William S Smith Charitable TR

Tulsa, Oklahoma

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

How This Organization Compares

Compared to 20 peers in Philanthropy, Voluntarism & Grantmaking with <$100K revenue

Working Capital Ratio (net assets ÷ expenses)

This Org7.71×
Peer Median18.82×
💰
$212K
Total Revenue
📊
$10.3M
Total Expenses
🏦
$79.6M
Net Assets
📋
$1
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+113.4%
Year-over-year change (2022 → 2023)
Net Margin
-4779.0%
Revenue minus expenses as % of revenue
Working Capital Ratio
7.71
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$211,595↑113%$10,323,768↑135%$79,557,180↓11%
2022-$1,579,086↓102%$4,400,888↓64%$89,697,881↓6%
2021$103,281,606↑33673%$12,299,124↑30502%$95,681,883↑1936%
2020$305,808↓3%$40,190↓27%$4,699,401↑6%
2019$316,738↑163%$54,832↓94%$4,433,187↑11%
2015$120,283↓29%$924,629↓4%$3,998,030↓17%
2014$170,161↑52%$963,296↑64%$4,802,783↓15%
2013$111,657↓3%$586,024↑35%$5,649,948↓8%
2012$115,174↓81%$433,191↓22%$6,118,594↓5%
2011$612,696$552,666$6,441,120

Frequently Asked Questions

What does William S Smith Charitable TR do?▼

William S Smith Charitable TR is a philanthropy, voluntarism & grantmaking nonprofit organization based in Oklahoma. It is classified under NTEE code T20 and is registered as a 501(c) tax-exempt organization with the IRS.

Is William S Smith Charitable TR financially healthy?▼

Based on our 9-metric Financial Health Score model, William S Smith Charitable TR 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 William S Smith Charitable TR generate?▼

Revenue data for William S Smith Charitable TR is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.

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