Marco J Heidner Charitable Trust 44127925 is a 501(c)(3) organization based in Milwaukee, Wisconsin, registered in 1995, with $377,191 in FY2024 revenue. CharityIndex grades it C+.
Revenue (FY2024)
$377K
▲ 237.1% vs prior year
Philanthropy median: $168K
Expenses (FY2024)
$381K
Net assets
$5.0M
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 Marco J Heidner Charitable Trust 44127925— 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 Marco J Heidner Charitable Trust 44127925: 156 mo reserves · -1% 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 Marco J Heidner Charitable Trust 44127925— 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 Marco J Heidner Charitable Trust 44127925: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue grew from $249K (FY2020) to $377K (FY2024) across 5 reported years.
Financial snapshot
Operating margin
-1.0%
Spent more than it raised in the latest fiscal year.
Total assets
$5.0M
Total liabilities
$0
Net assets
$5.0M
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $377,191▲237% | $380,864▲2.1% | $4,960,388 | $4,960,388 | 990PF |
| 2023 | $111,879▼64.8% | $372,856▼15.0% | $4,961,328▼5.0% | $4,961,328▼5.0% | 990PF |
| 2022 | $318,179▼48.3% | $438,865▲25.4% | $5,224,231▼2.3% | $5,224,231▼2.3% | 990PF |
| 2021 | $615,015▲147% | $349,867▼1.7% | $5,346,356▲4.7% | $5,346,356▲4.7% | 990PF |
| 2020 | $249,462 | $355,863 | $5,105,374 | $5,105,374 | 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 Marco J Heidner Charitable Trust 44127925 (EIN 94-3219943) 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.