TPhilanthropy, Voluntarism & GrantmakingEIN: 461579312· Ruling Year: 2013

John And Amy Phelan Family Foundation

Palm Beach, Florida

BHealth Score
63B

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 Org21.85×
Peer Median18.82×
💰
$6.0M
Total Revenue
📊
$2.5M
Total Expenses
🏦
$55.5M
Net Assets
📋
$389K
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-46.2%
Year-over-year change (2022 → 2023)
Net Margin
+57.4%
Revenue minus expenses as % of revenue
Working Capital Ratio
21.85
Net assets divided by total expenses
Liabilities-to-Assets
0.7%
Total liabilities as % of total assets

Filing History

9 filings on record
YearRevenueExpensesAssets
2023$5,960,77946%$2,538,14415%$55,851,0451%
2022$11,083,78749%$2,994,393322%$56,441,7876%
2021$7,414,6427%$709,47759%$53,470,44516%
2020$6,948,369301%$1,750,19441%$46,123,88513%
2019$1,734,35979%$2,966,97831%$40,926,47338%
2015$8,278,24534%$2,263,475138%$29,627,93425%
2014$6,173,807155%$951,6823529%$23,613,16428%
2013$2,417,26385%$26,224$18,391,03915%
2012$16,000,000$0$16,000,000

Frequently Asked Questions

What does John And Amy Phelan Family Foundation do?

John And Amy Phelan Family Foundation is a philanthropy, voluntarism & grantmaking nonprofit organization based in Florida. It is classified under NTEE code T22 and is registered as a 501(c) tax-exempt organization with the IRS.

Is John And Amy Phelan Family Foundation financially healthy?

Based on our 9-metric Financial Health Score model, John And Amy Phelan Family Foundation has a score of 63/100 (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 John And Amy Phelan Family Foundation generate?

Revenue data for John And Amy Phelan Family Foundation is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.

Similar Organizations

Explore more organizations in the Philanthropy, Voluntarism & Grantmaking category, or browse all nonprofits in Florida.

John And Amy Phelan Family Foundation — Palm Beach, FL | GiveScope