Ernest And Joan Trefz Foundation
Bridgeport, Connecticut
Financial Health Score
9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.
Above Average
How This Organization Compares
Compared to 20 peers in Philanthropy, Voluntarism & Grantmaking with <$100K revenue
Working Capital Ratio (net assets ÷ expenses)
Financial Trends
5-Year Trend Analysis
Financial Health Indicators
Filing History
11 filings on record| Year | Revenue | Expenses | Assets | |
|---|---|---|---|---|
| 2024 | $1,854,147↑57% | $2,472,927↑3% | $7,657,439↓6% | — |
| 2023 | $1,181,994↓14% | $2,405,115↑12% | $8,181,819↓46% | — |
| 2022 | $1,377,532↑12% | $2,143,976↑2% | $15,102,626↓4% | — |
| 2021 | $1,229,417↑27% | $2,094,370↑11% | $15,706,792↓4% | — |
| 2020 | $968,895↓7% | $1,888,464 | $16,395,326↓4% | — |
| 2019 | $1,039,665↓73% | $1,893,898↑115% | $17,125,046↑19% | — |
| 2016 | $3,911,043↓44% | $881,299↑29% | $14,382,474↑30% | — |
| 2015 | $6,973,182↑996% | $682,727↑14% | $11,035,511↑123% | — |
| 2014 | $636,407↓53% | $600,325↑5% | $4,958,840↑1% | — |
| 2013 | $1,366,698↑71% | $571,875↑22% | $4,933,276↑25% | — |
| 2012 | $798,638 | $466,900 | $3,934,695 | — |
Frequently Asked Questions
What does Ernest And Joan Trefz Foundation do?▼
Ernest And Joan Trefz Foundation is a philanthropy, voluntarism & grantmaking nonprofit organization based in Connecticut. It is classified under NTEE code T20Z and is registered as a 501(c) tax-exempt organization with the IRS.
Is Ernest And Joan Trefz Foundation financially healthy?▼
Based on our 9-metric Financial Health Score model, Ernest And Joan Trefz Foundation has a score of 61/100 (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 Ernest And Joan Trefz Foundation generate?▼
Revenue data for Ernest And Joan Trefz Foundation is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.
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