TPhilanthropy, Voluntarism & GrantmakingEIN: 266711386· Ruling Year: 2009

Robert And Joan Follett Memorial Charitable Tr

Appleton, Wisconsin

B-Health Score
51B-

Financial Health Score

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

Average

How This Organization Compares

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

Working Capital Ratio (net assets ÷ expenses)

This Org120.38×
Peer Median18.82×
💰
$67K
Total Revenue
📊
$19K
Total Expenses
🏦
$2.3M
Net Assets
📋
$1
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+173.7%
Year-over-year change (2022 → 2023)
Net Margin
+71.9%
Revenue minus expenses as % of revenue
Working Capital Ratio
120.38
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$67,316174%$18,88785%$2,273,61211%
2022-$91,368206%$122,41063%$2,055,24417%
2021$86,21243%$326,92337%$2,487,0498%
2020$150,63121%$239,216120%$2,695,6622%
2019$124,18339%$108,89049%$2,636,32535783%
2015$204,769$214,5315%$7,34757%
2014$204,769$204,763$17,109
2013$205,042$205,036$17,103
2012$204,7703%$204,7632%$17,097
2011$210,924$201,172$17,090

Frequently Asked Questions

What does Robert And Joan Follett Memorial Charitable Tr do?

Robert And Joan Follett Memorial Charitable Tr is a philanthropy, voluntarism & grantmaking nonprofit organization based in Wisconsin. It is classified under NTEE code T30 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Robert And Joan Follett Memorial Charitable Tr financially healthy?

Financial health scoring requires Form 990 filing data. Check back as we process more filings for Robert And Joan Follett Memorial Charitable Tr.

How much revenue does Robert And Joan Follett Memorial Charitable Tr generate?

Revenue data for Robert And Joan Follett Memorial Charitable Tr is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.

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