TPhilanthropy, Voluntarism & GrantmakingEIN: 816941753· Ruling Year: 2019

George And Lucy Malmberg Foundation Tr Agreement

Sarasota, Florida

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 Org5.73×
Peer Median18.82×
💰
$441K
Total Revenue
📊
$2.1M
Total Expenses
🏦
$12.2M
Net Assets
📋
$1
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+34.9%
Year-over-year change (2022 → 2023)
Net Margin
-384.1%
Revenue minus expenses as % of revenue
Working Capital Ratio
5.73
Net assets divided by total expenses
Liabilities-to-Assets
0.0%
Total liabilities as % of total assets

Filing History

5 filings on record
YearRevenueExpensesAssets
2023$440,56235%$2,132,82568%$12,211,03912%
2022$326,61398%$6,626,3981076%$13,873,06731%
2021$18,087,79657905%$563,26759%$20,124,124393%
2020$31,18370%$355,06615%$4,085,8207%
2019$105,479$310,098$4,408,581

Frequently Asked Questions

What does George And Lucy Malmberg Foundation Tr Agreement do?

George And Lucy Malmberg Foundation Tr Agreement is a philanthropy, voluntarism & grantmaking nonprofit organization based in Florida. It is classified under NTEE code T20 and is registered as a 501(c) tax-exempt organization with the IRS.

Is George And Lucy Malmberg Foundation Tr Agreement financially healthy?

Based on our 9-metric Financial Health Score model, George And Lucy Malmberg Foundation Tr Agreement 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 George And Lucy Malmberg Foundation Tr Agreement generate?

Revenue data for George And Lucy Malmberg Foundation Tr Agreement is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.

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