YMutual & Membership BenefitEIN: 166456453· Ruling Year: 1999

Kingston Trust Fund

Kingston, New York

A-Health Score
76A-

Financial Health Score

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

Very Good

How This Organization Compares

Compared to 22 peers in Mutual & Membership Benefit with $10M-$100M revenue

Working Capital Ratio (net assets ÷ expenses)

This Org0.97×
Peer Median10.70×
💰
$34.9M
Total Revenue
📊
$35.0M
Total Expenses
🏦
$34.1M
Net Assets
📋
$5.2M
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+6.6%
Year-over-year change (2022 → 2023)
Net Margin
-0.3%
Revenue minus expenses as % of revenue
Working Capital Ratio
0.97
Net assets divided by total expenses
Liabilities-to-Assets
13.3%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$34,877,1687%$34,988,15528%$39,261,8683%
2022$32,714,3454%$27,403,0451%$37,971,4388%
2021$31,419,249$27,728,75713%$35,204,75617%
2020$31,374,1132%$24,580,22017%$30,204,07423%
2019$30,731,4059%$29,693,38123%$24,615,64512%
2018$28,152,39910%$24,129,8732%$22,005,73519%
2017$25,631,0506%$23,549,2935%$18,515,4749%
2016$24,199,1632%$24,822,2368%$16,958,1242%
2015$23,663,1936%$22,953,0695%$16,617,4926%
2014$22,234,41342%$21,793,80225%$15,640,175
2013$15,663,63028%$17,483,08624%$15,608,3548%
2012$21,700,308$22,981,2586%$16,884,8067%
2011$21,608,219$21,701,204$18,185,906

Frequently Asked Questions

What does Kingston Trust Fund do?

Kingston Trust Fund is a mutual & membership benefit nonprofit organization based in New York. It is classified under NTEE code Y43 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Kingston Trust Fund financially healthy?

Based on our 9-metric Financial Health Score model, Kingston Trust Fund has a score of 76/100 (Grade: A-). 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 Kingston Trust Fund generate?

Kingston Trust Fund reports $37.4M in annual revenue and holds $43.9M in total assets, based on IRS filings.

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Kingston Trust Fund — Kingston, NY | GiveScope