Z โ€” UnclassifiedEIN: 591932547ยท Ruling Year: 1979

Susan H & Wilbur H Marcy Trust

Winter Park, Florida

BHealth Score
62B

Financial Health Score

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

Above Average

๐Ÿ’ฐ
$595K
Total Revenue
๐Ÿ“Š
$896K
Total Expenses
๐Ÿฆ
$15.0M
Net Assets
๐Ÿ“‹
$32K
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+60.3%
Year-over-year change (2023 โ†’ 2024)
Net Margin
-50.5%
Revenue minus expenses as % of revenue
Working Capital Ratio
16.74
Net assets divided by total expenses
Liabilities-to-Assets
0.2%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2024$594,991โ†‘60%$895,745โ†‘16%$15,030,960โ†‘5%
2023$371,192โ†“70%$769,877$14,257,045โ†“11%
2022$1,252,010โ†‘29%$770,618โ†“2%$15,973,464โ†‘8%
2021$973,405โ†“25%$783,285โ†‘1%$14,739,257โ†‘2%
2020$1,302,370โ†‘69%$776,910โ†‘20%$14,385,490โ†‘9%
2019$769,900โ†“9%$649,421โ†“2%$13,205,291โ†“8%
2018$846,592โ†‘5%$660,651โ†“3%$14,314,515โ†‘8%
2017$803,908โ†“88%$681,729โ†‘29%$13,213,287โ†‘12%
2016$6,490,613โ†‘682%$526,993โ†‘25%$11,841,067โ†“10%
2015$829,910โ†‘88%$421,218โ†‘18%$13,087,814โ†‘4%
2014$442,498โ†‘19%$356,062โ†‘3%$12,531,570โ†‘7%
2013$372,343โ†‘1081%$344,284โ†‘16%$11,680,604โ†‘9%
2012$31,529$296,941$10,691,628

Frequently Asked Questions

What does Susan H & Wilbur H Marcy Trust do?โ–ผ

Susan H & Wilbur H Marcy Trust is a unclassified nonprofit organization based in Florida. It is classified under NTEE code Z and is registered as a 501(c) tax-exempt organization with the IRS.

Is Susan H & Wilbur H Marcy Trust financially healthy?โ–ผ

Based on our 9-metric Financial Health Score model, Susan H & Wilbur H Marcy Trust has a score of 62/100 (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 Susan H & Wilbur H Marcy Trust generate?โ–ผ

Susan H & Wilbur H Marcy Trust reports $831K in annual revenue and holds $17.0M in total assets, based on IRS filings.

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Susan H & Wilbur H Marcy Trust โ€” Winter Park, FL | GiveScope