James E Shea and Lillian E Shea Charitable Tr
Only null% goes to programs Strong reserves Declining revenue
James E Shea and Lillian E Shea Charitable Tr is a 501(c)(3) organization based in Billings, Montana, registered in 1999, with $13,485 in FY2024 revenue. CharityIndex grades it D.
Po Box 30918, Billings, MT, 59116 EIN 46-6104853 Since 1999
Revenue (FY2024)
$13K
▼ 42.2% vs prior year
Philanthropy median: $168K
Expenses (FY2024)
$20K
Net assets
$274K
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 James E Shea and Lillian E Shea Charitable 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 rating163 mo reserves · -49% 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 James E Shea and Lillian E Shea Charitable Tr: 163 mo reserves · -49% 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 James E Shea and Lillian E Shea Charitable 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 James E Shea and Lillian E Shea Charitable 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 30918, Billings, MT, 59116
- City
- Billings
- State
- Montana
- Subcategory
- Philanthropy Programs
Financial trends
Revenue declined from $29K (FY2013) to $13K (FY2024) across 10 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $0Net assets $274K
Operating margin
-49.4%
Spent more than it raised in the latest fiscal year.
Total assets
$274K
Total liabilities
$0
Net assets
$274K
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $13,485▼42.2% | $20,150▼11.7% | $274,167▼2.7% | $274,167▼2.7% | 990PF |
| 2023 | $23,343▲2203% | $22,818▼9.5% | $281,917▲0.2% | $281,917▲0.2% | 990PF |
| 2022 | -$1,110▼102% | $25,212▲1.1% | $281,435▼8.5% | $281,435▼8.5% | 990PF |
| 2021 | $47,630▲385% | $24,932▲2.8% | $307,724▲7.9% | $307,724▲7.9% | 990PF |
| 2020 | $9,821▼59.0% | $24,261▲8.3% | $285,064▼4.7% | $285,064▼4.7% | 990PF |
| 2019 | $23,929▲6.7% | $22,403▼4.0% | $299,258▲0.4% | $299,258▲0.4% | 990PF |
| 2018 | $22,423▲11.7% | $23,344▼1.7% | $297,943▼4.3% | $297,943▼4.3% | 990PF |
| 2015 | $20,076▼17.4% | $23,758▲3.0% | $311,443▼1.2% | $311,443▼1.2% | 990PF |
| 2014 | $24,305▼16.9% | $23,056▲1.9% | $315,125▲0.4% | $315,125▲0.4% | 990PF |
| 2013 | $29,240 | $22,629▲9.2% | $313,876▲2.2% | $313,876▲2.2% | 990PF |
| 2012 | — | $20,725▼11.3% | $307,265▲1.1% | $307,265▲1.1% | 990PF |
| 2011 | — | $23,372 | $303,891 | $303,891 | 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 James E Shea and Lillian E Shea Charitable Tr a legitimate nonprofit?
- Yes. James E Shea and Lillian E Shea Charitable Tr is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 46-6104853, based in Billings, Montana. Donations are tax-deductible.
- What is James E Shea and Lillian E Shea Charitable Tr's EIN?
- James E Shea and Lillian E Shea Charitable Tr's Employer Identification Number (EIN) is 46-6104853.
- How much revenue does James E Shea and Lillian E Shea Charitable Tr report?
- James E Shea and Lillian E Shea Charitable Tr reported $13,485 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does James E Shea and Lillian E Shea Charitable Tr have?
- CharityIndex grades James E Shea and Lillian E Shea Charitable Tr D, based on financial health (reserves and operating margin).
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Data for James E Shea and Lillian E Shea Charitable Tr (EIN 46-6104853) 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.