Loretta K Vogt Char Tr is a 501(c)(3) organization based in Sheboygan, Wisconsin, registered in 1999, with $322,217 in FY2023 revenue. CharityIndex grades it C+.
Revenue (FY2023)
$322K
▲ 8.3% vs prior year
Education median: $200K
Expenses (FY2023)
$240K
Net assets
$11.3M
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 Loretta K Vogt Char Tr— 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 Loretta K Vogt Char Tr: 567 mo reserves · +26% 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 Loretta K Vogt Char Tr— 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 Loretta K Vogt Char Tr: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue declined from $347K (FY2013) to $322K (FY2023) across 11 reported years.
Financial snapshot
Operating margin
25.5%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$11.5M
Total liabilities
$189K
Net assets
$11.3M
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2023 | $322,217▲8.3% | $239,904▼4.4% | $11,334,025▲1.2% | $11,523,225▲1.1% | 990 |
| 2022 | $297,390▼36.3% | $251,076▲28.5% | $11,200,972▼0.2% | $11,398,672▲0.4% | 990 |
| 2021 | $467,142▲149% | $195,423▼19.0% | $11,218,042▲3.0% | $11,354,042▲2.5% | 990 |
| 2020 | $187,382▼25.4% | $241,290▼5.6% | $10,895,365▲43.0% | $11,082,365▲41.7% | 990 |
| 2019 | $251,280▼35.4% | $255,731▼4.7% | $7,618,468▲15.3% | $7,822,968▲14.7% | 990 |
| 2018 | $389,220▲14.5% | $268,212▼5.8% | $6,609,585▲2.0% | $6,819,585▲1.8% | 990 |
| 2017 | $339,888▲13.8% | $284,592▲1.3% | $6,478,075▲0.8% | $6,698,575▲0.8% | 990 |
| 2016 | $298,679▼14.1% | $280,986▼5.9% | $6,426,355▲0.3% | $6,643,280▲0.1% | 990 |
| 2015 | $347,793▼13.3% | $298,471▲8.4% | $6,408,662▲0.9% | $6,633,662▲0.6% | 990 |
| 2014 | $401,177▲15.6% | $275,333▼3.6% | $6,351,074▲1.5% | $6,595,274▲1.8% | 990 |
| 2013 | $347,188 | $285,510▼4.0% | $6,257,454▲1.0% | $6,478,854▲0.8% | 990 |
| 2012 | — | $297,506▲6.3% | $6,195,776▼1.2% | $6,428,876▼0.9% | 990 |
| 2011 | — | $279,917 | $6,270,248 | $6,485,378 | 990 |
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 Loretta K Vogt Char Tr (EIN 39-6658771) 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.