T — Philanthropy, 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$416,453↓5%$6,250,801
2022$416,362↓5%$439,753↑2%$6,249,547
2021$439,797↑2%$432,330$6,272,938
2020$432,380$430,595↑16%$6,265,471
2019$430,531↑16%$369,839↓1%$6,263,686↑1%
2018$369,891↑6%$374,976↑18%$6,202,994
2017$348,079↑18%$317,835$6,208,079
2016$294,251↓36%$317,458$6,177,835
2015$460,349↑26%$317,626↑12%$6,201,042↑2%
2014$365,631↑27%$283,109↑3%$6,058,319↑1%
2013$288,022↑6%$275,279↑4%$5,975,797
2012$272,760↑3%$264,127↓8%$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 $446K in annual revenue and holds $6.3M in total assets, based on IRS filings.

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