The Julia Klumpke Trust
Nonprofit profile at a glance
- EIN
- 946063948
- IRS 990-EZ coverage
- 2015–2025
- Forms available
- Form 990-EZ 2025
- Location
- San Francisco, CA, USA
- Phone
- 4156612687
- Rating
- 53
- Verdict
- MIXED
- Rating confidence
- Moderate
Reported finances
- Revenue
- $10,865
- Expenses
- $23,395
- Assets
- $128,525
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
1 person listed
People named in this filing
- Carol A Mueller (Trustee)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
The trust makes contributions to two charitable organizations pursuant to the governing document.
What it reported doing in 2025
Contributions to two charities are made pursuant to the governing document as amended:1. An Annual payment of $500 to the Society of West-Coast Artists2. A Biennial payment to the San Francisco Symphony Association for the balance of the net income.The trust has no beneficiaries other than the above charities
Operating model
- Revenue model
- Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
- Distribution model
- Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.
The verdict
MIXED - The filed numbers largely add up and program spending has grown recently. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.
Rating breakdown
- Financial Efficiency: 28
- Transparency & Controls: 82
- Sustainability: 35
- Growth: 80
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 35%; rating input score 35
- Program expense ratio: 16.3%; rating input score 16
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: -115.3%; rating input score 7; 7th percentile among comparable filings
- Total-asset coverage ratio: 5.49; rating input score 85; 85th percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: 5.5% per year; rating input score 100; 62nd percentile among comparable filings
- Revenue growth: 2.2% per year; rating input score 100; 59th percentile among comparable filings
- Asset growth: -3% per year; rating input score 0; 29th percentile among comparable filings
Details
- Where the money goes: 35% of revenue deployed · 16.3% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $4K in reported program spending
- Leadership: top reported pay $0 · 1 people listed
- Consistency: 6 of 7 current checks pass · 1 finding to review
- Schedules: 2 filed schedules
- Filing history: 10 filing years from 2015 to 2025
- Contacts: How to reach this organization
- Money network: 2 filed money-flow records
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
Grant-readiness screening is separate from the live rating, not a measure of program quality. Review the source records before making a grant decision.
- Moderate — Financial Efficiency: Mission deployment rate scored 35/100.
- High — Financial Efficiency: Program expense ratio scored 16/100.
- Moderate — Transparency & Controls: Part III transfer expenses within program total did not reconcile in the filed values.
- High — Sustainability: Operating margin scored 7/100.
- High — Growth: Asset growth scored 0/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.
- High — Grant Readiness: California registration: this organization is not authorized to operate as a charity in California.