Mertie & Harley Stevens Memorial Fund is a 501(c)(3) organization based in Milwaukee, Wisconsin, registered in 1971, with $91,191 in FY2024 revenue. CharityIndex grades it C+.
Revenue (FY2024)
$91K
▲ 90.3% vs prior year
Expenses (FY2024)
$71K
Net assets
$932K
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 Mertie & Harley Stevens Memorial Fund— 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 Mertie & Harley Stevens Memorial Fund: 157 mo reserves · +22% 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 Mertie & Harley Stevens Memorial Fund— 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 Mertie & Harley Stevens Memorial Fund: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue grew from $33K (FY2013) to $91K (FY2024) across 11 reported years.
Financial snapshot
Operating margin
21.9%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$932K
Total liabilities
$0
Net assets
$932K
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $91,191▲90.3% | $71,200▲33.7% | $931,598▲2.2% | $931,598▲2.2% | 990PF |
| 2023 | $47,917▲32.7% | $53,246▼37.6% | $911,607▲3.4% | $911,607▲3.4% | 990PF |
| 2022 | $36,116▼65.5% | $85,367▲18.2% | $881,313▼4.7% | $881,313▼4.7% | 990PF |
| 2021 | $104,703▲135% | $72,247▼9.4% | $924,355▲3.7% | $924,355▲3.7% | 990PF |
| 2020 | $44,497▼22.8% | $79,743▲0.4% | $891,263▼3.8% | $891,263▼3.8% | 990PF |
| 2019 | $57,669▼23.0% | $79,403▼2.8% | $926,516▼2.3% | $926,516▼2.3% | 990PF |
| 2018 | $74,875▼7.0% | $81,654▼0.6% | $948,431▼0.7% | $948,431▼0.7% | 990PF |
| 2017 | $80,552▲233% | $82,183▲6.5% | $955,210▼0.2% | $955,210▼0.2% | 990PF |
| 2016 | $24,200▼57.7% | $77,171▲3.0% | $956,843▼5.7% | $956,843▼5.7% | 990PF |
| 2014 | $57,234▲72.7% | $74,957▼11.4% | $1,014,766▼1.7% | $1,014,766▼1.7% | 990PF |
| 2013 | $33,135 | $84,638▲0.2% | $1,032,469▼4.5% | $1,032,469▼4.5% | 990PF |
| 2012 | — | $84,472▲17.3% | $1,081,510▼3.1% | $1,081,510▼3.1% | 990PF |
| 2011 | — | $72,033▲0.2% | $1,116,110▲6.7% | $1,116,110▲6.7% | 990PF |
| 2010 | — | $71,890 | $1,045,843 | $1,045,843 | 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 Mertie & Harley Stevens Memorial Fund (EIN 93-6053655) 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.