TPhilanthropy, Voluntarism & GrantmakingEIN: 421453781· Ruling Year: 1996

Donald F & Charlene K Lamberti Foundation

Ankeny, Iowa

A-Health Score
75A-

Financial Health Score

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

Very Good

How This Organization Compares

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

Working Capital Ratio (net assets ÷ expenses)

This Org10.87×
Peer Median18.82×
💰
$1.4M
Total Revenue
📊
$975K
Total Expenses
🏦
$10.6M
Net Assets
📋
$1
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-3.9%
Year-over-year change (2023 → 2024)
Net Margin
+29.4%
Revenue minus expenses as % of revenue
Working Capital Ratio
10.87
Net assets divided by total expenses
Liabilities-to-Assets
0.0%
Total liabilities as % of total assets

Filing History

11 filings on record
YearRevenueExpensesAssets
2024$1,380,9634%$974,5559%$10,595,7604%
2023$1,436,681146%$891,1316%$10,189,3526%
2022$583,350193%$952,62813%$9,643,8024%
2021$199,36875%$843,57913%$10,013,0806%
2020$789,80087%$743,534103%$10,657,2913%
2016$6,029,3441068%$366,3849%$10,321,579122%
2015$516,193407%$336,31624%$4,658,6194%
2014$101,79165%$270,9197%$4,478,7424%
2013$293,48818%$253,716522%$4,647,8701%
2012$248,88894%$40,790$4,608,0985%
2011$4,400,000$0$4,400,000

Frequently Asked Questions

What does Donald F & Charlene K Lamberti Foundation do?

Donald F & Charlene K Lamberti Foundation is a philanthropy, voluntarism & grantmaking nonprofit organization based in Iowa. It is classified under NTEE code T20Z and is registered as a 501(c) tax-exempt organization with the IRS.

Is Donald F & Charlene K Lamberti Foundation financially healthy?

Based on our 9-metric Financial Health Score model, Donald F & Charlene K Lamberti Foundation has a score of 75/100 (Grade: A-). 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 Donald F & Charlene K Lamberti Foundation generate?

Revenue data for Donald F & Charlene K Lamberti Foundation is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.

Similar Organizations

Explore more organizations in the Philanthropy, Voluntarism & Grantmaking category, or browse all nonprofits in Iowa.