Education (B82) IRS Verified DX Registered 990 on File

ALTRA FOUNDATION INC

EIN: 20-2555956 · ONALASKA, WI 54650-3500 · United States · FY 2025 Data

4 out of 5 67 / 100 Based on 2+ years of filings

Financial strength (30%) 63/100

Reliability (20%) 55/100

Effectiveness (25%) 85/100

Impact (25%) 65/100

Financial data: FY 2025 · Scored 9/13/2026

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Mission Statement

The Altra Foundation, Inc. is dedicated to providing financial wellness opportunities for youth and adults in the communities we serve. The Altra Foundation’s definition of financial wellness is having the knowledge and skills to develop financial goals, budget, manage debt, save, invest, and maintain good credit.

Financial Overview — FY 2025

$118K

Total Revenue

$74K

Total Expenses

$386K

Net Assets

N/A

Employees

Revenue Sources

Expense Breakdown

Program Expense Ratio 96.3%

Fundraising Efficiency N/A

Operating Reserve 62.65x

Liability-to-Asset N/A

Revenue Diversification 60.3%

Compared with Peers

FY 2025

Compared with 13,695 similar organizations (United States, Education, under $100K in expenses), FY 2025.

This organization Middle half of peers (P25–P75) Peer median

Ratio	This org	Peer median	Position (P10 → P90)
Program expense ratio Program expenses / total expenses · higher is better	96.3%	87.0%	P10P90	Above median
Operating reserve Months of expenses covered by net assets · higher is better	62.7 mo	18.3 mo	P10P90	Above median
Revenue concentration Share of revenue from the largest source · lower is better	60.3%	81.6%	P10P90	Above median
Revenue growth Year over year revenue growth	0.0%	0.7%	P10P90
Expense growth Year over year expense growth	31.4%	0.0%	P10P90
Surplus margin Surplus as a share of revenue	37.5%	10.7%	P10P90

Impact

3 programs

Outcome / Program	People Served	Cost / Service	# Completed	Duration
Financial Education	7,800	$4.55	—	Per Year
Community Service Scholarship	17	$1,000.00	—	Per Year
Financial Education Scholarship	2	$5,000.00	—	Per Year

Financial History

Year	Revenue	Expenses	Net Assets	Program %	Staff
2025	$118K	$74K	$386K	96.3%	—
2024	$118K	$56K	$342K	95.0%	—
2023	$106K	$61K	$280K	97.3%	—
2022	$128K	$60K	N/A	—	1

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Organization Details

EIN: 20-2555956
State: WI
City: ONALASKA
ZIP: 54650-3500
Classification: B82
Category: Education
Rating: 4★
Coverage: A
Last Updated: Aug 2026
IRS Ruling Year: 2004
Form 990: On File

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CharityAI™ rates charities from 0 to 100 using public filings (IRS Form 990 and the equivalent registries outside the US) together with the information the charity itself provides on DonationX. Ratings are recalculated every quarter, without human bias, and shown as stars.

Four pillars

Financial strength30%

Program expense ratio, fundraising efficiency, operating reserves, liabilities and revenue diversification, compared with similar organizations.

Reliability20%

Standing with the registry, filing history, verification and how complete the profile is.

Effectiveness25%

How much goes to programs and how consistently the organization delivers them.

Impact25%

The outcomes the charity reports on DonationX: people served, cost per service and results.

Stars

★★★★★ 80–100 ★★★★☆ 60–79 ★★★☆☆ 40–59 ★★☆☆☆ 20–39 ★☆☆☆☆ 1–19

A pillar with no data counts as zero. Without impact metrics the score is capped at 59 (three stars): only the charity can supply that data.
The coverage grade (A to D) says how much filing data the score rests on; NONE means there is not enough to rate.
An organization that is not in good standing with its registry (for example a revoked tax exemption) is shown as Not rated.
"Compared with peers" places the charity's key ratios against organizations of the same country, sector and size.

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