Marselius & Verna Rolfson Charitable Trust is a 501(c)(3) organization based in Billings, Montana, registered in 1996, with $6,694 in FY2024 revenue. CharityIndex grades it C+.
Revenue (FY2024)
$6,694
▲ 26.4% vs prior year
Expenses (FY2024)
$5,469
Net assets
$63K
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 Marselius & Verna Rolfson Charitable 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 Marselius & Verna Rolfson Charitable Trust: 139 mo reserves · +18% 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 Marselius & Verna Rolfson Charitable 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 Marselius & Verna Rolfson Charitable Trust: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue held steady from $6,609 (FY2013) to $6,694 (FY2024) across 10 reported years.
Financial snapshot
Operating margin
18.3%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$63K
Total liabilities
$0
Net assets
$63K
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $6,694▲26.4% | $5,469▼44.1% | $63,458▲2.0% | $63,458▲2.0% | 990PF |
| 2023 | $5,296▲3407% | $9,779▲302% | $62,237▼6.7% | $62,237▼6.7% | 990PF |
| 2022 | $151▼98.0% | $2,434▼59.6% | $66,741▼3.3% | $66,741▼3.3% | 990PF |
| 2021 | $7,635▲241% | $6,025▲29.5% | $69,026▲2.4% | $69,026▲2.4% | 990PF |
| 2020 | $2,237▼43.6% | $4,652▲32.4% | $67,423▼3.4% | $67,423▼3.4% | 990PF |
| 2019 | $3,965▲17.4% | $3,513▼48.7% | $69,785▲0.6% | $69,785▲0.6% | 990PF |
| 2018 | $3,378▼17.5% | $6,854▲30.1% | $69,361▼10.2% | $69,361▼14.7% | 990PF |
| 2015 | $4,095▼23.3% | $5,269▲0.4% | $77,255▼6.1% | $81,311▼1.2% | 990PF |
| 2014 | $5,338▼19.2% | $5,250▼19.2% | $82,296▼0.1% | $82,296▼0.1% | 990PF |
| 2013 | $6,609 | $6,500▲415% | $82,385▲0.1% | $82,385▲0.1% | 990PF |
| 2012 | — | $1,263 | $82,279 | $82,279 | 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 Marselius & Verna Rolfson Charitable Trust (EIN 81-6081306) 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.