TPhilanthropy, Voluntarism & GrantmakingEIN: 010567810· Ruling Year: 2003

Patricia E Phelan And Joseph W Phelan Family Foundation Inc

Germantown, New York

B-Health Score
47B-

Financial Health Score

8-metric score across financial health, operational efficiency, and resilience. Based on IRS Form 990 filing data.

Average

How This Organization Compares

Compared to 20 peers in Philanthropy, Voluntarism & Grantmaking with <$100K revenue

Working Capital Ratio (net assets ÷ expenses)

This Org6.30×
Peer Median18.82×
💰
$95K
Total Revenue
📊
$415K
Total Expenses
🏦
$2.6M
Net Assets
📋
$1
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-70.0%
Year-over-year change (2022 → 2023)
Net Margin
-334.8%
Revenue minus expenses as % of revenue
Working Capital Ratio
6.30
Net assets divided by total expenses
Liabilities-to-Assets
0.0%
Total liabilities as % of total assets

Filing History

10 filings on record
YearRevenueExpensesAssets
2023$95,39970%$414,82446%$2,613,24311%
2022$317,48460%$284,11832%$2,932,2881%
2021$794,77271%$214,66329%$2,899,22613%
2020$465,23454%$165,87719%$2,562,37012%
2019$1,018,789721%$139,12554%$2,296,26757%
2015$124,09811%$90,52710%$1,464,7955%
2014$111,874$82,38117%$1,391,8486%
2013$111,57434%$70,4366%$1,307,2683%
2012$168,5378%$66,59712%$1,266,1309%
2011$156,412$59,247$1,164,190

Frequently Asked Questions

What does Patricia E Phelan And Joseph W Phelan Family Foundation Inc do?

Patricia E Phelan And Joseph W Phelan Family Foundation Inc is a philanthropy, voluntarism & grantmaking nonprofit organization based in New York. It is classified under NTEE code T22 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Patricia E Phelan And Joseph W Phelan Family Foundation Inc financially healthy?

Financial health scoring requires Form 990 filing data. Check back as we process more filings for Patricia E Phelan And Joseph W Phelan Family Foundation Inc.

How much revenue does Patricia E Phelan And Joseph W Phelan Family Foundation Inc generate?

Revenue data for Patricia E Phelan And Joseph W Phelan Family Foundation Inc is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.

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