George E Serfass Trust 1963 is a 501(c)(3) organization based in Buffalo, New York, registered in 2006, with $65,165 in FY2024 revenue. CharityIndex grades it C+.
Revenue (FY2024)
$65K
▲ 57.8% vs prior year
Philanthropy median: $168K
Expenses (FY2024)
$62K
Net assets
$800K
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 George E Serfass Trust 1963— 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 George E Serfass Trust 1963: 156 mo reserves · +5% margin earns a B+ 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 George E Serfass Trust 1963— 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 George E Serfass Trust 1963: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue grew from $44K (FY2013) to $65K (FY2024) across 12 reported years.
Financial snapshot
Operating margin
5.4%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$800K
Total liabilities
$0
Net assets
$800K
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $65,165▲57.8% | $61,666▼1.9% | $799,702▲0.3% | $799,702▲0.3% | 990PF |
| 2023 | $41,307▼8.3% | $62,883▲0.8% | $797,092▼2.7% | $797,092▼2.7% | 990PF |
| 2022 | $45,049▼49.9% | $62,382▼4.7% | $818,865▼2.1% | $818,865▼2.1% | 990PF |
| 2021 | $89,916▲205% | $65,428▲5.2% | $836,267▲3.0% | $836,267▲3.0% | 990PF |
| 2020 | $29,442▼29.1% | $62,209▲5.7% | $811,966▼3.9% | $811,966▼3.9% | 990PF |
| 2019 | $41,548▼37.1% | $58,853▼3.7% | $844,572▼2.0% | $844,572▼2.0% | 990PF |
| 2018 | $66,064▲7.5% | $61,094▲2.5% | $861,766▲0.6% | $861,766▲0.6% | 990PF |
| 2017 | $61,471▲436% | $59,615▼2.4% | $856,991▲0.2% | $856,991▲0.2% | 990PF |
| 2016 | $11,467▼75.3% | $61,065▼5.0% | $855,135▼5.5% | $855,135▼5.5% | 990PF |
| 2015 | $46,443▼68.4% | $64,307▲8.1% | $904,734▼1.9% | $904,734▼1.9% | 990PF |
| 2014 | $146,856▲235% | $59,488▲6.3% | $922,562▲10.5% | $922,562▲10.5% | 990PF |
| 2013 | $43,830 | $55,946▲5.2% | $835,194▼1.4% | $835,194▼1.4% | 990PF |
| 2012 | — | $53,159▲3.1% | $847,344▼1.2% | $847,344▼1.2% | 990PF |
| 2011 | — | $51,554▲32.6% | $857,414▼2.3% | $857,414▼2.3% | 990PF |
| 2010 | — | $38,877 | $877,816 | $877,816 | 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 George E Serfass Trust 1963 (EIN 25-6276777) 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.