Wo And Lois Newell Charitable Trust
Somerset, Kentucky
Financial Health Score
9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.
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
10 filings on record| Year | Revenue | Expenses | Assets | |
|---|---|---|---|---|
| 2023 | $711,332↓33% | $881,234↓8% | $13,436,782↓1% | |
| 2022 | $1,065,543↓1% | $959,389↑18% | $13,606,680↑1% | — |
| 2021 | $1,075,232↑154% | $812,453↓5% | $13,505,099↑2% | — |
| 2020 | $422,734↓30% | $853,061↓3% | $13,243,391↓3% | — |
| 2019 | $601,150↓24% | $881,450↓3% | $13,674,704↓4% | — |
| 2015 | $790,773↑21% | $907,038↓9% | $14,183,167↓1% | — |
| 2014 | $656,027↓73% | $997,414↑25% | $14,299,432↓2% | — |
| 2013 | $2,473,328↑402% | $796,519↑10% | $14,646,970↑3% | — |
| 2012 | $492,229↑17% | $723,393↓4% | $14,267,555↑5% | — |
| 2011 | $422,274 | $754,881 | $13,550,439 | — |
Frequently Asked Questions
What does Wo And Lois Newell Charitable Trust do?▼
Wo And Lois Newell Charitable Trust is a philanthropy, voluntarism & grantmaking nonprofit organization based in Kentucky. It is classified under NTEE code T20 and is registered as a 501(c) tax-exempt organization with the IRS.
Is Wo And Lois Newell Charitable Trust financially healthy?▼
Based on our 9-metric Financial Health Score model, Wo And Lois Newell Charitable Trust has a score of 54/100 (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 Wo And Lois Newell Charitable Trust generate?▼
Revenue data for Wo And Lois Newell Charitable Trust is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.
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