Walter & Frederica Evans Tr 08762741 is a 501(c)(3) organization based in Milwaukee, Wisconsin, registered in 2003, with $829,835 in FY2024 revenue. CharityIndex grades it C+.
Revenue (FY2024)
$830K
▲ 33.8% vs prior year
Education median: $200K
Expenses (FY2024)
$586K
Net assets
$9.8M
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 Walter & Frederica Evans Tr 08762741— 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 Walter & Frederica Evans Tr 08762741: 201 mo reserves · +29% 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 Walter & Frederica Evans Tr 08762741— 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 Walter & Frederica Evans Tr 08762741: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue declined from $1.4M (FY2013) to $830K (FY2024) across 12 reported years.
Financial snapshot
Operating margin
29.4%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$9.8M
Total liabilities
$0
Net assets
$9.8M
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $829,835▲33.8% | $585,711▼9.0% | $9,802,439▲2.6% | $9,802,439▲2.6% | 990PF |
| 2023 | $619,995▲163% | $643,539▼25.7% | $9,558,404▼0.2% | $9,558,404▼0.2% | 990PF |
| 2022 | $235,850▼70.4% | $866,394▲28.2% | $9,581,996▼6.0% | $9,581,996▼6.0% | 990PF |
| 2021 | $796,017▲64.5% | $675,994▲9.6% | $10,197,115▲0.5% | $10,197,115▲0.5% | 990PF |
| 2020 | $484,012▲399% | $616,845▲3.1% | $10,145,876▼0.8% | $10,145,876▼0.8% | 990PF |
| 2019 | $96,988▼93.9% | $598,107▼8.3% | $10,232,688▼4.6% | $10,232,688▼4.6% | 990PF |
| 2018 | $1,578,537▲156% | $652,575▲4.0% | $10,728,830▲9.5% | $10,728,830▲9.5% | 990PF |
| 2017 | $615,469▲75.1% | $627,259▲1.0% | $9,795,354▼0.3% | $9,795,354▼0.3% | 990PF |
| 2016 | $351,454▲12.7% | $621,118▼3.1% | $9,821,665▼2.5% | $9,821,665▼2.5% | 990PF |
| 2015 | $311,971▼63.0% | $640,851▼1.4% | $10,076,671▼3.2% | $10,076,671▼3.2% | 990PF |
| 2014 | $844,056▼40.5% | $649,634▲8.8% | $10,409,809▲1.8% | $10,409,809▲1.8% | 990PF |
| 2013 | $1,418,159 | $597,049▲24.4% | $10,229,272▲8.7% | $10,229,272▲8.7% | 990PF |
| 2012 | — | $479,797▼7.3% | $9,410,350▼2.3% | $9,410,350▼2.3% | 990PF |
| 2011 | — | $517,424▲1.4% | $9,634,145▲11.5% | $9,634,145▲11.5% | 990PF |
| 2010 | — | $510,234 | $8,642,513 | $8,642,513 | 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 Walter & Frederica Evans Tr 08762741 (EIN 43-6390422) 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.