Robert A & Marjorie M Hartshorn Char Tr Fbo Jessie White Ua 041901
Only null% goes to programs Strong reserves Declining revenue
Robert A & Marjorie M Hartshorn Char Tr Fbo Jessie White Ua 041901 is a 501(c)(3) organization based in Beloit, Wisconsin, registered in 2002, with $26,950 in FY2024 revenue. CharityIndex grades it C+.
345 E Grand Ave, Beloit, WI, 53511 EIN 39-6754553 Since 2002
Revenue (FY2024)
$27K
▲ 45.4% vs prior year
Philanthropy median: $168K
Expenses (FY2024)
$26K
Net assets
$362K
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 Robert A & Marjorie M Hartshorn Char Tr Fbo Jessie White Ua 041901— 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 rating170 mo reserves · +5% 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 Robert A & Marjorie M Hartshorn Char Tr Fbo Jessie White Ua 041901: 170 mo reserves · +5% 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 Robert A & Marjorie M Hartshorn Char Tr Fbo Jessie White Ua 041901— 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 Robert A & Marjorie M Hartshorn Char Tr Fbo Jessie White Ua 041901: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Contact & location
- Address
- 345 E Grand Ave, Beloit, WI, 53511
- City
- Beloit
- State
- Wisconsin
- Subcategory
- Private Foundations
Financial trends
Revenue declined from $36K (FY2015) to $27K (FY2024) across 10 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $0Net assets $362K
Operating margin
5.1%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$362K
Total liabilities
$0
Net assets
$362K
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $26,950▲45.4% | $25,579▲6.8% | $362,435▲0.4% | $362,435▲0.4% | 990PF |
| 2023 | $18,538▼56.7% | $23,952▼15.5% | $361,058▼1.5% | $361,058▼1.5% | 990PF |
| 2022 | $42,859▲18.2% | $28,346▲9.7% | $366,553▲4.1% | $366,553▲4.1% | 990PF |
| 2021 | $36,253▲2.6% | $25,851▲2.0% | $352,143▲3.4% | $352,143▲3.4% | 990PF |
| 2020 | $35,328▼6.8% | $25,354▲22.2% | $340,401▲2.6% | $340,401▲2.6% | 990PF |
| 2019 | $37,898▼24.0% | $20,743▼5.8% | $331,665▲6.6% | $331,665▲6.6% | 990PF |
| 2018 | $49,850▲45.2% | $22,031▲7.2% | $311,222▲9.4% | $311,222▲9.4% | 990PF |
| 2017 | $34,327▲89.7% | $20,546▼5.2% | $284,441▲4.2% | $284,441▲4.2% | 990PF |
| 2016 | $18,095▼50.0% | $21,662▼10.9% | $272,984▼1.2% | $272,984▼1.2% | 990PF |
| 2015 | $36,165 | $24,319 | $276,307 | $276,307 | 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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Frequently asked questions
- Is Robert A & Marjorie M Hartshorn Char Tr Fbo Jessie White Ua 041901 a legitimate nonprofit?
- Yes. Robert A & Marjorie M Hartshorn Char Tr Fbo Jessie White Ua 041901 is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 39-6754553, based in Beloit, Wisconsin. Donations are tax-deductible.
- What is Robert A & Marjorie M Hartshorn Char Tr Fbo Jessie White Ua 041901's EIN?
- Robert A & Marjorie M Hartshorn Char Tr Fbo Jessie White Ua 041901's Employer Identification Number (EIN) is 39-6754553.
- How much revenue does Robert A & Marjorie M Hartshorn Char Tr Fbo Jessie White Ua 041901 report?
- Robert A & Marjorie M Hartshorn Char Tr Fbo Jessie White Ua 041901 reported $26,950 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does Robert A & Marjorie M Hartshorn Char Tr Fbo Jessie White Ua 041901 have?
- CharityIndex grades Robert A & Marjorie M Hartshorn Char Tr Fbo Jessie White Ua 041901 C+, based on financial health (reserves and operating margin).
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Data for Robert A & Marjorie M Hartshorn Char Tr Fbo Jessie White Ua 041901 (EIN 39-6754553) 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.