Roger & Violet Noreen Char Trust is a 501(c)(3) organization based in Milwaukee, Wisconsin, with $516,607 in FY2024 revenue. CharityIndex grades it C+.
Revenue (FY2024)
$517K
▲ 112.5% vs prior year
Expenses (FY2024)
$411K
Net assets
$5.2M
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 Roger & Violet Noreen Char 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 Roger & Violet Noreen Char Trust: 152 mo reserves · +20% 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 Roger & Violet Noreen Char 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 Roger & Violet Noreen Char Trust: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue grew from $446K (FY2013) to $517K (FY2024) across 12 reported years.
Financial snapshot
Operating margin
20.4%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$5.2M
Total liabilities
$0
Net assets
$5.2M
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $516,607▲112% | $411,387▲8.5% | $5,209,327▲4.7% | $5,209,327▲4.7% | 990PF |
| 2023 | $243,123▼43.8% | $379,045▲20.0% | $4,976,352▼1.5% | $4,976,352▼1.5% | 990PF |
| 2022 | $432,921▲56.3% | $315,788▼2.0% | $5,051,077▲3.8% | $5,051,077▲3.8% | 990PF |
| 2021 | $276,935▲136% | $322,126▲26.7% | $4,865,284▲6.3% | $4,865,284▲6.3% | 990PF |
| 2020 | $117,156▼50.2% | $254,295▼37.0% | $4,578,878▼1.7% | $4,578,878▼1.7% | 990PF |
| 2019 | $235,227▲50.1% | $403,458▲48.2% | $4,656,534▼3.6% | $4,656,534▼3.6% | 990PF |
| 2018 | $156,689▼33.2% | $272,202▼18.7% | $4,828,454▼2.5% | $4,828,454▼2.5% | 990PF |
| 2017 | $234,424▲682% | $334,926▲3.5% | $4,951,893▼2.0% | $4,951,893▼2.0% | 990PF |
| 2016 | $29,981▼96.9% | $323,515▼22.2% | $5,052,399▼5.5% | $5,052,399▼5.5% | 990PF |
| 2015 | $968,921▲144% | $416,061▲13.0% | $5,345,710▲11.5% | $5,345,710▲11.5% | 990PF |
| 2014 | $396,810▼11.1% | $368,112▲5.2% | $4,792,296▲0.6% | $4,792,706▲0.6% | 990PF |
| 2013 | $446,117 | $349,969▼20.8% | $4,763,605▲2.1% | $4,764,330▲2.1% | 990PF |
| 2012 | — | $441,675▲16.0% | $4,667,459▼4.3% | $4,667,557▼4.3% | 990PF |
| 2011 | — | $380,890▲0.3% | $4,876,948▼0.6% | $4,877,013▼0.6% | 990PF |
| 2010 | — | $379,704 | $4,908,758 | $4,908,805 | 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 Roger & Violet Noreen Char Trust (EIN 41-6309355) 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.