TPhilanthropy, Voluntarism & GrantmakingEIN: 134144648· Ruling Year: 2001

Joseph F Stein Family Foundation Inc

White Plains, New York

BHealth Score
61B

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 Org10.35×
Peer Median18.82×
💰
$494K
Total Revenue
📊
$1.1M
Total Expenses
🏦
$11.0M
Net Assets
📋
$1
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-68.2%
Year-over-year change (2022 → 2023)
Net Margin
-114.5%
Revenue minus expenses as % of revenue
Working Capital Ratio
10.35
Net assets divided by total expenses
Liabilities-to-Assets
0.0%
Total liabilities as % of total assets

Filing History

10 filings on record
YearRevenueExpensesAssets
2023$493,91768%$1,059,5883%$10,963,6125%
2022$1,553,16751%$1,097,41315%$11,529,2834%
2021$1,027,83031%$951,0705%$11,073,5291%
2020$1,490,58828%$902,3573%$10,996,7696%
2019$1,163,29318%$925,88018%$10,408,53816%
2015$1,416,90871%$783,6174%$8,950,1468%
2014$827,61776%$818,3578%$8,316,855
2013$471,44639%$886,12115%$8,307,5955%
2012$771,95112%$771,0021%$8,722,27023%
2011$881,988$778,945$11,308,002

Frequently Asked Questions

What does Joseph F Stein Family Foundation Inc do?

Joseph F Stein Family Foundation Inc is a philanthropy, voluntarism & grantmaking nonprofit organization based in New York. It is classified under NTEE code T22 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Joseph F Stein Family Foundation Inc financially healthy?

Based on our 9-metric Financial Health Score model, Joseph F Stein Family Foundation Inc has a score of 61/100 (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 Joseph F Stein Family Foundation Inc generate?

Revenue data for Joseph F Stein Family Foundation Inc is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.

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