TPhilanthropy, Voluntarism & GrantmakingEIN: 276589503· Ruling Year: 2010

Margery Jones Tr

Monroe, Connecticut

B-Health Score
47B-

Financial Health Score

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

Average

How This Organization Compares

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

Working Capital Ratio (net assets ÷ expenses)

This Org359.53×
Peer Median18.82×
💰
$2K
Total Revenue
📊
$355
Total Expenses
🏦
$128K
Net Assets
📋
$538
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+7.2%
Year-over-year change (2022 → 2023)
Net Margin
+81.1%
Revenue minus expenses as % of revenue
Working Capital Ratio
359.53
Net assets divided by total expenses
Liabilities-to-Assets
0.4%
Total liabilities as % of total assets

Filing History

11 filings on record
YearRevenueExpensesAssets
2023$1,8757%$355100%$128,1701%
2022$1,749100%$388,59796%$126,52679%
2021$6,009,9021081%$10,517,4791876%$595,03488%
2020$508,93822%$532,3107%$4,827,462
2019$417,07235%$496,50814%$4,836,6669%
2016$309,51721%$434,0301%$5,314,5272%
2015$255,3257%$427,770$5,420,1383%
2014$274,36724%$429,68414%$5,592,2053%
2013$222,1045%$375,6849%$5,761,2653%
2012$212,20797%$343,25812%$5,914,8452%
2011$6,343,974$305,988$6,056,224

Frequently Asked Questions

What does Margery Jones Tr do?

Margery Jones Tr is a philanthropy, voluntarism & grantmaking nonprofit organization based in Connecticut. It is classified under NTEE code T22 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Margery Jones Tr financially healthy?

Financial health scoring requires Form 990 filing data. Check back as we process more filings for Margery Jones Tr.

How much revenue does Margery Jones Tr generate?

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

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