TPhilanthropy, Voluntarism & GrantmakingEIN: 473856889· Ruling Year: 2015

The James Family Charitable Trust

Jenkintown, Pennsylvania

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 132 peers in Philanthropy, Voluntarism & Grantmaking with $10M-$100M revenue

Working Capital Ratio (net assets ÷ expenses)

This Org25.38×
Peer Median11.98×
💰
$86.7M
Total Revenue
📊
$12.3M
Total Expenses
🏦
$312.9M
Net Assets
📋
$13.4M
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+148.5%
Year-over-year change (2022 → 2023)
Net Margin
+85.8%
Revenue minus expenses as % of revenue
Working Capital Ratio
25.38
Net assets divided by total expenses
Liabilities-to-Assets
4.1%
Total liabilities as % of total assets

Filing History

9 filings on record
YearRevenueExpensesAssets
2023$86,677,480149%$12,326,860440%$326,281,57035%
2022$34,874,92166%$2,284,1095%$240,895,7106%
2021$102,954,82511905%$2,400,55085%$226,277,031123%
2020-$872,164111%$16,548,22117%$101,614,4898%
2019$8,143,00963%$19,832,678131%$109,888,2996%
2018$22,110,66629%$8,570,435403%$103,833,23715%
2017$17,088,28074%$1,702,73257%$90,092,35938%
2016$66,110,103$3,916,859$65,143,9156514391400%
2015$0$0$1

Frequently Asked Questions

What does The James Family Charitable Trust do?

The James Family Charitable Trust is a philanthropy, voluntarism & grantmaking nonprofit organization based in Pennsylvania. It is classified under NTEE code T11 and is registered as a 501(c) tax-exempt organization with the IRS.

Is The James Family Charitable Trust financially healthy?

Based on our 9-metric Financial Health Score model, The James Family Charitable 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 The James Family Charitable Trust generate?

The James Family Charitable Trust reports $70.8M in annual revenue and holds $402.1M in total assets, based on IRS filings.

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