Morton-kelly Charitable Tr
501(c)(3) Donations tax-deductible
Only null% goes to programs Strong reserves Declining revenue
Morton-kelly Charitable Tr is a 501(c)(3) organization based in Portland, Maine, registered in 1989, with $3,731,306 in FY2024 revenue. CharityIndex grades it B.
Po Box 4510, Portland, ME, 04112 EIN 01-0442078 Since 1989
Revenue (FY2024)
$3.7M
▲ 199.2% vs prior year
Expenses (FY2024)
$1.5M
Net assets
$20.2M
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
B
—Program efficiency40% of the ratingNo expense breakdown in filings
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 Morton-kelly Charitable Tr— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
B+Financial health25% of the rating162 mo reserves · +60% margin
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 Morton-kelly Charitable Tr: 162 mo reserves · +60% margin earns a B+ on this criterion. See the exact thresholds →
—Governance25% of the ratingNot reported in this filing type
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 Morton-kelly Charitable Tr— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
CTransparency10% of the rating2 of 5 disclosure signals
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 Morton-kelly Charitable Tr: 2 of 5 disclosure signals earns a C on this criterion. See the exact thresholds →
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Contact & location
Financial trends
Revenue grew from $1.3M (FY2020) to $3.7M (FY2024) across 5 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $55KNet assets $20.2M
Operating margin
59.9%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$20.2M
Total liabilities
$55K
Net assets
$20.2M
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $3,731,306▲199% | $1,495,859▲5.1% | $20,188,296▲13.9% | $20,243,296▲13.4% | 990PF |
| 2023 | $1,247,086▲201% | $1,422,642▲7.8% | $17,726,579▼1.4% | $17,851,579▼1.6% | 990PF |
| 2022 | $414,275▼90.9% | $1,320,142▼2.6% | $17,986,423▼4.6% | $18,136,423▼4.6% | 990PF |
| 2021 | $4,559,589▲239% | $1,355,748▲23.2% | $18,853,514▲19.9% | $19,003,514▲20.3% | 990PF |
| 2020 | $1,343,123 | $1,100,263 | $15,722,482 | $15,797,482 | 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.
Frequently asked questions
- Is Morton-kelly Charitable Tr a legitimate nonprofit?
- Yes. Morton-kelly Charitable Tr is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 01-0442078, based in Portland, Maine. Donations are tax-deductible.
- What is Morton-kelly Charitable Tr's EIN?
- Morton-kelly Charitable Tr's Employer Identification Number (EIN) is 01-0442078.
- How much revenue does Morton-kelly Charitable Tr report?
- Morton-kelly Charitable Tr reported $3,731,306 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does Morton-kelly Charitable Tr have?
- CharityIndex grades Morton-kelly Charitable Tr B, based on financial health (reserves and operating margin).
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Data for Morton-kelly Charitable Tr (EIN 01-0442078) 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.