Ocie M Downey Trust U W 3401010300 is a 501(c)(3) organization based in Boston, Massachusetts, registered in 1994, with $67,962 in FY2024 revenue. CharityIndex grades it C+.
Revenue (FY2024)
$68K
▲ 13.0% vs prior year
Expenses (FY2024)
$57K
Net assets
$897K
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 Ocie M Downey Trust U W 3401010300— 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 Ocie M Downey Trust U W 3401010300: 190 mo reserves · +17% 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 Ocie M Downey Trust U W 3401010300— 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 Ocie M Downey Trust U W 3401010300: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue declined from $95K (FY2015) to $68K (FY2024) across 10 reported years.
Financial snapshot
Operating margin
16.8%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$897K
Total liabilities
$0
Net assets
$897K
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $67,962▲13.0% | $56,548▲2.8% | $897,297▲1.3% | $897,297▲1.3% | 990PF |
| 2023 | $60,138▼41.2% | $54,988▼17.9% | $885,445▲0.6% | $885,445▲0.6% | 990PF |
| 2022 | $102,297▼14.0% | $66,993▲8.0% | $880,295▲4.2% | $880,295▲4.2% | 990PF |
| 2021 | $118,885▲321% | $62,032▲10.1% | $844,991▲7.2% | $844,991▲7.2% | 990PF |
| 2020 | $28,265▼42.6% | $56,335▲9.5% | $788,139▼3.4% | $788,139▼3.4% | 990PF |
| 2019 | $49,228▲4.4% | $51,460▼10.9% | $816,207▼0.3% | $816,207▼0.3% | 990PF |
| 2018 | $47,136▲32.3% | $57,750▲8.3% | $818,441▼1.3% | $818,441▼1.3% | 990PF |
| 2017 | $35,633▲10.7% | $53,325▲4.5% | $829,053▼2.1% | $829,053▼2.1% | 990PF |
| 2016 | $32,193▼66.1% | $51,029▲6.2% | $846,744▼2.2% | $846,744▼2.2% | 990PF |
| 2015 | $94,957 | $48,055▲22.3% | $865,582▲9.7% | $865,582▲9.7% | 990PF |
| 2011 | — | $39,290▼9.7% | $788,747▲3.9% | $788,747▲3.9% | 990 |
| 2010 | — | $43,492 | $759,087 | $759,087 | 990 |
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 Ocie M Downey Trust U W 3401010300 (EIN 61-6156048) 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.