TPhilanthropy, Voluntarism & GrantmakingEIN: 472579153· Ruling Year: 2015

Charles Stein Family Foundation Inc

Lk Worth Bch, Florida

BHealth Score
63B

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 Org11.19×
Peer Median18.82×
💰
$448K
Total Revenue
📊
$236K
Total Expenses
🏦
$2.6M
Net Assets
📋
$1
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-24.9%
Year-over-year change (2022 → 2023)
Net Margin
+47.2%
Revenue minus expenses as % of revenue
Working Capital Ratio
11.19
Net assets divided by total expenses
Liabilities-to-Assets
0.0%
Total liabilities as % of total assets

Filing History

7 filings on record
YearRevenueExpensesAssets
2023$447,50025%$236,11418%$2,641,6509%
2022$596,1221%$288,17626%$2,433,07415%
2021$589,34727%$387,779171%$2,124,53210%
2020$465,815220%$142,886$1,923,00920%
2019$145,74010172%$143,583104%$1,597,82112%
2015-$1,447100%$70,548$1,428,0055%
2014$1,500,000$0$1,500,000

Frequently Asked Questions

What does Charles Stein Family Foundation Inc do?

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

Is Charles Stein Family Foundation Inc financially healthy?

Based on our 9-metric Financial Health Score model, Charles Stein Family Foundation Inc has a score of 63/100 (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 Charles Stein Family Foundation Inc generate?

Revenue data for Charles Stein Family Foundation Inc is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.

Similar Organizations

Explore more organizations in the Philanthropy, Voluntarism & Grantmaking category, or browse all nonprofits in Florida.