Tr Uw of Jacob R Marcus Fbo Nettie and Merle J Marcus Memorial is a 501(c)(3) organization based in Milwaukee, Wisconsin, registered in 1998, with $366,659 in FY2024 revenue. CharityIndex grades it C+.
Revenue (FY2024)
$367K
▲ 771.1% vs prior year
Philanthropy median: $168K
Expenses (FY2024)
$256K
Net assets
$3.8M
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 Tr Uw of Jacob R Marcus Fbo Nettie and Merle J Marcus Memorial— 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 Tr Uw of Jacob R Marcus Fbo Nettie and Merle J Marcus Memorial: 180 mo reserves · +30% 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 Tr Uw of Jacob R Marcus Fbo Nettie and Merle J Marcus Memorial— 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 Tr Uw of Jacob R Marcus Fbo Nettie and Merle J Marcus Memorial: 1 of 5 disclosure signals earns a D 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.
Revenue grew from $49K (FY2015) to $367K (FY2024) across 10 reported years.
Financial snapshot
Operating margin
30.2%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$3.8M
Total liabilities
$0
Net assets
$3.8M
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $366,659▲771% | $255,760▼7.1% | $3,826,028▲3.0% | $3,826,028▲3.0% | 990PF |
| 2023 | $42,093▲131% | $275,368▼16.2% | $3,715,287▼5.9% | $3,715,287▼5.9% | 990PF |
| 2022 | -$136,757▼116% | $328,563▲14.5% | $3,950,061▼10.6% | $3,950,061▼10.6% | 990PF |
| 2021 | $862,568▲1055% | $286,980▲0.6% | $4,417,398▲15.0% | $4,417,398▲15.0% | 990PF |
| 2020 | $74,655▼56.4% | $285,187▼5.1% | $3,841,259▼5.2% | $3,841,259▼5.2% | 990PF |
| 2019 | $171,379▼26.9% | $300,650▲0.9% | $4,052,971▼3.3% | $4,052,971▼3.3% | 990PF |
| 2018 | $234,430▲28.2% | $297,946▲0.4% | $4,191,273▼1.5% | $4,191,273▼1.5% | 990PF |
| 2017 | $182,879▼35.6% | $296,877▲0.6% | $4,254,819▼2.7% | $4,254,819▼2.7% | 990PF |
| 2016 | $284,126▲479% | $295,159▲1.8% | $4,371,511▼0.3% | $4,371,511▼0.3% | 990PF |
| 2015 | $49,078 | $289,931 | $4,383,708 | $4,383,708 | 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.
Explore more
Data for Tr Uw of Jacob R Marcus Fbo Nettie and Merle J Marcus Memorial (EIN 31-6540485) 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.