Ida T Jacobs Trust
501(c)(3) Donations tax-deductible
Only null% goes to programs Strong reserves Declining revenue
Ida T Jacobs Trust is a 501(c)(3) organization based in Milwaukee, Wisconsin, registered in 1981, with $8,483 in FY2024 revenue. CharityIndex grades it C+.
Po Box 634, Milwaukee, WI, 53201 EIN 42-6311610 Since 1981
Revenue (FY2024)
$8,483
▲ 100.8% vs prior year
Expenses (FY2024)
$7,737
Net assets
$115K
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 Ida T Jacobs 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 rating179 mo reserves · +9% 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 Ida T Jacobs Trust: 179 mo reserves · +9% 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 Ida T Jacobs 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 Ida T Jacobs 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 $6,447 (FY2013) to $8,483 (FY2024) across 11 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $0Net assets $115K
Operating margin
8.8%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$115K
Total liabilities
$0
Net assets
$115K
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $8,483▲101% | $7,737▲3.9% | $115,153▼0.1% | $115,153▼0.1% | 990PF |
| 2023 | $4,225▲162% | $7,447▼9.6% | $115,215▼2.6% | $115,215▼2.6% | 990PF |
| 2022 | -$6,822▼133% | $8,234▼10.7% | $118,284▼11.3% | $118,284▼11.3% | 990PF |
| 2021 | $20,465▲156% | $9,218▲25.5% | $133,339▲9.3% | $133,339▲9.3% | 990PF |
| 2020 | $7,980▲60.6% | $7,346▼15.2% | $121,956▲0.5% | $121,956▲0.5% | 990PF |
| 2019 | $4,969▼49.5% | $8,659▼6.1% | $121,324▼3.0% | $121,324▼3.0% | 990PF |
| 2018 | $9,849▲126% | $9,221▲7.6% | $125,013▲0.4% | $125,013▲0.4% | 990PF |
| 2016 | $4,364▼24.8% | $8,573▼4.6% | $124,495▼3.3% | $124,495▼3.3% | 990PF |
| 2015 | $5,804▼35.3% | $8,986▼4.7% | $128,703▼2.4% | $128,703▼2.4% | 990PF |
| 2014 | $8,964▲39.0% | $9,430▲7.6% | $131,882▼0.2% | $131,882▼0.2% | 990PF |
| 2013 | $6,447 | $8,764▲7.2% | $132,140▼1.7% | $132,140▼1.7% | 990PF |
| 2012 | — | $8,174▼12.3% | $134,443▲2.4% | $134,443▲2.4% | 990PF |
| 2011 | — | $9,322▲24.7% | $131,286▼2.2% | $131,286▼2.2% | 990PF |
| 2010 | — | $7,475 | $134,199 | $134,199 | 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 Ida T Jacobs Trust a legitimate nonprofit?
- Yes. Ida T Jacobs Trust is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 42-6311610, based in Milwaukee, Wisconsin. Donations are tax-deductible.
- What is Ida T Jacobs Trust's EIN?
- Ida T Jacobs Trust's Employer Identification Number (EIN) is 42-6311610.
- How much revenue does Ida T Jacobs Trust report?
- Ida T Jacobs Trust reported $8,483 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does Ida T Jacobs Trust have?
- CharityIndex grades Ida T Jacobs Trust C+, based on financial health (reserves and operating margin).
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Data for Ida T Jacobs Trust (EIN 42-6311610) 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.