F Albert Klein Trust 1st Natl Bk Ttee
501(c)(3) Donations tax-deductible
Only null% goes to programs Strong reserves Declining revenue
F Albert Klein Trust 1st Natl Bk Ttee is a 501(c)(3) organization based in Milwaukee, Wisconsin, registered in 1959, with $730,830 in FY2024 revenue. CharityIndex grades it C.
Po Box 634, Milwaukee, WI, 53201 EIN 42-0859994 Since 1959
Revenue (FY2024)
$731K
▼ 30.3% vs prior year
Expenses (FY2024)
$846K
Net assets
$12.6M
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
C
—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 F Albert Klein Trust 1st Natl Bk Ttee— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
C+Financial health25% of the rating179 mo reserves · -16% 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 F Albert Klein Trust 1st Natl Bk Ttee: 179 mo reserves · -16% margin earns a C+ 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 F Albert Klein Trust 1st Natl Bk Ttee— 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 F Albert Klein Trust 1st Natl Bk Ttee: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Contact & location
Financial trends
Revenue declined from $786K (FY2018) to $731K (FY2024) across 7 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $0Net assets $12.6M
Operating margin
-15.8%
Spent more than it raised in the latest fiscal year.
Total assets
$12.6M
Total liabilities
$0
Net assets
$12.6M
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $730,830▼30.3% | $846,013▲10.6% | $12,615,743▼0.9% | $12,615,743▼0.9% | 990PF |
| 2023 | $1,047,801▲10.3% | $765,169▼7.7% | $12,730,898▲2.3% | $12,730,898▲2.3% | 990PF |
| 2022 | $949,780▼7.9% | $828,770▲4.6% | $12,448,295▲1.0% | $12,448,295▲1.0% | 990PF |
| 2021 | $1,031,238▲25.9% | $792,636▲15.5% | $12,329,399▲2.0% | $12,329,399▲2.0% | 990PF |
| 2020 | $819,002▲153% | $686,044▼2.3% | $12,090,400▲1.0% | $12,090,400▲1.0% | 990PF |
| 2019 | $323,212▼58.9% | $701,857▼4.9% | $11,971,028▼3.1% | $11,971,028▼3.1% | 990PF |
| 2018 | $785,663 | $738,188▼16.1% | $12,350,006▼16.5% | $12,350,006▼16.5% | 990PF |
| 2012 | — | $879,936▲14.9% | $14,786,732▼5.6% | $14,786,732▼5.6% | 990PF |
| 2011 | — | $765,974 | $15,660,173 | $15,660,173 | 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.
Frequently asked questions
- Is F Albert Klein Trust 1st Natl Bk Ttee a legitimate nonprofit?
- Yes. F Albert Klein Trust 1st Natl Bk Ttee is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 42-0859994, based in Milwaukee, Wisconsin. Donations are tax-deductible.
- What is F Albert Klein Trust 1st Natl Bk Ttee's EIN?
- F Albert Klein Trust 1st Natl Bk Ttee's Employer Identification Number (EIN) is 42-0859994.
- How much revenue does F Albert Klein Trust 1st Natl Bk Ttee report?
- F Albert Klein Trust 1st Natl Bk Ttee reported $730,830 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does F Albert Klein Trust 1st Natl Bk Ttee have?
- CharityIndex grades F Albert Klein Trust 1st Natl Bk Ttee C, based on financial health (reserves and operating margin).
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Data for F Albert Klein Trust 1st Natl Bk Ttee (EIN 42-0859994) 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.