Charity Search / ALFRED J LOFTUS CHARITABLE TRUST
Philanthropy & Grantmaking (T99Z) 990 on File

ALFRED J LOFTUS CHARITABLE TRUST

EIN: 43-6700480 · MILWAUKEE, WI 53201-0634 · United States · FY 2025 Data
3 out of 5 51 / 100 Based on 2+ years of filings
Financial strength (30%) 92/100
Reliability (20%) 55/100
Effectiveness (25%) 51/100
Impact (25%) No data yet
Financial data: FY 2025 · Scored 9/13/2026
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CharityAI™ Score
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Financial Overview — FY 2025
$283K
Total Revenue
$182K
Total Expenses
$2.4M
Net Assets
N/A
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio 75.9%
Fundraising Efficiency N/A
Operating Reserve 154.68x
Liability-to-Asset 0.0%
Revenue Diversification 85.4%
Executive Compensation $44K
Compared with Peers
FY 2025
Compared with 8,005 similar organizations (United States, Philanthropy & Grantmaking, $100K–$1M 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
75.9% 90.0%
P10P90
Bottom quarter
Operating reserve
Months of expenses covered by net assets · higher is better
154.7 mo 98.0 mo
P10P90
Above median
Liabilities to assets
Total liabilities / total assets · lower is better
0.0% 0.0%
P10P90
Top quarter
Revenue concentration
Share of revenue from the largest source · lower is better
85.4% 90.3%
P10P90
Above median
Revenue growth
Year over year revenue growth
52.8% 11.3%
P10P90
Expense growth
Year over year expense growth
-25.2% 8.2%
P10P90
Surplus margin
Surplus as a share of revenue
35.5% 4.5%
P10P90
Financial History
Year Revenue Expenses Net Assets Program % Staff
2025 $283K $182K $2.4M 75.9%
2024 $185K $244K $2.3M 83.4%
2023 $102K $181K $2.3M 80.8%
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Organization Details
EIN
43-6700480
State
WI
City
MILWAUKEE
ZIP
53201-0634
Classification
T99Z
Category
Philanthropy & Grantmaking
Rating
3★
Coverage
A
Last Updated
Aug 2026
Form 990
On File
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