Frank R Koller Beneficiaries Tr
EIN: 456932944 · Webster, WI
| Metric | Value |
|---|---|
| Total Revenue | $1.5M |
| Total Expenses | $518K |
| Net Assets | $8.0M |
Is Frank R Koller Beneficiaries Tr Legit?
Insufficient Data
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
About Frank R Koller Beneficiaries Tr
Frank R Koller Beneficiaries Tr (EIN: 456932944) is a nonprofit organization based in Webster, WI. The organization reported total revenue of $1.5M and total assets of $7.9M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Frank R Koller Beneficiaries Tr's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Frank R Koller Beneficiaries Tr is a mid-size nonprofit, with 3 years of IRS 990 filings on record (2021–2023). Revenue has grown at a compound annual rate of -41.7%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $234K |
| Total Expenses | $518K |
| Surplus / Deficit | $-284,369 |
| Total Assets | $8.0M |
| Total Liabilities | $1 |
| Net Assets | $8.0M |
| Operating Margin | -121.7% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 184.3 months |
Financial Health Grade: B
In 2023, Frank R Koller Beneficiaries Tr reported a deficit of $284K with expenses exceeding revenue, holds 184.3 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).
Financial Trends
Over 3 years of filings (2021–2023), Frank R Koller Beneficiaries Tr's revenue has declined at a compound annual growth rate (CAGR) of -41.7%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | -31.3% | -16.7% | -3.5% |
| 2022 | -50.6% | +3.0% | -3.3% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Analysis Pending
AI enrichment for Frank R Koller Beneficiaries Tr has not yet been completed. Basic IRS 990 data is shown below. Check back later for a full transparency report including a Mission Score, spending breakdown, executive compensation analysis, and red flags assessment.
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Frank R Koller Beneficiaries Tr with a Mission Score of 0 out of 100 (Very Poor). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a deficit of $284K, with expenses exceeding revenue.
- Debt-to-asset ratio: 0.0%.
Frequently Asked Questions about Frank R Koller Beneficiaries Tr
Is Frank R Koller Beneficiaries Tr a legitimate charity?
Frank R Koller Beneficiaries Tr (EIN: 456932944) is a registered tax-exempt nonprofit based in Wisconsin. It has 3 years of IRS 990 filings on record. Total revenue: $1.5M. No red flags identified. Financial health grade: B.
How does Frank R Koller Beneficiaries Tr spend its money?
Frank R Koller Beneficiaries Tr reported $1.5M in total revenue in IRS 990 filings. 3 years of filing data available. Expenses exceeded revenue in the most recent year. Review the full spending breakdown on NonprofitSpending.
Are donations to Frank R Koller Beneficiaries Tr tax-deductible?
Frank R Koller Beneficiaries Tr is registered as a tax-exempt nonprofit (EIN: 456932944). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Where is Frank R Koller Beneficiaries Tr located?
Frank R Koller Beneficiaries Tr is headquartered in Webster, Wisconsin and files with the IRS under EIN 456932944.
How many years of IRS 990 filings does Frank R Koller Beneficiaries Tr have?
Frank R Koller Beneficiaries Tr has 3 years of IRS 990 filings on record at NonprofitSpending. Additional filing years may become available as the IRS releases new data. The most recent filing shows $1.5M in total revenue.
Filing History
IRS 990 filing history for Frank R Koller Beneficiaries Tr showing financial trends over 3 years of public records:
Over 3 years of IRS 990 filings (2021–2023), Frank R Koller Beneficiaries Tr's revenue has declined by 66.1%, moving from $688K to $234K. Total assets decreased by 6.6% over the same period, from $8.5M to $8.0M. Total functional expenses fell by 14.2%, from $604K to $518K. In its most recent filing year (2023), Frank R Koller Beneficiaries Tr reported a deficit of $284K, with expenses exceeding revenue. The organization holds $1 in liabilities against $8.0M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $8.0M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $234K | $518K | $8.0M | $1 | — | View 990 |
| 2022 | $340K | $622K | $8.2M | $1 | — | View 990 |
| 2021 | $688K | $604K | $8.5M | $1 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $234K, expenses of $518K, and assets of $8.0M (revenue -31.3% year-over-year).
- 2022: Revenue of $340K, expenses of $622K, and assets of $8.2M (revenue -50.6% year-over-year).
- 2021: Revenue of $688K, expenses of $604K, and assets of $8.5M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Frank R Koller Beneficiaries Tr:
Data Sources and Methodology
This transparency report for Frank R Koller Beneficiaries Tr is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.