Frank W Yates Jr Family Foundation is a 501(c)(3) organization based in Santa Fe, New Mexico, registered in 2017, with $409,636 in FY2024 revenue. CharityIndex grades it C+.
Revenue (FY2024)
$410K
▲ 105.9% vs prior year
Philanthropy median: $168K
Expenses (FY2024)
$297K
Net assets
$5.4M
Employees
—
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Frank W Yates Jr Family Foundation— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Frank W Yates Jr Family Foundation: 219 mo reserves · +27% margin earns a B+ on this criterion. See the exact thresholds →
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Frank W Yates Jr Family Foundation— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Frank W Yates Jr Family Foundation: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue grew from $249K (FY2017) to $410K (FY2024) across 8 reported years.
Financial snapshot
Operating margin
27.5%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$5.4M
Total liabilities
$0
Net assets
$5.4M
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $409,636▲106% | $297,127▲6.7% | $5,417,213▼2.0% | $5,417,213▼2.0% | 990PF |
| 2023 | $198,904▼45.0% | $278,505▼29.5% | $5,525,766▼5.9% | $5,525,766▼5.9% | 990PF |
| 2022 | $361,745▲449% | $394,855▲216% | $5,870,260▲34.7% | $5,870,260▲34.7% | 990PF |
| 2021 | $65,922▼67.9% | $125,031▼38.1% | $4,357,463▲65.5% | $4,357,463▲65.5% | 990PF |
| 2020 | $205,177▲177% | $202,136▼33.5% | $2,632,390▼36.1% | $2,632,390▼36.1% | 990PF |
| 2019 | $73,977▼54.7% | $303,789▲173% | $4,122,615▼6.6% | $4,122,615▼6.6% | 990PF |
| 2018 | $163,309▼34.3% | $111,141▼54.6% | $4,416,238▼18.2% | $4,416,238▼18.2% | 990PF |
| 2017 | $248,581 | $245,011 | $5,399,070 | $5,399,070 | 990PF |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
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Data for Frank W Yates Jr Family Foundation (EIN 81-4589026) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.