TPhilanthropy, Voluntarism & GrantmakingEIN: 364074862· Ruling Year: 1996

William H & Lois J Mcessy Foundation

Lake Forest, Illinois

BHealth Score
63B

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 Org30.22×
Peer Median18.82×
💰
$3.0M
Total Revenue
📊
$1.1M
Total Expenses
🏦
$33.0M
Net Assets
📋
$1
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-71.4%
Year-over-year change (2022 → 2023)
Net Margin
+63.3%
Revenue minus expenses as % of revenue
Working Capital Ratio
30.22
Net assets divided by total expenses
Liabilities-to-Assets
0.0%
Total liabilities as % of total assets

Filing History

10 filings on record
YearRevenueExpensesAssets
2023$2,975,86071%$1,092,62537%$33,019,8276%
2022$10,390,24545%$1,730,061215%$31,136,59239%
2021$18,984,6231085%$549,256174%$22,476,408456%
2020$1,602,6442058%$200,24852%$4,041,04153%
2019$74,27397%$421,537234%$2,638,6456%
2015$2,625,810114%$126,24590%$2,500,097469843%
2014$1,226,292567%$1,239,307627%$53296%
2013$183,90092%$170,37647%$13,54758800%
2012$95,55037%$115,55512%$23100%
2011$151,275$131,383$20,028

Frequently Asked Questions

What does William H & Lois J Mcessy Foundation do?

William H & Lois J Mcessy Foundation is a philanthropy, voluntarism & grantmaking nonprofit organization based in Illinois. It is classified under NTEE code T20Z and is registered as a 501(c) tax-exempt organization with the IRS.

Is William H & Lois J Mcessy Foundation financially healthy?

Based on our 9-metric Financial Health Score model, William H & Lois J Mcessy Foundation has a score of 63/100 (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 William H & Lois J Mcessy Foundation generate?

Revenue data for William H & Lois J Mcessy Foundation is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.

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