PHuman ServicesEIN: 831575536

Dalio Family Fund INC

Westport, Connecticut

BHealth Score
60B

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 139 peers in Human Services with $100M-$1B revenue

Working Capital Ratio (net assets ÷ expenses)

This Org16.59×
Peer Median0.22×
💰
$69.5M
Total Revenue
📊
$195.3M
Total Expenses
🏦
$3.2B
Net Assets
📋
$21K
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-15.5%
Year-over-year change (2022 → 2023)
Net Margin
-180.9%
Revenue minus expenses as % of revenue
Working Capital Ratio
16.59
Net assets divided by total expenses
Liabilities-to-Assets
0.0%
Total liabilities as % of total assets

Filing History

5 filings on record
YearRevenueExpensesAssets
2023$69,545,10116%$195,331,01968%$3,239,856,1312%
2022$82,333,23639%$116,269,6032%$3,312,837,0435%
2021$134,784,21573%$118,768,846$3,471,122,4431%
2020$504,110,25383%$118,738,174217%$3,501,956,47714%
2019$3,054,970,595$37,498,403$3,059,403,198

Frequently Asked Questions

What does Dalio Family Fund INC do?

Dalio Family Fund INC is a human services nonprofit organization based in Connecticut. It is classified under NTEE code P20 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Dalio Family Fund INC financially healthy?

Based on our 9-metric Financial Health Score model, Dalio Family Fund INC has a score of 60/100 (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 Dalio Family Fund INC generate?

Dalio Family Fund INC reports $806.9M in annual revenue and holds $4.0B in total assets, based on IRS filings.

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