TPhilanthropy, Voluntarism & GrantmakingEIN: 387167844· Ruling Year: 2016

Katie M Jones Charitable Tr

Souderton, Pennsylvania

DHealth Score
34D

Financial Health Score

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

Poor

How This Organization Compares

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

Working Capital Ratio (net assets ÷ expenses)

This Org11.63×
Peer Median18.82×
💰
$9K
Total Revenue
📊
$15K
Total Expenses
🏦
$175K
Net Assets
📋
$1
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+9.8%
Year-over-year change (2022 → 2023)
Net Margin
-72.1%
Revenue minus expenses as % of revenue
Working Capital Ratio
11.63
Net assets divided by total expenses
Liabilities-to-Assets
0.0%
Total liabilities as % of total assets

Filing History

5 filings on record
YearRevenueExpensesAssets
2023$8,74110%$15,0455%$175,0011%
2022$7,96251%$14,3433%$172,8664%
2021$16,390223%$13,9211%$179,6242%
2020$5,07961%$14,0642%$176,5385%
2019$13,115$13,833$186,146

Frequently Asked Questions

What does Katie M Jones Charitable Tr do?

Katie M Jones Charitable Tr is a philanthropy, voluntarism & grantmaking nonprofit organization based in Pennsylvania. It is classified under NTEE code T22 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Katie M Jones Charitable Tr financially healthy?

Financial health scoring requires Form 990 filing data. Check back as we process more filings for Katie M Jones Charitable Tr.

How much revenue does Katie M Jones Charitable Tr generate?

Revenue data for Katie M Jones Charitable Tr is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.

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Katie M Jones Charitable Tr — Souderton, PA | GiveScope