Robert E Yager Charitable Tr is a 501(c)(3) organization based in Milwaukee, Wisconsin, registered in 2021, with $245,760 in FY2024 revenue. CharityIndex grades it C+.
Revenue (FY2024)
$246K
▲ 28.7% vs prior year
Philanthropy median: $168K
Expenses (FY2024)
$174K
Net assets
$2.5M
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 E Yager Charitable Tr— 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 E Yager Charitable Tr: 169 mo reserves · +29% 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 E Yager Charitable Tr— 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 E Yager Charitable Tr: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue declined from $2.7M (FY2020) to $246K (FY2024) across 5 reported years.
Financial snapshot
Operating margin
29.0%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$2.5M
Total liabilities
$0
Net assets
$2.5M
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $245,760▲28.7% | $174,479▼9.2% | $2,462,176▲3.0% | $2,462,176▲3.0% | 990PF |
| 2023 | $190,895▲147% | $192,219▲12.1% | $2,390,910▼0.1% | $2,390,910▼0.1% | 990PF |
| 2022 | $77,270▼78.4% | $171,528▼10.7% | $2,392,271▼3.8% | $2,392,271▼3.8% | 990PF |
| 2021 | $356,924▼87.0% | $192,090▲178% | $2,486,896▲7.1% | $2,486,896▲7.1% | 990PF |
| 2020 | $2,746,342 | $69,063 | $2,322,062 | $2,322,062 | 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 E Yager Charitable Tr (EIN 61-1947590) 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.