Robert & Anna Ullom Trust is a 501(c)(3) organization based in Muncie, Indiana, registered in 1998, with $90,378 in FY2024 revenue. CharityIndex grades it C+.
Revenue (FY2024)
$90K
▲ 252.3% vs prior year
Philanthropy median: $168K
Expenses (FY2024)
$49K
Net assets
$646K
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 Robert & Anna Ullom 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 Robert & Anna Ullom Trust: 157 mo reserves · +45% 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 Robert & Anna Ullom 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 Robert & Anna Ullom Trust: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue grew from $21K (FY2017) to $90K (FY2024) across 8 reported years.
Financial snapshot
Operating margin
45.5%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$646K
Total liabilities
$0
Net assets
$646K
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $90,378▲252% | $49,282▲2.5% | $645,893▲6.5% | $645,893▲6.5% | 990PF |
| 2023 | $25,655▼20.2% | $48,090▼12.6% | $606,401▼3.6% | $606,401▼3.6% | 990PF |
| 2022 | $32,132▼28.5% | $55,031▲43.0% | $628,853▼3.5% | $628,853▼3.5% | 990PF |
| 2021 | $44,909▲21.1% | $38,494▼32.0% | $651,752▲1.0% | $651,752▲1.0% | 990PF |
| 2020 | $37,078▲38.6% | $56,602▲17.4% | $645,294▼2.9% | $645,294▼2.9% | 990PF |
| 2019 | $26,748▼68.8% | $48,199▲41.0% | $664,818▼3.1% | $664,818▼3.1% | 990PF |
| 2018 | $85,716▲313% | $34,187▲57.5% | $686,269▲8.1% | $686,269▲8.1% | 990PF |
| 2017 | $20,732 | $21,702 | $634,740 | $634,740 | 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 Robert & Anna Ullom Trust (EIN 35-6659861) 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.