JEmploymentEIN: 391869271· 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

💰
$794K
Total Revenue
📊
$854K
Total Expenses
🏦
$7.0M
Net Assets
📋
$196K
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+94.1%
Year-over-year change (2022 → 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$794,03394%$854,27639%$7,236,7345%
2022$409,02433%$1,400,779253%$6,861,01730%
2021$613,84366%$396,72265%$9,799,6064%
2021$1,798,877434%$1,119,5978%$9,410,32137%
2020$336,83028%$1,036,843111%$6,870,24710%
2019$470,14830%$492,35830%$7,600,004
2018$668,32768%$707,16418%$7,604,57911%
2017$2,106,15282%$598,27217%$6,855,05455%
2016$1,155,06235%$510,84417%$4,432,11511%
2015$856,5244%$435,57711%$3,995,02110%
2014$889,51667%$393,81750%$3,638,26943%
2013$531,96760%$261,93822%$2,537,09523%
2012$333,160$334,758$2,056,184

Frequently Asked Questions

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

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?

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?

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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