Fidelity Stewards Fund
Portage, Michigan
Financial Health Score
9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.
Very Good
How This Organization Compares
Compared to 20 peers in Philanthropy, Voluntarism & Grantmaking with <$100K revenue
Working Capital Ratio (net assets ÷ expenses)
Financial Trends
5-Year Trend Analysis
Financial Health Indicators
Filing History
6 filings on record| Year | Revenue | Expenses | Assets | |
|---|---|---|---|---|
| 2023 | $2,331,703↑99% | $573,726↑28% | $13,431,536↑39% | |
| 2022 | $1,171,518↓42% | $447,581↑25273% | $9,652,770↓14% | — |
| 2021 | $2,032,268↑13% | $1,764↓100% | $11,247,986↑35% | — |
| 2020 | $1,793,834↑27% | $380,629↑43% | $8,355,930↑47% | — |
| 2019 | $1,417,509↑118% | $265,862↑718% | $5,678,975↑820% | — |
| 2015 | $650,000 | $32,500 | $617,527 | — |
Frequently Asked Questions
What does Fidelity Stewards Fund do?▼
Fidelity Stewards Fund is a philanthropy, voluntarism & grantmaking nonprofit organization based in Michigan. It is classified under NTEE code T20 and is registered as a 501(c) tax-exempt organization with the IRS.
Is Fidelity Stewards Fund financially healthy?▼
Based on our 9-metric Financial Health Score model, Fidelity Stewards Fund has a score of 75/100 (Grade: A-). 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 Fidelity Stewards Fund generate?▼
Revenue data for Fidelity Stewards Fund is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.
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