ZUnclassifiedEIN: 426173496· Ruling Year: 1989

R J Mcelroy Trust

Waterloo, Iowa

BHealth Score
58B

Financial Health Score

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

Above Average

💰
$1.7M
Total Revenue
📊
$3.5M
Total Expenses
🏦
$40.1M
Net Assets
📋
$1
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-59.9%
Year-over-year change (2022 → 2023)
Net Margin
-107.3%
Revenue minus expenses as % of revenue
Working Capital Ratio
11.46
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$1,686,95460%$3,497,04815%$40,090,6934%
2022$4,204,69711%$3,039,3798%$41,900,7873%
2021$4,707,61376%$3,296,19428%$40,735,4694%
2020$2,679,847297%$2,580,1265%$39,324,050
2019$675,79675%$2,724,9462%$39,224,3295%
2015$2,757,61044%$2,768,5461%$41,319,254
2014$4,967,29235%$2,803,8534%$41,330,1906%
2013$3,676,64568%$2,691,29623%$39,166,7513%
2012$2,189,02738%$2,190,43914%$38,181,402
2011$3,552,898$2,560,884$38,182,814

Frequently Asked Questions

What does R J Mcelroy Trust do?

R J Mcelroy Trust is a unclassified nonprofit organization based in Iowa. It is classified under NTEE code Z and is registered as a 501(c) tax-exempt organization with the IRS.

Is R J Mcelroy Trust financially healthy?

Based on our 9-metric Financial Health Score model, R J Mcelroy Trust has a score of 58/100 (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 R J Mcelroy Trust generate?

Revenue data for R J Mcelroy Trust is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.

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