Joan Bieberson Mcdonald and Frank E Mcdonald Charitable Trust is a 501(c)(3) organization based in Weirton, West Virginia, registered in 2001, with $93,236 in FY2024 revenue. CharityIndex grades it C+.
Revenue (FY2024)
$93K
▲ 85.5% vs prior year
Education median: $200K
Expenses (FY2024)
$39K
Net assets
$831K
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 Joan Bieberson Mcdonald and Frank E Mcdonald 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 Joan Bieberson Mcdonald and Frank E Mcdonald Charitable Trust: 258 mo reserves · +59% 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 Joan Bieberson Mcdonald and Frank E Mcdonald 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 Joan Bieberson Mcdonald and Frank E Mcdonald Charitable Trust: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue grew from $50K (FY2019) to $93K (FY2024) across 6 reported years.
Financial snapshot
Operating margin
58.5%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$831K
Total liabilities
$0
Net assets
$831K
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $93,236▲85.5% | $38,651▲6.6% | $831,036▲7.0% | $831,036▲7.0% | 990PF |
| 2023 | $50,256▼10.6% | $36,271▲6.8% | $776,451▲1.8% | $776,451▲1.8% | 990PF |
| 2022 | $56,209▼15.4% | $33,952▼18.6% | $762,466▲3.0% | $762,466▲3.0% | 990PF |
| 2021 | $66,474▼5.0% | $41,705▲9.2% | $740,209▲3.5% | $740,209▲3.5% | 990PF |
| 2020 | $69,959▲41.2% | $38,205▲8.7% | $715,440▲4.6% | $715,440▲4.6% | 990PF |
| 2019 | $49,552 | $35,144 | $683,686 | $683,686 | 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 Joan Bieberson Mcdonald and Frank E Mcdonald Charitable Trust (EIN 54-6478360) 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.