Peggy N & Roger G Gerry Charitable Trust is a 501(c)(3) organization based in Pittsburgh, Pennsylvania, registered in 1978, with $3,525,406 in FY2024 revenue. CharityIndex grades it C+.
Revenue (FY2024)
$3.5M
▲ 63.3% vs prior year
Expenses (FY2024)
$1.7M
Net assets
$22.3M
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 Peggy N & Roger G Gerry 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 Peggy N & Roger G Gerry Charitable Trust: 158 mo reserves · +52% 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 Peggy N & Roger G Gerry 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 Peggy N & Roger G Gerry Charitable Trust: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue grew from $1.1M (FY2020) to $3.5M (FY2024) across 5 reported years.
Financial snapshot
Operating margin
51.8%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$22.3M
Total liabilities
$0
Net assets
$22.3M
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $3,525,406▲63.3% | $1,700,108▲11.4% | $22,343,565▲8.9% | $22,343,565▲8.9% | 990PF |
| 2023 | $2,158,836▲95.4% | $1,526,057▼19.8% | $20,521,833▲3.2% | $20,521,833▲3.2% | 990PF |
| 2022 | $1,105,017▼65.4% | $1,903,968▲9.4% | $19,894,854▼3.9% | $19,894,854▼3.9% | 990PF |
| 2021 | $3,191,833▲193% | $1,740,377▲12.1% | $20,697,754▲7.6% | $20,697,754▲7.6% | 990PF |
| 2020 | $1,088,885 | $1,551,890 | $19,244,588 | $19,244,588 | 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 Peggy N & Roger G Gerry Charitable Trust (EIN 13-6753033) 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.