TPhilanthropy, Voluntarism & GrantmakingEIN: 263939254· Ruling Year: 2010

Wo And Lois Newell Charitable Trust

Somerset, Kentucky

B-Health Score
54B-

Financial Health Score

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

Average

How This Organization Compares

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

Working Capital Ratio (net assets ÷ expenses)

This Org15.25×
Peer Median18.82×
💰
$711K
Total Revenue
📊
$881K
Total Expenses
🏦
$13.4M
Net Assets
📋
$1
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-33.2%
Year-over-year change (2022 → 2023)
Net Margin
-23.9%
Revenue minus expenses as % of revenue
Working Capital Ratio
15.25
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$711,33233%$881,2348%$13,436,7821%
2022$1,065,5431%$959,38918%$13,606,6801%
2021$1,075,232154%$812,4535%$13,505,0992%
2020$422,73430%$853,0613%$13,243,3913%
2019$601,15024%$881,4503%$13,674,7044%
2015$790,77321%$907,0389%$14,183,1671%
2014$656,02773%$997,41425%$14,299,4322%
2013$2,473,328402%$796,51910%$14,646,9703%
2012$492,22917%$723,3934%$14,267,5555%
2011$422,274$754,881$13,550,439

Frequently Asked Questions

What does Wo And Lois Newell Charitable Trust do?

Wo And Lois Newell Charitable Trust is a philanthropy, voluntarism & grantmaking nonprofit organization based in Kentucky. It is classified under NTEE code T20 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Wo And Lois Newell Charitable Trust financially healthy?

Based on our 9-metric Financial Health Score model, Wo And Lois Newell Charitable Trust has a score of 54/100 (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 Wo And Lois Newell Charitable Trust generate?

Revenue data for Wo And Lois Newell Charitable Trust is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.

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