The@hamer D and Phyllis C Shafer Foundation Charitable Trust
Only null% goes to programs Strong reserves Declining revenue
The@hamer D and Phyllis C Shafer Foundation Charitable Trust is a 501(c)(3) organization based in Muncie, Indiana, registered in 1997, with $653,689 in FY2024 revenue. CharityIndex grades it B.
Po Box 1408, Muncie, IN, 47308 EIN 35-1997098 Since 1997
Revenue (FY2024)
$654K
▲ 57.0% vs prior year
Philanthropy median: $168K
Expenses (FY2024)
$497K
Net assets
$8.8M
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
B
—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@hamer D and Phyllis C Shafer Foundation Charitable Trust— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
B+Financial health25% of the rating213 mo reserves · +24% 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@hamer D and Phyllis C Shafer Foundation Charitable Trust: 213 mo reserves · +24% margin earns a B+ 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@hamer D and Phyllis C Shafer Foundation Charitable Trust— 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@hamer D and Phyllis C Shafer Foundation Charitable Trust: 2 of 5 disclosure signals earns a C on this criterion. See the exact thresholds →
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A live seal — it updates automatically when the grade changes and links donors to this verified profile.
Contact & location
- Address
- Po Box 1408, Muncie, IN, 47308
- City
- Muncie
- State
- Indiana
- Subcategory
- Private Foundations
- Website
- …
Financial trends
Revenue declined from $1.9M (FY2014) to $654K (FY2024) across 11 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $0Net assets $8.8M
Operating margin
24.0%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$8.8M
Total liabilities
$0
Net assets
$8.8M
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $653,689▲57.0% | $496,656▼2.3% | $8,802,510▲1.8% | $8,802,510▲1.8% | 990PF |
| 2023 | $416,333▲72.0% | $508,338▲11.1% | $8,645,477▼1.1% | $8,647,930▼1.0% | 990PF |
| 2022 | $242,018▼76.2% | $457,559▼11.9% | $8,737,482▼2.4% | $8,737,482▼2.5% | 990PF |
| 2021 | $1,015,572▲293% | $519,560▲12.8% | $8,953,023▲5.9% | $8,963,606▲6.0% | 990PF |
| 2020 | $258,626▼49.4% | $460,682▼10.4% | $8,457,011▼2.3% | $8,457,011▼2.3% | 990PF |
| 2019 | $510,759▼11.8% | $514,250▲0.2% | $8,659,067 | $8,659,067 | 990PF |
| 2018 | $578,951▼13.2% | $513,307▲6.3% | $8,662,558▲0.8% | $8,662,558▲0.7% | 990PF |
| 2017 | $667,053▲196% | $483,007▼1.8% | $8,596,914▲2.2% | $8,605,685▲2.3% | 990PF |
| 2016 | $225,379▼48.6% | $492,013▲6.3% | $8,412,868▼3.1% | $8,414,384▼3.1% | 990PF |
| 2015 | $438,671▼76.7% | $462,874▲4.3% | $8,679,502▼0.3% | $8,679,502▼0.3% | 990PF |
| 2014 | $1,883,672 | $443,646 | $8,703,705 | $8,705,586 | 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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Compare The@hamer D and Phyllis C Shafer Foundation Charitable Trust
Frequently asked questions
- Is The@hamer D and Phyllis C Shafer Foundation Charitable Trust a legitimate nonprofit?
- Yes. The@hamer D and Phyllis C Shafer Foundation Charitable Trust is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 35-1997098, based in Muncie, Indiana. Donations are tax-deductible.
- What is The@hamer D and Phyllis C Shafer Foundation Charitable Trust's EIN?
- The@hamer D and Phyllis C Shafer Foundation Charitable Trust's Employer Identification Number (EIN) is 35-1997098.
- How much revenue does The@hamer D and Phyllis C Shafer Foundation Charitable Trust report?
- The@hamer D and Phyllis C Shafer Foundation Charitable Trust reported $653,689 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does The@hamer D and Phyllis C Shafer Foundation Charitable Trust have?
- CharityIndex grades The@hamer D and Phyllis C Shafer Foundation Charitable Trust B, based on financial health (reserves and operating margin).
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Data for The@hamer D and Phyllis C Shafer Foundation Charitable Trust (EIN 35-1997098) 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.