ZUnclassifiedEIN: 237063497· Ruling Year: 1946

Financial Education & Research Foundation Inc

Morristown, New Jersey

B-Health Score
53B-

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 22 peers in Unclassified with $1M-$10M revenue

Working Capital Ratio (net assets ÷ expenses)

This Org0.98×
Peer Median15.40×
💰
$3.5M
Total Revenue
📊
$3.8M
Total Expenses
🏦
$3.8M
Net Assets
📋
$821K
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+8.2%
Year-over-year change (2023 → 2024)
Net Margin
-9.1%
Revenue minus expenses as % of revenue
Working Capital Ratio
0.98
Net assets divided by total expenses
Liabilities-to-Assets
17.9%
Total liabilities as % of total assets

Filing History

14 filings on record
YearRevenueExpensesAssets
2024$3,515,6628%$3,836,39115%$4,597,5232%
2023$3,249,55218%$3,349,94815%$4,697,7551%
2022$3,972,10222%$2,909,11810%$4,733,27515%
2021$3,255,64526%$2,645,1508%$4,100,22818%
2020$2,581,92924%$2,871,04916%$3,463,41120%
2019$3,387,940367%$3,407,310372%$2,895,39532%
2018$724,78525%$722,34812%$2,190,9488%
2017$961,6191%$819,98410%$2,020,6537%
2016$949,0917%$907,50115%$1,886,9651%
2015$1,021,1138%$1,066,2506%$1,863,10312%
2014$1,113,08924%$1,128,7059%$2,122,90714%
2013$898,2919%$1,031,66819%$1,859,2092%
2012$986,8313%$870,1636%$1,897,1001%
2011$1,014,265$928,943$1,880,348

Frequently Asked Questions

What does Financial Education & Research Foundation Inc do?

Financial Education & Research Foundation Inc is a unclassified nonprofit organization based in New Jersey. It is classified under NTEE code Z and is registered as a 501(c) tax-exempt organization with the IRS.

Is Financial Education & Research Foundation Inc financially healthy?

Based on our 9-metric Financial Health Score model, Financial Education & Research Foundation Inc has a score of 53/100 (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 Financial Education & Research Foundation Inc generate?

Financial Education & Research Foundation Inc reports $3.6M in annual revenue and holds $4.8M in total assets, based on IRS filings.

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