Patricia E Phelan and Joseph W Phelan Family Foundation Inc
Only null% goes to programs Strong reserves Declining revenue
Patricia E Phelan and Joseph W Phelan Family Foundation Inc is a 501(c)(3) organization based in Germantown, New York, registered in 2003, with $167,518 in FY2024 revenue. CharityIndex grades it C+.
Po Box 573, Germantown, NY, 12526 EIN 01-0567810 Since 2003
Revenue (FY2024)
$168K
▲ 75.6% vs prior year
Philanthropy median: $168K
Expenses (FY2024)
$126K
Net assets
$2.7M
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
C+
—Program efficiency40% of the ratingNo expense breakdown in filings
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 Patricia E Phelan and Joseph W Phelan Family Foundation Inc— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
B+Financial health25% of the rating252 mo reserves · +25% margin
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 Patricia E Phelan and Joseph W Phelan Family Foundation Inc: 252 mo reserves · +25% margin earns a B+ on this criterion. See the exact thresholds →
—Governance25% of the ratingNot reported in this filing type
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 Patricia E Phelan and Joseph W Phelan Family Foundation Inc— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
DTransparency10% of the rating1 of 5 disclosure signals
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 Patricia E Phelan and Joseph W Phelan Family Foundation Inc: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
Show this grade on your website
A live seal — it updates automatically when the grade changes and links donors to this verified profile.
Contact & location
- Address
- Po Box 573, Germantown, NY, 12526
- City
- Germantown
- State
- New York
- Subcategory
- Private Foundations
Financial trends
Revenue grew from $112K (FY2013) to $168K (FY2024) across 12 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $0Net assets $2.7M
Operating margin
24.6%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$2.7M
Total liabilities
$0
Net assets
$2.7M
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $167,518▲75.6% | $126,230▼69.6% | $2,654,603▲1.6% | $2,654,603▲1.6% | 990PF |
| 2023 | $95,399▼70.0% | $414,824▲46.0% | $2,613,243▼10.9% | $2,613,243▼10.9% | 990PF |
| 2022 | $317,484▼60.1% | $284,118▲32.4% | $2,932,288▲1.1% | $2,932,288▲1.1% | 990PF |
| 2021 | $794,772▲70.8% | $214,663▲29.4% | $2,899,226▲13.1% | $2,899,226▲13.1% | 990PF |
| 2020 | $465,234▼54.3% | $165,877▲19.2% | $2,562,370▲11.6% | $2,562,370▲11.6% | 990PF |
| 2019 | $1,018,789▲934% | $139,125▲18.6% | $2,296,267▲56.6% | $2,296,267▲56.6% | 990PF |
| 2018 | $98,539▼23.3% | $117,309▲18.7% | $1,466,057▼2.9% | $1,466,057▼2.9% | 990PF |
| 2017 | $128,499▼19.4% | $98,819▲2.9% | $1,509,925▼2.4% | $1,509,925▼2.4% | 990PF |
| 2016 | $159,369▲28.4% | $96,018▲6.1% | $1,546,851▲5.6% | $1,546,851▲5.6% | 990PF |
| 2015 | $124,098▲10.9% | $90,527▲9.9% | $1,464,795▲5.2% | $1,464,795▲5.2% | 990PF |
| 2014 | $111,874▲0.3% | $82,381▲17.0% | $1,391,848▲6.5% | $1,391,848▲6.5% | 990PF |
| 2013 | $111,574 | $70,436▲5.8% | $1,307,268▲3.2% | $1,307,268▲3.2% | 990PF |
| 2012 | — | $66,597▲12.4% | $1,266,130▲8.8% | $1,266,130▲8.8% | 990PF |
| 2011 | — | $59,247 | $1,164,190 | $1,164,190 | 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.
Similar organizations in Philanthropy
- Philanthropy
American Friends of Darchei Horaah Lerabbanim Foundation Tr
New York, NY
$0
annual revenue
- Philanthropy
East Syracuse Recreation Committee Inc
East Syracuse, NY
$0
annual revenue
- Philanthropy
Children First International Inc
Brooklyn, NY
$0
Cannual revenue
- Philanthropy
Mary Stolfa Cancer Foundation
Syosset, NY
$0
Cannual revenue
- Philanthropy
Local 197 Brother In Need Fund
Long Is City, NY
$0
Dannual revenue
Philanthropy
New York State Scoa Widowers & Children Fund
Bronx, NY
$0
Bannual revenue
Philanthropy
Suneel Research Foundation
Buffalo, NY
$0
Dannual revenue
- Philanthropy
Nancy Morgenstern Memorial Fund
Brooklyn, NY
$0
annual revenue
- Philanthropy
Garden City Friends of Music Inc
Garden City, NY
$0
annual revenue
- Philanthropy
Friends of Pnei Shmuel Inc
Monsey, NY
$0
Cannual revenue
Compare Patricia E Phelan and Joseph W Phelan Family Foundation Inc
Frequently asked questions
- Is Patricia E Phelan and Joseph W Phelan Family Foundation Inc a legitimate nonprofit?
- Yes. Patricia E Phelan and Joseph W Phelan Family Foundation Inc is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 01-0567810, based in Germantown, New York. Donations are tax-deductible.
- What is Patricia E Phelan and Joseph W Phelan Family Foundation Inc's EIN?
- Patricia E Phelan and Joseph W Phelan Family Foundation Inc's Employer Identification Number (EIN) is 01-0567810.
- How much revenue does Patricia E Phelan and Joseph W Phelan Family Foundation Inc report?
- Patricia E Phelan and Joseph W Phelan Family Foundation Inc reported $167,518 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does Patricia E Phelan and Joseph W Phelan Family Foundation Inc have?
- CharityIndex grades Patricia E Phelan and Joseph W Phelan Family Foundation Inc C+, based on financial health (reserves and operating margin).
More nonprofits in Germantown
Explore more
Data for Patricia E Phelan and Joseph W Phelan Family Foundation Inc (EIN 01-0567810) 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.