TPhilanthropy, Voluntarism & GrantmakingEIN: 274291720· Ruling Year: 2011

R Halsey & Lisha S Wise Family Foundation Inc

Ponte Vedra, Florida

B+Health Score
67B+

Financial Health Score

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

Good

How This Organization Compares

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

Working Capital Ratio (net assets ÷ expenses)

This Org10.11×
Peer Median18.82×
💰
$596K
Total Revenue
📊
$476K
Total Expenses
🏦
$4.8M
Net Assets
📋
$1
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+19.5%
Year-over-year change (2022 → 2023)
Net Margin
+20.0%
Revenue minus expenses as % of revenue
Working Capital Ratio
10.11
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$595,73420%$476,38261%$4,814,65813%
2022$498,39791%$1,228,054657%$4,244,73330%
2021$261,43936%$162,1413%$6,044,3631%
2020$408,478403%$157,8116%$6,130,28320%
2019$81,18043%$167,27551%$5,122,14772%
2015$143,19043%$338,033114%$2,986,2356%
2014$250,016217%$157,74820%$3,181,2903%
2013$78,939153%$131,84314%$3,089,0222%
2012$31,244114%$153,40739%$3,141,9264%
2011$14,627$250,609$3,264,089

Frequently Asked Questions

What does R Halsey & Lisha S Wise Family Foundation Inc do?

R Halsey & Lisha S Wise Family Foundation Inc 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 R Halsey & Lisha S Wise Family Foundation Inc financially healthy?

Financial health scoring requires Form 990 filing data. Check back as we process more filings for R Halsey & Lisha S Wise Family Foundation Inc.

How much revenue does R Halsey & Lisha S Wise Family Foundation Inc generate?

Revenue data for R Halsey & Lisha S Wise Family Foundation Inc is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.

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