Z โ€” UnclassifiedEIN: 146015572ยท Ruling Year: 1956

Morton & Helen Yulman Charitable Trust 14417154

Coral Gables, Florida

BHealth Score
60B

Financial Health Score

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

Above Average

๐Ÿ’ฐ
$1.3M
Total Revenue
๐Ÿ“Š
$1.3M
Total Expenses
๐Ÿฆ
$12.4M
Net Assets
๐Ÿ“‹
$1
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+175.6%
Year-over-year change (2022 โ†’ 2023)
Net Margin
+2.4%
Revenue minus expenses as % of revenue
Working Capital Ratio
9.77
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$1,304,050โ†‘176%$1,272,876โ†“1%$12,441,656
2022$473,107โ†“83%$1,286,912โ†“10%$12,424,239โ†“6%
2021$2,797,733โ†‘113%$1,433,969โ†‘8%$13,234,573โ†‘20%
2020$1,311,904โ†“51%$1,326,877$11,063,654โ†‘11%
2019$2,686,765โ†‘352%$1,322,174โ†‘33%$9,962,541โ†‘1%
2015$593,942โ†“13%$996,598โ†“2%$9,822,562โ†“5%
2014$682,335โ†“34%$1,018,918โ†‘40%$10,383,570โ†“7%
2013$1,039,952โ†‘119%$726,382โ†“14%$11,124,972
2012$474,379โ†“18%$841,355โ†‘15%$11,110,496โ†“4%
2011$581,716$728,936$11,540,118

Frequently Asked Questions

What does Morton & Helen Yulman Charitable Trust 14417154 do?โ–ผ

Morton & Helen Yulman Charitable Trust 14417154 is a unclassified nonprofit organization based in Florida. It is classified under NTEE code Z and is registered as a 501(c) tax-exempt organization with the IRS.

Is Morton & Helen Yulman Charitable Trust 14417154 financially healthy?โ–ผ

Based on our 9-metric Financial Health Score model, Morton & Helen Yulman Charitable Trust 14417154 has a score of 60/100 (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 Morton & Helen Yulman Charitable Trust 14417154 generate?โ–ผ

Revenue data for Morton & Helen Yulman Charitable Trust 14417154 is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.

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Morton & Helen Yulman Charitable Trust 14417154 โ€” Coral Gables, FL | GiveScope