Hartzell-norris Charitable Trust is a 501(c)(3) organization based in Cincinnati, Ohio, registered in 1943, with $609,613 in FY2024 revenue. CharityIndex grades it C+.
Revenue (FY2024)
$610K
▲ 89.6% vs prior year
Expenses (FY2024)
$191K
Net assets
$5.7M
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 Hartzell-norris 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 →
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 Hartzell-norris Charitable Trust: 356 mo reserves · +69% 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 Hartzell-norris 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 →
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 Hartzell-norris Charitable Trust: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue grew from $406K (FY2018) to $610K (FY2024) across 7 reported years.
Financial snapshot
Operating margin
68.6%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$5.7M
Total liabilities
$0
Net assets
$5.7M
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $609,613▲89.6% | $191,228▼52.8% | $5,671,769▲8.0% | $5,671,769▲8.0% | 990PF |
| 2023 | $321,511▲67.0% | $405,290▲19.3% | $5,253,019▼1.5% | $5,253,019▼1.5% | 990PF |
| 2022 | $192,512▲61.0% | $339,795▲18.0% | $5,332,403▼2.6% | $5,332,403▼2.6% | 990PF |
| 2021 | $119,563▼88.4% | $287,888▼36.3% | $5,473,513▼3.0% | $5,473,513▼3.0% | 990PF |
| 2020 | $1,032,453▲234% | $452,143▼11.1% | $5,644,388▲9.9% | $5,644,388▲9.9% | 990PF |
| 2019 | $309,242▼23.8% | $508,869▲196% | $5,135,707▼1.3% | $5,135,707▼1.3% | 990PF |
| 2018 | $405,790 | $172,049 | $5,201,384 | $5,201,384 | 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 Hartzell-norris Charitable Trust (EIN 31-6024521) 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.