Helen L & Marie F Rotterman Tr Uw of Marie F Rotterman
501(c)(3) Donations tax-deductible
Only null% goes to programs Strong reserves Declining revenue
Helen L & Marie F Rotterman Tr Uw of Marie F Rotterman is a 501(c)(3) organization based in Dayton, Ohio, registered in 1983, with $191,549 in FY2023 revenue. CharityIndex grades it C.
220 East Monument Ave, Dayton, OH, 45402 EIN 31-6236156 Since 1983
Revenue (FY2023)
$192K
▲ 44.5% vs prior year
Expenses (FY2023)
$220K
Net assets
$3.7M
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 Helen L & Marie F Rotterman Tr Uw of Marie F Rotterman— 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 rating202 mo reserves · -15% 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 Helen L & Marie F Rotterman Tr Uw of Marie F Rotterman: 202 mo reserves · -15% 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 Helen L & Marie F Rotterman Tr Uw of Marie F Rotterman— 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 Helen L & Marie F Rotterman Tr Uw of Marie F Rotterman: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Contact & location
Financial trends
Revenue held steady from $191K (FY2013) to $192K (FY2023) across 11 reported years.
Financial snapshot
Financial health & position (FY2023)
Liabilities $0Net assets $3.7M
Operating margin
-15.1%
Spent more than it raised in the latest fiscal year.
Total assets
$3.7M
Total liabilities
$0
Net assets
$3.7M
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2023 | $191,549▲44.5% | $220,409▼17.5% | $3,710,621▼0.8% | $3,710,621▼0.8% | 990PF |
| 2022 | $132,585▼89.4% | $267,285▲10.1% | $3,739,481▼3.5% | $3,739,481▼3.5% | 990PF |
| 2021 | $1,249,548▲228% | $242,669▲0.1% | $3,874,181▲35.1% | $3,874,181▲35.1% | 990PF |
| 2020 | $380,713▲1370% | $242,343▲10.4% | $2,867,302▲5.1% | $2,867,302▲5.1% | 990PF |
| 2019 | $25,893▼78.7% | $219,598▲20.8% | $2,728,932▼6.6% | $2,728,932▼6.6% | 990PF |
| 2018 | $121,440▼18.6% | $181,856▼20.3% | $2,922,637▼2.0% | $2,922,637▼2.0% | 990PF |
| 2017 | $149,231▼32.8% | $228,288▲27.3% | $2,983,053▼2.6% | $2,983,053▼2.6% | 990PF |
| 2016 | $221,936▲399% | $179,395▼8.2% | $3,062,110▲1.4% | $3,062,110▲1.4% | 990PF |
| 2015 | $44,460▼71.4% | $195,432▼17.3% | $3,019,569▼4.8% | $3,019,569▼4.8% | 990PF |
| 2014 | $155,277▼18.5% | $236,274▲9.5% | $3,170,541▼2.5% | $3,170,541▼2.5% | 990PF |
| 2013 | $190,560 | $215,745▲3.5% | $3,251,538▼0.8% | $3,251,538▼0.8% | 990PF |
| 2012 | — | $208,527▼9.4% | $3,276,723▲2.3% | $3,276,723▲2.3% | 990PF |
| 2011 | — | $230,174▲16.0% | $3,204,354▼0.7% | $3,204,354▼0.7% | 990PF |
| 2010 | — | $198,368 | $3,227,493 | $3,227,493 | 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.
Frequently asked questions
- Is Helen L & Marie F Rotterman Tr Uw of Marie F Rotterman a legitimate nonprofit?
- Yes. Helen L & Marie F Rotterman Tr Uw of Marie F Rotterman is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 31-6236156, based in Dayton, Ohio. Donations are tax-deductible.
- What is Helen L & Marie F Rotterman Tr Uw of Marie F Rotterman's EIN?
- Helen L & Marie F Rotterman Tr Uw of Marie F Rotterman's Employer Identification Number (EIN) is 31-6236156.
- How much revenue does Helen L & Marie F Rotterman Tr Uw of Marie F Rotterman report?
- Helen L & Marie F Rotterman Tr Uw of Marie F Rotterman reported $191,549 in total revenue on its fiscal year 2023 IRS Form 990 filing.
- What financial grade does Helen L & Marie F Rotterman Tr Uw of Marie F Rotterman have?
- CharityIndex grades Helen L & Marie F Rotterman Tr Uw of Marie F Rotterman C, based on financial health (reserves and operating margin).
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Data for Helen L & Marie F Rotterman Tr Uw of Marie F Rotterman (EIN 31-6236156) 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.