Marguerite V Brown Testamentary Trust is a 501(c)(3) organization based in Milwaukee, Wisconsin, registered in 1986, with $64,694 in FY2024 revenue. CharityIndex grades it C+.
Revenue (FY2024)
$65K
▲ 59.9% vs prior year
Expenses (FY2024)
$55K
Net assets
$728K
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 Marguerite V Brown Testamentary 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 Marguerite V Brown Testamentary Trust: 160 mo reserves · +15% 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 Marguerite V Brown Testamentary 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 Marguerite V Brown Testamentary Trust: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue declined from $65K (FY2013) to $65K (FY2024) across 12 reported years.
Financial snapshot
Operating margin
15.5%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$728K
Total liabilities
$0
Net assets
$728K
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $64,694▲59.9% | $54,685▲9.1% | $727,789▲1.7% | $727,789▲1.7% | 990PF |
| 2023 | $40,470▲100% | $50,109▼18.4% | $715,714▼1.1% | $715,714▼1.1% | 990PF |
| 2022 | $20,234▼74.7% | $61,407▲4.0% | $723,354▼5.1% | $723,354▼5.1% | 990PF |
| 2021 | $79,974▲72.5% | $59,044▲11.6% | $762,452▲3.3% | $762,452▲3.3% | 990PF |
| 2020 | $46,355▲23.4% | $52,915▲1.5% | $738,033▼0.9% | $738,033▼0.9% | 990PF |
| 2019 | $37,559▼36.5% | $52,154▼5.6% | $744,601▼2.0% | $744,601▼2.0% | 990PF |
| 2018 | $59,161▼16.4% | $55,231▲14.4% | $759,502▲0.5% | $759,502▲0.5% | 990PF |
| 2017 | $70,765▲263% | $48,266▼3.1% | $755,902▲3.0% | $755,902▲3.0% | 990PF |
| 2016 | $19,486▼68.5% | $49,824▼10.4% | $733,661▼3.9% | $733,661▼3.9% | 990PF |
| 2015 | $61,920▼44.4% | $55,600▲7.8% | $763,105▲0.8% | $763,105▲0.8% | 990PF |
| 2014 | $111,378▲71.5% | $51,596▲15.9% | $756,786▲8.4% | $756,786▲8.4% | 990PF |
| 2013 | $64,929 | $44,535▼2.5% | $697,940▲3.0% | $697,940▲3.0% | 990PF |
| 2012 | — | $45,655▲5.4% | $677,546▼2.1% | $677,546▼2.1% | 990PF |
| 2011 | — | $43,332▲26.8% | $691,785▼4.2% | $691,785▼4.2% | 990PF |
| 2010 | — | $34,176 | $722,155 | $722,155 | 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 Marguerite V Brown Testamentary Trust (EIN 42-6353639) 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.