J — EmploymentEIN: 391869271· Ruling Year: 1997

William J & Barbara A Schmidt Family Foundation Inc

Appleton, Wisconsin

B+Health Score
73B+

Financial Health Score

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

Good

💰
$794K
Total Revenue
📊
$854K
Total Expenses
🏦
$7.0M
Net Assets
📋
$196K
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+94.1%
Year-over-year change (2022 → 2023)
Net Margin
-7.6%
Revenue minus expenses as % of revenue
Working Capital Ratio
8.24
Net assets divided by total expenses
Liabilities-to-Assets
2.7%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$794,033↑94%$854,276↓39%$7,236,734↑5%
2022$409,024↓33%$1,400,779↑253%$6,861,017↓30%
2021$613,843↓66%$396,722↓65%$9,799,606↑4%
2021$1,798,877↑434%$1,119,597↑8%$9,410,321↑37%
2020$336,830↓28%$1,036,843↑111%$6,870,247↓10%
2019$470,148↓30%$492,358↓30%$7,600,004
2018$668,327↓68%$707,164↑18%$7,604,579↑11%
2017$2,106,152↑82%$598,272↑17%$6,855,054↑55%
2016$1,155,062↑35%$510,844↑17%$4,432,115↑11%
2015$856,524↓4%$435,577↑11%$3,995,021↑10%
2014$889,516↑67%$393,817↑50%$3,638,269↑43%
2013$531,967↑60%$261,938↓22%$2,537,095↑23%
2012$333,160$334,758$2,056,184

Frequently Asked Questions

What does William J & Barbara A Schmidt Family Foundation Inc do?▼

William J & Barbara A Schmidt Family Foundation Inc is a employment nonprofit organization based in Wisconsin. It is classified under NTEE code J00Z and is registered as a 501(c) tax-exempt organization with the IRS.

Is William J & Barbara A Schmidt Family Foundation Inc financially healthy?▼

Based on our 9-metric Financial Health Score model, William J & Barbara A Schmidt Family Foundation Inc has a score of 73/100 (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 William J & Barbara A Schmidt Family Foundation Inc generate?▼

William J & Barbara A Schmidt Family Foundation Inc reports $543K in annual revenue and holds $7.0M in total assets, based on IRS filings.

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