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JACK R VOLLERTSEN TRUST

MILWAUKEE, Wisconsin, 53201

EIN: 42-1284566

Human Services - Multipurpose and Other

DEMOGRAPHIC

ADDRESS
PO BOX 634
53201
COUNTY
milwaukee county, WI
IN CARE OF NAME
STATE UNIVERSITY OF IOWA FOUNDATI

ORGANIZATIONAL OVERVIEW & RANKINGS

JACK R VOLLERTSEN TRUST is a based in MILWAUKEE, WI, focused on Human Services - Multipurpose and Other causes , specifically Family Services. Established in March 1999, it operates as an independent trust and contributions are not tax-deductible .

With total assets of $2,949,090.00, this ranks 122,396 among 2,656,690 nonprofits nationally (Top 5%), demonstrating exceptional financial capacity relative to its peers. At the state level, it stands at 2,638 out of 53,071 organizations in WI (Top 5%).

In milwaukee county, WI, the organization ranks 777 out of 9,360 nonprofits by assets (Top 9%), while locally in milwaukee, it stands at 680 among 7,144 organizations (Top 10%).

The organization reported annual revenue of $118,063.00, ranking 367,440 nationally (Top 14%) and 7,363 in WI (Top 14%).

Within its specific NTEE classification (P40 - P: Human Services - Multipurpose and Other), which includes 9,444 similar organizations, JACK R VOLLERTSEN TRUST ranks 129 in assets (Top 2%) and 1,215 in revenue (Top 13%).

The organization files a 990 (all other) or 990EZ return and operates on a November fiscal year.

CLASSIFICATION

ORGANIZATION CODE
2: Trust
DEDUCTIBILITY CODE
N/A
AFFILIATION CODE
3: Independent
SUBSECTION/CLASSIFICATION CODES
ACTIVITY CODES
4947 a 2 trust
NTEE COMMON CODE
P: Human Services - Multipurpose and Other
NTEE CODE
P40: Family Services
FOUNDATION CODE
17: Organizations operated solely for the benefit of and in conjunction with organizations described in 10 through 16 above. 509(a)(3)
EXEMPT ORGANIZATION STATUS CODE
N/A

FINANCIALS

TAX PERIOD
12/2023
ACCOUNTING PERIOD
12
INCOME CODE
4: $100,000 to $499,999
INCOME AMOUNT
$271,599.00
FORM 990 REVENUE AMOUNT
$118,063.00
RULING DATE
03/1999
ASSET CODE
6: $1,000,000 to $4,999,999
ASSET AMOUNT
$2,949,090.00
FILING REQUIREMENT CODE
990 (all other) or 990EZ return
PF FILING REQUIREMENT CODE
No 990-PF return

Disclaimer: While we are confident of the accuracy of the information on this page, we encourage you verify the information directly with IRS. The IRS has a toll-free number for this at 1-877-829-5500 or visit www.irs.gov.

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