TPhilanthropy, Voluntarism & GrantmakingEIN: 473532602· Ruling Year: 2017

Joseph E Robert Jr Charitable Trust

Washington, District of Columbia

B-Health Score
50B-

Financial Health Score

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

Average

How This Organization Compares

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

Working Capital Ratio (net assets ÷ expenses)

This Org14.91×
Peer Median18.82×
💰
$1.6M
Total Revenue
📊
$2.5M
Total Expenses
🏦
$37.0M
Net Assets
📋
$1
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+45.4%
Year-over-year change (2022 → 2023)
Net Margin
-56.9%
Revenue minus expenses as % of revenue
Working Capital Ratio
14.91
Net assets divided by total expenses
Liabilities-to-Assets
0.0%
Total liabilities as % of total assets

Filing History

5 filings on record
YearRevenueExpensesAssets
2023$1,581,92445%$2,482,1629%$37,019,5065%
2022$1,088,16281%$2,281,7941%$35,191,67717%
2021$5,586,606460%$2,268,6536%$42,248,89813%
2020$998,27247%$2,137,9661%$37,328,1466%
2019$1,896,586$2,116,265$35,190,899

Frequently Asked Questions

What does Joseph E Robert Jr Charitable Trust do?

Joseph E Robert Jr Charitable Trust is a philanthropy, voluntarism & grantmaking nonprofit organization based in District of Columbia. It is classified under NTEE code T20 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Joseph E Robert Jr Charitable Trust financially healthy?

Based on our 9-metric Financial Health Score model, Joseph E Robert Jr Charitable Trust has a score of 50/100 (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 Joseph E Robert Jr Charitable Trust generate?

Revenue data for Joseph E Robert Jr Charitable Trust is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.

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