Lottie C Hardy Trust is a 501(c)(3) organization based in Milwaukee, Wisconsin, registered in 1994, with $298,669 in FY2024 revenue. CharityIndex grades it C+.
Revenue (FY2024)
$299K
▲ 69.0% vs prior year
Expenses (FY2024)
$216K
Net assets
$3.2M
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 Lottie C Hardy 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 Lottie C Hardy Trust: 179 mo reserves · +28% 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 Lottie C Hardy 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 Lottie C Hardy Trust: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
Show this grade on your website
A live seal — it updates automatically when the grade changes and links donors to this verified profile.
Revenue grew from $228K (FY2014) to $299K (FY2024) across 11 reported years.
Financial snapshot
Operating margin
27.8%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$3.2M
Total liabilities
$0
Net assets
$3.2M
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $298,669▲69.0% | $215,539▲2.3% | $3,219,605▲2.7% | $3,219,605▲2.7% | 990PF |
| 2023 | $176,758▲56.1% | $210,680▼15.1% | $3,136,466▼1.0% | $3,136,466▼1.0% | 990PF |
| 2022 | $113,266▼42.7% | $248,029▲51.4% | $3,169,135▼4.1% | $3,169,135▼4.1% | 990PF |
| 2021 | $197,768▲185% | $163,857▲119% | $3,305,250▲1.3% | $3,305,250▲1.3% | 990PF |
| 2020 | $69,440▼87.3% | $74,935▼63.4% | $3,262,874▼0.1% | $3,262,874▼0.1% | 990PF |
| 2019 | $545,703▲215% | $204,820▼12.7% | $3,266,478▲11.6% | $3,266,478▲11.6% | 990PF |
| 2018 | $173,436▼75.0% | $234,582▲8.4% | $2,926,186▼2.2% | $2,926,186▼2.2% | 990PF |
| 2017 | $692,576▲803% | $216,391▲4.0% | $2,990,973▲18.7% | $2,990,973▲18.7% | 990PF |
| 2016 | $76,671▼55.7% | $208,153▼7.1% | $2,518,876▼4.8% | $2,518,876▼4.8% | 990PF |
| 2015 | $172,958▼24.0% | $224,124▼43.9% | $2,646,344▼1.9% | $2,646,344▼1.9% | 990PF |
| 2014 | $227,515 | $399,511 | $2,698,045 | $2,698,045 | 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.
Explore more
Data for Lottie C Hardy Trust (EIN 43-6239401) 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.