Carol B Phelon Foundation
Fort Myers, Florida
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)
Financial Trends
5-Year Trend Analysis
Financial Health Indicators
Filing History
5 filings on record| Year | Revenue | Expenses | Assets | |
|---|---|---|---|---|
| 2023 | $444,641↑20% | $1,245,891↓18% | $16,996,352↓4% | |
| 2022 | $371,999↓78% | $1,528,282↑33% | $17,794,270↓6% | — |
| 2021 | $1,692,775↑14% | $1,146,414↑4% | $18,925,373↑3% | — |
| 2020 | $1,484,165↓33% | $1,099,625↑211% | $18,404,045↑2% | — |
| 2019 | $2,218,928 | $353,926 | $18,023,477 | — |
Frequently Asked Questions
What does Carol B Phelon Foundation do?▼
Carol B Phelon Foundation is a philanthropy, voluntarism & grantmaking nonprofit organization based in Florida. It is classified under NTEE code T11 and is registered as a 501(c) tax-exempt organization with the IRS.
Is Carol B Phelon Foundation financially healthy?▼
Based on our 9-metric Financial Health Score model, Carol B Phelon Foundation has a score of 58/100 (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 Carol B Phelon Foundation generate?▼
Revenue data for Carol B Phelon Foundation is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.
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