TPhilanthropy, Voluntarism & GrantmakingEIN: 364110761· Ruling Year: 1998

Fred & Jean Allegretti Foundation Inc

Fort Myers, Florida

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 Org13.33×
Peer Median18.82×
💰
-$430K
Total Revenue
📊
$1.1M
Total Expenses
🏦
$15.3M
Net Assets
📋
$1
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-145.7%
Year-over-year change (2022 → 2023)
Net Margin
+366.2%
Revenue minus expenses as % of revenue
Working Capital Ratio
13.33
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-$430,396146%$1,145,60718%$15,267,4809%
2022$941,69123%$1,403,9037%$16,843,4833%
2021$1,227,5221073%$1,308,4101%$17,305,695
2020-$126,171161%$1,293,703$17,386,5838%
2019$206,96774%$1,292,12514%$18,806,4573%
2015$787,40142%$1,128,82912%$19,291,1272%
2014$1,356,52765%$1,286,40739%$19,632,555
2013$3,905,39540%$926,26418%$19,581,37418%
2012$6,477,438316%$785,5237%$16,627,84652%
2011$1,557,476$732,321$10,940,386

Frequently Asked Questions

What does Fred & Jean Allegretti Foundation Inc do?

Fred & Jean Allegretti Foundation Inc is a philanthropy, voluntarism & grantmaking nonprofit organization based in Florida. It is classified under NTEE code T99Z and is registered as a 501(c) tax-exempt organization with the IRS.

Is Fred & Jean Allegretti Foundation Inc financially healthy?

Based on our 9-metric Financial Health Score model, Fred & Jean Allegretti Foundation Inc 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 Fred & Jean Allegretti Foundation Inc generate?

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

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