Ann E & Joseph F Heil Jr Charitable Tr
Only null% goes to programs Strong reserves Growing revenue
Ann E & Joseph F Heil Jr Charitable Tr is a 501(c)(3) organization based in Milwaukee, Wisconsin, registered in 1999, with $545,646 in FY2024 revenue. CharityIndex grades it F.
C/o Argent Trust Co 115 S 84 St Ste, Milwaukee, WI, 53214 EIN 39-6713764 Since 1999
Revenue (FY2024)
$546K
▲ 122.5% vs prior year
Philanthropy median: $168K
Expenses (FY2024)
$921K
Net assets
$2.4M
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
F
—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 Ann E & Joseph F Heil Jr Charitable Tr— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
FFinancial health25% of the rating31 mo reserves · -69% 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 Ann E & Joseph F Heil Jr Charitable Tr: 31 mo reserves · -69% margin earns a F 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 Ann E & Joseph F Heil Jr Charitable Tr— 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 Ann E & Joseph F Heil Jr Charitable Tr: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
Show this grade on your website
A live seal — it updates automatically when the grade changes and links donors to this verified profile.
Contact & location
- Address
- C/o Argent Trust Co 115 S 84 St Ste, Milwaukee, WI, 53214
- City
- Milwaukee
- State
- Wisconsin
- Subcategory
- Public Foundations
Financial trends
Revenue grew from $390K (FY2015) to $546K (FY2024) across 10 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $0Net assets $2.4M
Operating margin
-68.8%
Spent more than it raised in the latest fiscal year.
Total assets
$2.4M
Total liabilities
$0
Net assets
$2.4M
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $545,646▲123% | $921,020▲39.8% | $2,403,338▼14.0% | $2,403,338▼14.0% | 990PF |
| 2023 | $245,206▼81.3% | $658,688▼26.4% | $2,795,975▼12.4% | $2,795,975▼12.5% | 990PF |
| 2022 | $1,309,387▲199% | $894,739▲3.8% | $3,193,327▲15.0% | $3,193,627▲15.0% | 990PF |
| 2021 | $438,120▼60.4% | $862,019▲24.5% | $2,776,408▼13.2% | $2,776,708▼13.2% | 990PF |
| 2020 | $1,105,091▲107% | $692,441▲7.5% | $3,200,305▲14.8% | $3,200,605▲14.8% | 990PF |
| 2019 | $534,444▼6.3% | $644,339▼9.3% | $2,787,654▼3.9% | $2,787,954▼3.9% | 990PF |
| 2018 | $570,075▲157% | $710,041▲31.2% | $2,900,321▼4.4% | $2,900,621▼4.4% | 990PF |
| 2017 | $222,031▲339% | $541,373▲23.5% | $3,033,665▼9.6% | $3,033,665▼9.6% | 990PF |
| 2016 | $50,561▼87.0% | $438,292▼6.9% | $3,355,061▼10.3% | $3,355,061▼10.3% | 990PF |
| 2015 | $390,137 | $470,690 | $3,739,903 | $3,739,903 | 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.
Similar organizations in Philanthropy
Compare Ann E & Joseph F Heil Jr Charitable Tr
Frequently asked questions
- Is Ann E & Joseph F Heil Jr Charitable Tr a legitimate nonprofit?
- Yes. Ann E & Joseph F Heil Jr Charitable Tr is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 39-6713764, based in Milwaukee, Wisconsin. Donations are tax-deductible.
- What is Ann E & Joseph F Heil Jr Charitable Tr's EIN?
- Ann E & Joseph F Heil Jr Charitable Tr's Employer Identification Number (EIN) is 39-6713764.
- How much revenue does Ann E & Joseph F Heil Jr Charitable Tr report?
- Ann E & Joseph F Heil Jr Charitable Tr reported $545,646 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does Ann E & Joseph F Heil Jr Charitable Tr have?
- CharityIndex grades Ann E & Joseph F Heil Jr Charitable Tr F, based on financial health (reserves and operating margin).
More nonprofits in Milwaukee
Explore more
Data for Ann E & Joseph F Heil Jr Charitable Tr (EIN 39-6713764) 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.