TPhilanthropy, Voluntarism & GrantmakingEIN: 736339730· Ruling Year: 2002

James R & Bonnie L Braswell Tr

Waxhaw, North Carolina

B-Health Score
50B-

Financial Health Score

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

Average

How This Organization Compares

Compared to 20 peers in Philanthropy, Voluntarism & Grantmaking with <$100K revenue

Working Capital Ratio (net assets ÷ expenses)

This Org13.99×
Peer Median18.82×
💰
$786K
Total Revenue
📊
$2.1M
Total Expenses
🏦
$28.7M
Net Assets
📋
$1
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+51.6%
Year-over-year change (2022 → 2023)
Net Margin
-161.0%
Revenue minus expenses as % of revenue
Working Capital Ratio
13.99
Net assets divided by total expenses
Liabilities-to-Assets
0.0%
Total liabilities as % of total assets

Filing History

10 filings on record
YearRevenueExpensesAssets
2023$785,80052%$2,050,9511%$28,701,3484%
2022$518,17481%$2,063,3483%$29,830,7384%
2021$2,680,41165%$2,004,0362%$31,127,5753%
2020$1,628,54117%$1,957,614$30,299,359
2019$1,957,269125%$1,958,28945%$30,337,1784%
2015$869,63888%$1,354,12628%$31,648,3822%
2014$7,109,793336%$1,057,3578%$31,081,55524%
2013$1,631,88288%$979,9509%$25,029,1193%
2012$13,896,2202022%$897,4475%$24,377,187114%
2011$654,820$949,582$11,378,414

Frequently Asked Questions

What does James R & Bonnie L Braswell Tr do?

James R & Bonnie L Braswell Tr is a philanthropy, voluntarism & grantmaking nonprofit organization based in North Carolina. It is classified under NTEE code T20 and is registered as a 501(c) tax-exempt organization with the IRS.

Is James R & Bonnie L Braswell Tr financially healthy?

Based on our 9-metric Financial Health Score model, James R & Bonnie L Braswell Tr has a score of 50/100 (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 James R & Bonnie L Braswell Tr generate?

Revenue data for James R & Bonnie L Braswell Tr is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.

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