TPhilanthropy, Voluntarism & GrantmakingEIN: 351848445· Ruling Year: 1995

Edgar & Lucile Schergens Foundation Inc

Tell City, Indiana

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

How This Organization Compares

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

Working Capital Ratio (net assets ÷ expenses)

This Org22.56×
Peer Median18.82×
💰
$148K
Total Revenue
📊
$299K
Total Expenses
🏦
$6.7M
Net Assets
📋
$1
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-33.6%
Year-over-year change (2022 → 2023)
Net Margin
-102.1%
Revenue minus expenses as % of revenue
Working Capital Ratio
22.56
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$147,88234%$298,82432%$6,742,4352%
2022$222,58271%$437,6763%$6,893,3773%
2021$777,6712%$452,4297%$7,108,4715%
2020$796,62847%$423,6835%$6,783,2296%
2019$543,68820%$445,77616%$6,410,2846%
2015$683,34135%$384,03022%$6,039,7595%
2014$504,36111%$315,9924%$5,740,4483%
2013$567,899107%$329,05112%$5,552,0794%
2012$274,83130%$294,92310%$5,313,231
2011$393,997$329,460$5,333,323

Frequently Asked Questions

What does Edgar & Lucile Schergens Foundation Inc do?

Edgar & Lucile Schergens Foundation Inc is a philanthropy, voluntarism & grantmaking nonprofit organization based in Indiana. It is classified under NTEE code T60Z and is registered as a 501(c) tax-exempt organization with the IRS.

Is Edgar & Lucile Schergens Foundation Inc financially healthy?

Based on our 9-metric Financial Health Score model, Edgar & Lucile Schergens Foundation Inc 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 Edgar & Lucile Schergens Foundation Inc generate?

Revenue data for Edgar & Lucile Schergens Foundation Inc is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.

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