TPhilanthropy, Voluntarism & GrantmakingEIN: 311585141· Ruling Year: 1998

Jay & Deanie Stein Foundation Trust

Jacksonville, Florida

BHealth Score
58B

Financial Health Score

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

Above Average

How This Organization Compares

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

Working Capital Ratio (net assets ÷ expenses)

This Org17.19×
Peer Median18.82×
💰
-$13K
Total Revenue
📊
$1.8M
Total Expenses
🏦
$31.3M
Net Assets
📋
$1
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-100.4%
Year-over-year change (2022 → 2023)
Net Margin
+13770.9%
Revenue minus expenses as % of revenue
Working Capital Ratio
17.19
Net assets divided by total expenses
Liabilities-to-Assets
0.0%
Total liabilities as % of total assets

Filing History

9 filings on record
YearRevenueExpensesAssets
2023-$13,317100%$1,820,54929%$31,298,8986%
2022$3,740,083191%$1,413,38417%$33,132,7648%
2021-$4,096,550822%$1,696,47828%$30,806,06516%
2020$567,06072%$1,329,9972%$36,599,0932%
2019$2,008,75790%$1,351,32040%$37,299,6101%
2015$20,396,4181505%$2,249,425322%$36,923,70891%
2014$1,270,9017%$532,53860%$19,353,2494%
2013$1,365,74749%$1,346,7351%$18,614,886
2012$915,404$1,329,613$18,595,874

Frequently Asked Questions

What does Jay & Deanie Stein Foundation Trust do?

Jay & Deanie Stein Foundation Trust is a philanthropy, voluntarism & grantmaking nonprofit organization based in Florida. It is classified under NTEE code T20Z and is registered as a 501(c) tax-exempt organization with the IRS.

Is Jay & Deanie Stein Foundation Trust financially healthy?

Based on our 9-metric Financial Health Score model, Jay & Deanie Stein Foundation Trust has a score of 58/100 (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 Jay & Deanie Stein Foundation Trust generate?

Revenue data for Jay & Deanie Stein Foundation Trust is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.

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