TPhilanthropy, Voluntarism & GrantmakingEIN: 956047798· Ruling Year: 2020

Marjorie Mosher Schmidt Foundation

Newport Beach, California

B-Health Score
46B-

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 Org11.40×
Peer Median18.82×
💰
$277K
Total Revenue
📊
$480K
Total Expenses
🏦
$5.5M
Net Assets
📋
$1
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-25.1%
Year-over-year change (2022 → 2023)
Net Margin
-73.2%
Revenue minus expenses as % of revenue
Working Capital Ratio
11.40
Net assets divided by total expenses
Liabilities-to-Assets
0.0%
Total liabilities as % of total assets

Filing History

14 filings on record
YearRevenueExpensesAssets
2023$277,05925%$479,7997%$5,471,3972%
2022$369,8329%$449,5848%$5,593,7691%
2021$405,9993%$489,3304%$5,637,3212%
2020$394,3857%$507,12317%$5,757,1383%
2019$369,6854%$433,5201%$5,911,490
2018$357,02850%$435,9455%$5,928,3651%
2017$238,65342%$458,3011%$6,010,3272%
2016$409,98215%$455,0662%$6,113,9882%
2015$357,02538%$444,8244%$6,263,537
2014$576,59669%$462,9174%$6,261,817
2013$340,8799%$484,71517%$6,248,2904%
2012$311,904319%$413,2905%$6,529,4252%
2011$74,44864%$392,1699%$6,630,8115%
2010$207,890$428,969$6,948,532

Frequently Asked Questions

What does Marjorie Mosher Schmidt Foundation do?

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

Is Marjorie Mosher Schmidt Foundation financially healthy?

Based on our 9-metric Financial Health Score model, Marjorie Mosher Schmidt Foundation has a score of 46/100 (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 Marjorie Mosher Schmidt Foundation generate?

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

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Marjorie Mosher Schmidt Foundation — Newport Beach, CA | GiveScope