Freida Stallman Testamentary Trust
EIN: 476152439 · Milwaukee, WI
| Metric | Value |
|---|---|
| Total Revenue | $1.3M |
| Total Expenses | $260K |
| Net Assets | $4.7M |
Is Freida Stallman Testamentary Trust Legit?
Insufficient Data
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
About Freida Stallman Testamentary Trust
Freida Stallman Testamentary Trust (EIN: 476152439) is a nonprofit organization based in Milwaukee, WI. The organization reported total revenue of $1.3M and total assets of $4.6M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Freida Stallman Testamentary Trust's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Freida Stallman Testamentary Trust is a mid-size nonprofit, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 27.3%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $4.0M |
| Total Expenses | $260K |
| Surplus / Deficit | +$3.8M |
| Total Assets | $4.7M |
| Total Liabilities | $1 |
| Net Assets | $4.7M |
| Operating Margin | 93.5% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 215.7 months |
Financial Health Grade: A
In 2023, Freida Stallman Testamentary Trust reported a surplus of $3.8M with revenue exceeding expenses, holds 215.7 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).
Financial Trends
Over 10 years of filings (2011–2023), Freida Stallman Testamentary Trust's revenue has grown at a compound annual growth rate (CAGR) of 27.3%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +1489.1% | -19.3% | +355.9% |
| 2022 | -34.9% | +19.4% | -6.4% |
| 2021 | +248.7% | -5.8% | +12.0% |
| 2020 | -25.0% | -2.1% | -15.2% |
| 2019 | -32.1% | +33.1% | +121.5% |
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 Freida Stallman Testamentary Trust 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 Freida Stallman Testamentary Trust 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 surplus of $3.8M, with revenue exceeding expenses.
- Debt-to-asset ratio: 0.0%.
Frequently Asked Questions about Freida Stallman Testamentary Trust
Is Freida Stallman Testamentary Trust a legitimate charity?
Freida Stallman Testamentary Trust (EIN: 476152439) is a registered tax-exempt nonprofit based in Wisconsin. It has 10 years of IRS 990 filings on record. Total revenue: $1.3M. No red flags identified. Financial health grade: A.
How does Freida Stallman Testamentary Trust spend its money?
Freida Stallman Testamentary Trust reported $1.3M in total revenue in IRS 990 filings. 10 years of filing data available. Revenue exceeded expenses in the most recent year. Review the full spending breakdown on NonprofitSpending.
Are donations to Freida Stallman Testamentary Trust tax-deductible?
Freida Stallman Testamentary Trust is registered as a tax-exempt nonprofit (EIN: 476152439). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Where is Freida Stallman Testamentary Trust located?
Freida Stallman Testamentary Trust is headquartered in Milwaukee, Wisconsin and files with the IRS under EIN 476152439.
How many years of IRS 990 filings does Freida Stallman Testamentary Trust have?
Freida Stallman Testamentary Trust has 10 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $1.3M in total revenue.
Filing History
IRS 990 filing history for Freida Stallman Testamentary Trust showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), Freida Stallman Testamentary Trust's revenue has grown by 1719.6%, moving from $221K to $4.0M. Total assets increased by 804% over the same period, from $517K to $4.7M. Total functional expenses rose by 12.2%, from $232K to $260K. In its most recent filing year (2023), Freida Stallman Testamentary Trust reported a surplus of $3.8M, with revenue exceeding expenses. The organization holds $1 in liabilities against $4.7M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $4.7M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $4.0M | $260K | $4.7M | $1 | — | View 990 |
| 2022 | $253K | $323K | $1.0M | $1 | — | View 990 |
| 2021 | $388K | $270K | $1.1M | $1 | — | — |
| 2020 | $111K | $287K | $978K | $1 | — | — |
| 2019 | $148K | $293K | $1.2M | $1 | — | View 990 |
| 2015 | $219K | $220K | $521K | $1 | — | View 990 |
| 2014 | $141K | $135K | $522K | $6 | — | View 990 |
| 2013 | $136K | $128K | $517K | $3 | — | View 990 |
| 2012 | $168K | $177K | $508K | $1 | — | View 990 |
| 2011 | $221K | $232K | $517K | $1 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $4.0M, expenses of $260K, and assets of $4.7M (revenue +1489.1% year-over-year).
- 2022: Revenue of $253K, expenses of $323K, and assets of $1.0M (revenue -34.9% year-over-year).
- 2021: Revenue of $388K, expenses of $270K, and assets of $1.1M (revenue +248.7% year-over-year).
- 2020: Revenue of $111K, expenses of $287K, and assets of $978K (revenue -25.0% year-over-year).
- 2019: Revenue of $148K, expenses of $293K, and assets of $1.2M (revenue -32.1% year-over-year).
- 2015: Revenue of $219K, expenses of $220K, and assets of $521K (revenue +55.5% year-over-year).
- 2014: Revenue of $141K, expenses of $135K, and assets of $522K (revenue +3.4% year-over-year).
- 2013: Revenue of $136K, expenses of $128K, and assets of $517K (revenue -19.1% year-over-year).
- 2012: Revenue of $168K, expenses of $177K, and assets of $508K (revenue -23.8% year-over-year).
- 2011: Revenue of $221K, expenses of $232K, and assets of $517K.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Freida Stallman Testamentary Trust:
Data Sources and Methodology
This transparency report for Freida Stallman Testamentary Trust 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.