Clara J Breese Testamentary Trust Under Will

Nonprofit profile at a glance

EIN
396323773
IRS 990-EZ coverage
2010–2025
Forms available
Form 990-EZ 2025
Location
Fond Du Lac, WI, USA
Phone
9209237000
Rating
65
Verdict
SUPPORTED
Rating confidence
Moderate

Reported finances

Revenue
$16,788
Expenses
$6,914
Assets
$156,537
Liabilities
$0

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

1 person listed

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Support activities of the portage women's civic league

What it reported doing in 2025

Portage womans civic league

Operating model

Revenue model
Investment-supported. 100% of the money available for current operations came from recurring investment income.
Distribution model
Grant intermediary. The nonprofit sent 100% of its reported program spending out as grants.

The verdict

SUPPORTED - The filed numbers largely add up and revenue comfortably covers expenses. A relatively small share of total spending goes to programs and program spending has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 56
  • Transparency & Controls: 82
  • Sustainability: 80
  • Growth: 0

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 62.4%; rating input score 62
  • Program expense ratio: 45.7%; rating input score 46

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 58.8%; rating input score 93; 93rd percentile among comparable filings
  • Total-asset coverage ratio: 22.64; rating input score 96; 96th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 66; 66th percentile among comparable filings
  • Officer compensation ratio: 54.3%; rating input score 3; 3rd percentile among comparable filings

Growth

  • Program expense growth: -9.8% per year; rating input score 0; 29th percentile among comparable filings
  • Revenue growth: -1.7% per year; rating input score 0; 43rd percentile among comparable filings
  • Asset growth: -2.3% per year; rating input score 0; 30th percentile among comparable filings

Details

  • Where the money goes: 62.4% of revenue deployed · 45.7% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $3K in reported program spending
  • Leadership: top reported pay $0 · 1 people listed
  • Consistency: 9 of 9 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 13 filing years from 2010 to 2025
  • Contacts: How to reach this organization
  • Money network: 2 filed money-flow records
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Financial Efficiency: Program expense ratio scored 46/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Growth: Asset growth scored 0/100.
  • High — Sustainability: Officer compensation ratio scored 3/100.