The J F Kapnek Charitable Trust
Lafayette, California
BHealth Score
62B
Financial Health Score
8-metric score across financial health, operational efficiency, and resilience. Based on IRS Form 990 filing data.
Above Average
💰
$605K
Total Revenue
📊
$590K
Total Expenses
🏦
$1.3M
Net Assets
📋
$4K
Total Liabilities
Financial Trends
5-Year Trend Analysis
Financial Health Indicators
Revenue Growth
+12.3%
Year-over-year change (2022 → 2023)
Net Margin
+2.6%
Revenue minus expenses as % of revenue
Working Capital Ratio
2.15
Net assets divided by total expenses
Liabilities-to-Assets
0.3%
Total liabilities as % of total assets
Filing History
13 filings on record| Year | Revenue | Expenses | Assets | |
|---|---|---|---|---|
| 2023 | $605,167↑12% | $589,643↓4% | $1,271,926↑17% | |
| 2022 | $538,810↓14% | $613,071↑24% | $1,085,278↓23% | — |
| 2021 | $630,115↑58% | $495,670↑28% | $1,417,104↑36% | — |
| 2020 | $399,167↓9% | $386,075↓26% | $1,041,961 | — |
| 2019 | $437,341↑14% | $521,069↑61% | $1,037,646↓7% | — |
| 2018 | $385,047↓10% | $324,067↓19% | $1,120,905↑14% | — |
| 2017 | $430,145↓3% | $398,356↓27% | $985,266↑14% | — |
| 2016 | $442,273↓48% | $546,229↓37% | $863,085↓16% | — |
| 2015 | $842,632↑85% | $861,924↑113% | $1,026,721↓3% | — |
| 2014 | $455,978↓1% | $405,479↓25% | $1,059,253↑12% | — |
| 2013 | $459,660↓75% | $538,485↓70% | $942,319↑5% | — |
| 2012 | $1,819,976↑13% | $1,789,243↑13% | $900,351↓30% | — |
| 2011 | $1,610,052 | $1,583,650 | $1,278,800 | — |
Frequently Asked Questions
What does The J F Kapnek Charitable Trust do?▼
The J F Kapnek Charitable Trust is a human services nonprofit organization based in California. It is classified under NTEE code P20Z and is registered as a 501(c) tax-exempt organization with the IRS.
Is The J F Kapnek Charitable Trust financially healthy?▼
Financial health scoring requires Form 990 filing data. Check back as we process more filings for The J F Kapnek Charitable Trust.
How much revenue does The J F Kapnek Charitable Trust generate?▼
The J F Kapnek Charitable Trust reports $696K in annual revenue and holds $1.5M in total assets, based on IRS filings.
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