Z โ€” UnclassifiedEIN: 223088264ยท Ruling Year: 1985

Bernard E & Edith B Waterman Charitable Foundation

Fort Myers, Florida

B+Health Score
69B+

Financial Health Score

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

Good

๐Ÿ’ฐ
$1.1M
Total Revenue
๐Ÿ“Š
$1.4M
Total Expenses
๐Ÿฆ
$27.7M
Net Assets
๐Ÿ“‹
$68K
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+111.1%
Year-over-year change (2023 โ†’ 2024)
Net Margin
-25.8%
Revenue minus expenses as % of revenue
Working Capital Ratio
19.69
Net assets divided by total expenses
Liabilities-to-Assets
0.2%
Total liabilities as % of total assets

Filing History

11 filings on record
YearRevenueExpensesAssets
2024$1,120,233โ†‘111%$1,409,508โ†“10%$27,817,527โ†“1%
2023$530,733โ†‘208%$1,570,067โ†“1%$28,173,488โ†“3%
2022$172,392โ†“52%$1,580,896โ†‘6358%$29,120,484โ†“5%
2021$361,491โ†“63%$24,478โ†‘39%$30,531,235โ†‘1%
2020$986,667โ†‘5%$17,656โ†‘107%$30,268,342โ†‘3%
2019$941,293โ†“56%$8,547$29,298,690โ†‘53%
2016$2,153,906โ†“66%$8,565โ†“100%$19,153,049โ†‘12%
2015$6,270,170โ†“49%$12,214,793โ†‘282781%$17,027,832โ†“26%
2014$12,316,750โ†‘468%$4,318โ†“96%$22,978,180โ†‘118%
2013$2,166,683โ†“22%$113,389โ†“6%$10,525,016โ†‘25%
2012$2,795,543$120,595$8,439,200

Frequently Asked Questions

What does Bernard E & Edith B Waterman Charitable Foundation do?โ–ผ

Bernard E & Edith B Waterman Charitable Foundation is a unclassified nonprofit organization based in Florida. It is classified under NTEE code Z and is registered as a 501(c) tax-exempt organization with the IRS.

Is Bernard E & Edith B Waterman Charitable Foundation financially healthy?โ–ผ

Based on our 9-metric Financial Health Score model, Bernard E & Edith B Waterman Charitable Foundation has a score of 69/100 (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 Bernard E & Edith B Waterman Charitable Foundation generate?โ–ผ

Revenue data for Bernard E & Edith B Waterman Charitable Foundation is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.

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Bernard E & Edith B Waterman Charitable Foundation โ€” Fort Myers, FL | GiveScope