Albert R Immel Charitable Trust is a 501(c)(3) organization based in Milwaukee, Wisconsin, registered in 2000, with $44,873 in FY2024 revenue. CharityIndex grades it C+.
Revenue (FY2024)
$45K
▲ 17.1% vs prior year
Education median: $200K
Expenses (FY2024)
$48K
Net assets
$742K
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 Albert R Immel Charitable 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 Albert R Immel Charitable Trust: 186 mo reserves · -6% 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 Albert R Immel Charitable 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 Albert R Immel Charitable Trust: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue declined from $74K (FY2014) to $45K (FY2024) across 10 reported years.
Financial snapshot
Operating margin
-6.4%
Spent more than it raised in the latest fiscal year.
Total assets
$742K
Total liabilities
$0
Net assets
$742K
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $44,873▲17.1% | $47,739▼10.7% | $741,918▼0.4% | $741,918▼0.4% | 990PF |
| 2023 | $38,335▼36.0% | $53,464▼21.3% | $744,785▼2.0% | $744,785▼2.0% | 990PF |
| 2022 | $59,927▲99.0% | $67,932▲18.0% | $759,919▼1.0% | $759,919▼1.0% | 990PF |
| 2021 | $30,120▲37.1% | $57,548▲15.7% | $767,939▼3.7% | $767,939▼3.7% | 990PF |
| 2020 | $21,971▼25.9% | $49,750▼8.5% | $797,816▼3.1% | $797,816▼3.1% | 990PF |
| 2019 | $29,667▼45.1% | $54,398▲2.7% | $823,582▲1.3% | $823,582▲1.3% | 990PF |
| 2017 | $54,002▲185% | $52,981▲26.2% | $812,812 | $812,812 | 990PF |
| 2016 | $18,931▼53.0% | $41,970▼27.5% | $812,523▼2.7% | $812,523▼2.7% | 990PF |
| 2015 | $40,244▼45.8% | $57,896▼2.5% | $834,710▼2.1% | $834,710▼2.1% | 990PF |
| 2014 | $74,219 | $59,362 | $852,438 | $852,438 | 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 Albert R Immel Charitable Trust (EIN 43-6516375) 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.