George P Obertate Trust 36504
Only null% goes to programs Strong reserves Declining revenue
George P Obertate Trust 36504 is a 501(c)(3) organization based in Milwaukee, Wisconsin, registered in 2003, with $233,880 in FY2024 revenue. CharityIndex grades it C.
Po Box 634, Milwaukee, WI, 53201 EIN 37-6140950 Since 2003
Revenue (FY2024)
$234K
▲ 281.2% vs prior year
Philanthropy median: $168K
Expenses (FY2024)
$261K
Net assets
$3.6M
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 George P Obertate Trust 36504— 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 rating167 mo reserves · -12% 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 George P Obertate Trust 36504: 167 mo reserves · -12% 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 George P Obertate Trust 36504— 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 George P Obertate Trust 36504: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
Show this grade on your website
A live seal — it updates automatically when the grade changes and links donors to this verified profile.
Contact & location
- Address
- Po Box 634, Milwaukee, WI, 53201
- City
- Milwaukee
- State
- Wisconsin
- Subcategory
- Private Foundations
Financial trends
Revenue grew from $200K (FY2013) to $234K (FY2024) across 12 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $0Net assets $3.6M
Operating margin
-11.6%
Spent more than it raised in the latest fiscal year.
Total assets
$3.6M
Total liabilities
$0
Net assets
$3.6M
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $233,880▲281% | $261,048▼1.5% | $3,633,804▼0.7% | $3,633,804▼0.7% | 990PF |
| 2023 | $61,347▼41.9% | $265,028▼9.7% | $3,660,806▼5.3% | $3,660,806▼5.3% | 990PF |
| 2022 | $105,570▼70.9% | $293,458▲9.9% | $3,865,555▼4.7% | $3,865,555▼4.7% | 990PF |
| 2021 | $363,231▲273% | $266,945▲4.6% | $4,054,549▲2.4% | $4,054,549▲2.4% | 990PF |
| 2020 | $97,276▼24.8% | $255,100▼1.6% | $3,958,267▼3.7% | $3,958,267▼3.7% | 990PF |
| 2019 | $129,359▼16.5% | $259,242▼13.5% | $4,108,273▼3.1% | $4,108,273▼3.1% | 990PF |
| 2018 | $154,923▼95.9% | $299,613▼15.4% | $4,240,173▼3.3% | $4,240,173▼3.3% | 990PF |
| 2017 | $3,792,788▲1764% | $354,307▼10.4% | $4,384,391▲363% | $4,384,391▲363% | 990PF |
| 2016 | $203,451▼64.7% | $395,569▲49.4% | $946,183▼16.9% | $946,183▼16.9% | 990PF |
| 2015 | $577,042▲189% | $264,738▲12.9% | $1,137,972▲37.8% | $1,137,972▲37.8% | 990PF |
| 2014 | $199,657▼0.3% | $234,494▼7.2% | $825,959▼1.2% | $825,959▼1.2% | 990PF |
| 2013 | $200,231 | $252,728▼30.5% | $836,386▼5.9% | $836,386▼5.9% | 990PF |
| 2012 | — | $363,653▲37.5% | $888,577▼16.4% | $888,577▼16.4% | 990PF |
| 2011 | — | $264,486▲59.0% | $1,063,452▲16.0% | $1,063,452▲16.0% | 990PF |
| 2010 | — | $166,374 | $916,617 | $916,617 | 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.
Similar organizations in Philanthropy
Compare George P Obertate Trust 36504
Frequently asked questions
- Is George P Obertate Trust 36504 a legitimate nonprofit?
- Yes. George P Obertate Trust 36504 is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 37-6140950, based in Milwaukee, Wisconsin. Donations are tax-deductible.
- What is George P Obertate Trust 36504's EIN?
- George P Obertate Trust 36504's Employer Identification Number (EIN) is 37-6140950.
- How much revenue does George P Obertate Trust 36504 report?
- George P Obertate Trust 36504 reported $233,880 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does George P Obertate Trust 36504 have?
- CharityIndex grades George P Obertate Trust 36504 C, based on financial health (reserves and operating margin).
More nonprofits in Milwaukee
Explore more
Data for George P Obertate Trust 36504 (EIN 37-6140950) 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.