TPhilanthropy, Voluntarism & GrantmakingEIN: 770472102· Ruling Year: 1998

Bialis Charitable Tr

Santa Barbara, California

BHealth Score
60B

Financial Health Score

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

Above Average

How This Organization Compares

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

Working Capital Ratio (net assets ÷ expenses)

This Org17.06×
Peer Median18.82×
💰
$282K
Total Revenue
📊
$280K
Total Expenses
🏦
$4.8M
Net Assets
📋
$1
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+38.3%
Year-over-year change (2023 → 2024)
Net Margin
+0.6%
Revenue minus expenses as % of revenue
Working Capital Ratio
17.06
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$281,89838%$280,15881%$4,779,338
2023$203,84589%$1,473,430397%$4,777,59821%
2022$1,851,485261%$296,71710%$6,047,18335%
2021$512,733135%$330,65022%$4,492,4154%
2020$218,070112%$271,47814%$4,310,3321%
2019$102,86136%$238,98912%$4,363,7407%
2015$160,781100%$270,74314%$4,710,2283%
2014$80,59152%$236,857176%$4,859,6083%
2013$169,55042%$85,88456%$5,015,874296%
2012$119,76254%$55,22127%$1,267,7525%
2011$259,727$43,420$1,203,211

Frequently Asked Questions

What does Bialis Charitable Tr do?

Bialis Charitable Tr is a philanthropy, voluntarism & grantmaking nonprofit organization based in California. It is classified under NTEE code T20Z and is registered as a 501(c) tax-exempt organization with the IRS.

Is Bialis Charitable Tr financially healthy?

Based on our 9-metric Financial Health Score model, Bialis Charitable Tr has a score of 60/100 (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 Bialis Charitable Tr generate?

Revenue data for Bialis Charitable Tr is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.

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