4.7% | $64,284,671▲4.6% | 990PF |
| 2021 | $8,101,746▲207% | $3,415,596▲1.4% | $61,408,298▼14.6% | $61,483,083▼14.4% | 990PF |
| 2020 | $2,642,513▼24.5% | $3,369,773▼7.0% | $71,867,885▲18.4% | $71,867,885▲18.4% | 990PF |
| 2019 | $3,498,717▲2.2% | $3,624,727▲2.3% | $60,701,207▼3.7% | $60,701,928▼3.7% | 990PF |
| 2018 | $3,422,550▼16.6% | $3,544,837▼1.4% | $63,035,003▲0.5% | $63,035,003▲0.5% | 990PF |
| 2017 | $4,104,440▲26.8% | $3,596,455▲4.3% | $62,721,355▼0.2% | $62,721,355▼0.2% | 990PF |
| 2016 | $3,238,042▲34.8% | $3,448,380▼1.5% | $62,845,111▲4.3% | $62,853,271▲4.3% | 990PF |
| 2015 | $2,401,521▼33.2% | $3,500,798▲0.6% | $60,282,294▼3.2% | $60,282,294▼3.2% | 990PF |
| 2014 | $3,595,001▼41.7% | $3,478,351▼9.7% | $62,255,845▼4.3% | $62,255,845▼4.4% | 990PF |
| 2013 | $6,168,553 | $3,850,873 | $65,067,893 | $65,112,675 | 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 Daniel M Soref Rvoc Tr a legitimate nonprofit?
- Yes. Daniel M Soref Rvoc Tr is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 39-6758434, based in Milwaukee, Wisconsin. Donations are tax-deductible.
- What is Daniel M Soref Rvoc Tr's EIN?
- Daniel M Soref Rvoc Tr's Employer Identification Number (EIN) is 39-6758434.
- How much revenue does Daniel M Soref Rvoc Tr report?
- Daniel M Soref Rvoc Tr reported $3,432,925 in total revenue on its fiscal year 2023 IRS Form 990 filing.
- What financial grade does Daniel M Soref Rvoc Tr have?
- CharityIndex grades Daniel M Soref Rvoc Tr C+, based on financial health (reserves and operating margin).
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Data for Daniel M Soref Rvoc Tr (EIN 39-6758434) 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.