X — Religion-RelatedEIN: 586132175· Ruling Year: 1998

Joseph J Storey Charitable Remainder Unitrust

Saint Louis, Missouri

B-Health Score
54B-

Financial Health Score

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

Average

💰
$312K
Total Revenue
📊
$504K
Total Expenses
🏦
$6.9M
Net Assets
📋
$1
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+23.8%
Year-over-year change (2022 → 2023)
Net Margin
-61.5%
Revenue minus expenses as % of revenue
Working Capital Ratio
13.76
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$311,827↑24%$503,543↓30%$6,927,060↓3%
2022$251,926↓82%$716,731↓17%$7,117,037↓6%
2021$1,397,221↑299%$868,296↑72%$7,569,430↑7%
2020$349,801↓60%$504,470↑6%$7,075,126↓2%
2019$873,750↑386%$474,393↑29%$7,232,908↑4%
2015$179,856↓80%$368,399↓1%$6,923,494↓2%
2014$894,088↑147%$371,501↑4%$7,079,960↑8%
2013$362,472↓35%$358,828↑1%$6,553,473
2012$561,893↑27%$355,224↑2%$6,552,916↑3%
2011$442,188$346,656$6,392,433

Frequently Asked Questions

What does Joseph J Storey Charitable Remainder Unitrust do?▼

Joseph J Storey Charitable Remainder Unitrust is a religion-related nonprofit organization based in Missouri. It is classified under NTEE code X122 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Joseph J Storey Charitable Remainder Unitrust financially healthy?▼

Based on our 9-metric Financial Health Score model, Joseph J Storey Charitable Remainder Unitrust has a score of 54/100 (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 J Storey Charitable Remainder Unitrust generate?▼

Revenue data for Joseph J Storey Charitable Remainder Unitrust is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.

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