Robert J Whaley Trust Uw 2-8-15 is a 501(c)(3) organization based in Columbus, Ohio, registered in 2001, with $100,610 in FY2024 revenue. CharityIndex grades it C+.
Revenue (FY2024)
$101K
▼ 50.6% vs prior year
Human Services median: $293K
Expenses (FY2024)
$100K
Net assets
$1.2M
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 J Whaley Trust Uw 2-8-15— 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 J Whaley Trust Uw 2-8-15: 139 mo reserves · +1% 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 J Whaley Trust Uw 2-8-15— 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 J Whaley Trust Uw 2-8-15: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue declined from $108K (FY2013) to $101K (FY2024) across 10 reported years.
Financial snapshot
Operating margin
0.6%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$1.2M
Total liabilities
$0
Net assets
$1.2M
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $100,610▼50.6% | $99,966▲6.4% | $1,160,271▼0.1% | $1,160,271▼0.1% | 990PF |
| 2023 | $203,564▲151% | $93,990▼0.7% | $1,161,535▲10.7% | $1,161,535▲10.7% | 990PF |
| 2022 | $81,142▼33.4% | $94,630▲0.1% | $1,049,164▼1.4% | $1,049,164▼1.4% | 990PF |
| 2021 | $121,772▲30.0% | $94,515▲4.5% | $1,063,606▲2.3% | $1,063,606▲2.3% | 990PF |
| 2020 | $93,672▲35.0% | $90,418▲4.5% | $1,039,996▲0.3% | $1,039,996▲0.3% | 990PF |
| 2019 | $69,395▲12.3% | $86,559▼2.8% | $1,037,168▼1.2% | $1,037,168▼1.2% | 990PF |
| 2018 | $61,806▼31.3% | $89,044▲2.0% | $1,049,963▼2.5% | $1,049,963▼2.5% | 990PF |
| 2017 | $90,010▲15.5% | $87,274▲0.9% | $1,077,201▲0.3% | $1,077,201▲0.3% | 990PF |
| 2016 | $77,905▼27.8% | $86,534▲15.7% | $1,074,465▼4.4% | $1,074,465▼4.4% | 990PF |
| 2013 | $107,945 | $74,765 | $1,123,660 | $1,123,660 | 990 |
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 J Whaley Trust Uw 2-8-15 (EIN 38-6758742) 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.