ZUnclassifiedEIN: 366063686· Ruling Year: 1963

Norwell Fund

Big Timber, Montana

B+Health Score
71B+

Financial Health Score

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

Good

💰
$779K
Total Revenue
📊
$90K
Total Expenses
🏦
$988K
Net Assets
📋
$1
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+1120.9%
Year-over-year change (2022 → 2023)
Net Margin
+88.4%
Revenue minus expenses as % of revenue
Working Capital Ratio
10.91
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$778,5241121%$90,48277%$987,546230%
2022$63,76744%$50,97725%$299,5044%
2021$44,23242%$67,68169%$286,7148%
2020$76,608565%$40,02310%$310,16313%
2019$11,51969%$36,45930%$273,5785%
2015$36,58618%$28,0421%$287,0573%
2014$30,95062%$27,67227%$278,5131%
2013$19,08215%$21,82220%$275,2351%
2012$16,643$27,36172%$277,9754%
2011$16,601$15,916$288,693

Frequently Asked Questions

What does Norwell Fund do?

Norwell Fund is a unclassified nonprofit organization based in Montana. It is classified under NTEE code Z and is registered as a 501(c) tax-exempt organization with the IRS.

Is Norwell Fund financially healthy?

Financial health scoring requires Form 990 filing data. Check back as we process more filings for Norwell Fund.

How much revenue does Norwell Fund generate?

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

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