Naida S Wharton Foundation is a 501(c)(3) organization based in Garden City, New York, registered in 2001, with $1,186,092 in FY2024 revenue. CharityIndex grades it C+.
Revenue (FY2024)
$1.2M
▲ 47.1% vs prior year
Philanthropy median: $168K
Expenses (FY2024)
$482K
Net assets
$7.3M
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 Naida S Wharton 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 Naida S Wharton Foundation: 182 mo reserves · +59% 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 Naida S Wharton 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 Naida S Wharton Foundation: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue grew from $9,317 (FY2013) to $1.2M (FY2024) across 12 reported years.
Financial snapshot
Operating margin
59.4%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$7.3M
Total liabilities
$0
Net assets
$7.3M
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $1,186,092▲47.1% | $481,575▼12.3% | $7,301,877▲12.6% | $7,301,877▲12.6% | 990PF |
| 2023 | $806,101▲136% | $549,092▼4.2% | $6,484,273▲11.6% | $6,484,273▲11.6% | 990PF |
| 2022 | $342,001▼15.8% | $572,990▲12.3% | $5,811,698▼13.8% | $5,811,698▼13.8% | 990PF |
| 2021 | $405,977▲161% | $510,340▲9.7% | $6,742,974▲1.4% | $6,742,974▲1.4% | 990PF |
| 2020 | $155,299▲75.7% | $465,110▼6.6% | $6,648,888▼2.0% | $6,648,888▼2.0% | 990PF |
| 2019 | $88,368▼78.3% | $498,086▲6.3% | $6,781,850▲1.8% | $6,781,850▲1.8% | 990PF |
| 2018 | $406,403▲33.6% | $468,696▲13.7% | $6,662,741▼8.3% | $6,662,741▼8.3% | 990PF |
| 2017 | $304,211▲598% | $412,126▼20.0% | $7,267,207▲1.4% | $7,267,207▲1.4% | 990PF |
| 2016 | $43,580▲9.2% | $514,863▲19.4% | $7,170,028▼5.6% | $7,170,028▼5.6% | 990PF |
| 2015 | $39,915▼96.9% | $431,034▲8.8% | $7,599,360▼5.0% | $7,599,360▼5.0% | 990PF |
| 2014 | $1,290,803▲13754% | $396,249▲22.9% | $7,998,214▲12.6% | $7,998,214▲12.6% | 990PF |
| 2013 | $9,317 | $322,438▼27.7% | $7,103,660▼4.2% | $7,103,660▼4.2% | 990PF |
| 2012 | — | $446,139▲30.2% | $7,416,781▲51.6% | $7,416,781▲51.6% | 990PF |
| 2011 | — | $342,770 | $4,893,937 | $4,893,937 | 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 Naida S Wharton Foundation (EIN 22-3692830) 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.