TPhilanthropy, Voluntarism & GrantmakingEIN: 270951890· Ruling Year: 2010

James H Wurz Jr And Edward T Wurz Sr Foundation

Fairfield, Connecticut

B-Health Score
50B-

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)

This Org9.69×
Peer Median18.82×
💰
$285K
Total Revenue
📊
$522K
Total Expenses
🏦
$5.1M
Net Assets
📋
$1
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-20.3%
Year-over-year change (2022 → 2023)
Net Margin
-83.0%
Revenue minus expenses as % of revenue
Working Capital Ratio
9.69
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$285,34620%$522,1542%$5,060,9984%
2022$357,96264%$530,8638%$5,297,8063%
2021$988,481199%$578,69226%$5,470,7078%
2020$330,72073%$459,86610%$5,060,9182%
2019$190,62781%$510,668102%$5,189,50568%
2015$1,020,62316%$253,36734%$3,091,90433%
2014$883,2839%$188,48814%$2,328,37443%
2013$972,684579%$165,42116%$1,626,45499%
2012$143,19210%$142,43012%$819,191
2011$158,765$127,211$818,429

Frequently Asked Questions

What does James H Wurz Jr And Edward T Wurz Sr Foundation do?

James H Wurz Jr And Edward T Wurz Sr Foundation is a philanthropy, voluntarism & grantmaking nonprofit organization based in Connecticut. It is classified under NTEE code T22 and is registered as a 501(c) tax-exempt organization with the IRS.

Is James H Wurz Jr And Edward T Wurz Sr Foundation financially healthy?

Based on our 9-metric Financial Health Score model, James H Wurz Jr And Edward T Wurz Sr 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 James H Wurz Jr And Edward T Wurz Sr Foundation generate?

Revenue data for James H Wurz Jr And Edward T Wurz Sr Foundation is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.

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