TPhilanthropy, Voluntarism & GrantmakingEIN: 357033142· Ruling Year: 2014

Evelyn D Schmidt Charitable Tr

Durham, North Carolina

BHealth Score
61B

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)

This Org18.31×
Peer Median18.82×
💰
$42K
Total Revenue
📊
$288K
Total Expenses
🏦
$5.3M
Net Assets
📋
$1
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-94.0%
Year-over-year change (2022 → 2023)
Net Margin
-593.0%
Revenue minus expenses as % of revenue
Working Capital Ratio
18.31
Net assets divided by total expenses
Liabilities-to-Assets
0.0%
Total liabilities as % of total assets

Filing History

8 filings on record
YearRevenueExpensesAssets
2023$41,55794%$287,97010%$5,273,1534%
2022$696,6933%$321,23226%$5,519,5667%
2021$720,70781%$432,4073%$5,144,1056%
2020$3,742,446313%$421,528376%$4,855,805216%
2019$905,6686786%$88,59885%$1,534,887105%
2015$13,15398%$47,89944%$748,6684%
2014$702,429527%$33,3041224%$783,414585%
2013$112,111$2,516$114,289

Frequently Asked Questions

What does Evelyn D Schmidt Charitable Tr do?

Evelyn D Schmidt Charitable Tr is a philanthropy, voluntarism & grantmaking nonprofit organization based in North Carolina. It is classified under NTEE code T20 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Evelyn D Schmidt Charitable Tr financially healthy?

Based on our 9-metric Financial Health Score model, Evelyn D Schmidt Charitable Tr 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 Evelyn D Schmidt Charitable Tr generate?

Revenue data for Evelyn D Schmidt Charitable Tr is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.

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