Alfred and Isabel Bader 2014 Charitable Trust

Milwaukee, Wisconsin

A-Health Score
78A-

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 Org5.72×
Peer Median18.82×
💰
$102.7M
Total Revenue
📊
$27.9M
Total Expenses
🏦
$159.7M
Net Assets
📋
$1
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+64.2%
Year-over-year change (2021 → 2022)
Net Margin
+72.8%
Revenue minus expenses as % of revenue
Working Capital Ratio
5.72
Net assets divided by total expenses
Liabilities-to-Assets
0.0%
Total liabilities as % of total assets

Filing History

6 filings on record
YearRevenueExpensesAssets
2022$102,689,03964%$27,934,62517%$159,722,44880%
2021$62,553,91835%$23,840,4177%$88,717,55677%
2020$46,487,147123%$22,347,83061%$50,004,06693%
2019$20,868,720133%$13,882,586119%$25,864,744895%
2015$8,950,4083480%$6,350,1782440%$2,600,24715295471%
2014$250,017$250,000$17

Frequently Asked Questions

What does Alfred and Isabel Bader 2014 Charitable Trust do?

Alfred and Isabel Bader 2014 Charitable Trust is a philanthropy, voluntarism & grantmaking nonprofit organization based in Wisconsin. It is classified under NTEE code T22 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Alfred and Isabel Bader 2014 Charitable Trust financially healthy?

Based on our 9-metric Financial Health Score model, Alfred and Isabel Bader 2014 Charitable Trust has a score of 78/100 (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 Alfred and Isabel Bader 2014 Charitable Trust generate?

Revenue data for Alfred and Isabel Bader 2014 Charitable Trust is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.

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