TPhilanthropy, Voluntarism & GrantmakingEIN: 842579330· Ruling Year: 2020

Frederick S Upton Foundation

St Joseph, Michigan

BHealth Score
60B

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 Org12.90×
Peer Median18.82×
💰
$2.8M
Total Revenue
📊
$2.3M
Total Expenses
🏦
$29.4M
Net Assets
📋
$1
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+135.0%
Year-over-year change (2022 → 2023)
Net Margin
+18.8%
Revenue minus expenses as % of revenue
Working Capital Ratio
12.90
Net assets divided by total expenses
Liabilities-to-Assets
0.0%
Total liabilities as % of total assets

Filing History

4 filings on record
YearRevenueExpensesAssets
2023$2,811,328135%$2,281,52323%$29,440,9352%
2022$1,196,16062%$2,953,04156%$28,911,1303%
2021$3,122,63847%$1,889,2373%$29,696,2774%
2020$2,121,039$1,840,538$28,462,876

Frequently Asked Questions

What does Frederick S Upton Foundation do?

Frederick S Upton Foundation is a philanthropy, voluntarism & grantmaking nonprofit organization based in Michigan. It is classified under NTEE code T20 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Frederick S Upton Foundation financially healthy?

Based on our 9-metric Financial Health Score model, Frederick S Upton Foundation has a score of 60/100 (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 Frederick S Upton Foundation generate?

Revenue data for Frederick S Upton Foundation is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.

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Frederick S Upton Foundation — St Joseph, MI | GiveScope