ZUnclassifiedEIN: 591778605· Ruling Year: 1978

Dr Herbert And Nicole Wertheim Family Foundation Inc

Miami, Florida

B-Health Score
47B-

Financial Health Score

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

Average

💰
$966K
Total Revenue
📊
$3.0M
Total Expenses
🏦
$8.2M
Net Assets
📋
$34.6M
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-81.6%
Year-over-year change (2022 → 2023)
Net Margin
-208.5%
Revenue minus expenses as % of revenue
Working Capital Ratio
2.76
Net assets divided by total expenses
Liabilities-to-Assets
80.8%
Total liabilities as % of total assets

Filing History

10 filings on record
YearRevenueExpensesAssets
2023$966,28982%$2,981,29581%$42,828,943
2022$5,245,016548%$15,985,772621%$42,831,8988%
2021$808,94197%$2,216,44164%$39,751,435
2020$25,083,3466882%$6,243,312306%$39,758,937166%
2019$359,27391%$1,535,9831615%$14,956,3468%
2015$4,223,4122457%$89,569$13,807,58041%
2014$165,14635%$89,93273%$9,801,0691%
2013$255,65829%$52,12819%$9,671,7454%
2012$198,65219%$43,67173%$10,093,85142%
2011$245,665$159,627$7,105,736

Frequently Asked Questions

What does Dr Herbert And Nicole Wertheim Family Foundation Inc do?

Dr Herbert And Nicole Wertheim Family Foundation Inc is a unclassified nonprofit organization based in Florida. It is classified under NTEE code Z and is registered as a 501(c) tax-exempt organization with the IRS.

Is Dr Herbert And Nicole Wertheim Family Foundation Inc financially healthy?

Based on our 9-metric Financial Health Score model, Dr Herbert And Nicole Wertheim Family Foundation Inc has a score of 47/100 (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 Dr Herbert And Nicole Wertheim Family Foundation Inc generate?

Revenue data for Dr Herbert And Nicole Wertheim Family Foundation Inc is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.

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