Nelson Trust
Portland, Oregon
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 22 peers in Mutual & Membership Benefit with $10M-$100M revenue
Working Capital Ratio (net assets ÷ expenses)
Financial Trends
5-Year Trend Analysis
Financial Health Indicators
Filing History
13 filings on record| Year | Revenue | Expenses | Assets | |
|---|---|---|---|---|
| 2023 | $11,911,048↑4% | $11,043,413↓11% | $34,706,454↑7% | |
| 2022 | $11,408,829↓14% | $12,403,159↓15% | $32,462,052↓14% | — |
| 2021 | $13,254,150↑10% | $14,604,068↑15% | $37,665,901↓6% | — |
| 2020 | $12,099,647↓54% | $12,693,011↓58% | $40,191,203↓2% | — |
| 2019 | $26,121,233↓11% | $30,523,854↓11% | $40,921,228↓11% | — |
| 2018 | $29,209,335↓14% | $34,342,949↓9% | $46,007,874↓15% | — |
| 2017 | $33,858,694↑2% | $37,728,545↓22% | $53,839,208↓13% | — |
| 2016 | $33,223,577↓14% | $48,330,891↑7% | $61,749,881↓14% | — |
| 2015 | $38,475,932↓25% | $45,089,550↓6% | $72,179,326↓14% | — |
| 2014 | $51,008,393↑9% | $47,900,593↓8% | $84,041,960↓5% | — |
| 2013 | $46,972,247↓17% | $51,791,972↓14% | $88,773,161↓3% | — |
| 2012 | $56,632,105↓3% | $60,340,691 | $91,772,688↑3% | — |
| 2011 | $58,508,475 | $60,120,047 | $89,210,276 | — |
Frequently Asked Questions
What does Nelson Trust do?▼
Nelson Trust is a mutual & membership benefit nonprofit organization based in Oregon. It is classified under NTEE code Y34 and is registered as a 501(c) tax-exempt organization with the IRS.
Is Nelson Trust financially healthy?▼
Based on our 9-metric Financial Health Score model, Nelson Trust has a score of 52/100 (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 Nelson Trust generate?▼
Nelson Trust reports $11.9M in annual revenue and holds $37.7M in total assets, based on IRS filings.
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