TPhilanthropy, Voluntarism & GrantmakingEIN: 866158195· Ruling Year: 1986

The Harold James Family Trust

Prescott, Arizona

B-Health Score
49B-

Financial Health Score

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

Average

How This Organization Compares

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

Working Capital Ratio (net assets ÷ expenses)

This Org32.12×
Peer Median18.82×
💰
$1.9M
Total Revenue
📊
$2.0M
Total Expenses
🏦
$64.0M
Net Assets
📋
$1
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+321.3%
Year-over-year change (2022 → 2023)
Net Margin
-7.4%
Revenue minus expenses as % of revenue
Working Capital Ratio
32.12
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$1,853,897321%$1,991,4521%$63,956,158
2022-$837,642396%$1,974,0443%$64,093,7134%
2021$283,17418%$1,908,9476%$66,905,3992%
2020$239,07015%$1,805,13234%$68,531,1722%
2019$280,22628%$2,734,127628%$70,097,234840%
2015$390,55221%$375,62288%$7,453,255
2014$321,53715%$3,209,016839%$7,438,3261%
2013$380,48542%$341,59310%$7,366,0986%
2012$267,722351%$377,60618%$7,797,9334%
2011$59,422$459,046$7,525,401

Frequently Asked Questions

What does The Harold James Family Trust do?

The Harold James Family Trust is a philanthropy, voluntarism & grantmaking nonprofit organization based in Arizona. It is classified under NTEE code T23 and is registered as a 501(c) tax-exempt organization with the IRS.

Is The Harold James Family Trust financially healthy?

Financial health scoring requires Form 990 filing data. Check back as we process more filings for The Harold James Family Trust.

How much revenue does The Harold James Family Trust generate?

Revenue data for The Harold James Family Trust is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.

Similar Organizations

Explore more organizations in the Philanthropy, Voluntarism & Grantmaking category, or browse all nonprofits in Arizona.