The Robert D and Patricia E Kern Family Foundation INC

Waukesha, Wisconsin

B+Health Score
67B+

Financial Health Score

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

Good

How This Organization Compares

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

Working Capital Ratio (net assets ÷ expenses)

This Org10.44×
Peer Median18.82×
💰
$170.2M
Total Revenue
📊
$80.7M
Total Expenses
🏦
$841.8M
Net Assets
📋
$1
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+286.4%
Year-over-year change (2022 → 2023)
Net Margin
+52.6%
Revenue minus expenses as % of revenue
Working Capital Ratio
10.44
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$170,205,304286%$80,667,94365%$841,791,53422%
2022$44,051,28939%$48,751,19739%$688,020,3689%
2021$72,623,53367%$79,778,73518%$759,382,3406%
2020$43,480,4235%$67,443,9509%$717,991,169
2019$41,468,40350%$61,943,08142%$718,414,09938%
2015$27,675,46427%$43,471,4074%$518,743,3883%
2014$38,138,73732%$45,478,52623%$534,539,3311%
2013$28,976,48267%$36,843,75615%$541,879,1201%
2012$17,367,49925%$32,154,7748%$549,746,3943%
2011$23,072,080$29,901,733$564,533,669

Frequently Asked Questions

What does The Robert D and Patricia E Kern Family Foundation INC do?

The Robert D and Patricia E Kern Family Foundation INC is a philanthropy, voluntarism & grantmaking nonprofit organization based in Wisconsin. It is classified under NTEE code T20 and is registered as a 501(c) tax-exempt organization with the IRS.

Is The Robert D and Patricia E Kern Family Foundation INC financially healthy?

Based on our 9-metric Financial Health Score model, The Robert D and Patricia E Kern Family Foundation INC has a score of 67/100 (Grade: B+). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does The Robert D and Patricia E Kern Family Foundation INC generate?

Revenue data for The Robert D and Patricia E Kern Family Foundation INC is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.

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