TPhilanthropy, Voluntarism & GrantmakingEIN: 851227279· Ruling Year: 2020

Wharton-smith Foundation Inc

Sanford, Florida

BHealth Score
63B

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)

This Org13.48×
Peer Median18.82×
💰
$237K
Total Revenue
📊
$156K
Total Expenses
🏦
$2.1M
Net Assets
📋
$1
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-86.3%
Year-over-year change (2021 → 2022)
Net Margin
+34.3%
Revenue minus expenses as % of revenue
Working Capital Ratio
13.48
Net assets divided by total expenses
Liabilities-to-Assets
0.0%
Total liabilities as % of total assets

Filing History

3 filings on record
YearRevenueExpensesAssets
2022$236,57186%$155,5073%$2,096,4318%
2021$1,724,224348%$160,494218%$1,938,691479%
2020$385,111$50,415$334,696

Frequently Asked Questions

What does Wharton-smith Foundation Inc do?

Wharton-smith Foundation Inc is a philanthropy, voluntarism & grantmaking nonprofit organization based in Florida. It is classified under NTEE code T20 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Wharton-smith Foundation Inc financially healthy?

Based on our 9-metric Financial Health Score model, Wharton-smith Foundation Inc has a score of 63/100 (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 Wharton-smith Foundation Inc generate?

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

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Wharton-smith Foundation Inc — Sanford, FL | GiveScope