Elsa M Heisel Sule Charitable Trust
Only null% goes to programs Strong reserves Declining revenue
Elsa M Heisel Sule Charitable Trust is a 501(c)(3) organization based in Ft Mitchell, Kentucky, registered in 2011, with $1,165,027 in FY2024 revenue. CharityIndex grades it C.
334 Beechwood Rd Ste 550, Ft Mitchell, KY, 41017 EIN 20-7277661 Since 2011
Revenue (FY2024)
$1.2M
▲ 85.0% vs prior year
Philanthropy median: $168K
Expenses (FY2024)
$1.4M
Net assets
$25.5M
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 Elsa M Heisel Sule Charitable Trust— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
C+Financial health25% of the rating214 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 Elsa M Heisel Sule Charitable Trust: 214 mo reserves · -23% margin earns a C+ 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 Elsa M Heisel Sule Charitable 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 Elsa M Heisel Sule Charitable Trust: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Contact & location
- Address
- 334 Beechwood Rd Ste 550, Ft Mitchell, KY, 41017
- City
- Ft Mitchell
- State
- Kentucky
- Subcategory
- Private Foundations
Financial trends
Revenue declined from $1.2M (FY2013) to $1.2M (FY2024) across 11 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $0Net assets $25.5M
Operating margin
-22.5%
Spent more than it raised in the latest fiscal year.
Total assets
$25.5M
Total liabilities
$0
Net assets
$25.5M
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $1,165,027▲85.0% | $1,427,491▲10.2% | $25,499,249▲7.7% | $25,499,249▲7.7% | 990PF |
| 2023 | $629,913▼8.4% | $1,295,829▼8.4% | $23,679,103▼1.5% | $23,680,220▼1.5% | 990PF |
| 2022 | $687,979▼68.4% | $1,414,641▼11.8% | $24,051,058▼10.2% | $24,051,059▼10.2% | 990PF |
| 2021 | $2,180,228▲111% | $1,604,522▲16.4% | $26,794,908▲10.7% | $26,794,910▲10.7% | 990PF |
| 2020 | $1,034,577▼11.5% | $1,378,261▲10.4% | $24,205,298▼3.2% | $24,205,298▼3.2% | 990PF |
| 2019 | $1,168,378▼46.5% | $1,248,125▼5.9% | $25,013,005▼0.3% | $25,013,005▼0.3% | 990PF |
| 2018 | $2,183,244▲21.5% | $1,325,684▼0.1% | $25,092,752▲3.5% | $25,092,753▲3.5% | 990PF |
| 2017 | $1,796,434▼45.4% | $1,326,378▲24.8% | $24,235,192▲2.0% | $24,235,193▲2.0% | 990PF |
| 2016 | $3,290,417▼62.1% | $1,062,960▲12.6% | $23,765,136▲13.2% | $23,765,136▲13.2% | 990PF |
| 2014 | $8,683,644▲633% | $943,712▲45.7% | $20,992,314▲58.4% | $20,992,314▲58.4% | 990PF |
| 2013 | $1,184,310 | $647,789▲149% | $13,252,382▲161% | $13,252,382▲161% | 990PF |
| 2011 | — | $260,208 | $5,071,045 | $5,071,045 | 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 Elsa M Heisel Sule Charitable Trust a legitimate nonprofit?
- Yes. Elsa M Heisel Sule Charitable Trust is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 20-7277661, based in Ft Mitchell, Kentucky. Donations are tax-deductible.
- What is Elsa M Heisel Sule Charitable Trust's EIN?
- Elsa M Heisel Sule Charitable Trust's Employer Identification Number (EIN) is 20-7277661.
- How much revenue does Elsa M Heisel Sule Charitable Trust report?
- Elsa M Heisel Sule Charitable Trust reported $1,165,027 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does Elsa M Heisel Sule Charitable Trust have?
- CharityIndex grades Elsa M Heisel Sule Charitable Trust C, based on financial health (reserves and operating margin).
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Data for Elsa M Heisel Sule Charitable Trust (EIN 20-7277661) 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.