John J & Ruth F Kloss Charitable Tr 050010251200 is a 501(c)(3) organization based in Milwaukee, Wisconsin, registered in 2006, with $494,089 in FY2024 revenue. CharityIndex grades it C+.
Revenue (FY2024)
$494K
▲ 46.7% vs prior year
Philanthropy median: $168K
Expenses (FY2024)
$520K
Net assets
$8.5M
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 John J & Ruth F Kloss Charitable Tr 050010251200— 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 John J & Ruth F Kloss Charitable Tr 050010251200: 196 mo reserves · -5% 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 John J & Ruth F Kloss Charitable Tr 050010251200— 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 John J & Ruth F Kloss Charitable Tr 050010251200: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue grew from $472K (FY2013) to $494K (FY2024) across 10 reported years.
Financial snapshot
Operating margin
-5.3%
Spent more than it raised in the latest fiscal year.
Total assets
$8.5M
Total liabilities
$0
Net assets
$8.5M
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $494,089▲46.7% | $520,227▼4.9% | $8,482,944▼0.1% | $8,482,944▼0.1% | 990PF |
| 2023 | $336,805▲33.9% | $547,159▲3.6% | $8,489,086▼2.3% | $8,489,086▼2.3% | 990PF |
| 2022 | $251,554▼40.4% | $528,350▼7.9% | $8,689,482▼3.1% | $8,689,482▼3.1% | 990PF |
| 2021 | $421,988▼73.8% | $573,785▲8.5% | $8,966,282▼1.6% | $8,966,282▼1.6% | 990PF |
| 2020 | $1,609,932▲417% | $528,807▼8.1% | $9,116,661▲13.5% | $9,116,661▲13.5% | 990PF |
| 2019 | $311,641▲8.2% | $575,186▲5.5% | $8,029,558▲17.4% | $8,029,558▲17.4% | 990PF |
| 2016 | $288,118▼14.0% | $545,000▲0.2% | $6,842,224▼3.1% | $6,842,224▼3.1% | 990PF |
| 2015 | $335,151▼58.8% | $543,753▲0.7% | $7,059,834▼3.4% | $7,059,834▼3.4% | 990PF |
| 2014 | $812,599▲72.1% | $539,738▼1.2% | $7,308,566▲3.9% | $7,308,566▲3.9% | 990PF |
| 2013 | $472,277 | $546,409▲4.2% | $7,036,159▼1.1% | $7,036,159▼1.1% | 990PF |
| 2012 | — | $524,453▲2.0% | $7,112,532▲2.4% | $7,112,532▲2.4% | 990PF |
| 2011 | — | $514,062▼0.8% | $6,948,642▲0.5% | $6,948,642▲0.5% | 990PF |
| 2010 | — | $518,220 | $6,914,589 | $6,914,589 | 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 John J & Ruth F Kloss Charitable Tr 050010251200 (EIN 39-6790033) 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.