The Helmerich Trust
Tulsa, Oklahoma
Financial Health Score
9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.
Average
Financial Trends
5-Year Trend Analysis
Financial Health Indicators
Filing History
10 filings on record| Year | Revenue | Expenses | Assets | |
|---|---|---|---|---|
| 2023 | $2,419,504↑375% | $6,756,431↓13% | $97,557,271↓1% | — |
| 2022 | $509,655↓96% | $7,732,819↑37% | $98,566,358↓4% | — |
| 2021 | $13,260,619↑355% | $5,650,973↓19% | $102,632,790↑9% | — |
| 2020 | $2,914,883↓80% | $7,008,221↓34% | $94,365,938↓2% | — |
| 2019 | $14,406,750↑258% | $10,562,010↑276% | $96,668,399↑53% | — |
| 2015 | $4,028,773↑170% | $2,810,437↓52% | $63,280,567↑2% | — |
| 2014 | $1,493,768↑268% | $5,827,821↑1329% | $62,062,231↑844% | — |
| 2013 | $405,754↑48% | $407,777↓23% | $6,571,296 | — |
| 2012 | $274,406↑4% | $531,792↑18% | $6,573,319↓4% | — |
| 2011 | $263,195 | $450,747 | $6,830,705 | — |
Frequently Asked Questions
What does The Helmerich Trust do?▼
The Helmerich Trust is a unclassified nonprofit organization based in Oklahoma. It is classified under NTEE code Z and is registered as a 501(c) tax-exempt organization with the IRS.
Is The Helmerich Trust financially healthy?▼
Based on our 9-metric Financial Health Score model, The Helmerich Trust 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 The Helmerich Trust generate?▼
Revenue data for The Helmerich Trust is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.
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