TPhilanthropy, Voluntarism & GrantmakingEIN: 387082936· Ruling Year: 2013

The Linda@Hammett Ory & Andrew Ory Charitable Trust

Lincoln, Massachusetts

BHealth Score
59B

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 Org0.60×
Peer Median18.82×
💰
$4.1M
Total Revenue
📊
$6.0M
Total Expenses
🏦
$3.6M
Net Assets
📋
$119K
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+328.7%
Year-over-year change (2022 → 2023)
Net Margin
-44.9%
Revenue minus expenses as % of revenue
Working Capital Ratio
0.60
Net assets divided by total expenses
Liabilities-to-Assets
3.2%
Total liabilities as % of total assets

Filing History

8 filings on record
YearRevenueExpensesAssets
2023$4,107,910329%$5,953,9314%$3,680,43737%
2022$958,12074%$5,715,7159%$5,869,39639%
2021$3,628,73736%$5,241,72578%$9,697,67714%
2020$5,635,121252%$2,938,2458%$11,265,9358%
2019$1,601,820355%$2,732,330233%$10,473,33834%
2015$351,72010%$820,72571%$15,917,1753%
2014$392,41798%$2,853,33226%$16,397,28915%
2013$21,229,031$2,259,380$19,310,553

Frequently Asked Questions

What does The Linda@Hammett Ory & Andrew Ory Charitable Trust do?

The Linda@Hammett Ory & Andrew Ory Charitable Trust is a philanthropy, voluntarism & grantmaking nonprofit organization based in Massachusetts. It is classified under NTEE code T22 and is registered as a 501(c) tax-exempt organization with the IRS.

Is The Linda@Hammett Ory & Andrew Ory Charitable Trust financially healthy?

Based on our 9-metric Financial Health Score model, The Linda@Hammett Ory & Andrew Ory Charitable Trust has a score of 59/100 (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 The Linda@Hammett Ory & Andrew Ory Charitable Trust generate?

Revenue data for The Linda@Hammett Ory & Andrew Ory Charitable Trust is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.

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