Ann Dilley White and Julie Steinle Hotz Foundation INC

Charleston, West Virginia

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 Org46.81×
Peer Median18.82×
💰
$3.6M
Total Revenue
📊
$696K
Total Expenses
🏦
$32.6M
Net Assets
📋
$1
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-78.2%
Year-over-year change (2022 → 2023)
Net Margin
+80.9%
Revenue minus expenses as % of revenue
Working Capital Ratio
46.81
Net assets divided by total expenses
Liabilities-to-Assets
0.0%
Total liabilities as % of total assets

Filing History

4 filings on record
YearRevenueExpensesAssets
2023$3,643,04378%$696,46595%$32,599,29010%
2022$16,691,75962%$357,798911%$29,652,712123%
2021$10,318,693240%$35,380$13,318,751339%
2020$3,035,438$0$3,035,438

Frequently Asked Questions

What does Ann Dilley White and Julie Steinle Hotz Foundation INC do?

Ann Dilley White and Julie Steinle Hotz Foundation INC is a philanthropy, voluntarism & grantmaking nonprofit organization based in West Virginia. It is classified under NTEE code T50 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Ann Dilley White and Julie Steinle Hotz Foundation INC financially healthy?

Based on our 9-metric Financial Health Score model, Ann Dilley White and Julie Steinle Hotz 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 Ann Dilley White and Julie Steinle Hotz Foundation INC generate?

Revenue data for Ann Dilley White and Julie Steinle Hotz Foundation INC is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.

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