Susan H & Wilbur H Marcy Trust
Winter Park, Florida
Financial Health Score
9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.
Above Average
Financial Trends
5-Year Trend Analysis
Financial Health Indicators
Filing History
13 filings on record| Year | Revenue | Expenses | Assets | |
|---|---|---|---|---|
| 2024 | $594,991โ60% | $895,745โ16% | $15,030,960โ5% | โ |
| 2023 | $371,192โ70% | $769,877 | $14,257,045โ11% | โ |
| 2022 | $1,252,010โ29% | $770,618โ2% | $15,973,464โ8% | โ |
| 2021 | $973,405โ25% | $783,285โ1% | $14,739,257โ2% | โ |
| 2020 | $1,302,370โ69% | $776,910โ20% | $14,385,490โ9% | โ |
| 2019 | $769,900โ9% | $649,421โ2% | $13,205,291โ8% | โ |
| 2018 | $846,592โ5% | $660,651โ3% | $14,314,515โ8% | โ |
| 2017 | $803,908โ88% | $681,729โ29% | $13,213,287โ12% | โ |
| 2016 | $6,490,613โ682% | $526,993โ25% | $11,841,067โ10% | โ |
| 2015 | $829,910โ88% | $421,218โ18% | $13,087,814โ4% | โ |
| 2014 | $442,498โ19% | $356,062โ3% | $12,531,570โ7% | โ |
| 2013 | $372,343โ1081% | $344,284โ16% | $11,680,604โ9% | โ |
| 2012 | $31,529 | $296,941 | $10,691,628 | โ |
Frequently Asked Questions
What does Susan H & Wilbur H Marcy Trust do?โผ
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?โผ
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?โผ
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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