TPhilanthropy, Voluntarism & GrantmakingEIN: 266139249· Ruling Year: 2008

Brian & Joelle Kelly Family Fdn

Red Bank, New Jersey

B+Health Score
65B+

Financial Health Score

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

Good

How This Organization Compares

Compared to 20 peers in Philanthropy, Voluntarism & Grantmaking with <$100K revenue

Working Capital Ratio (net assets ÷ expenses)

This Org17.86×
Peer Median18.82×
💰
$2.6M
Total Revenue
📊
$3.1M
Total Expenses
🏦
$56.2M
Net Assets
📋
$116K
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+2.8%
Year-over-year change (2022 → 2023)
Net Margin
-19.8%
Revenue minus expenses as % of revenue
Working Capital Ratio
17.86
Net assets divided by total expenses
Liabilities-to-Assets
0.2%
Total liabilities as % of total assets

Filing History

10 filings on record
YearRevenueExpensesAssets
2023$2,625,8613%$3,146,8898%$56,322,0898%
2022$2,554,48857%$2,908,1711%$51,920,1668%
2021$1,623,20756%$2,876,5286%$56,384,5544%
2020$3,699,13165%$3,060,68511%$54,149,1677%
2019$2,243,71770%$2,768,0808%$50,614,24411%
2015$7,359,90357%$2,552,029140%$45,586,33149%
2014$4,701,34610%$1,063,5945%$30,572,09717%
2013$4,280,625162%$1,122,0184%$26,100,62146%
2012$1,635,7981853%$1,074,37610%$17,887,2153%
2011$83,752$978,425$18,437,431

Frequently Asked Questions

What does Brian & Joelle Kelly Family Fdn do?

Brian & Joelle Kelly Family Fdn is a philanthropy, voluntarism & grantmaking nonprofit organization based in New Jersey. It is classified under NTEE code T20 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Brian & Joelle Kelly Family Fdn financially healthy?

Based on our 9-metric Financial Health Score model, Brian & Joelle Kelly Family Fdn has a score of 65/100 (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 Brian & Joelle Kelly Family Fdn generate?

Revenue data for Brian & Joelle Kelly Family Fdn is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.

Similar Organizations

Explore more organizations in the Philanthropy, Voluntarism & Grantmaking category, or browse all nonprofits in New Jersey.