John M Belk Endowment

Charlotte, North Carolina

B-Health Score
54B-

Financial Health Score

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

Average

How This Organization Compares

Compared to 20 peers in Philanthropy, Voluntarism & Grantmaking with <$100K revenue

Working Capital Ratio (net assets ÷ expenses)

This Org15.47×
Peer Median18.82×
💰
$2.6M
Total Revenue
📊
$23.4M
Total Expenses
🏦
$362.4M
Net Assets
📋
$14K
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-77.5%
Year-over-year change (2022 → 2023)
Net Margin
-818.4%
Revenue minus expenses as % of revenue
Working Capital Ratio
15.47
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$2,550,43278%$23,424,1766%$362,403,4735%
2022$11,349,97385%$25,024,8436%$383,291,2333%
2021$76,034,654284%$23,620,65114%$396,941,76115%
2020$19,824,99139%$20,697,1184%$344,527,989
2019$32,362,35369%$21,582,06944%$345,408,40611%
2015$104,981,363226%$38,648,881180%$311,469,14530%
2014$32,207,22323%$13,787,418187%$240,415,01810%
2013$26,266,90289%$4,810,75795%$218,031,22311%
2012$244,123,4657681%$2,465,18577%$195,851,3102587%
2011$3,137,276$1,392,019$7,289,869

Frequently Asked Questions

What does John M Belk Endowment do?

John M Belk Endowment is a philanthropy, voluntarism & grantmaking nonprofit organization based in North Carolina. It is classified under NTEE code T22Z and is registered as a 501(c) tax-exempt organization with the IRS.

Is John M Belk Endowment financially healthy?

Based on our 9-metric Financial Health Score model, John M Belk Endowment has a score of 54/100 (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 M Belk Endowment generate?

Revenue data for John M Belk Endowment is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.

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