ZUnclassifiedEIN: 916369099· Ruling Year: 2003

Erna Jorgensen Charitable Trust 40 10 420 0862500

Brooklyn, Ohio

BHealth Score
58B

Financial Health Score

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

Above Average

💰
$1.0M
Total Revenue
📊
$1.3M
Total Expenses
🏦
$9.3M
Net Assets
📋
N/A
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-8.1%
Year-over-year change (2022 → 2023)
Net Margin
-25.6%
Revenue minus expenses as % of revenue

Filing History

14 filings on record
YearRevenueExpensesAssets
2023$1,008,8908%$1,267,5862%$9,289,1473%
2022$1,097,6598%$1,296,55717%$9,552,9922%
2021$1,017,9961%$1,111,1077%$9,757,0291%
2020$1,012,032139%$1,034,187$9,856,080
2019$424,2502%$1,032,7904%$9,878,5296%
2018$434,07484%$995,3391%$10,487,0685%
2017$2,729,506390%$983,0214%$11,048,33319%
2016$556,51966%$1,020,6679%$9,301,8485%
2015$1,657,43473%$936,1036%$9,765,9968%
2014$958,45643%$883,47212%$9,044,6651%
2013$672,01432%$785,66710%$8,969,6811%
2012$507,27242%$870,5467%$9,083,3344%
2011$873,44926%$813,54813%$9,469,2241%
2010$693,809$938,055$9,409,323

Frequently Asked Questions

What does Erna Jorgensen Charitable Trust 40 10 420 0862500 do?

Erna Jorgensen Charitable Trust 40 10 420 0862500 is a unclassified nonprofit organization based in Ohio. It is classified under NTEE code Z and is registered as a 501(c) tax-exempt organization with the IRS.

Is Erna Jorgensen Charitable Trust 40 10 420 0862500 financially healthy?

Based on our 9-metric Financial Health Score model, Erna Jorgensen Charitable Trust 40 10 420 0862500 has a score of 58/100 (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 Erna Jorgensen Charitable Trust 40 10 420 0862500 generate?

Erna Jorgensen Charitable Trust 40 10 420 0862500 reports $932K in annual revenue and holds $8.9M in total assets, based on IRS filings.

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