TPhilanthropy, Voluntarism & GrantmakingEIN: 562225556· Ruling Year: 2002

Samuel L Phillips Family Foundation

Spruce Pine, North Carolina

B-Health Score
46B-

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 Org12.15×
Peer Median18.82×
💰
$313K
Total Revenue
📊
$836K
Total Expenses
🏦
$10.2M
Net Assets
📋
$1
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-54.3%
Year-over-year change (2021 → 2022)
Net Margin
-167.2%
Revenue minus expenses as % of revenue
Working Capital Ratio
12.15
Net assets divided by total expenses
Liabilities-to-Assets
0.0%
Total liabilities as % of total assets

Filing History

9 filings on record
YearRevenueExpensesAssets
2022$312,76754%$835,68211%$10,153,1815%
2021$685,09023%$752,4618%$10,675,775
2020$555,6937%$820,46111%$10,712,6512%
2019$520,46231%$737,3232%$10,952,28711%
2015$398,44565%$721,96916%$12,251,3402%
2014$1,133,84014%$855,74417%$12,543,3312%
2013$991,625212%$730,7575%$12,298,3512%
2012$317,54263%$765,58710%$12,069,6524%
2011$848,184$850,649$12,532,370

Frequently Asked Questions

What does Samuel L Phillips Family Foundation do?

Samuel L Phillips Family Foundation is a philanthropy, voluntarism & grantmaking nonprofit organization based in North Carolina. It is classified under NTEE code T22 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Samuel L Phillips Family Foundation financially healthy?

Based on our 9-metric Financial Health Score model, Samuel L Phillips Family Foundation has a score of 46/100 (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 Samuel L Phillips Family Foundation generate?

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

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Samuel L Phillips Family Foundation — Spruce Pine, NC | GiveScope