Joe J Moritz & Evan K Moritz Trust
501(c)(3) Donations tax-deductible
Only null% goes to programs Strong reserves Growing revenue
Joe J Moritz & Evan K Moritz Trust is a 501(c)(3) organization based in Salina, Kansas, registered in 1986, with $130,446 in FY2024 revenue. CharityIndex grades it C+.
1533 Austin Cir, Salina, KS, 67401 EIN 48-6265896 Since 1986
Revenue (FY2024)
$130K
▲ 58.3% vs prior year
Expenses (FY2024)
$76K
Net assets
$613K
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 Joe J Moritz & Evan K Moritz Trust— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
B+Financial health25% of the rating97 mo reserves · +42% 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 Joe J Moritz & Evan K Moritz Trust: 97 mo reserves · +42% margin earns a B+ 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 Joe J Moritz & Evan K Moritz Trust— 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 Joe J Moritz & Evan K Moritz Trust: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Contact & location
Financial trends
Revenue grew from $13K (FY2013) to $130K (FY2024) across 12 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $0Net assets $613K
Operating margin
41.8%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$613K
Total liabilities
$0
Net assets
$613K
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $130,446▲58.3% | $75,972▲5.6% | $613,085▲9.8% | $613,085▲9.8% | 990PF |
| 2023 | $82,412▼2.8% | $71,944▲36.0% | $558,611▲1.9% | $558,611▲1.9% | 990PF |
| 2022 | $84,824▲5.5% | $52,909▼35.4% | $548,143▲6.2% | $548,143▲6.2% | 990PF |
| 2021 | $80,408▲246% | $81,886▲183% | $516,228▼0.3% | $516,228▼0.3% | 990PF |
| 2020 | $23,253▼77.2% | $28,966▼29.0% | $517,706▼1.1% | $517,706▼1.1% | 990PF |
| 2019 | $101,871▲379% | $40,815▲100% | $523,419▲13.2% | $523,419▲13.2% | 990PF |
| 2018 | $21,249▼88.0% | $20,371▲101% | $462,363▲0.2% | $462,363▲0.2% | 990PF |
| 2017 | $176,605▲101% | $10,116▼1.4% | $461,485▲56.4% | $461,485▲56.4% | 990PF |
| 2016 | $87,811▲3.4% | $10,263▲19.9% | $294,996▲35.7% | $294,996▲35.7% | 990PF |
| 2015 | $84,906▲1307% | $8,558▲74.3% | $217,448▲54.1% | $217,448▲54.1% | 990PF |
| 2014 | $6,035▼53.3% | $4,911▼56.3% | $141,100▲0.8% | $141,100▲0.8% | 990PF |
| 2013 | $12,910 | $11,242▲62.4% | $139,976▲1.2% | $139,976▲1.2% | 990PF |
| 2012 | — | $6,921▼12.7% | $138,308▼0.3% | $138,308▼0.3% | 990PF |
| 2011 | — | $7,926 | $138,776▲1.9% | $138,776▲1.9% | 990PF |
| 2010 | — | $7,923 | $136,165 | $136,165 | 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 Joe J Moritz & Evan K Moritz Trust a legitimate nonprofit?
- Yes. Joe J Moritz & Evan K Moritz Trust is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 48-6265896, based in Salina, Kansas. Donations are tax-deductible.
- What is Joe J Moritz & Evan K Moritz Trust's EIN?
- Joe J Moritz & Evan K Moritz Trust's Employer Identification Number (EIN) is 48-6265896.
- How much revenue does Joe J Moritz & Evan K Moritz Trust report?
- Joe J Moritz & Evan K Moritz Trust reported $130,446 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does Joe J Moritz & Evan K Moritz Trust have?
- CharityIndex grades Joe J Moritz & Evan K Moritz Trust C+, based on financial health (reserves and operating margin).
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Data for Joe J Moritz & Evan K Moritz Trust (EIN 48-6265896) 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.