Charity Search / BETTY A LEWIS ENVIRONMENTAL CHARITABLE TR
Environment (C30) 990 on File

BETTY A LEWIS ENVIRONMENTAL CHARITABLE TR

EIN: 27-6039148 · APPLETON, WI 54912-2817 · United States · FY 2023 Data
3 out of 5 49 / 100 Based on 2+ years of filings
Financial strength (30%) 88/100
Reliability (20%) 50/100
Effectiveness (25%) 51/100
Impact (25%) No data yet
Financial data: FY 2023 · Scored 9/13/2026
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CharityAI™ Score
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Financial Overview — FY 2023
$152K
Total Revenue
$185K
Total Expenses
$2.8M
Net Assets
N/A
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio 88.5%
Fundraising Efficiency N/A
Operating Reserve 182.83x
Liability-to-Asset 0.0%
Revenue Diversification 86.4%
Executive Compensation $36K
Compared with Peers
FY 2023
Compared with 3,996 similar organizations (United States, Environment, $100K–$1M in expenses), FY 2023.
This organization Middle half of peers (P25–P75) Peer median
Ratio This org Peer median Position (P10 → P90)
Program expense ratio
Program expenses / total expenses · higher is better
88.5% 82.6%
P10P90
Above median
Operating reserve
Months of expenses covered by net assets · higher is better
182.8 mo 13.5 mo
P10P90
Top quarter
Liabilities to assets
Total liabilities / total assets · lower is better
0.0% 1.2%
P10P90
Top quarter
Revenue concentration
Share of revenue from the largest source · lower is better
86.4% 92.8%
P10P90
Above median
Revenue growth
Year over year revenue growth
54.0% 8.9%
P10P90
Expense growth
Year over year expense growth
-9.9% 14.5%
P10P90
Surplus margin
Surplus as a share of revenue
-21.7% 4.0%
P10P90
Financial History
Year Revenue Expenses Net Assets Program % Staff
2023 $152K $185K $2.8M 88.5%
2022 $99K $206K $2.9M 87.4%
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Organization Details
EIN
27-6039148
State
WI
City
APPLETON
ZIP
54912-2817
Classification
C30
Category
Environment
Rating
3★
Coverage
A
Last Updated
Aug 2026
Form 990
On File
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