Z โ€” UnclassifiedEIN: 431265367ยท Ruling Year: 1982

Shirley & Barnett Helzberg Foundation

Kansas City, Missouri

B-Health Score
50B-

Financial Health Score

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

Average

๐Ÿ’ฐ
$574K
Total Revenue
๐Ÿ“Š
$770K
Total Expenses
๐Ÿฆ
$8.8M
Net Assets
๐Ÿ“‹
$1
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+940.1%
Year-over-year change (2022 โ†’ 2023)
Net Margin
-34.1%
Revenue minus expenses as % of revenue
Working Capital Ratio
11.41
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$574,263โ†‘940%$770,181โ†“31%$8,784,482โ†“2%
2022-$68,353โ†“108%$1,115,725โ†‘43%$8,980,400โ†“12%
2021$817,297โ†‘79%$781,979โ†“9%$10,164,478
2020$457,379โ†‘16%$859,587โ†‘15%$10,129,160โ†“4%
2019$395,299โ†“69%$744,539โ†‘112%$10,531,368โ†“14%
2015$1,267,045โ†‘335%$350,732โ†‘4%$12,305,762โ†‘8%
2014$291,356โ†“68%$336,998โ†‘8%$11,389,449
2013$898,729โ†‘32%$312,948โ†“31%$11,435,091โ†‘5%
2012$683,087โ†‘77%$456,823โ†“14%$10,849,310โ†‘2%
2011$386,738$532,205$10,623,046

Frequently Asked Questions

What does Shirley & Barnett Helzberg Foundation do?โ–ผ

Shirley & Barnett Helzberg Foundation is a unclassified nonprofit organization based in Missouri. It is classified under NTEE code Z and is registered as a 501(c) tax-exempt organization with the IRS.

Is Shirley & Barnett Helzberg Foundation financially healthy?โ–ผ

Based on our 9-metric Financial Health Score model, Shirley & Barnett Helzberg Foundation has a score of 50/100 (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 Shirley & Barnett Helzberg Foundation generate?โ–ผ

Revenue data for Shirley & Barnett Helzberg Foundation is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.

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Shirley & Barnett Helzberg Foundation โ€” Kansas City, MO | GiveScope