WPublic & Societal BenefitEIN: 260322088· Ruling Year: 2007

The Independence Fund Inc

Charlotte, North Carolina

B+Health Score
72B+

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Good

💰
$12.5M
Total Revenue
📊
$13.3M
Total Expenses
🏦
$6.5M
Net Assets
📋
$1.1M
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+45.6%
Year-over-year change (2022 → 2023)
Net Margin
-6.7%
Revenue minus expenses as % of revenue
Working Capital Ratio
0.49
Net assets divided by total expenses
Liabilities-to-Assets
14.0%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$12,475,65046%$13,307,65764%$7,609,2153%
2022$8,567,1109%$8,100,26644%$7,812,7895%
2021$7,884,60740%$5,632,32313%$8,188,14146%
2020$5,645,72513%$4,972,71747%$5,616,87922%
2019$6,457,795138%$9,370,611128%$4,603,50940%
2018$2,716,82950%$4,118,29751%$7,625,32314%
2017$5,441,65340%$8,344,69828%$8,862,17421%
2016$9,130,18832%$11,616,77923%$11,158,10319%
2015$13,414,28616%$15,023,9494%$13,760,97310%
2014$16,015,18917%$15,579,497217%$15,370,6366%
2013$19,315,3533045%$4,917,666689%$14,444,94427420%
2012$614,16457%$623,43874%$52,48815%
2011$392,335$358,394$61,762

Frequently Asked Questions

What does The Independence Fund Inc do?

The Independence Fund Inc is a public & societal benefit nonprofit organization based in North Carolina. It is classified under NTEE code W30 and is registered as a 501(c) tax-exempt organization with the IRS.

Is The Independence Fund Inc financially healthy?

Based on our 9-metric Financial Health Score model, The Independence Fund Inc has a score of 72/100 (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 The Independence Fund Inc generate?

The Independence Fund Inc reports $6.1M in annual revenue and holds $3.9M in total assets, based on IRS filings.

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