Mildred R Montgomery Charitable Trust is a 501(c)(3) organization based in Pittsburgh, Pennsylvania, registered in 1992, with $213,877 in FY2024 revenue. CharityIndex grades it C+.
Revenue (FY2024)
$214K
▼ 3.3% vs prior year
Expenses (FY2024)
$158K
Net assets
$2.6M
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 R Montgomery 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 Mildred R Montgomery Charitable Trust: 194 mo reserves · +26% 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 Mildred R Montgomery 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 Mildred R Montgomery Charitable Trust: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue grew from $198K (FY2018) to $214K (FY2024) across 6 reported years.
Financial snapshot
Operating margin
26.1%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$2.6M
Total liabilities
$0
Net assets
$2.6M
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $213,877▼3.3% | $157,990▲8.9% | $2,556,223▲2.2% | $2,556,223▲2.2% | 990PF |
| 2023 | $221,229▲38.3% | $145,133▼22.9% | $2,500,416▲3.1% | $2,500,416▲3.1% | 990PF |
| 2022 | $160,017▼53.9% | $188,154▲5.7% | $2,425,167▼1.2% | $2,425,167▼1.2% | 990PF |
| 2021 | $346,798▲246% | $177,982▲10.5% | $2,453,786▲7.4% | $2,453,786▲7.4% | 990PF |
| 2020 | $100,242▼49.4% | $161,072▲5.1% | $2,285,090▼4.7% | $2,285,090▼4.7% | 990PF |
| 2018 | $198,254 | $153,201 | $2,398,727 | $2,398,727 | 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 Mildred R Montgomery Charitable Trust (EIN 23-7688031) 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.