TPhilanthropy, Voluntarism & GrantmakingEIN: 263509217· Ruling Year: 2009

J Addison Bartush And Marion M Bartush Family Foundation

Southport, Connecticut

B-Health Score
50B-

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 Org13.58×
Peer Median18.82×
💰
$397K
Total Revenue
📊
$527K
Total Expenses
🏦
$7.2M
Net Assets
📋
$1
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-23.0%
Year-over-year change (2022 → 2023)
Net Margin
-32.9%
Revenue minus expenses as % of revenue
Working Capital Ratio
13.58
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$396,79023%$527,1967%$7,158,4883%
2022$515,09644%$565,06923%$7,350,2091%
2021$917,386365%$459,2636%$7,400,1827%
2020$197,21958%$487,5172%$6,942,0593%
2019$474,07489%$478,469265%$7,128,358
2015$4,172,5672852%$131,21234%$7,139,325128%
2014$141,34241%$199,08016%$3,131,1102%
2013$240,44639%$171,977137%$3,180,5695%
2012$173,43094%$72,529132%$3,023,7913%
2011$2,890,446$31,265$2,922,890

Frequently Asked Questions

What does J Addison Bartush And Marion M Bartush Family Foundation do?

J Addison Bartush And Marion M Bartush Family Foundation is a philanthropy, voluntarism & grantmaking nonprofit organization based in Connecticut. It is classified under NTEE code T22 and is registered as a 501(c) tax-exempt organization with the IRS.

Is J Addison Bartush And Marion M Bartush Family Foundation financially healthy?

Based on our 9-metric Financial Health Score model, J Addison Bartush And Marion M Bartush Family Foundation has a score of 50/100 (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 J Addison Bartush And Marion M Bartush Family Foundation generate?

Revenue data for J Addison Bartush And Marion M Bartush Family Foundation is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.

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