Harold C Kallies Charitable Trust
501(c)(3)
Only null% goes to programs Strong reserves Growing revenue
Harold C Kallies Charitable Trust is a 501(c)(3) organization based in Neenah, Wisconsin, registered in 1993, with $298,463 in FY2024 revenue. CharityIndex grades it C+.
Po Box 649, Neenah, WI, 54957 EIN 39-6548517 Since 1993
Revenue (FY2024)
$298K
▲ 28.7% vs prior year
Expenses (FY2024)
$195K
Net assets
$2.5M
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 Harold C Kallies 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 →
B+Financial health25% of the rating154 mo reserves · +35% 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 Harold C Kallies Charitable Trust: 154 mo reserves · +35% margin earns a B+ 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 Harold C Kallies 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 →
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 Harold C Kallies Charitable Trust: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Contact & location
Financial trends
Revenue grew from $154K (FY2013) to $298K (FY2024) across 9 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $0Net assets $2.5M
Operating margin
34.7%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$2.5M
Total liabilities
$0
Net assets
$2.5M
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $298,463▲28.7% | $194,877▲3.1% | $2,499,192▲4.3% | $2,499,192▲4.3% | 990PF |
| 2023 | $231,863▲2914% | $188,974▼9.2% | $2,396,042▲1.9% | $2,396,042▲1.9% | 990PF |
| 2022 | $7,692▼95.5% | $208,226▲25.3% | $2,350,848▲30.4% | $2,350,848▲30.4% | 990PF |
| 2018 | $170,389▼49.9% | $166,180▲22.3% | $1,803,216▲0.3% | $1,803,216▲0.3% | 990PF |
| 2017 | $340,362▲4.8% | $135,843▲3.3% | $1,797,625▲12.7% | $1,797,625▲12.7% | 990PF |
| 2016 | $324,864▲24.6% | $131,442▲73.0% | $1,594,851▲13.8% | $1,594,851▲13.8% | 990PF |
| 2015 | $260,765▲16.3% | $76,000▲4.2% | $1,401,429▲15.2% | $1,401,429▲15.2% | 990PF |
| 2014 | $224,183▲46.0% | $72,935▲4.3% | $1,216,667▲14.2% | $1,216,667▲14.2% | 990PF |
| 2013 | $153,585 | $69,900▲227% | $1,065,421▲8.5% | $1,065,421▲8.5% | 990PF |
| 2012 | — | $21,370▼90.2% | $981,736▲14.0% | $981,736▲14.0% | 990PF |
| 2011 | — | $218,640 | $861,154 | $861,154 | 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 Harold C Kallies Charitable Trust a legitimate nonprofit?
- Yes. Harold C Kallies Charitable Trust is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 39-6548517, based in Neenah, Wisconsin.
- What is Harold C Kallies Charitable Trust's EIN?
- Harold C Kallies Charitable Trust's Employer Identification Number (EIN) is 39-6548517.
- How much revenue does Harold C Kallies Charitable Trust report?
- Harold C Kallies Charitable Trust reported $298,463 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does Harold C Kallies Charitable Trust have?
- CharityIndex grades Harold C Kallies Charitable Trust C+, based on financial health (reserves and operating margin).
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Data for Harold C Kallies Charitable Trust (EIN 39-6548517) 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.