Gertrude R Shiely Char Tr
Only null% goes to programs Strong reserves Declining revenue
Gertrude R Shiely Char Tr is a 501(c)(3) organization based in Milwaukee, Wisconsin, registered in 2001, with $139,773 in FY2024 revenue. CharityIndex grades it D.
Po Box 634, Milwaukee, WI, 53201 EIN 41-6470775 Since 2001
Revenue (FY2024)
$140K
▲ 100.3% vs prior year
Philanthropy median: $168K
Expenses (FY2024)
$192K
Net assets
$1.8M
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
D
—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 Gertrude R Shiely Char Tr— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
DFinancial health25% of the rating112 mo reserves · -38% 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 Gertrude R Shiely Char Tr: 112 mo reserves · -38% margin earns a D 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 Gertrude R Shiely Char Tr— 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 Gertrude R Shiely Char Tr: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Contact & location
- Address
- Po Box 634, Milwaukee, WI, 53201
- City
- Milwaukee
- State
- Wisconsin
- Subcategory
- Private Foundations
Financial trends
Revenue declined from $183K (FY2013) to $140K (FY2024) across 11 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $0Net assets $1.8M
Operating margin
-37.5%
Spent more than it raised in the latest fiscal year.
Total assets
$1.8M
Total liabilities
$0
Net assets
$1.8M
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $139,773▲100% | $192,195▼8.4% | $1,794,903▼2.9% | $1,794,903▼2.9% | 990PF |
| 2023 | $69,790▼81.6% | $209,823▲22.7% | $1,847,977▼7.1% | $1,847,977▼7.1% | 990PF |
| 2022 | $378,357▲122% | $170,942▲18.7% | $1,989,740▲11.5% | $1,989,740▲11.5% | 990PF |
| 2021 | $170,542▼29.3% | $143,980▼32.8% | $1,783,840▲1.5% | $1,783,840▲1.5% | 990PF |
| 2020 | $241,300▲168% | $214,279▲30.4% | $1,757,315▲1.5% | $1,757,315▲1.5% | 990PF |
| 2019 | $90,041▼48.6% | $164,288▼9.3% | $1,730,678▼4.2% | $1,730,678▼4.2% | 990PF |
| 2018 | $175,274▼39.9% | $181,093▲3.7% | $1,806,625▲2.2% | $1,806,625▲2.2% | 990PF |
| 2017 | $291,637▲57.9% | $174,654▼11.1% | $1,767,418▲2.4% | $1,767,418▲2.4% | 990PF |
| 2015 | $184,699▲50.6% | $196,470▲23.0% | $1,725,555▼0.7% | $1,725,555▼0.7% | 990PF |
| 2014 | $122,649▼32.9% | $159,675▼4.7% | $1,737,476▼2.1% | $1,737,476▼2.1% | 990PF |
| 2013 | $182,849 | $167,518▲12.6% | $1,774,502▲0.9% | $1,774,955▲0.9% | 990PF |
| 2012 | — | $148,832▲27.3% | $1,759,172▼2.9% | $1,759,172▼2.9% | 990PF |
| 2011 | — | $116,923▼20.8% | $1,812,602▼0.7% | $1,812,602▼0.7% | 990PF |
| 2010 | — | $147,661 | $1,824,618 | $1,824,618 | 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 Gertrude R Shiely Char Tr a legitimate nonprofit?
- Yes. Gertrude R Shiely Char Tr is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 41-6470775, based in Milwaukee, Wisconsin. Donations are tax-deductible.
- What is Gertrude R Shiely Char Tr's EIN?
- Gertrude R Shiely Char Tr's Employer Identification Number (EIN) is 41-6470775.
- How much revenue does Gertrude R Shiely Char Tr report?
- Gertrude R Shiely Char Tr reported $139,773 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does Gertrude R Shiely Char Tr have?
- CharityIndex grades Gertrude R Shiely Char Tr D, based on financial health (reserves and operating margin).
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Data for Gertrude R Shiely Char Tr (EIN 41-6470775) 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.