Will Family Trust
Lebanon, Ohio
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 8 peers in Philanthropy, Voluntarism & Grantmaking with $100K-$1M revenue
Financial Trends
5-Year Trend Analysis
Financial Health Indicators
Filing History
5 filings on record| Year | Revenue | Expenses | Assets | |
|---|---|---|---|---|
| 2024 | $204,247โ100% | $190,505โ23% | $2,963,283 | โ |
| 2023 | $102,160โ56% | $247,871โ49% | $2,949,541โ5% | โ |
| 2022 | $233,264โ1% | $165,934โ93% | $3,095,252โ2% | โ |
| 2021 | $234,848โ52% | $85,912โ9% | $3,023,731โ5% | โ |
| 2020 | $154,478 | $94,791 | $2,874,795 | โ |
Frequently Asked Questions
What does Will Family Trust do?โผ
Will Family Trust is a philanthropy, voluntarism & grantmaking nonprofit organization based in Ohio. It is classified under NTEE code T90Z and is registered as a 501(c) tax-exempt organization with the IRS.
Is Will Family Trust financially healthy?โผ
Based on our 9-metric Financial Health Score model, Will Family Trust has a score of 72/100 (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 Will Family Trust generate?โผ
Will Family Trust reports $991K in annual revenue and holds $3.8M in total assets, based on IRS filings.
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