ZUnclassifiedEIN: 591932547· Ruling Year: 1979

Susan H & Wilbur H Marcy Trust

Winter Park, Florida

BHealth Score
62B

Financial Health Score

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

Above Average

💰
$595K
Total Revenue
📊
$896K
Total Expenses
🏦
$15.0M
Net Assets
📋
$32K
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+60.3%
Year-over-year change (2023 → 2024)
Net Margin
-50.5%
Revenue minus expenses as % of revenue
Working Capital Ratio
16.74
Net assets divided by total expenses
Liabilities-to-Assets
0.2%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2024$594,99160%$895,74516%$15,030,9605%
2023$371,19270%$769,877$14,257,04511%
2022$1,252,01029%$770,6182%$15,973,4648%
2021$973,40525%$783,2851%$14,739,2572%
2020$1,302,37069%$776,91020%$14,385,4909%
2019$769,9009%$649,4212%$13,205,2918%
2018$846,5925%$660,6513%$14,314,5158%
2017$803,90888%$681,72929%$13,213,28712%
2016$6,490,613682%$526,99325%$11,841,06710%
2015$829,91088%$421,21818%$13,087,8144%
2014$442,49819%$356,0623%$12,531,5707%
2013$372,3431081%$344,28416%$11,680,6049%
2012$31,529$296,941$10,691,628

Frequently Asked Questions

What does Susan H & Wilbur H Marcy Trust do?

Susan H & Wilbur H Marcy Trust is a unclassified nonprofit organization based in Florida. It is classified under NTEE code Z and is registered as a 501(c) tax-exempt organization with the IRS.

Is Susan H & Wilbur H Marcy Trust financially healthy?

Based on our 9-metric Financial Health Score model, Susan H & Wilbur H Marcy Trust has a score of 62/100 (Grade: B). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does Susan H & Wilbur H Marcy Trust generate?

Susan H & Wilbur H Marcy Trust reports $831K in annual revenue and holds $17.0M in total assets, based on IRS filings.

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