Ross Beason Residuary Tr 01-64118 is a 501(c)(91) organization based in Chicago, Illinois, with $167,487 in FY2024 revenue. CharityIndex grades it C+.
Revenue (FY2024)
$167K
▲ 3.3% vs prior year
Expenses (FY2024)
$162K
Net assets
$4.6M
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 Ross Beason Residuary Tr 01-64118— 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 Ross Beason Residuary Tr 01-64118: 339 mo reserves · +3% 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 Ross Beason Residuary Tr 01-64118— 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 Ross Beason Residuary Tr 01-64118: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue grew from $136K (FY2019) to $167K (FY2024) across 6 reported years.
Financial snapshot
Operating margin
3.5%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$4.6M
Total liabilities
$0
Net assets
$4.6M
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $167,487▲3.3% | $161,692▲23.5% | $4,569,169▲0.1% | $4,569,169▲0.1% | 990 |
| 2023 | $162,189▼12.5% | $130,975▼1.6% | $4,563,048▲0.7% | $4,563,048▲0.7% | 990 |
| 2022 | $185,317▼26.5% | $133,114▲7.7% | $4,532,775▲1.2% | $4,532,775▲1.2% | 990 |
| 2021 | $252,263▲76.8% | $123,600▼11.1% | $4,480,576▲3.0% | $4,480,576▲3.0% | 990 |
| 2020 | $142,710▲5.2% | $139,040▼1.8% | $4,351,912▲0.1% | $4,351,912▲0.1% | 990 |
| 2019 | $135,715 | $141,645 | $4,348,243 | $4,348,243 | 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 Ross Beason Residuary Tr 01-64118 (EIN 95-6116439) 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.