Marjorie M & Lawrence R Bradley Endowment Fund of Polk County N Ca is a 501(c)(3) organization based in Tryon, North Carolina, registered in 2007, with $268,831 in FY2023 revenue. CharityIndex grades it C.
Revenue (FY2023)
$269K
▲ 106.4% vs prior year
Philanthropy median: $168K
Expenses (FY2023)
$309K
Net assets
$11.1M
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 Marjorie M & Lawrence R Bradley Endowment Fund of Polk County N Ca— 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 Marjorie M & Lawrence R Bradley Endowment Fund of Polk County N Ca: 430 mo reserves · -15% margin earns a C+ 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 Marjorie M & Lawrence R Bradley Endowment Fund of Polk County N Ca— 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 Marjorie M & Lawrence R Bradley Endowment Fund of Polk County N Ca: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue declined from $296K (FY2019) to $269K (FY2023) across 5 reported years.
Financial snapshot
Operating margin
-15.1%
Spent more than it raised in the latest fiscal year.
Total assets
$11.1M
Total liabilities
$198
Net assets
$11.1M
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2023 | $268,831▲106% | $309,354▼71.4% | $11,087,219▲7.6% | $11,087,417▲7.6% | 990 |
| 2022 | $130,250▼32.3% | $1,081,750▲63.7% | $10,301,383▼18.9% | $10,301,383▼18.9% | 990 |
| 2021 | $192,426▲19.2% | $660,953▲92.7% | $12,703,939▲2.5% | $12,703,939▲2.5% | 990 |
| 2020 | $161,435▼45.5% | $343,046▼32.8% | $12,388,696▲7.7% | $12,388,696▲7.7% | 990 |
| 2019 | $296,001 | $510,500 | $11,498,073 | $11,498,073 | 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 Marjorie M & Lawrence R Bradley Endowment Fund of Polk County N Ca (EIN 20-2953427) 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.