J โ€” EmploymentEIN: 391869271ยท Ruling Year: 1997

William J & Barbara A Schmidt Family Foundation Inc

Appleton, Wisconsin

B+Health Score
73B+

Financial Health Score

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

Good

๐Ÿ’ฐ
$794K
Total Revenue
๐Ÿ“Š
$854K
Total Expenses
๐Ÿฆ
$7.0M
Net Assets
๐Ÿ“‹
$196K
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+94.1%
Year-over-year change (2022 โ†’ 2023)
Net Margin
-7.6%
Revenue minus expenses as % of revenue
Working Capital Ratio
8.24
Net assets divided by total expenses
Liabilities-to-Assets
2.7%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$794,033โ†‘94%$854,276โ†“39%$7,236,734โ†‘5%
2022$409,024โ†“33%$1,400,779โ†‘253%$6,861,017โ†“30%
2021$613,843โ†“66%$396,722โ†“65%$9,799,606โ†‘4%
2021$1,798,877โ†‘434%$1,119,597โ†‘8%$9,410,321โ†‘37%
2020$336,830โ†“28%$1,036,843โ†‘111%$6,870,247โ†“10%
2019$470,148โ†“30%$492,358โ†“30%$7,600,004
2018$668,327โ†“68%$707,164โ†‘18%$7,604,579โ†‘11%
2017$2,106,152โ†‘82%$598,272โ†‘17%$6,855,054โ†‘55%
2016$1,155,062โ†‘35%$510,844โ†‘17%$4,432,115โ†‘11%
2015$856,524โ†“4%$435,577โ†‘11%$3,995,021โ†‘10%
2014$889,516โ†‘67%$393,817โ†‘50%$3,638,269โ†‘43%
2013$531,967โ†‘60%$261,938โ†“22%$2,537,095โ†‘23%
2012$333,160$334,758$2,056,184

Frequently Asked Questions

What does William J & Barbara A Schmidt Family Foundation Inc do?โ–ผ

William J & Barbara A Schmidt Family Foundation Inc is a employment nonprofit organization based in Wisconsin. It is classified under NTEE code J00Z and is registered as a 501(c) tax-exempt organization with the IRS.

Is William J & Barbara A Schmidt Family Foundation Inc financially healthy?โ–ผ

Based on our 9-metric Financial Health Score model, William J & Barbara A Schmidt Family Foundation Inc has a score of 73/100 (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 William J & Barbara A Schmidt Family Foundation Inc generate?โ–ผ

William J & Barbara A Schmidt Family Foundation Inc reports $543K in annual revenue and holds $7.0M in total assets, based on IRS filings.

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William J & Barbara A Schmidt Family Foundation Inc โ€” Appleton, WI | GiveScope