Edward M Ozias Charitable Trust 14536 is a 501(c)(3) organization based in Milwaukee, Wisconsin, registered in 1974, with $95,918 in FY2024 revenue. CharityIndex grades it D.
Revenue (FY2024)
$96K
▲ 21.9% vs prior year
Expenses (FY2024)
$134K
Net assets
$1.6M
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 Edward M Ozias Charitable Trust 14536— 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 Edward M Ozias Charitable Trust 14536: 146 mo reserves · -39% margin earns a D 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 Edward M Ozias Charitable Trust 14536— 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 Edward M Ozias Charitable Trust 14536: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue declined from $208K (FY2013) to $96K (FY2024) across 12 reported years.
Financial snapshot
Operating margin
-39.4%
Spent more than it raised in the latest fiscal year.
Total assets
$1.6M
Total liabilities
$0
Net assets
$1.6M
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $95,918▲21.9% | $133,674▲1.8% | $1,620,856▼2.2% | $1,620,856▼2.2% | 990PF |
| 2023 | $78,712▲26.0% | $131,295▼23.7% | $1,657,605▼3.1% | $1,657,605▼3.1% | 990PF |
| 2022 | $62,494▼55.2% | $172,118▲26.1% | $1,711,069▼6.1% | $1,711,069▼6.1% | 990PF |
| 2021 | $139,474▲192% | $136,492▼13.8% | $1,821,518▲0.2% | $1,821,518▲0.2% | 990PF |
| 2020 | $47,719▼33.0% | $158,353▲13.0% | $1,818,536▼5.7% | $1,818,536▼5.7% | 990PF |
| 2019 | $71,207▼7.0% | $140,114▼18.6% | $1,929,398▼3.5% | $1,929,398▼3.5% | 990PF |
| 2018 | $76,534▼23.7% | $172,227▲61.7% | $1,998,420▼4.6% | $1,998,420▼4.6% | 990PF |
| 2017 | $100,328▲323% | $106,531▼19.8% | $2,094,114▼0.3% | $2,094,114▼0.3% | 990PF |
| 2016 | -$44,905▼135% | $132,887▼20.7% | $2,100,450▼7.8% | $2,100,450▼7.8% | 990PF |
| 2015 | $129,975▼53.1% | $167,518▲10.0% | $2,277,712▼1.6% | $2,277,712▼1.7% | 990PF |
| 2014 | $276,948▲32.9% | $152,318▲3.3% | $2,315,255▲5.7% | $2,316,313▲5.6% | 990PF |
| 2013 | $208,425 | $147,395▼2.7% | $2,190,630▲2.9% | $2,194,283▲3.0% | 990PF |
| 2012 | — | $151,433▲6.9% | $2,129,600▼3.1% | $2,129,600▼3.1% | 990PF |
| 2011 | — | $141,609▼6.6% | $2,198,469▲35.5% | $2,198,469▲35.5% | 990PF |
| 2010 | — | $151,689 | $1,622,037 | $1,622,037 | 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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Data for Edward M Ozias Charitable Trust 14536 (EIN 41-6164912) 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.