William E & Theresa M Rubert Memorial Trust
Only null% goes to programs Strong reserves Declining revenue
William E & Theresa M Rubert Memorial Trust is a 501(c)(3) organization based in Malvern, Pennsylvania, registered in 1990, with $86,352 in FY2024 revenue. CharityIndex grades it D.
167 Carters Grv, Malvern, PA, 19355 EIN 23-6956994 Since 1990
Revenue (FY2024)
$86K
▼ 40.7% vs prior year
Education median: $200K
Expenses (FY2024)
$114K
Net assets
$1.3M
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
D
—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 William E & Theresa M Rubert Memorial Trust— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
DFinancial health25% of the rating142 mo reserves · -32% 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 William E & Theresa M Rubert Memorial Trust: 142 mo reserves · -32% margin earns a D 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 William E & Theresa M Rubert Memorial Trust— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
DTransparency10% of the rating1 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 William E & Theresa M Rubert Memorial Trust: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Contact & location
- Address
- 167 Carters Grv, Malvern, PA, 19355
- City
- Malvern
- State
- Pennsylvania
- Category
- Education
- Subcategory
- Student Services & Aid
Financial trends
Revenue grew from $25K (FY2019) to $86K (FY2024) across 6 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $170Net assets $1.3M
Operating margin
-31.8%
Spent more than it raised in the latest fiscal year.
Total assets
$1.3M
Total liabilities
$170
Net assets
$1.3M
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $86,352▼40.7% | $113,844▼22.6% | $1,344,917▼2.0% | $1,345,087▼2.0% | 990PF |
| 2023 | $145,499▲102% | $147,095▲27.4% | $1,372,409▼0.1% | $1,372,409▼0.1% | 990PF |
| 2022 | $71,926▼62.6% | $115,469▲80.0% | $1,374,005▼3.1% | $1,374,005▼3.1% | 990PF |
| 2021 | $192,528▲182% | $64,157▼50.7% | $1,417,548▲10.0% | $1,417,548▲10.0% | 990PF |
| 2020 | $68,343▲172% | $130,193▲45.0% | $1,289,177▼4.6% | $1,289,177▼4.6% | 990PF |
| 2019 | $25,161 | $89,780 | $1,351,027 | $1,351,027 | 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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Frequently asked questions
- Is William E & Theresa M Rubert Memorial Trust a legitimate nonprofit?
- Yes. William E & Theresa M Rubert Memorial Trust is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 23-6956994, based in Malvern, Pennsylvania. Donations are tax-deductible.
- What is William E & Theresa M Rubert Memorial Trust's EIN?
- William E & Theresa M Rubert Memorial Trust's Employer Identification Number (EIN) is 23-6956994.
- How much revenue does William E & Theresa M Rubert Memorial Trust report?
- William E & Theresa M Rubert Memorial Trust reported $86,352 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does William E & Theresa M Rubert Memorial Trust have?
- CharityIndex grades William E & Theresa M Rubert Memorial Trust D, based on financial health (reserves and operating margin).
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Data for William E & Theresa M Rubert Memorial Trust (EIN 23-6956994) 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.