Y — Mutual & Membership BenefitEIN: 166456453· Ruling Year: 1999

Kingston Trust Fund

Kingston, New York

A-Health Score
76A-

Financial Health Score

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

Very Good

How This Organization Compares

Compared to 22 peers in Mutual & Membership Benefit with $10M-$100M revenue

Working Capital Ratio (net assets ÷ expenses)

This Org0.97×
Peer Median10.70×
💰
$34.9M
Total Revenue
📊
$35.0M
Total Expenses
🏦
$34.1M
Net Assets
📋
$5.2M
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+6.6%
Year-over-year change (2022 → 2023)
Net Margin
-0.3%
Revenue minus expenses as % of revenue
Working Capital Ratio
0.97
Net assets divided by total expenses
Liabilities-to-Assets
13.3%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$34,877,168↑7%$34,988,155↑28%$39,261,868↑3%
2022$32,714,345↑4%$27,403,045↓1%$37,971,438↑8%
2021$31,419,249$27,728,757↑13%$35,204,756↑17%
2020$31,374,113↑2%$24,580,220↓17%$30,204,074↑23%
2019$30,731,405↑9%$29,693,381↑23%$24,615,645↑12%
2018$28,152,399↑10%$24,129,873↑2%$22,005,735↑19%
2017$25,631,050↑6%$23,549,293↓5%$18,515,474↑9%
2016$24,199,163↑2%$24,822,236↑8%$16,958,124↑2%
2015$23,663,193↑6%$22,953,069↑5%$16,617,492↑6%
2014$22,234,413↑42%$21,793,802↑25%$15,640,175
2013$15,663,630↓28%$17,483,086↓24%$15,608,354↓8%
2012$21,700,308$22,981,258↑6%$16,884,806↓7%
2011$21,608,219$21,701,204$18,185,906

Frequently Asked Questions

What does Kingston Trust Fund do?▼

Kingston Trust Fund is a mutual & membership benefit nonprofit organization based in New York. It is classified under NTEE code Y43 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Kingston Trust Fund financially healthy?▼

Based on our 9-metric Financial Health Score model, Kingston Trust Fund has a score of 76/100 (Grade: A-). 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 Kingston Trust Fund generate?▼

Kingston Trust Fund reports $39.5M in annual revenue and holds $41.0M in total assets, based on IRS filings.

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