Centros Sor Isolina Ferre Endowment Trust

San Juan, Puerto Rico

BHealth Score
60B

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 30 peers in Philanthropy, Voluntarism & Grantmaking with $1M-$10M revenue

💰
$205K
Total Revenue
📊
$61K
Total Expenses
🏦
$3.7M
Net Assets
📋
N/A
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+49.9%
Year-over-year change (2022 → 2023)
Net Margin
+70.3%
Revenue minus expenses as % of revenue

Filing History

12 filings on record
YearRevenueExpensesAssets
2023$205,14550%$60,89965%$3,714,56117%
2022$136,83466%$171,66366%$3,173,05013%
2020$406,03152%$500,365428%$3,667,5804%
2019$266,39970%$94,78670%$3,542,13322%
2018$156,95966%$313,856120%$2,904,16812%
2017$466,39096%$142,930148%$3,297,65811%
2016$237,93634%$57,64469%$2,976,2647%
2015$361,81571%$183,62728%$2,785,2116%
2014$211,585361%$143,38432%$2,963,7565%
2013-$81,101179%$210,057226%$2,830,2021%
2012$102,15682%$64,4997%$2,855,91011%
2011$581,696$69,508$2,577,670

Frequently Asked Questions

What does Centros Sor Isolina Ferre Endowment Trust do?

Centros Sor Isolina Ferre Endowment Trust is a philanthropy, voluntarism & grantmaking nonprofit organization based in Puerto Rico. It is classified under NTEE code T900 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Centros Sor Isolina Ferre Endowment Trust financially healthy?

Based on our 9-metric Financial Health Score model, Centros Sor Isolina Ferre Endowment Trust has a score of 60/100 (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 Centros Sor Isolina Ferre Endowment Trust generate?

Centros Sor Isolina Ferre Endowment Trust reports $1.5M in annual revenue and holds $4.9M in total assets, based on IRS filings.

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