T — Philanthropy, Voluntarism & GrantmakingEIN: 726214520· Ruling Year: 2003

Belle G Roberts Charitable Tr

Mobile, Alabama

BHealth Score
58B

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 Org14.38×
Peer Median18.82×
💰
$894K
Total Revenue
📊
$1.1M
Total Expenses
🏦
$15.1M
Net Assets
📋
$1
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-20.8%
Year-over-year change (2023 → 2024)
Net Margin
-17.5%
Revenue minus expenses as % of revenue
Working Capital Ratio
14.38
Net assets divided by total expenses
Liabilities-to-Assets
0.0%
Total liabilities as % of total assets

Filing History

10 filings on record
YearRevenueExpensesAssets
2024$893,694↓21%$1,050,137↓9%$15,099,257↓1%
2023$1,128,752↓51%$1,152,483↑1%$15,267,441
2022$2,323,824↑77%$1,140,932↑6%$15,291,172↑8%
2021$1,309,740↓16%$1,073,232↑7%$14,105,197↑2%
2020$1,565,859↓2%$1,006,503↓2%$13,870,089↑3%
2016$1,599,518↓4%$1,025,092↑5%$13,480,169↑4%
2015$1,669,733↑60%$975,407↑11%$12,908,832↑6%
2014$1,043,327↑43%$879,438↓1%$12,213,290↑1%
2013$731,630↓35%$892,764↓1%$12,051,735↓1%
2012$1,118,060$905,123$12,212,549

Frequently Asked Questions

What does Belle G Roberts Charitable Tr do?▼

Belle G Roberts Charitable Tr is a philanthropy, voluntarism & grantmaking nonprofit organization based in Alabama. It is classified under NTEE code T20 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Belle G Roberts Charitable Tr financially healthy?▼

Based on our 9-metric Financial Health Score model, Belle G Roberts Charitable Tr has a score of 58/100 (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 Belle G Roberts Charitable Tr generate?▼

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

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Belle G Roberts Charitable Tr — Mobile, AL | GiveScope