TPhilanthropy, Voluntarism & GrantmakingEIN: 203073117· Ruling Year: 2005

The Bill & Ann Templeton Foundation Inc

Sarasota, Florida

B-Health Score
54B-

Financial Health Score

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

Average

How This Organization Compares

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

Working Capital Ratio (net assets ÷ expenses)

This Org19.34×
Peer Median18.82×
💰
$2.4M
Total Revenue
📊
$2.6M
Total Expenses
🏦
$49.8M
Net Assets
📋
$3K
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+16.3%
Year-over-year change (2022 → 2023)
Net Margin
-6.4%
Revenue minus expenses as % of revenue
Working Capital Ratio
19.34
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$2,421,24416%$2,575,5225%$49,808,109
2022$2,082,30425%$2,455,20547%$49,578,0999%
2021$2,787,11673%$4,592,727127%$45,574,651
2020$10,380,936118%$2,024,3131%$45,520,21321%
2019$4,770,881241%$2,039,855149%$37,535,89520%
2015$1,397,99695%$819,499208%$31,246,0832%
2014$28,746,9592663%$266,17347%$30,697,0561794%
2013$1,040,2423%$181,47559%$1,620,670113%
2012$1,011,546529%$446,042358%$761,903286%
2011$160,740$97,355$197,136

Frequently Asked Questions

What does The Bill & Ann Templeton Foundation Inc do?

The Bill & Ann Templeton Foundation Inc is a philanthropy, voluntarism & grantmaking nonprofit organization based in Florida. It is classified under NTEE code T22 and is registered as a 501(c) tax-exempt organization with the IRS.

Is The Bill & Ann Templeton Foundation Inc financially healthy?

Based on our 9-metric Financial Health Score model, The Bill & Ann Templeton Foundation Inc has a score of 54/100 (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 The Bill & Ann Templeton Foundation Inc generate?

Revenue data for The Bill & Ann Templeton Foundation Inc is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.

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