Alpha A@Wetenkamp Charitable Trust
Alpha A@Wetenkamp Charitable Trust accumulates millions in revenue with minimal reported expenses in 2023.
EIN: 207086634 · Wauwatosa, WI · NTEE: T20 · Updated: 2026-03-28
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| Metric | Value |
|---|---|
| Total Revenue | $4.4M |
| Total Expenses | $118K |
| Program Spending | 5% |
| Net Assets | $4.5M |
| Transparency Score | 40/100 |
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Alpha A@Wetenkamp Charitable Trust Form 990, Revenue, CEO Pay, and IRS Filing Signals
Alpha A@Wetenkamp Charitable Trust is surfaced here as a decision-ready nonprofit financial profile, not just a charity listing. The page consolidates IRS Form 990 revenue, expenses, assets, tax-exempt classification, executive compensation, mission score, red flags, and year-by-year filing history so donors, researchers, journalists, and grant teams can answer the common search questions around Alpha A@Wetenkamp Charitable Trust in one place.
Form 990 Filing Summary
10 filing years are available, with latest revenue of $4.6M and expenses of $118K.
Revenue and Expenses
Alpha A@Wetenkamp Charitable Trust reported $4.6M in revenue and $118K in expenses, a surplus of $4.5M.
Executive Compensation
Officer, director, trustee, and key employee pay is reviewed from IRS 990 compensation disclosures when present.
Charity Score and Red Flags
40/100 mission score, 4 red flags, and 2 strengths are shown from structured and AI review.
Is Alpha A@Wetenkamp Charitable Trust Legit?
Significant Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
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Where the Money Comes From and Where It Goes
Revenue Source Mix
Revenue-source line items are not available on the stored filing yet. Future ingestion now preserves contribution, program-revenue, and investment-income fields when ProPublica provides them.
Expense Deployment
| Program services | $6K (5%) |
Across stored filings, Alpha A@Wetenkamp Charitable Trust shows contribution history pending. Next enrichment targets: revenue-source fields, IRS BMF classification.
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| Decision Lens | Signal | What to Inspect Next |
|---|---|---|
| Legitimacy | Significant Concerns | Good filing record; 4 red flags identified |
| Mission spend | 5% to programs | Below Average |
| Financial durability | Grade A | 10 stored filing years |
| Peer context | Compare with National Tribal Childs Support Association | Wisconsin and Philanthropy context |
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Alpha A@Wetenkamp Charitable Trust directs 5% of its spending to programs. This falls below the 65% benchmark. Donors may want to investigate further.
About Alpha A@Wetenkamp Charitable Trust
Alpha A@Wetenkamp Charitable Trust (EIN: 207086634) is a nonprofit organization based in Wauwatosa, WI, classified under NTEE code T20. The organization reported total revenue of $4.4M and total assets of $6.0M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Alpha A@Wetenkamp Charitable Trust's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Alpha A@Wetenkamp Charitable Trust is a mid-size nonprofit that has been operating for 19 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 106.1%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $4.6M |
| Total Expenses | $118K |
| Surplus / Deficit | +$4.5M |
| Total Assets | $4.5M |
| Total Liabilities | $1 |
| Net Assets | $4.5M |
| Operating Margin | 97.4% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 459.5 months |
Financial Health Grade: A
In 2023, Alpha A@Wetenkamp Charitable Trust reported a surplus of $4.5M with revenue exceeding expenses, holds 459.5 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).
Financial Trends
Over 10 years of filings (2011–2023), Alpha A@Wetenkamp Charitable Trust's revenue has grown at a compound annual growth rate (CAGR) of 106.1%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +230236600.0% | +22451.0% | +9510.6% |
| 2022 | -87.5% | -96.6% | -1.1% |
| 2021 | -99.9% | -3.1% | -24.5% |
| 2020 | +2706.0% | +48.0% | -1.5% |
| 2019 | -18.5% | +2.5% | -39.2% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 2007 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Transparency Report
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Alpha A@Wetenkamp Charitable Trust with a Mission Score of 40 out of 100 (Fair). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Spending Breakdown
- admin: 90%
- programs: 5%
- fundraising: 5%
According to IRS 990 filings, Alpha A@Wetenkamp Charitable Trust allocates its expenses as follows: admin: 90%, programs: 5%, fundraising: 5%. Only 5% is directed toward programs, which may warrant further investigation by donors.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $4.5M, with revenue exceeding expenses.
- Debt-to-asset ratio: 0.0%.
Executive Compensation Analysis
The organization consistently reports 0% officer compensation across all available filings, indicating that its leadership is either entirely volunteer-based or compensated through other means not reported as officer compensation, which is highly unusual for an organization managing millions in assets.
Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.
Red Flags
The following concerns were identified during AI analysis of Alpha A@Wetenkamp Charitable Trust's IRS 990 filings:
- Extremely low expense ratio relative to revenue in 2023 ($118,393 expenses vs. $4,604,734 revenue), raising questions about active program engagement.
- Dramatic and sudden increase in revenue and assets in 2023 without a corresponding increase in reported expenses.
- Consistent 0% officer compensation across all filings for an organization managing millions in assets, which is highly unusual.
- Lack of clear indication of how the substantial accumulated assets are being or will be used for charitable purposes.
Strengths
The following positive indicators were identified for Alpha A@Wetenkamp Charitable Trust:
- No reported officer compensation, indicating potential for funds to be directed entirely to mission if effectively deployed.
- Significant asset base ($4,533,513 in 2023) provides a strong financial foundation for future charitable activities.
Frequently Asked Questions about Alpha A@Wetenkamp Charitable Trust
Is Alpha A@Wetenkamp Charitable Trust a legitimate charity?
Alpha A@Wetenkamp Charitable Trust (EIN: 207086634) is a registered tax-exempt nonprofit based in Wisconsin. Our AI analysis gives it a Mission Score of 40/100. It has 10 years of IRS 990 filings on record. Total revenue: $4.4M. 4 red flags identified. 2 strengths noted. Financial health grade: A.
How does Alpha A@Wetenkamp Charitable Trust spend its money?
Alpha A@Wetenkamp Charitable Trust directs 5% of its spending to programs and services. Fundraising costs 5%. This falls below the 65% benchmark.
Are donations to Alpha A@Wetenkamp Charitable Trust tax-deductible?
Alpha A@Wetenkamp Charitable Trust is registered as a tax-exempt nonprofit (EIN: 207086634). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
What percentage of Alpha A@Wetenkamp Charitable Trust's spending goes to programs?
Alpha A@Wetenkamp Charitable Trust directs 5% to programs, 5% to fundraising. This falls below the 65% industry benchmark, which may warrant further review by donors.
How does Alpha A@Wetenkamp Charitable Trust compare to similar nonprofits?
With a transparency score of 40/100 (Fair), Alpha A@Wetenkamp Charitable Trust is near average for NTEE category T20 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is Alpha A@Wetenkamp Charitable Trust located?
Alpha A@Wetenkamp Charitable Trust is headquartered in Wauwatosa, Wisconsin and files with the IRS under EIN 207086634. It is classified under NTEE code T20.
How many years of IRS 990 filings does Alpha A@Wetenkamp Charitable Trust have?
Alpha A@Wetenkamp Charitable Trust has 10 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $4.4M in total revenue.
What is the Alpha A@Wetenkamp Charitable Trust's primary charitable activity given its low expense ratio relative to revenue?
The 2023 filing shows $4,604,734 in revenue against only $118,393 in expenses, suggesting its primary activity might be asset management and accumulation rather than direct program delivery or significant grantmaking in that specific period. Further details on grant disbursements would be needed to fully understand its charitable impact.
Why did the organization's revenue and assets increase so dramatically in 2023 compared to previous years?
The revenue jumped from $2 in 2022 to over $4.6 million in 2023, and assets from $47,172 to over $4.5 million. This indicates a significant, likely one-time, contribution or endowment that dramatically altered its financial scale.
How does the Alpha A@Wetenkamp Charitable Trust plan to utilize its accumulated assets of over $4.5 million?
With over $4.5 million in assets and minimal expenses in 2023, the trust's strategy for deploying these funds for charitable purposes is unclear from the provided data. It suggests a long-term investment or future grantmaking strategy.
Filing History
IRS 990 filing history for Alpha A@Wetenkamp Charitable Trust showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), Alpha A@Wetenkamp Charitable Trust's revenue has grown by 587988.6%, moving from $783 to $4.6M. Total assets increased by 2631.3% over the same period, from $166K to $4.5M. Total functional expenses rose by 10258.1%, from $1K to $118K. In its most recent filing year (2023), Alpha A@Wetenkamp Charitable Trust reported a surplus of $4.5M, with revenue exceeding expenses. The organization holds $1 in liabilities against $4.5M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $4.5M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $4.6M | $118K | $4.5M | $1 | — | View 990 |
| 2022 | $2 | $525 | $47K | $1 | — | View 990 |
| 2021 | $16 | $16K | $48K | $1 | — | — |
| 2020 | $15K | $16K | $63K | $1 | — | — |
| 2019 | $536 | $11K | $64K | $1 | — | View 990 |
| 2015 | $658 | $11K | $106K | $1 | — | View 990 |
| 2014 | $200 | $26K | $115K | $1 | — | View 990 |
| 2013 | $918 | $4K | $141K | $1 | — | View 990 |
| 2012 | $309 | $22K | $144K | $1 | — | View 990 |
| 2011 | $783 | $1K | $166K | $1 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $4.6M, expenses of $118K, and assets of $4.5M (revenue +230236600.0% year-over-year).
- 2022: Revenue of $2, expenses of $525, and assets of $47K (revenue -87.5% year-over-year).
- 2021: Revenue of $16, expenses of $16K, and assets of $48K (revenue -99.9% year-over-year).
- 2020: Revenue of $15K, expenses of $16K, and assets of $63K (revenue +2706.0% year-over-year).
- 2019: Revenue of $536, expenses of $11K, and assets of $64K (revenue -18.5% year-over-year).
- 2015: Revenue of $658, expenses of $11K, and assets of $106K (revenue +229.0% year-over-year).
- 2014: Revenue of $200, expenses of $26K, and assets of $115K (revenue -78.2% year-over-year).
- 2013: Revenue of $918, expenses of $4K, and assets of $141K (revenue +197.1% year-over-year).
- 2012: Revenue of $309, expenses of $22K, and assets of $144K (revenue -60.5% year-over-year).
- 2011: Revenue of $783, expenses of $1K, and assets of $166K.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Alpha A@Wetenkamp Charitable Trust:
Data Sources and Methodology
This transparency report for Alpha A@Wetenkamp Charitable Trust is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.