TPhilanthropy, Voluntarism & GrantmakingEIN: 223692830· Ruling Year: 2001

Naida S Wharton Foundation

Garden City, New York

BHealth Score
61B

Financial Health Score

8-metric score across financial health, operational efficiency, and resilience. Based on IRS Form 990 filing 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 Org11.81×
Peer Median18.82×
💰
$806K
Total Revenue
📊
$549K
Total Expenses
🏦
$6.5M
Net Assets
📋
$1
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+135.7%
Year-over-year change (2022 → 2023)
Net Margin
+31.9%
Revenue minus expenses as % of revenue
Working Capital Ratio
11.81
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$806,101136%$549,0924%$6,484,27312%
2022$342,00116%$572,99012%$5,811,69814%
2021$405,977161%$510,34010%$6,742,9741%
2020$155,29976%$465,1107%$6,648,8882%
2019$88,368121%$498,08616%$6,781,85011%
2015$39,91597%$431,0349%$7,599,3605%
2014$1,290,80313754%$396,24923%$7,998,21413%
2013$9,317100%$322,43828%$7,103,6604%
2012$2,968,9833879%$446,13930%$7,416,78152%
2011$74,612$342,770$4,893,937

Frequently Asked Questions

What does Naida S Wharton Foundation do?

Naida S Wharton Foundation 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 Naida S Wharton Foundation financially healthy?

Financial health scoring requires Form 990 filing data. Check back as we process more filings for Naida S Wharton Foundation.

How much revenue does Naida S Wharton Foundation generate?

Revenue data for Naida S Wharton Foundation is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.

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