TPhilanthropy, Voluntarism & GrantmakingEIN: 061468789· Ruling Year: 1997

Wellner Family Community Tr

Lenox, Massachusetts

CHealth Score
36C

Financial Health Score

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

Below Average

How This Organization Compares

Compared to 20 peers in Philanthropy, Voluntarism & Grantmaking with <$100K revenue

Working Capital Ratio (net assets ÷ expenses)

This Org11.64×
Peer Median18.82×
💰
$16K
Total Revenue
📊
$44K
Total Expenses
🏦
$516K
Net Assets
📋
$1
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-60.5%
Year-over-year change (2022 → 2023)
Net Margin
-176.2%
Revenue minus expenses as % of revenue
Working Capital Ratio
11.64
Net assets divided by total expenses
Liabilities-to-Assets
0.0%
Total liabilities as % of total assets

Filing History

10 filings on record
YearRevenueExpensesAssets
2023$16,06961%$44,37720%$516,4224%
2022$40,69818%$55,75215%$537,2244%
2021$49,817573%$48,3999%$558,652
2020$7,40673%$52,95916%$560,2816%
2019$27,38311%$63,24651%$598,6639%
2015$24,73655%$41,7798%$659,5323%
2014$54,82165%$38,5444%$678,1012%
2013$33,2691%$40,03710%$662,9991%
2012$32,952113%$44,41014%$666,5972%
2011$15,474$51,451$678,053

Frequently Asked Questions

What does Wellner Family Community Tr do?

Wellner Family Community Tr is a philanthropy, voluntarism & grantmaking nonprofit organization based in Massachusetts. It is classified under NTEE code T20J and is registered as a 501(c) tax-exempt organization with the IRS.

Is Wellner Family Community Tr financially healthy?

Financial health scoring requires Form 990 filing data. Check back as we process more filings for Wellner Family Community Tr.

How much revenue does Wellner Family Community Tr generate?

Revenue data for Wellner Family Community Tr is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.

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