BEducationEIN: 467200163· Ruling Year: 2014

Barrett Family Foundation Tr

Clearwater, Florida

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

How This Organization Compares

Compared to 2 peers in Education with <$100K revenue

Working Capital Ratio (net assets ÷ expenses)

This Org10.86×
Peer Median26.08×
💰
$115K
Total Revenue
📊
$503K
Total Expenses
🏦
$5.5M
Net Assets
📋
$297
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-60.5%
Year-over-year change (2022 → 2023)
Net Margin
-335.8%
Revenue minus expenses as % of revenue
Working Capital Ratio
10.86
Net assets divided by total expenses
Liabilities-to-Assets
0.0%
Total liabilities as % of total assets

Filing History

7 filings on record
YearRevenueExpensesAssets
2023$115,39460%$502,90515%$5,460,21416%
2022$292,0175%$437,47411%$4,710,03921%
2021$307,96171%$492,594194%$5,936,20917%
2020$1,069,129434%$167,41726%$5,092,08736%
2019$200,19273%$224,932401%$3,744,156136%
2014$742,93210%$44,9291504%$1,586,47580%
2013$828,069$2,801$879,244

Frequently Asked Questions

What does Barrett Family Foundation Tr do?

Barrett Family Foundation Tr is a education nonprofit organization based in Florida. It is classified under NTEE code B82 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Barrett Family Foundation Tr financially healthy?

Based on our 9-metric Financial Health Score model, Barrett Family Foundation Tr 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 Barrett Family Foundation Tr generate?

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

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