Katherine O Jarrell Trust
501(c)(3) Donations tax-deductible
Only null% goes to programs Strong reserves Growing revenue
Katherine O Jarrell Trust is a 501(c)(3) organization based in Milwaukee, Wisconsin, with $22,045 in FY2024 revenue. CharityIndex grades it C+.
Po Box 634, Milwaukee, WI, 53201 EIN 37-1082771
Revenue (FY2024)
$22K
▲ 0.6% vs prior year
Expenses (FY2024)
$12K
Net assets
$207K
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 Katherine O Jarrell 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 rating208 mo reserves · +46% 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 Katherine O Jarrell Trust: 208 mo reserves · +46% 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 Katherine O Jarrell 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 Katherine O Jarrell 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 declined from $34K (FY2013) to $22K (FY2024) across 12 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $0Net assets $207K
Operating margin
45.7%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$207K
Total liabilities
$0
Net assets
$207K
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $22,045▲0.6% | $11,973▲28.0% | $207,374▲5.1% | $207,374▲5.1% | 990PF |
| 2023 | $21,918▲479% | $9,352▼47.9% | $197,301▲6.8% | $197,301▲6.8% | 990PF |
| 2022 | $3,786▼76.1% | $17,933▲22.1% | $184,728▼7.1% | $184,728▼7.1% | 990PF |
| 2021 | $15,809▲77.4% | $14,682▼2.6% | $198,879▲0.6% | $198,879▲0.6% | 990PF |
| 2020 | $8,912▼20.6% | $15,074▼1.8% | $197,757▼3.0% | $197,757▼3.0% | 990PF |
| 2019 | $11,218▼3.1% | $15,357▲0.5% | $203,922▼2.0% | $203,922▼2.0% | 990PF |
| 2018 | $11,582▲45.6% | $15,277▲0.9% | $208,063▼1.7% | $208,063▼1.7% | 990PF |
| 2017 | $7,955▲44.6% | $15,137▲0.3% | $211,761▼3.3% | $211,761▼3.3% | 990PF |
| 2016 | $5,503▲6.7% | $15,089▼0.2% | $218,949▼4.1% | $218,949▼4.1% | 990PF |
| 2015 | $5,156▼66.5% | $15,113▼3.0% | $228,277▼4.2% | $228,277▼4.2% | 990PF |
| 2014 | $15,373▼54.9% | $15,584▲4.7% | $238,209▼0.2% | $238,209▼0.2% | 990PF |
| 2013 | $34,086 | $14,880▼1.3% | $238,786▲8.7% | $238,786▲8.7% | 990PF |
| 2012 | — | $15,074▼1.7% | $219,680▲1.0% | $219,680▲1.0% | 990PF |
| 2011 | — | $15,340▲4.9% | $217,528▲4.5% | $217,528▲4.5% | 990PF |
| 2010 | — | $14,621 | $208,195 | $208,195 | 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 Katherine O Jarrell Trust a legitimate nonprofit?
- Yes. Katherine O Jarrell Trust is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 37-1082771, based in Milwaukee, Wisconsin. Donations are tax-deductible.
- What is Katherine O Jarrell Trust's EIN?
- Katherine O Jarrell Trust's Employer Identification Number (EIN) is 37-1082771.
- How much revenue does Katherine O Jarrell Trust report?
- Katherine O Jarrell Trust reported $22,045 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does Katherine O Jarrell Trust have?
- CharityIndex grades Katherine O Jarrell Trust C+, based on financial health (reserves and operating margin).
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Data for Katherine O Jarrell Trust (EIN 37-1082771) 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.