Steffi L Morris Charitable Tr is a 501(c)(3) organization based in Beverly Hills, California, registered in 2007, with $17,904 in FY2024 revenue. CharityIndex grades it C+.
Revenue (FY2024)
$18K
▲ 81.8% vs prior year
Philanthropy median: $168K
Expenses (FY2024)
$15K
Net assets
$225K
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 Steffi L Morris 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 Steffi L Morris Charitable Tr: 183 mo reserves · +17% 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 Steffi L Morris 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 Steffi L Morris Charitable Tr: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue grew from $4,210 (FY2013) to $18K (FY2024) across 12 reported years.
Financial snapshot
Operating margin
17.5%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$227K
Total liabilities
$1,621
Net assets
$225K
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $17,904▲81.8% | $14,773▲5.5% | $224,917▲1.4% | $226,538▲1.4% | 990PF |
| 2023 | $9,849▲5.9% | $14,001▼14.7% | $221,786▼1.8% | $223,407▼1.8% | 990PF |
| 2022 | $9,297▼36.1% | $16,407▼22.4% | $225,938▼3.1% | $227,406▼3.0% | 990PF |
| 2021 | $14,551▼49.2% | $21,132▲8.8% | $233,048▼2.7% | $234,516▼2.7% | 990PF |
| 2020 | $28,647▼29.5% | $19,430▲16.3% | $239,629▲4.0% | $240,952▲4.1% | 990PF |
| 2019 | $40,648▼26.7% | $16,707▲17.3% | $230,412▲11.6% | $231,509▲11.6% | 990PF |
| 2018 | $55,471▲1063% | $14,239▲0.5% | $206,471▲25.0% | $207,426▲24.9% | 990PF |
| 2017 | $4,768▼12.5% | $14,166▲12.2% | $165,239▼5.4% | $166,090▼5.3% | 990PF |
| 2016 | $5,451 | $12,627 | $174,637 | $175,369 | 990PF |
| 2015 | $0▼100% | $0▼100% | $0▼100% | $0▼100% | 990PF |
| 2014 | $6,098▲44.8% | $14,053▼1.7% | $189,383▼4.0% | $189,936▼4.0% | 990PF |
| 2013 | $4,210 | $14,302▲8.8% | $197,338▼4.9% | $197,762▼4.9% | 990PF |
| 2012 | — | $13,151▼12.8% | $207,430▼4.0% | $207,987▼3.8% | 990PF |
| 2011 | — | $15,090 | $216,151 | $216,291 | 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 Steffi L Morris Charitable Tr (EIN 65-6467580) 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.