Z โ€” UnclassifiedEIN: 942842878ยท Ruling Year: 1982

Phelps Foundation

Saint Helena, California

BHealth Score
58B

Financial Health Score

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

Above Average

๐Ÿ’ฐ
$230K
Total Revenue
๐Ÿ“Š
$435K
Total Expenses
๐Ÿฆ
$3.6M
Net Assets
๐Ÿ“‹
$171K
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+17.1%
Year-over-year change (2022 โ†’ 2023)
Net Margin
-89.1%
Revenue minus expenses as % of revenue
Working Capital Ratio
8.19
Net assets divided by total expenses
Liabilities-to-Assets
4.6%
Total liabilities as % of total assets

Filing History

10 filings on record
YearRevenueExpensesAssets
2023$229,873โ†‘17%$434,789โ†‘2636%$3,731,481โ†‘9%
2022$196,378โ†“27%$15,893โ†“92%$3,421,192โ†“20%
2021$270,645โ†‘115%$199,117โ†‘48%$4,260,846โ†‘13%
2020$126,042โ†“38%$134,310โ†“10%$3,759,827โ†‘8%
2019$204,931โ†‘9%$149,505โ†‘3%$3,491,169โ†‘40%
2015$187,192โ†“2%$144,619โ†‘194%$2,491,005โ†“2%
2014$190,331โ†‘17%$49,273โ†“35%$2,548,724โ†‘9%
2013$162,556โ†‘41%$76,160โ†“5%$2,344,761โ†‘15%
2012$115,295โ†‘6%$79,886โ†‘20%$2,036,509โ†‘15%
2011$108,778$66,816$1,763,560

Frequently Asked Questions

What does Phelps Foundation do?โ–ผ

Phelps Foundation is a unclassified nonprofit organization based in California. It is classified under NTEE code Z and is registered as a 501(c) tax-exempt organization with the IRS.

Is Phelps Foundation financially healthy?โ–ผ

Based on our 9-metric Financial Health Score model, Phelps Foundation has a score of 58/100 (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 Phelps Foundation generate?โ–ผ

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

Similar Organizations

Explore more organizations in the Unclassified category, or browse all nonprofits in California.

Phelps Foundation โ€” Saint Helena, CA | GiveScope