TPhilanthropy, Voluntarism & GrantmakingEIN: 271169789· Ruling Year: 2010

William D And Agnes H Helmuth Private Foundation

Winter Haven, Florida

CHealth Score
42C

Financial Health Score

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

Below Average

How This Organization Compares

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

Working Capital Ratio (net assets ÷ expenses)

This Org9.95×
Peer Median18.82×
💰
$65K
Total Revenue
📊
$80K
Total Expenses
🏦
$791K
Net Assets
📋
$1
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+45.5%
Year-over-year change (2022 → 2023)
Net Margin
-23.2%
Revenue minus expenses as % of revenue
Working Capital Ratio
9.95
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$64,58645%$79,5438%$791,3852%
2022$44,40211%$86,4355%$808,0995%
2021$49,94452%$82,68311%$850,2604%
2020$32,83333%$74,7809%$882,9725%
2019$49,26427%$82,4457%$924,87910%
2015$38,74883%$88,56232%$1,030,2055%
2014$228,0691101%$66,85231%$1,080,01918%
2013$18,98764%$50,970186%$918,8023%
2012$53,41178%$17,83431%$950,7854%
2011$244,922$13,575$915,208

Frequently Asked Questions

What does William D And Agnes H Helmuth Private Foundation do?

William D And Agnes H Helmuth Private Foundation is a philanthropy, voluntarism & grantmaking nonprofit organization based in Florida. It is classified under NTEE code T20 and is registered as a 501(c) tax-exempt organization with the IRS.

Is William D And Agnes H Helmuth Private Foundation financially healthy?

Financial health scoring requires Form 990 filing data. Check back as we process more filings for William D And Agnes H Helmuth Private Foundation.

How much revenue does William D And Agnes H Helmuth Private Foundation generate?

Revenue data for William D And Agnes H Helmuth Private Foundation is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.

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