TPhilanthropy, Voluntarism & GrantmakingEIN: 256752123· Ruling Year: 2003

Robert T Healey Sr Charitable Trust

Lumberton, New Jersey

B+Health Score
68B+

Financial Health Score

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

Good

How This Organization Compares

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

Working Capital Ratio (net assets ÷ expenses)

This Org9.47×
Peer Median18.82×
💰
$3.5M
Total Revenue
📊
$3.3M
Total Expenses
🏦
$30.9M
Net Assets
📋
$817
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+7.9%
Year-over-year change (2022 → 2023)
Net Margin
+7.7%
Revenue minus expenses as % of revenue
Working Capital Ratio
9.47
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$3,533,5578%$3,261,1481%$30,882,068
2022$3,274,82511%$3,295,88311%$30,788,6691%
2021$2,960,11312%$2,976,17910%$30,631,491
2020$3,351,28614%$3,324,85216%$30,647,715
2019$3,905,233139%$3,952,26910%$30,622,38934%
2015-$9,917,9712498%$4,405,03712%$46,391,16135%
2014$413,51964%$3,929,06627%$70,871,0779%
2013$1,133,41993%$3,095,49419%$78,133,6512%
2012$15,435,337219%$2,602,1824%$76,759,81016%
2011$4,834,508$2,701,108$65,899,199

Frequently Asked Questions

What does Robert T Healey Sr Charitable Trust do?

Robert T Healey Sr Charitable Trust is a philanthropy, voluntarism & grantmaking nonprofit organization based in New Jersey. It is classified under NTEE code T30 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Robert T Healey Sr Charitable Trust financially healthy?

Based on our 9-metric Financial Health Score model, Robert T Healey Sr Charitable Trust has a score of 68/100 (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 Robert T Healey Sr Charitable Trust generate?

Revenue data for Robert T Healey Sr Charitable Trust is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.

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