William & Margaret Fern Holmes Family Foundation
Orange, California
Financial Health Score
9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.
Average
How This Organization Compares
Compared to 20 peers in Philanthropy, Voluntarism & Grantmaking with <$100K revenue
Working Capital Ratio (net assets ÷ expenses)
Financial Trends
5-Year Trend Analysis
Financial Health Indicators
Filing History
9 filings on record| Year | Revenue | Expenses | Assets | |
|---|---|---|---|---|
| 2023 | $1,547,836↑40% | $1,739,959↑2% | $28,050,045↑11% | — |
| 2022 | $1,109,317↓67% | $1,709,522↓7% | $25,184,749↓20% | — |
| 2021 | $3,374,429↑113% | $1,842,184↑6% | $31,580,692↑15% | — |
| 2020 | $1,581,332↓7% | $1,744,881↓2% | $27,468,124↑2% | — |
| 2019 | $1,695,398↓92% | $1,786,946↑82% | $26,924,499↑13% | — |
| 2014 | $22,387,640↑23544% | $979,850↑922% | $23,842,202↑1454% | — |
| 2013 | $94,685↓9% | $95,901↑3% | $1,534,186 | — |
| 2012 | $104,255↑22% | $93,368 | $1,532,671↑1% | — |
| 2011 | $85,256 | $92,934 | $1,521,784 | — |
Frequently Asked Questions
What does William & Margaret Fern Holmes Family Foundation do?▼
William & Margaret Fern Holmes Family Foundation is a philanthropy, voluntarism & grantmaking nonprofit organization based in California. It is classified under NTEE code T22 and is registered as a 501(c) tax-exempt organization with the IRS.
Is William & Margaret Fern Holmes Family Foundation financially healthy?▼
Based on our 9-metric Financial Health Score model, William & Margaret Fern Holmes Family Foundation has a score of 50/100 (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 William & Margaret Fern Holmes Family Foundation generate?▼
Revenue data for William & Margaret Fern Holmes Family Foundation is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.
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