TPhilanthropy, Voluntarism & GrantmakingEIN: 522256192· Ruling Year: 2002

John Marie And Joseph Whalen Foundation Inc

Troy, New York

BHealth Score
60B

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 Org13.65×
Peer Median18.82×
💰
$519K
Total Revenue
📊
$419K
Total Expenses
🏦
$5.7M
Net Assets
📋
$1
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+876.2%
Year-over-year change (2023 → 2024)
Net Margin
+19.4%
Revenue minus expenses as % of revenue
Working Capital Ratio
13.65
Net assets divided by total expenses
Liabilities-to-Assets
0.0%
Total liabilities as % of total assets

Filing History

10 filings on record
YearRevenueExpensesAssets
2024$519,233876%$418,64310%$5,713,7432%
2023$53,18891%$379,5853%$5,613,1536%
2022$594,92828%$369,46710%$5,940,0754%
2021$829,156144%$411,61518%$5,714,0898%
2020$340,37727%$349,27583%$5,296,5486%
2016$267,22439%$190,3978%$4,987,1232%
2015$434,95229%$206,65346%$4,910,2965%
2014$615,1587%$384,92654%$4,681,9975%
2013$660,9748%$249,56748%$4,451,76510%
2012$717,627$476,252$4,040,358

Frequently Asked Questions

What does John Marie And Joseph Whalen Foundation Inc do?

John Marie And Joseph Whalen Foundation Inc is a philanthropy, voluntarism & grantmaking nonprofit organization based in New York. It is classified under NTEE code T20 and is registered as a 501(c) tax-exempt organization with the IRS.

Is John Marie And Joseph Whalen Foundation Inc financially healthy?

Based on our 9-metric Financial Health Score model, John Marie And Joseph Whalen Foundation Inc has a score of 60/100 (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 John Marie And Joseph Whalen Foundation Inc generate?

Revenue data for John Marie And Joseph Whalen Foundation Inc is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.

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