TPhilanthropy, Voluntarism & GrantmakingEIN: 276188697· Ruling Year: 2010

Ralph And Hazel Osborn And Lois J Roork Charitable Trust

Seal Beach, California

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 Org8.58×
Peer Median18.82×
💰
$166K
Total Revenue
📊
$483K
Total Expenses
🏦
$4.1M
Net Assets
📋
$1
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+621.3%
Year-over-year change (2022 → 2023)
Net Margin
-191.8%
Revenue minus expenses as % of revenue
Working Capital Ratio
8.58
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$165,651621%$483,3673%$4,149,3307%
2022$22,96697%$468,09316%$4,467,0469%
2021$800,62621%$559,83113%$4,912,1735%
2020$663,39563%$496,710$4,671,3783%
2019$408,221127%$496,26353%$4,825,8312%
2015$179,66479%$324,0247%$4,909,7313%
2014$843,034137%$303,6052%$5,054,09112%
2013$355,46137%$296,93722%$4,514,6621%
2012$260,12891%$242,41213%$4,456,138
2011$2,864,185$215,006$4,438,422

Frequently Asked Questions

What does Ralph And Hazel Osborn And Lois J Roork Charitable Trust do?

Ralph And Hazel Osborn And Lois J Roork Charitable Trust is a philanthropy, voluntarism & grantmaking nonprofit organization based in California. It is classified under NTEE code T20 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Ralph And Hazel Osborn And Lois J Roork Charitable Trust financially healthy?

Based on our 9-metric Financial Health Score model, Ralph And Hazel Osborn And Lois J Roork 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 Ralph And Hazel Osborn And Lois J Roork Charitable Trust generate?

Revenue data for Ralph And Hazel Osborn And Lois J Roork Charitable Trust is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.

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