Gertrude A Bodwell Trust Uw is a 501(c)(3) organization based in Milwaukee, Wisconsin, registered in 1977, with $27,911 in FY2024 revenue. CharityIndex grades it C+.
Revenue (FY2024)
$28K
▲ 179.2% vs prior year
Expenses (FY2024)
$25K
Net assets
$344K
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 Gertrude A Bodwell Trust Uw— 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 Gertrude A Bodwell Trust Uw: 165 mo reserves · +11% 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 Gertrude A Bodwell Trust Uw— 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 Gertrude A Bodwell Trust Uw: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue grew from $26K (FY2013) to $28K (FY2024) across 12 reported years.
Financial snapshot
Operating margin
10.5%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$344K
Total liabilities
$0
Net assets
$344K
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $27,911▲179% | $24,967▲4.8% | $344,234▲0.9% | $344,234▲0.9% | 990PF |
| 2023 | $9,995▲27.1% | $23,831▼7.2% | $341,293▼3.9% | $341,293▼3.9% | 990PF |
| 2022 | $7,865▼80.8% | $25,679▼6.8% | $355,129▼4.8% | $355,129▼4.8% | 990PF |
| 2021 | $40,975▼14.7% | $27,563▲2.3% | $372,943▲3.7% | $372,943▲3.7% | 990PF |
| 2020 | $48,027▲215% | $26,952▲8.3% | $359,532▲6.2% | $359,532▲6.2% | 990PF |
| 2019 | $15,264▼43.5% | $24,893▼9.1% | $338,457▼2.8% | $338,457▼2.8% | 990PF |
| 2018 | $27,003▼25.0% | $27,396▲8.3% | $348,086▼0.1% | $348,086▼0.1% | 990PF |
| 2017 | $35,981▲187% | $25,301▲13.0% | $348,481▲3.2% | $348,481▲3.2% | 990PF |
| 2016 | $12,546▼42.0% | $22,381▼16.7% | $337,800▼2.8% | $337,800▼2.8% | 990PF |
| 2015 | $21,638▼37.6% | $26,883▲7.8% | $347,636▼1.5% | $347,636▼1.5% | 990PF |
| 2014 | $34,685▲35.7% | $24,932▼0.2% | $352,880▲2.8% | $352,880▲2.8% | 990PF |
| 2013 | $25,554 | $24,992▲7.7% | $343,128▲0.2% | $343,128▲0.2% | 990PF |
| 2012 | — | $23,211▲1.0% | $342,568▲2.6% | $342,568▲2.6% | 990PF |
| 2011 | — | $22,984 | $333,994 | $333,994 | 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 Gertrude A Bodwell Trust Uw (EIN 42-6235454) 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.