Lutz-applegate Memorial Trust is a 501(c)(92) organization based in Saint Louis, Missouri, with $57,451 in FY2024 revenue. CharityIndex grades it C+.
Revenue (FY2024)
$57K
▲ 170.9% vs prior year
Expenses (FY2024)
$48K
Net assets
$740K
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 Lutz-applegate Memorial 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 Lutz-applegate Memorial Trust: 184 mo reserves · +16% 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 Lutz-applegate Memorial 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 Lutz-applegate Memorial Trust: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue grew from $48K (FY2018) to $57K (FY2024) across 7 reported years.
Financial snapshot
Operating margin
16.1%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$740K
Total liabilities
$0
Net assets
$740K
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $57,451▲171% | $48,175▲0.8% | $740,031▲1.4% | $740,031▲1.4% | 990PF |
| 2023 | $21,204▲1024% | $47,787▼2.7% | $730,171▼3.6% | $730,171▼3.6% | 990PF |
| 2022 | -$2,296▼104% | $49,111▲6.3% | $757,212▼6.4% | $757,212▼6.4% | 990PF |
| 2021 | $62,925▼5.1% | $46,190▲9.4% | $809,128▲2.1% | $809,128▲2.1% | 990PF |
| 2020 | $66,289▼13.6% | $42,236▲8.9% | $792,412▲3.1% | $792,412▲3.1% | 990PF |
| 2019 | $76,705▲59.4% | $38,791▲63.6% | $768,339▲5.2% | $768,339▲5.2% | 990PF |
| 2018 | $48,124 | $23,709 | $730,463 | $730,463 | 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 Lutz-applegate Memorial Trust (EIN 22-6079861) 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.