TPhilanthropy, Voluntarism & GrantmakingEIN: 237798748· Ruling Year: 1995

The Mary J Heerdt Charitable Trust

Blue Bell, Pennsylvania

BHealth Score
62B

Financial Health Score

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

Above Average

How This Organization Compares

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

Working Capital Ratio (net assets ÷ expenses)

This Org11.25×
Peer Median18.82×
💰
$76K
Total Revenue
📊
$66K
Total Expenses
🏦
$743K
Net Assets
📋
$1
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+10.8%
Year-over-year change (2023 → 2024)
Net Margin
+13.3%
Revenue minus expenses as % of revenue
Working Capital Ratio
11.25
Net assets divided by total expenses
Liabilities-to-Assets
0.0%
Total liabilities as % of total assets

Filing History

10 filings on record
YearRevenueExpensesAssets
2024$76,25711%$66,08726%$743,1831%
2023$68,85515%$52,5593%$733,0132%
2022$81,267359%$53,98516%$716,7173%
2021$17,68935%$46,5521%$698,9353%
2020$27,380337%$45,86665%$718,29869%
2016$6,26191%$27,85212%$424,2365%
2015$72,79714%$31,55026%$445,82710%
2014$84,309106%$25,0446%$404,61017%
2013$40,837131%$23,69510%$345,3455%
2012$17,692$21,475$328,203

Frequently Asked Questions

What does The Mary J Heerdt Charitable Trust do?

The Mary J Heerdt Charitable Trust is a philanthropy, voluntarism & grantmaking nonprofit organization based in Pennsylvania. It is classified under NTEE code T22Z and is registered as a 501(c) tax-exempt organization with the IRS.

Is The Mary J Heerdt Charitable Trust financially healthy?

Financial health scoring requires Form 990 filing data. Check back as we process more filings for The Mary J Heerdt Charitable Trust.

How much revenue does The Mary J Heerdt Charitable Trust generate?

Revenue data for The Mary J Heerdt Charitable Trust is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.

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