T — Philanthropy, Voluntarism & GrantmakingEIN: 650501660· Ruling Year: 1996

Bernard A Egan Foundation Inc

Fort Pierce, Florida

B-Health Score
50B-

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 Org13.62×
Peer Median18.82×
💰
$4.5M
Total Revenue
📊
$8.1M
Total Expenses
🏦
$110.6M
Net Assets
📋
$924K
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-44.6%
Year-over-year change (2022 → 2023)
Net Margin
-79.0%
Revenue minus expenses as % of revenue
Working Capital Ratio
13.62
Net assets divided by total expenses
Liabilities-to-Assets
0.8%
Total liabilities as % of total assets

Filing History

10 filings on record
YearRevenueExpensesAssets
2023$4,537,933↓45%$8,124,831$111,559,435↓3%
2022$8,190,041↑17%$8,116,302↑11%$114,916,843↑1%
2021$6,972,646↑143%$7,298,494↓3%$114,070,751↓2%
2020$2,867,963↓24%$7,494,652↓3%$116,768,365↓1%
2019$3,798,590↓82%$7,759,771↑134%$118,276,660↑49%
2015$20,548,722↑30%$3,318,394↑25%$79,168,462↑28%
2014$15,806,863↑75%$2,656,119↑46%$61,938,134↑27%
2013$9,054,088↓69%$1,817,427↑140%$48,787,390↑17%
2012$29,240,973↑629%$756,224↑105%$41,550,729↑218%
2011$4,012,952$369,453$13,065,980

Frequently Asked Questions

What does Bernard A Egan Foundation Inc do?▼

Bernard A Egan Foundation Inc is a philanthropy, voluntarism & grantmaking nonprofit organization based in Florida. It is classified under NTEE code T22Z and is registered as a 501(c) tax-exempt organization with the IRS.

Is Bernard A Egan Foundation Inc financially healthy?▼

Based on our 9-metric Financial Health Score model, Bernard A Egan Foundation Inc has a score of 50/100 (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 Bernard A Egan Foundation Inc generate?▼

Revenue data for Bernard A Egan Foundation Inc is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.

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