TPhilanthropy, Voluntarism & GrantmakingEIN: 261507752· Ruling Year: 2009

Bertaud Family Foundation

Libertyville, Illinois

DHealth Score
34D

Financial Health Score

8-metric score across financial health, operational efficiency, and resilience. Based on IRS Form 990 filing data.

Poor

How This Organization Compares

Compared to 20 peers in Philanthropy, Voluntarism & Grantmaking with <$100K revenue

Working Capital Ratio (net assets ÷ expenses)

This Org15.19×
Peer Median18.82×
💰
$25K
Total Revenue
📊
$45K
Total Expenses
🏦
$684K
Net Assets
📋
$1
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+129.2%
Year-over-year change (2022 → 2023)
Net Margin
-80.2%
Revenue minus expenses as % of revenue
Working Capital Ratio
15.19
Net assets divided by total expenses
Liabilities-to-Assets
0.0%
Total liabilities as % of total assets

Filing History

10 filings on record
YearRevenueExpensesAssets
2023$24,984129%$45,0091%$683,5133%
2022$10,90272%$45,43319%$703,5385%
2021$38,80368%$56,30051%$738,0692%
2020$120,211393%$37,24429%$755,56612%
2019$24,40867%$52,255$672,5993%
2015$73,29062%$52,0592%$693,6923%
2014$45,32041%$52,9024%$672,4611%
2013$32,159252%$50,6803%$680,0433%
2012$9,12656%$49,3655%$698,5645%
2011$20,794$52,109$738,803

Frequently Asked Questions

What does Bertaud Family Foundation do?

Bertaud Family Foundation is a philanthropy, voluntarism & grantmaking nonprofit organization based in Illinois. It is classified under NTEE code T20 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Bertaud Family Foundation financially healthy?

Financial health scoring requires Form 990 filing data. Check back as we process more filings for Bertaud Family Foundation.

How much revenue does Bertaud Family Foundation generate?

Revenue data for Bertaud Family Foundation is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.

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