The Charles E Kubly Foundation Inc
Only null% goes to programs Strong reserves
The Charles E Kubly Foundation Inc is a 501(c)(3) organization based in Mequon, Wisconsin, registered in 2004, with $547,019 in FY2024 revenue. CharityIndex grades it B.
1341 W Mequon Road 220, Mequon, WI, 53092 EIN 20-0375310 Since 2004
Revenue (FY2024)
$547K
▲ 18.2% vs prior year
Mental Health median: $333K
Expenses (FY2024)
$461K
Net assets
$1.7M
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
B
★★★★
Rated on 2 of 4 criteria — the rest aren't reported in this filing type.
Held down by its weakest criterion — a strong score on one criterion can't hide a weak one.
How the rating works →—Program efficiency40% of the ratingNo expense breakdown in filings
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 The Charles E Kubly Foundation Inc— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
AFinancial health25% of the rating44 mo reserves · +16% margin
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 The Charles E Kubly Foundation Inc: 44 mo reserves · +16% margin earns a A on this criterion. See the exact thresholds →
—Governance25% of the ratingNot reported in this filing type
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 The Charles E Kubly Foundation Inc— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
CTransparency10% of the rating2 of 5 disclosure signals
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 The Charles E Kubly Foundation Inc: 2 of 5 disclosure signals earns a C on this criterion. See the exact thresholds →
Show this grade on your website
A live seal — it updates automatically when the grade changes and links donors to this verified profile.
Contact & location
- Address
- 1341 W Mequon Road 220, Mequon, WI, 53092
- City
- Mequon
- State
- Wisconsin
- Subcategory
- Substance Abuse Programs
- Website
- …
Financial trends
Revenue grew from $157K (FY2009) to $547K (FY2024) across 11 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $17KNet assets $1.7M
Operating margin
15.7%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$1.7M
Total liabilities
$17K
Net assets
$1.7M
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $547,019▲18.2% | $461,121▼11.1% | $1,674,946▲9.6% | $1,692,426▲6.6% | 990 |
| 2023 | $462,615▼0.5% | $518,634▲10.3% | $1,528,853▲1.8% | $1,587,010▲2.1% | 990 |
| 2022 | $464,999▼20.3% | $470,372▲19.4% | $1,501,986▼6.0% | $1,554,321▼5.6% | 990 |
| 2021 | $583,441▲56.4% | $393,812▼2.8% | $1,597,985▲11.3% | $1,647,046▲12.5% | 990 |
| 2020 | $373,143▼65.0% | $405,341▼7.0% | $1,436,005▲20.8% | $1,464,023▲22.9% | 990 |
| 2018 | $1,066,210▲101% | $436,074▲10.4% | $1,188,615▲115% | $1,191,345▲115% | 990 |
| 2017 | $529,547▲68.5% | $395,136▲40.3% | $551,589▲15.1% | $554,058▲15.4% | 990 |
| 2015 | $314,199▲18.7% | $281,698▲46.6% | $479,196▲7.5% | $480,233▲7.4% | 990 |
| 2014 | $264,784▲17.7% | $192,117▲6.1% | $445,856▲22.5% | $447,118▲22.3% | 990 |
| 2013 | $224,928 | $181,136▲5.9% | $363,903▲13.7% | $365,677▲13.7% | 990 |
| 2012 | — | $171,021▼6.5% | $320,111▲9.7% | $321,684▲9.6% | 990 |
| 2011 | — | $182,871▼1.6% | $291,755▼1.9% | $293,575▼1.9% | 990 |
| 2010 | — | $185,811▲24.1% | $297,262▲7.6% | $299,273▲8.0% | 990 |
| 2009 | $156,517 | $149,716 | $276,315 | $277,225 | 990EZ |
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.
Grants received · $467K total
45 grants to The Charles E Kubly Foundation Inc totaling $467K, reported by foundations on their Schedule I filings — showing the 15 most recent.
| Grantmaker | Purpose | Year | Amount |
|---|---|---|---|
| Greater Milwaukee Foundation Inc | Sustaining support | 2024 | $17,500 |
| Paypal Charitable Giving Fund | General support | 2024 | $6,525 |
| National Christian Charitable Foundation | Medical care | 2024 | $6,500 |
| Fidelity Investments Charitable Gift Fund | For grant recipient's exempt purposes | 2023 | $19,150 |
| National Philanthropic Tr | Health | 2023 | $10,000 |
| Greater Milwaukee Foundation Inc | Sustaining support | 2023 | $8,000 |
| Network For Good Inc | Unrestricted | 2023 | $7,980 |
| United Way of Greater Milwaukee & Waukesha County Inc | Donor designations | 2023 | $7,000 |
| Donor Advised Charitable Giving | Health | 2023 | $5,900 |
| Greater Milwaukee Foundation Inc | Sustaining support | 2022 | $15,500 |
| Fidelity Investments Charitable Gift Fund | For grant recipient's exempt purposes | 2022 | $14,600 |
| Network For Good Inc | Unrestricted | 2022 | $9,681 |
| National Christian Charitable Foundation | Growth | 2022 | $7,500 |
| National Christian Charitable Foundation | Growth | 2022 | $7,500 |
| United Way of Greater Milwaukee & Waukesha County Inc | Donor designations | 2022 | $7,000 |
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Frequently asked questions
- Is The Charles E Kubly Foundation Inc a legitimate nonprofit?
- Yes. The Charles E Kubly Foundation Inc is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 20-0375310, based in Mequon, Wisconsin. Donations are tax-deductible.
- What is The Charles E Kubly Foundation Inc's EIN?
- The Charles E Kubly Foundation Inc's Employer Identification Number (EIN) is 20-0375310.
- How much revenue does The Charles E Kubly Foundation Inc report?
- The Charles E Kubly Foundation Inc reported $547,019 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does The Charles E Kubly Foundation Inc have?
- CharityIndex grades The Charles E Kubly Foundation Inc B, based on financial health (reserves and operating margin).
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Explore more
Data for The Charles E Kubly Foundation Inc (EIN 20-0375310) 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.