ZUnclassifiedEIN: 521270464· Ruling Year: 1982

The Morningstar Philanthropic Foundation

Bethesda, Maryland

B+Health Score
69B+

Financial Health Score

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

Good

💰
$22.4M
Total Revenue
📊
$30.8M
Total Expenses
🏦
$482.2M
Net Assets
📋
$1
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-43.6%
Year-over-year change (2022 → 2023)
Net Margin
-37.7%
Revenue minus expenses as % of revenue
Working Capital Ratio
15.63
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$22,397,14344%$30,844,22916%$482,179,77514%
2022$39,711,625122%$26,647,95813%$422,763,42823%
2021$17,887,74321%$30,625,60450%$552,631,17922%
2020$14,813,08355%$20,379,246218%$454,118,51714%
2019$9,542,21816%$6,407,25751%$398,751,61161%
2015$11,363,67449%$13,095,574152%$247,476,844
2014$22,394,063125%$5,201,44625%$247,605,17714%
2013$9,965,91193%$6,937,50025%$217,666,3142%
2012$147,187,097196%$9,208,02644%$212,892,73874%
2011$49,712,537$6,392,762$122,458,750

Frequently Asked Questions

What does The Morningstar Philanthropic Foundation do?

The Morningstar Philanthropic Foundation is a unclassified nonprofit organization based in Maryland. It is classified under NTEE code Z and is registered as a 501(c) tax-exempt organization with the IRS.

Is The Morningstar Philanthropic Foundation financially healthy?

Based on our 9-metric Financial Health Score model, The Morningstar Philanthropic Foundation has a score of 69/100 (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 The Morningstar Philanthropic Foundation generate?

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

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