Z โ€” UnclassifiedEIN: 314386851ยท Ruling Year: 1939

Waddell Foundation

Marion, Ohio

BHealth Score
58B

Financial Health Score

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

Above Average

๐Ÿ’ฐ
$216K
Total Revenue
๐Ÿ“Š
$219K
Total Expenses
๐Ÿฆ
$4.4M
Net Assets
๐Ÿ“‹
$90K
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+36.2%
Year-over-year change (2023 โ†’ 2024)
Net Margin
-1.6%
Revenue minus expenses as % of revenue
Working Capital Ratio
20.01
Net assets divided by total expenses
Liabilities-to-Assets
2.0%
Total liabilities as % of total assets

Filing History

10 filings on record
YearRevenueExpensesAssets
2024$216,037โ†‘36%$219,425โ†‘19%$4,480,931โ†‘11%
2023$158,576โ†“49%$183,791โ†“8%$4,038,723โ†“5%
2022$308,650โ†“15%$200,526โ†“4%$4,246,835โ†“11%
2021$361,060โ†‘58%$209,807โ†‘6%$4,793,971โ†‘22%
2020$228,713โ†‘55%$198,292โ†“27%$3,928,280โ†‘1%
2016$147,818โ†“92%$271,618โ†‘21%$3,883,810โ†“9%
2015$1,801,091โ†‘1%$224,801โ†‘8%$4,253,956
2014$1,789,694โ†‘1048%$208,691โ†‘39%$4,247,297โ†‘13%
2013$155,869โ†‘83%$149,646โ†‘15%$3,752,174โ†‘22%
2012$85,134$130,305$3,075,949

Frequently Asked Questions

What does Waddell Foundation do?โ–ผ

Waddell Foundation is a unclassified nonprofit organization based in Ohio. It is classified under NTEE code Z and is registered as a 501(c) tax-exempt organization with the IRS.

Is Waddell Foundation financially healthy?โ–ผ

Based on our 9-metric Financial Health Score model, Waddell Foundation has a score of 58/100 (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 Waddell Foundation generate?โ–ผ

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

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Waddell Foundation โ€” Marion, OH | GiveScope