TPhilanthropy, Voluntarism & GrantmakingEIN: 471790131· Ruling Year: 2014

Shannon M And Joel E Barthelemy Foundation

Paradise Vly, Arizona

B-Health Score
49B-

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

Working Capital Ratio (net assets ÷ expenses)

This Org57.47×
Peer Median18.82×
💰
$1
Total Revenue
📊
$36
Total Expenses
🏦
$2K
Net Assets
📋
$1
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
0.0%
Year-over-year change (2022 → 2023)
Net Margin
-3500.0%
Revenue minus expenses as % of revenue
Working Capital Ratio
57.47
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$1$3694%$2,07038%
2022$1$60080%$1,50029%
2021$1$3,000650%$2,10059%
2020$1$400$5,1007%
2019$1$400$5,500549900%
2015$1$0$1
2014$1$0$1

Frequently Asked Questions

What does Shannon M And Joel E Barthelemy Foundation do?

Shannon M And Joel E Barthelemy Foundation is a philanthropy, voluntarism & grantmaking nonprofit organization based in Arizona. It is classified under NTEE code T22 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Shannon M And Joel E Barthelemy Foundation financially healthy?

Based on our 9-metric Financial Health Score model, Shannon M And Joel E Barthelemy Foundation has a score of 49/100 (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 Shannon M And Joel E Barthelemy Foundation generate?

Revenue data for Shannon M And Joel E Barthelemy Foundation is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.

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