BEducationEIN: 566526359· Ruling Year: 1998

William Harold Smith Charitable Tr

Marion, North Carolina

BHealth Score
57B

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 2 peers in Education with <$100K revenue

Working Capital Ratio (net assets ÷ expenses)

This Org32.18×
Peer Median26.08×
💰
$199K
Total Revenue
📊
$150K
Total Expenses
🏦
$4.8M
Net Assets
📋
$1
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-29.8%
Year-over-year change (2022 → 2023)
Net Margin
+24.8%
Revenue minus expenses as % of revenue
Working Capital Ratio
32.18
Net assets divided by total expenses
Liabilities-to-Assets
0.0%
Total liabilities as % of total assets

Filing History

10 filings on record
YearRevenueExpensesAssets
2023$199,00130%$149,65211%$4,815,30211%
2022$283,5135%$168,68527%$5,404,7424%
2021$271,0038%$231,38814%$5,213,33217%
2020$250,93920%$269,23215%$4,450,819
2019$313,11210%$317,8576%$4,469,1123%
2015$285,87610%$339,5808%$4,601,8851%
2014$316,6485%$313,2741%$4,655,589
2013$301,56263%$308,7461%$4,652,215
2012$185,15335%$311,6566%$4,659,3993%
2011$286,855$294,254$4,785,902

Frequently Asked Questions

What does William Harold Smith Charitable Tr do?

William Harold Smith Charitable Tr is a education nonprofit organization based in North Carolina. It is classified under NTEE code B82Z and is registered as a 501(c) tax-exempt organization with the IRS.

Is William Harold Smith Charitable Tr financially healthy?

Financial health scoring requires Form 990 filing data. Check back as we process more filings for William Harold Smith Charitable Tr.

How much revenue does William Harold Smith Charitable Tr generate?

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

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