Jeanne E Kotrba Charitable Trust is a 501(c)(3) organization based in Milwaukee, Wisconsin, registered in 2019, with $198,900 in FY2024 revenue. CharityIndex grades it C+.
Revenue (FY2024)
$199K
▲ 54.6% vs prior year
Philanthropy median: $168K
Expenses (FY2024)
$183K
Net assets
$2.6M
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 Jeanne E Kotrba 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 Jeanne E Kotrba Charitable Trust: 173 mo reserves · +8% 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 Jeanne E Kotrba 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 Jeanne E Kotrba Charitable Trust: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue grew from $123K (FY2019) to $199K (FY2024) across 6 reported years.
Financial snapshot
Operating margin
8.0%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$2.6M
Total liabilities
$0
Net assets
$2.6M
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $198,900▲54.6% | $182,953▲1.2% | $2,631,326▲0.6% | $2,631,326▲0.6% | 990PF |
| 2023 | $128,659▲139% | $180,858▼11.7% | $2,615,390▼2.0% | $2,615,390▼2.0% | 990PF |
| 2022 | $53,851▼81.5% | $204,912▲13.8% | $2,667,620▼5.4% | $2,667,620▼5.4% | 990PF |
| 2021 | $291,463▲75.1% | $180,038▲12.9% | $2,818,533▲3.7% | $2,818,533▲3.7% | 990PF |
| 2020 | $166,438▲35.7% | $159,528▲179% | $2,717,759▼5.6% | $2,717,759▼5.6% | 990PF |
| 2019 | $122,639 | $57,228 | $2,879,203 | $2,879,203 | 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 Jeanne E Kotrba Charitable Trust (EIN 90-1437403) 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.