TPhilanthropy, Voluntarism & GrantmakingEIN: 851227279· Ruling Year: 2020

Wharton Smith Foundation Inc

Sanford, 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 Org13.48×
Peer Median18.82×
💰
$237K
Total Revenue
📊
$156K
Total Expenses
🏦
$2.1M
Net Assets
📋
$1
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-86.3%
Year-over-year change (2021 → 2022)
Net Margin
+34.3%
Revenue minus expenses as % of revenue
Working Capital Ratio
13.48
Net assets divided by total expenses
Liabilities-to-Assets
0.0%
Total liabilities as % of total assets

Filing History

3 filings on record
YearRevenueExpensesAssets
2022$236,57186%$155,5073%$2,096,4318%
2021$1,724,224348%$160,494218%$1,938,691479%
2020$385,111$50,415$334,696

Frequently Asked Questions

What does Wharton Smith Foundation Inc do?

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

Is Wharton Smith Foundation Inc financially healthy?

Based on our 9-metric Financial Health Score model, Wharton Smith Foundation Inc 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 Wharton Smith Foundation Inc generate?

Revenue data for Wharton Smith Foundation Inc is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.

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Wharton Smith Foundation Inc — Sanford, FL | GiveScope