TPhilanthropy, Voluntarism & GrantmakingEIN: 616225916· Ruling Year: 1997

Joe & Mary Leary Tr Uw 053194

Frankfort, Kentucky

BHealth Score
63B

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 8 peers in Philanthropy, Voluntarism & Grantmaking with $100K-$1M revenue

💰
$290K
Total Revenue
📊
$295K
Total Expenses
🏦
$5.4M
Net Assets
📋
N/A
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+22.3%
Year-over-year change (2022 → 2023)
Net Margin
-1.5%
Revenue minus expenses as % of revenue

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$290,12922%$294,5082%$5,389,284
2022$237,31846%$301,0213%$5,393,6631%
2021$440,962358%$292,9481%$5,457,3663%
2020$96,30574%$289,40022%$5,309,3524%
2019$373,41522%$236,4929%$5,504,8613%
2018$307,13013%$217,5346%$5,332,0242%
2017$353,89075%$205,8721%$5,243,6283%
2016$202,38929%$207,544$5,095,610
2015$283,59218%$207,7881%$5,101,5472%
2014$347,09123%$210,9445%$5,025,7423%
2013$452,82637%$200,18610%$4,889,5955%
2012$331,49473%$182,4837%$4,636,9553%
2011$191,191$171,341$4,487,944

Frequently Asked Questions

What does Joe & Mary Leary Tr Uw 053194 do?

Joe & Mary Leary Tr Uw 053194 is a philanthropy, voluntarism & grantmaking nonprofit organization based in Kentucky. It is classified under NTEE code T22Z and is registered as a 501(c) tax-exempt organization with the IRS.

Is Joe & Mary Leary Tr Uw 053194 financially healthy?

Based on our 9-metric Financial Health Score model, Joe & Mary Leary Tr Uw 053194 has a score of 63/100 (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 Joe & Mary Leary Tr Uw 053194 generate?

Joe & Mary Leary Tr Uw 053194 reports $590K in annual revenue and holds $5.7M in total assets, based on IRS filings.

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