Mildred H Dunning Memorial Fund Tr Tax Section is a 501(c)(3) organization based in Lexington, Kentucky, with $253,094 in FY2025 revenue. CharityIndex grades it C.
Revenue (FY2025)
$253K
▼ 50.7% vs prior year
Expenses (FY2025)
$294K
Net assets
$4.3M
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 Mildred H Dunning Memorial Fund Tr Tax Section— 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 Mildred H Dunning Memorial Fund Tr Tax Section: 175 mo reserves · -16% 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 Mildred H Dunning Memorial Fund Tr Tax Section— 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 Mildred H Dunning Memorial Fund Tr Tax Section: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
Show this grade on your website
A live seal — it updates automatically when the grade changes and links donors to this verified profile.
Revenue declined from $259K (FY2019) to $253K (FY2025) across 7 reported years.
Financial snapshot
Operating margin
-16.1%
Spent more than it raised in the latest fiscal year.
Total assets
$4.3M
Total liabilities
$0
Net assets
$4.3M
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2025 | $253,094▼50.7% | $293,799▲19.2% | $4,284,109▼0.9% | $4,284,109▼0.9% | 990PF |
| 2024 | $513,721▲307% | $246,451▲0.4% | $4,324,798▲6.5% | $4,324,798▲6.5% | 990PF |
| 2023 | $126,361▼87.0% | $245,548▼7.4% | $4,062,377▼2.9% | $4,062,377▼2.9% | 990PF |
| 2022 | $970,641▲149% | $265,082▲9.9% | $4,183,727▲20.5% | $4,183,727▲20.5% | 990PF |
| 2021 | $389,097▲61.4% | $241,201▲6.8% | $3,471,356▲4.4% | $3,471,356▲4.4% | 990PF |
| 2020 | $241,060▼7.0% | $225,755▼10.9% | $3,323,628▲0.5% | $3,323,628▲0.5% | 990PF |
| 2019 | $259,114 | $253,448 | $3,307,429 | $3,307,429 | 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.
Explore more
Data for Mildred H Dunning Memorial Fund Tr Tax Section (EIN 61-6241891) 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.