TPhilanthropy, Voluntarism & GrantmakingEIN: 426528237· Ruling Year: 1995

Ivan & Caroline Wilson Memorial Tr Ii

Shenandoah, Iowa

BHealth Score
62B

Financial Health Score

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

Above Average

How This Organization Compares

Compared to 8 peers in Philanthropy, Voluntarism & Grantmaking with $100K-$1M revenue

💰
$418K
Total Revenue
📊
$416K
Total Expenses
🏦
$6.3M
Net Assets
📋
N/A
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+0.3%
Year-over-year change (2022 → 2023)
Net Margin
+0.3%
Revenue minus expenses as % of revenue

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$417,707$416,4535%$6,250,801
2022$416,3625%$439,7532%$6,249,547
2021$439,7972%$432,330$6,272,938
2020$432,380$430,59516%$6,265,471
2019$430,53116%$369,8391%$6,263,6861%
2018$369,8916%$374,97618%$6,202,994
2017$348,07918%$317,835$6,208,079
2016$294,25136%$317,458$6,177,835
2015$460,34926%$317,62612%$6,201,0422%
2014$365,63127%$283,1093%$6,058,3191%
2013$288,0226%$275,2794%$5,975,797
2012$272,7603%$264,1278%$5,963,054
2011$264,087$287,454$5,954,422

Frequently Asked Questions

What does Ivan & Caroline Wilson Memorial Tr Ii do?

Ivan & Caroline Wilson Memorial Tr Ii is a philanthropy, voluntarism & grantmaking nonprofit organization based in Iowa. It is classified under NTEE code T99Z and is registered as a 501(c) tax-exempt organization with the IRS.

Is Ivan & Caroline Wilson Memorial Tr Ii financially healthy?

Financial health scoring requires Form 990 filing data. Check back as we process more filings for Ivan & Caroline Wilson Memorial Tr Ii.

How much revenue does Ivan & Caroline Wilson Memorial Tr Ii generate?

Ivan & Caroline Wilson Memorial Tr Ii reports $436K in annual revenue and holds $6.3M in total assets, based on IRS filings.

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