Dalio Foundation INC

Westport, Connecticut

BHealth Score
62B

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 Org52.60×
Peer Median18.82×
💰
-$10.4M
Total Revenue
📊
$29.3M
Total Expenses
🏦
$1.5B
Net Assets
📋
$68K
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-107.9%
Year-over-year change (2022 → 2023)
Net Margin
+382.1%
Revenue minus expenses as % of revenue
Working Capital Ratio
52.60
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-$10,389,717108%$29,307,96753%$1,541,767,0862%
2022$131,303,91581%$19,149,78013%$1,512,314,5192%
2021$687,569,757462%$16,899,42656%$1,484,061,97885%
2020$122,254,499917%$38,321,91938%$804,361,1458%
2019$12,016,83380%$62,127,39316%$742,528,149
2015$60,401,0448%$73,533,56340%$745,734,6267%
2014$65,762,51283%$123,063,12311%$805,088,3244%
2013$398,007,43547%$111,002,546261%$842,052,65243%
2012$270,176,986144%$30,725,27031%$590,509,72883%
2011$110,582,543$44,741,017$322,846,770

Frequently Asked Questions

What does Dalio Foundation INC do?

Dalio Foundation INC is a philanthropy, voluntarism & grantmaking nonprofit organization based in Connecticut. It is classified under NTEE code T22 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Dalio Foundation INC financially healthy?

Based on our 9-metric Financial Health Score model, Dalio Foundation INC has a score of 62/100 (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 Dalio Foundation INC generate?

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

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