Jack R Vollertsen Trust

Analysis

Jack R Vollertsen Trust is a registered charity in United States, based in Milwaukee, WI. It received its IRS tax-exemption ruling in March 1999, 27 years ago. Its declared purposes cover human services, which this site groups under poverty relief. The IRS classifies it as a supporting organisation under section 501(c)(3).

In the financial year ending December 2023, Jack R Vollertsen Trust reported income of $118k and spending of $73k, leaving 38% of income unspent that year. Across the 5 years on record, from December 2019 to December 2023, income grew from $104k to $118k (+14%), an average of +3.3% a year. The sharpest change came in the year to December 2021, when income rose by 83%. Over the whole period it spent 83% of the income it received.

Among 62,758 United States charities whose main cause is poverty relief and that reported income, Jack R Vollertsen Trust sits at the 36th percentile: it is larger than about 36% of them. Against every charity in United States with reported income it ranks in the 41st percentile, and in the 40th percentile within WI. Charities of a similar size with the same main cause include Abounding Grace Ministries -- Middle Georgia Inc ($118k), Helping Hands Inc ($118k) and Love Inc of Lufkin ($118k).

At year end it held assets of $2.9m against liabilities of $0, net assets of $2.9m.