Isabella T Cooke Trust 5211
EIN: 416015320 · Milwaukee, WI
| Metric | Value |
|---|---|
| Total Revenue | $504K |
| Total Expenses | $92K |
| Net Assets | $1.1M |
Is Isabella T Cooke Trust 5211 Legit?
Insufficient Data
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
About Isabella T Cooke Trust 5211
Isabella T Cooke Trust 5211 (EIN: 416015320) is a nonprofit organization based in Milwaukee, WI. The organization reported total revenue of $504K and total assets of $1.1M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Isabella T Cooke Trust 5211's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Isabella T Cooke Trust 5211 is a small nonprofit that has been operating for 88 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 11.2%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $118K |
| Total Expenses | $92K |
| Surplus / Deficit | +$26K |
| Total Assets | $1.1M |
| Total Liabilities | $1 |
| Net Assets | $1.1M |
| Operating Margin | 22.2% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 149.4 months |
Financial Health Grade: A
In 2023, Isabella T Cooke Trust 5211 reported a surplus of $26K with revenue exceeding expenses, holds 149.4 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), Isabella T Cooke Trust 5211's revenue has grown at a compound annual growth rate (CAGR) of 11.2%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +71.5% | -4.1% | +2.3% |
| 2022 | -37.2% | +0.4% | -2.4% |
| 2021 | +1.9% | +3.1% | +1.2% |
| 2020 | +117.0% | -5.1% | +1.3% |
| 2019 | -32.7% | +5.9% | -11.5% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 7000 |
| IRS Ruling Date | 1938 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Analysis Pending
AI enrichment for Isabella T Cooke Trust 5211 has not yet been completed. Basic IRS 990 data is shown below. Check back later for a full transparency report including a Mission Score, spending breakdown, executive compensation analysis, and red flags assessment.
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Isabella T Cooke Trust 5211 with a Mission Score of 0 out of 100 (Very Poor). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $26K, with revenue exceeding expenses.
- Debt-to-asset ratio: 0.0%.
Frequently Asked Questions about Isabella T Cooke Trust 5211
Is Isabella T Cooke Trust 5211 a legitimate charity?
Isabella T Cooke Trust 5211 (EIN: 416015320) is a registered tax-exempt nonprofit based in Wisconsin. It has 10 years of IRS 990 filings on record. Total revenue: $504K. No red flags identified. Financial health grade: A.
How does Isabella T Cooke Trust 5211 spend its money?
Isabella T Cooke Trust 5211 reported $504K in total revenue in IRS 990 filings. 10 years of filing data available. Revenue exceeded expenses in the most recent year. Review the full spending breakdown on NonprofitSpending.
Are donations to Isabella T Cooke Trust 5211 tax-deductible?
Isabella T Cooke Trust 5211 is registered as a tax-exempt nonprofit (EIN: 416015320). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Where is Isabella T Cooke Trust 5211 located?
Isabella T Cooke Trust 5211 is headquartered in Milwaukee, Wisconsin and files with the IRS under EIN 416015320.
How many years of IRS 990 filings does Isabella T Cooke Trust 5211 have?
Isabella T Cooke Trust 5211 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 $504K in total revenue.
Filing History
IRS 990 filing history for Isabella T Cooke Trust 5211 showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), Isabella T Cooke Trust 5211's revenue has grown by 258.2%, moving from $33K to $118K. Total assets decreased by 6% over the same period, from $1.2M to $1.1M. Total functional expenses rose by 417.7%, from $18K to $92K. In its most recent filing year (2023), Isabella T Cooke Trust 5211 reported a surplus of $26K, with revenue exceeding expenses. The organization holds $1 in liabilities against $1.1M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $1.1M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $118K | $92K | $1.1M | $1 | — | View 990 |
| 2022 | $69K | $96K | $1.1M | $1 | — | View 990 |
| 2021 | $110K | $96K | $1.1M | $1 | — | — |
| 2020 | $108K | $93K | $1.1M | $1 | — | — |
| 2019 | $50K | $98K | $1.1M | $1 | — | View 990 |
| 2015 | $74K | $92K | $1.3M | $1 | — | View 990 |
| 2014 | $57K | $97K | $1.3M | $1 | — | View 990 |
| 2013 | $38K | $21K | $1.3M | $174 | — | View 990 |
| 2012 | $106K | $20K | $1.3M | $0 | — | View 990 |
| 2011 | $33K | $18K | $1.2M | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $118K, expenses of $92K, and assets of $1.1M (revenue +71.5% year-over-year).
- 2022: Revenue of $69K, expenses of $96K, and assets of $1.1M (revenue -37.2% year-over-year).
- 2021: Revenue of $110K, expenses of $96K, and assets of $1.1M (revenue +1.9% year-over-year).
- 2020: Revenue of $108K, expenses of $93K, and assets of $1.1M (revenue +117.0% year-over-year).
- 2019: Revenue of $50K, expenses of $98K, and assets of $1.1M (revenue -32.7% year-over-year).
- 2015: Revenue of $74K, expenses of $92K, and assets of $1.3M (revenue +29.3% year-over-year).
- 2014: Revenue of $57K, expenses of $97K, and assets of $1.3M (revenue +51.1% year-over-year).
- 2013: Revenue of $38K, expenses of $21K, and assets of $1.3M (revenue -64.3% year-over-year).
- 2012: Revenue of $106K, expenses of $20K, and assets of $1.3M (revenue +220.4% year-over-year).
- 2011: Revenue of $33K, expenses of $18K, and assets of $1.2M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Isabella T Cooke Trust 5211:
Data Sources and Methodology
This transparency report for Isabella T Cooke Trust 5211 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.