Wallace O Refke Trust is a 501(c)(3) organization based in Pittsburgh, Pennsylvania, registered in 1998, with $152,724 in FY2024 revenue. CharityIndex grades it B.
Revenue (FY2024)
$153K
▲ 676.5% vs prior year
Philanthropy median: $168K
Expenses (FY2024)
$45K
Net assets
$736K
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 Wallace O Refke Trust— 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 Wallace O Refke Trust: 195 mo reserves · +70% 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 Wallace O Refke Trust— 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 Wallace O Refke Trust: 2 of 5 disclosure signals earns a C on this criterion. See the exact thresholds →
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Revenue grew from $44K (FY2013) to $153K (FY2024) across 12 reported years.
Financial snapshot
Operating margin
70.3%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$736K
Total liabilities
$0
Net assets
$736K
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $152,724▲677% | $45,403▼1.1% | $736,274▲17.1% | $736,274▲17.1% | 990PF |
| 2023 | $19,667▼14.0% | $45,916▼11.3% | $628,987▼4.0% | $628,987▼4.0% | 990PF |
| 2022 | $22,873▼76.7% | $51,792▲8.5% | $654,880▼4.0% | $654,880▼4.0% | 990PF |
| 2021 | $98,201▲140% | $47,718▲4.8% | $682,272▲7.9% | $682,272▲7.9% | 990PF |
| 2020 | $40,914▲39.8% | $45,531▲14.8% | $632,557▼0.8% | $632,557▼0.8% | 990PF |
| 2019 | $29,259▼42.6% | $39,666▲0.3% | $637,420▼1.6% | $637,420▼1.6% | 990PF |
| 2018 | $50,934▲4.8% | $39,557▲10.8% | $647,826▲1.8% | $647,826▲1.8% | 990PF |
| 2017 | $48,594▲95.5% | $35,706▲0.8% | $636,446▲2.1% | $636,446▲2.1% | 990PF |
| 2016 | $24,850▼24.6% | $35,410▲3.9% | $623,557▼1.7% | $623,557▼1.7% | 990PF |
| 2015 | $32,947▼36.4% | $34,077▼10.2% | $634,117▼0.2% | $634,117▼0.2% | 990PF |
| 2014 | $51,771▲18.8% | $37,935▲8.1% | $635,247▲2.2% | $635,247▲2.2% | 990PF |
| 2013 | $43,591 | $35,108 | $621,411 | $621,411 | 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 Wallace O Refke Trust (EIN 38-6679358) 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.