William R Kenan Jr Charitable Trust

Chapel Hill, North Carolina

BHealth Score
63B

Financial Health Score

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

Above Average

How This Organization Compares

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

Working Capital Ratio (net assets ÷ expenses)

This Org15.67×
Peer Median18.82×
💰
$81.5M
Total Revenue
📊
$42.5M
Total Expenses
🏦
$666.5M
Net Assets
📋
$1
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-22.2%
Year-over-year change (2022 → 2023)
Net Margin
+47.8%
Revenue minus expenses as % of revenue
Working Capital Ratio
15.67
Net assets divided by total expenses
Liabilities-to-Assets
0.0%
Total liabilities as % of total assets

Filing History

9 filings on record
YearRevenueExpensesAssets
2023$81,478,60122%$42,518,5212%$666,454,3696%
2022$104,676,28624%$41,609,8438%$627,541,45811%
2021$137,606,226288%$38,368,15219%$564,490,04621%
2020$35,425,05723%$32,303,5352%$465,251,9724%
2015$46,249,07420%$31,760,5193%$482,665,3861%
2014$38,632,81024%$32,611,84918%$476,176,8992%
2013$31,239,93721%$27,549,78563%$465,624,988
2012$25,870,2809%$16,850,15517%$463,320,9922%
2011$23,839,868$14,423,776$453,082,913

Frequently Asked Questions

What does William R Kenan Jr Charitable Trust do?

William R Kenan Jr Charitable Trust 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 William R Kenan Jr Charitable Trust financially healthy?

Based on our 9-metric Financial Health Score model, William R Kenan Jr Charitable Trust has a score of 63/100 (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 William R Kenan Jr Charitable Trust generate?

Revenue data for William R Kenan Jr Charitable Trust is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.

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