TPhilanthropy, Voluntarism & GrantmakingEIN: 061626691· Ruling Year: 2019

Jean And David W Wallace Foundation Inc

New Canaan, Connecticut

BHealth Score
58B

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 Org5.50×
Peer Median18.82×
💰
$3.7M
Total Revenue
📊
$6.9M
Total Expenses
🏦
$37.9M
Net Assets
📋
$1
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+22.0%
Year-over-year change (2022 → 2023)
Net Margin
-85.7%
Revenue minus expenses as % of revenue
Working Capital Ratio
5.50
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$3,710,24722%$6,888,09429%$37,856,6338%
2022$3,041,55051%$5,321,69712%$41,034,4805%
2021$6,178,65365%$6,017,56412%$43,314,651
2020$17,830,459449%$5,381,243147%$43,153,53841%
2019$3,250,733$2,182,103$30,704,322

Frequently Asked Questions

What does Jean And David W Wallace Foundation Inc do?

Jean And David W Wallace Foundation Inc is a philanthropy, voluntarism & grantmaking nonprofit organization based in Connecticut. It is classified under NTEE code T20 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Jean And David W Wallace Foundation Inc financially healthy?

Based on our 9-metric Financial Health Score model, Jean And David W Wallace Foundation Inc 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 Jean And David W Wallace Foundation Inc generate?

Revenue data for Jean And David W Wallace Foundation Inc is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.

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Jean And David W Wallace Foundation Inc — New Canaan, CT | GiveScope