Leona M & Harry B Helmsley Charitable Trust

New York, New York

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 Org12.56×
Peer Median18.82×
💰
$629.1M
Total Revenue
📊
$534.9M
Total Expenses
🏦
$6.7B
Net Assets
📋
$535.7M
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-25.1%
Year-over-year change (2022 → 2023)
Net Margin
+15.0%
Revenue minus expenses as % of revenue
Working Capital Ratio
12.56
Net assets divided by total expenses
Liabilities-to-Assets
7.4%
Total liabilities as % of total assets

Filing History

10 filings on record
YearRevenueExpensesAssets
2023$629,133,44925%$534,910,9181%$7,256,835,63612%
2022$839,493,14116%$540,117,75047%$8,221,675,6121%
2021$723,181,3063%$368,281,3761%$8,313,587,89641%
2020$743,305,80726%$373,591,790$5,911,771,3973%
2019$591,323,298276%$373,301,0895%$6,066,848,5039%
2015$157,352,02887%$393,072,08436%$5,549,574,5442%
2014$1,200,100,548584%$289,230,82511%$5,444,213,68528%
2013$175,457,20019%$326,139,14992%$4,241,501,0024%
2012$216,694,25572%$170,274,39223%$4,062,077,9092%
2011$777,849,582$221,893,508$4,143,880,203

Frequently Asked Questions

What does Leona M & Harry B Helmsley Charitable Trust do?

Leona M & Harry B Helmsley Charitable Trust is a philanthropy, voluntarism & grantmaking nonprofit organization based in New York. It is classified under NTEE code T20 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Leona M & Harry B Helmsley Charitable Trust financially healthy?

Based on our 9-metric Financial Health Score model, Leona M & Harry B Helmsley 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 Leona M & Harry B Helmsley Charitable Trust generate?

Revenue data for Leona M & Harry B Helmsley Charitable Trust is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.

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