TPhilanthropy, Voluntarism & GrantmakingEIN: 300095016· Ruling Year: 2002

The Samuel And Jean Frankel Jewish Heritage Foundation

Troy, Michigan

B+Health Score
71B+

Financial Health Score

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

Good

How This Organization Compares

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

Working Capital Ratio (net assets ÷ expenses)

This Org10.93×
Peer Median18.82×
💰
$29.4M
Total Revenue
📊
$17.6M
Total Expenses
🏦
$192.1M
Net Assets
📋
$494K
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-19.3%
Year-over-year change (2022 → 2023)
Net Margin
+40.3%
Revenue minus expenses as % of revenue
Working Capital Ratio
10.93
Net assets divided by total expenses
Liabilities-to-Assets
0.3%
Total liabilities as % of total assets

Filing History

10 filings on record
YearRevenueExpensesAssets
2023$29,440,83219%$17,567,22546%$192,551,5805%
2022$36,498,41552%$32,608,14427%$183,056,8673%
2021$24,091,324103%$25,764,2819%$178,134,4801%
2020$11,860,03487%$28,318,95119%$179,152,8937%
2019$6,326,95892%$34,830,095299%$192,706,38312%
2015$79,290,086758%$8,724,7447%$172,162,54770%
2014$9,242,303837%$9,429,37015%$101,349,670
2013$985,96282%$11,089,29023%$101,536,7379%
2012$5,545,087389%$14,366,36637%$111,640,0657%
2011-$1,920,295$10,454,084$120,461,344

Frequently Asked Questions

What does The Samuel And Jean Frankel Jewish Heritage Foundation do?

The Samuel And Jean Frankel Jewish Heritage Foundation is a philanthropy, voluntarism & grantmaking nonprofit organization based in Michigan. It is classified under NTEE code T20 and is registered as a 501(c) tax-exempt organization with the IRS.

Is The Samuel And Jean Frankel Jewish Heritage Foundation financially healthy?

Based on our 9-metric Financial Health Score model, The Samuel And Jean Frankel Jewish Heritage Foundation has a score of 71/100 (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 The Samuel And Jean Frankel Jewish Heritage Foundation generate?

Revenue data for The Samuel And Jean Frankel Jewish Heritage Foundation is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.

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