TPhilanthropy, Voluntarism & GrantmakingEIN: 814589026· Ruling Year: 2017

Frank W Yates Jr Family Foundation

Santa Fe, New Mexico

B+Health Score
65B+

Financial Health Score

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

Good

How This Organization Compares

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

Working Capital Ratio (net assets ÷ expenses)

This Org19.84×
Peer Median18.82×
💰
$199K
Total Revenue
📊
$279K
Total Expenses
🏦
$5.5M
Net Assets
📋
$1
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-45.0%
Year-over-year change (2022 → 2023)
Net Margin
-40.0%
Revenue minus expenses as % of revenue
Working Capital Ratio
19.84
Net assets divided by total expenses
Liabilities-to-Assets
0.0%
Total liabilities as % of total assets

Filing History

5 filings on record
YearRevenueExpensesAssets
2023$198,90445%$278,50529%$5,525,7666%
2022$361,745449%$394,855216%$5,870,26035%
2021$65,92268%$125,03138%$4,357,46366%
2020$205,177177%$202,13633%$2,632,39036%
2019$73,977$303,789$4,122,615

Frequently Asked Questions

What does Frank W Yates Jr Family Foundation do?

Frank W Yates Jr Family Foundation is a philanthropy, voluntarism & grantmaking nonprofit organization based in New Mexico. It is classified under NTEE code T20 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Frank W Yates Jr Family Foundation financially healthy?

Based on our 9-metric Financial Health Score model, Frank W Yates Jr Family Foundation has a score of 65/100 (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 Frank W Yates Jr Family Foundation generate?

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

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