Paul & Mulva Smith Char Tr
Only null% goes to programs Strong reserves Declining revenue
Paul & Mulva Smith Char Tr is a 501(c)(3) organization based in Milwaukee, Wisconsin, registered in 1996, with $146,158 in FY2024 revenue. CharityIndex grades it C+.
Po Box 634, Milwaukee, WI, 53201 EIN 43-6616234 Since 1996
Revenue (FY2024)
$146K
▲ 26.0% vs prior year
Philanthropy median: $168K
Expenses (FY2024)
$137K
Net assets
$1.7M
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
C+
—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 Paul & Mulva Smith Char 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 rating153 mo reserves · +6% 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 Paul & Mulva Smith Char Tr: 153 mo reserves · +6% 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 Paul & Mulva Smith Char Tr— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
DTransparency10% of the rating1 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 Paul & Mulva Smith Char Tr: 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.
Contact & location
- Address
- Po Box 634, Milwaukee, WI, 53201
- City
- Milwaukee
- State
- Wisconsin
- Subcategory
- Private Foundations
Financial trends
Revenue declined from $171K (FY2013) to $146K (FY2024) across 12 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $0Net assets $1.7M
Operating margin
6.5%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$1.7M
Total liabilities
$0
Net assets
$1.7M
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $146,158▲26.0% | $136,707▼15.8% | $1,737,721▲0.5% | $1,737,721▲0.5% | 990PF |
| 2023 | $116,012▲1010% | $162,394▲29.5% | $1,728,275▼2.6% | $1,728,275▼2.6% | 990PF |
| 2022 | -$12,745▼105% | $125,361▲2.3% | $1,774,663▼7.2% | $1,774,663▼7.2% | 990PF |
| 2021 | $234,114▲254% | $122,571▲7.3% | $1,912,764▲5.7% | $1,912,764▲5.7% | 990PF |
| 2020 | $66,052▲270% | $114,211▲1.3% | $1,809,230▼2.2% | $1,809,230▼2.2% | 990PF |
| 2019 | $17,848▼92.8% | $112,788▼10.3% | $1,850,728▼4.8% | $1,850,728▼4.8% | 990PF |
| 2018 | $248,618▼36.5% | $125,802▲1.5% | $1,944,819▲6.7% | $1,944,819▲6.7% | 990PF |
| 2017 | $391,395▲363% | $123,985▼17.5% | $1,821,963▲17.2% | $1,821,963▲17.2% | 990PF |
| 2016 | $84,612▲199% | $150,237▲8.5% | $1,554,910▼3.9% | $1,554,910▼3.9% | 990PF |
| 2015 | $28,279▼86.1% | $138,426▼0.3% | $1,617,800▼6.4% | $1,617,800▼6.4% | 990PF |
| 2014 | $203,928▲19.2% | $138,894▲9.4% | $1,727,918▲3.8% | $1,727,918▲3.8% | 990PF |
| 2013 | $171,099 | $126,989▲11.5% | $1,664,091▲2.6% | $1,664,091▲2.6% | 990PF |
| 2012 | — | $113,842▲2.9% | $1,622,143▼1.1% | $1,622,143▼1.1% | 990PF |
| 2011 | — | $110,595▼0.2% | $1,640,694▼2.5% | $1,640,694▼2.5% | 990PF |
| 2010 | — | $110,821 | $1,683,033 | $1,683,033 | 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.
Similar organizations in Philanthropy
Compare Paul & Mulva Smith Char Tr
Frequently asked questions
- Is Paul & Mulva Smith Char Tr a legitimate nonprofit?
- Yes. Paul & Mulva Smith Char Tr is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 43-6616234, based in Milwaukee, Wisconsin. Donations are tax-deductible.
- What is Paul & Mulva Smith Char Tr's EIN?
- Paul & Mulva Smith Char Tr's Employer Identification Number (EIN) is 43-6616234.
- How much revenue does Paul & Mulva Smith Char Tr report?
- Paul & Mulva Smith Char Tr reported $146,158 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does Paul & Mulva Smith Char Tr have?
- CharityIndex grades Paul & Mulva Smith Char Tr C+, based on financial health (reserves and operating margin).
More nonprofits in Milwaukee
Explore more
Data for Paul & Mulva Smith Char Tr (EIN 43-6616234) 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.