TPhilanthropy, Voluntarism & GrantmakingEIN: 546210134· Ruling Year: 2003

Fentress Charitable Remainder Unitrust

Brookhaven, Georgia

B+Health Score
70B+

Financial Health Score

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

Good

How This Organization Compares

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

Working Capital Ratio (net assets ÷ expenses)

This Org71.17×
Peer Median18.82×
💰
$18K
Total Revenue
📊
$7K
Total Expenses
🏦
$528K
Net Assets
📋
$9K
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+42.0%
Year-over-year change (2022 → 2023)
Net Margin
+58.5%
Revenue minus expenses as % of revenue
Working Capital Ratio
71.17
Net assets divided by total expenses
Liabilities-to-Assets
1.6%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$17,85642%$7,4183%$536,7272%
2022$12,57422%$7,1818%$526,6411%
2021$16,18417%$7,76621%$521,6272%
2020$19,61633%$9,86312%$513,6782%
2019$29,470122%$8,8016%$503,9904%
2018$13,2815%$8,2801%$483,2861%
2017$12,603$8,3574%$478,3181%
2016$12,60512%$8,000$474,0721%
2015$14,28425%$7,9841%$469,4671%
2014$18,95539%$8,0691%$463,1602%
2013$13,5922%$7,9731%$452,1641%
2012$13,28914%$8,06917%$446,6541%
2011$15,471$9,704$443,085

Frequently Asked Questions

What does Fentress Charitable Remainder Unitrust do?

Fentress Charitable Remainder Unitrust is a philanthropy, voluntarism & grantmaking nonprofit organization based in Georgia. It is classified under NTEE code T20 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Fentress Charitable Remainder Unitrust financially healthy?

Financial health scoring requires Form 990 filing data. Check back as we process more filings for Fentress Charitable Remainder Unitrust.

How much revenue does Fentress Charitable Remainder Unitrust generate?

Fentress Charitable Remainder Unitrust reports $20K in annual revenue and holds $545K in total assets, based on IRS filings.

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