Mary P Koontz Chartiable Tr 3303-4777 is a 501(c)(92) organization based in Milwaukee, Wisconsin, with $32,710 in FY2024 revenue. CharityIndex grades it C.
Revenue (FY2024)
$33K
▲ 4.8% vs prior year
Expenses (FY2024)
$38K
Net assets
$668K
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 Mary P Koontz Chartiable Tr 3303-4777— 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 Mary P Koontz Chartiable Tr 3303-4777: 213 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 Mary P Koontz Chartiable Tr 3303-4777— 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 Mary P Koontz Chartiable Tr 3303-4777: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue declined from $58K (FY2013) to $33K (FY2024) across 12 reported years.
Financial snapshot
Operating margin
-15.3%
Spent more than it raised in the latest fiscal year.
Total assets
$668K
Total liabilities
$0
Net assets
$668K
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $32,710▲4.8% | $37,708▼20.7% | $668,051▼0.7% | $668,051▼0.7% | 990PF |
| 2023 | $31,223▲453% | $47,553▲1.4% | $673,073▼2.4% | $673,073▼2.4% | 990PF |
| 2022 | -$8,852▼108% | $46,888▼1.3% | $689,401▼7.5% | $689,401▼7.5% | 990PF |
| 2021 | $111,720▲37.1% | $47,495▲3.2% | $745,453▲9.0% | $745,453▲9.0% | 990PF |
| 2020 | $81,502▲98.2% | $46,020▼1.5% | $684,203▲5.9% | $684,203▲5.9% | 990PF |
| 2019 | $41,126▼1.4% | $46,728▲57.8% | $645,830▼0.9% | $645,830▼0.9% | 990PF |
| 2018 | $41,731▼30.9% | $29,621▼27.2% | $651,859▲1.7% | $651,859▲1.7% | 990PF |
| 2017 | $60,371▲135% | $40,670▲9.1% | $641,123▲3.0% | $641,123▲3.0% | 990PF |
| 2016 | $25,741▼34.6% | $37,271▼5.5% | $622,423▼1.9% | $622,423▼1.9% | 990PF |
| 2015 | $39,364▼9.0% | $39,438▲0.9% | $634,162▼0.2% | $634,162▼0.2% | 990PF |
| 2014 | $43,273▼25.3% | $39,097▲12.6% | $635,269▲0.6% | $635,269▲0.6% | 990PF |
| 2013 | $57,967 | $34,732▲4.0% | $631,325▲3.8% | $631,325▲3.8% | 990PF |
| 2012 | — | $33,389▲39.9% | $608,090▲6.8% | $608,090▲6.8% | 990PF |
| 2011 | — | $23,869 | $569,590 | $569,590 | 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 Mary P Koontz Chartiable Tr 3303-4777 (EIN 35-6497618) 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.