L M Holtz Test Trust Fbo Dorthy A Holtz Trust is a 501(c)(3) organization based in Chicago, Illinois, registered in 1973, with $11,604 in FY2024 revenue. CharityIndex grades it C+.
Revenue (FY2024)
$12K
▲ 1.2% vs prior year
Expenses (FY2024)
$12K
Net assets
$204K
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 L M Holtz Test Trust Fbo Dorthy A Holtz 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 L M Holtz Test Trust Fbo Dorthy A Holtz Trust: 204 mo reserves · -3% 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 L M Holtz Test Trust Fbo Dorthy A Holtz 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 L M Holtz Test Trust Fbo Dorthy A Holtz Trust: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue declined from $14K (FY2017) to $12K (FY2024) across 8 reported years.
Financial snapshot
Operating margin
-3.2%
Spent more than it raised in the latest fiscal year.
Total assets
$204K
Total liabilities
$0
Net assets
$204K
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $11,604▲1.2% | $11,981▼4.0% | $204,027▼0.7% | $204,027▼0.7% | 990PF |
| 2023 | $11,466▲141% | $12,474▼14.2% | $205,407▼0.5% | $205,407▼0.5% | 990PF |
| 2022 | $4,763▼73.7% | $14,544▲32.7% | $206,403▼4.6% | $206,403▼4.6% | 990PF |
| 2021 | $18,136▲12.9% | $10,958▼20.3% | $216,243▲3.4% | $216,243▲3.4% | 990PF |
| 2020 | $16,063▲13.0% | $13,746▼3.5% | $209,057▲1.1% | $209,057▲1.1% | 990PF |
| 2019 | $14,216▼24.9% | $14,251▲3.2% | $206,770 | $206,770 | 990PF |
| 2018 | $18,938▲35.1% | $13,811▲6.6% | $206,763▲2.5% | $206,763▲2.5% | 990PF |
| 2017 | $14,019 | $12,951▼7.6% | $201,681▼5.7% | $201,681▼5.7% | 990PF |
| 2011 | — | $14,014▲5.1% | $213,854▲2.9% | $213,854▲2.9% | 990PF |
| 2010 | — | $13,338 | $207,876 | $207,876 | 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 L M Holtz Test Trust Fbo Dorthy A Holtz Trust (EIN 16-6162556) 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.