Univest Foundation
Souderton, Pennsylvania
Financial Health Score
9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.
Good
How This Organization Compares
Compared to 30 peers in Philanthropy, Voluntarism & Grantmaking with $1M-$10M revenue
Working Capital Ratio (net assets ÷ expenses)
Financial Trends
5-Year Trend Analysis
Financial Health Indicators
Filing History
13 filings on record| Year | Revenue | Expenses | Assets | |
|---|---|---|---|---|
| 2024 | $1,082,775↓22% | $1,170,036↑5% | $13,209,373↑4% | |
| 2023 | $1,380,386↑30% | $1,109,899↑5% | $12,683,154↑2% | — |
| 2022 | $1,064,806↓59% | $1,052,330↓60% | $12,472,061↓17% | — |
| 2021 | $2,567,153↑39% | $2,630,581↑101% | $14,999,985↑26% | — |
| 2020 | $1,851,575↑58% | $1,310,716↓7% | $11,914,126↑5% | — |
| 2019 | $1,174,278↓41% | $1,411,787↓20% | $11,396,494↓3% | — |
| 2018 | $1,994,516↓12% | $1,762,445↓16% | $11,694,819↑2% | — |
| 2017 | $2,270,963↑13% | $2,094,461↓40% | $11,452,870↑9% | — |
| 2016 | $2,003,878↓30% | $3,515,043↑78% | $10,532,299↓14% | — |
| 2015 | $2,865,624↑6% | $1,972,325↑3% | $12,194,609 | — |
| 2014 | $2,714,029↑7% | $1,910,070↑89% | $12,172,813↑18% | — |
| 2013 | $2,537,915↑95% | $1,009,843↑30% | $10,326,897↑51% | — |
| 2012 | $1,301,428 | $777,099 | $6,845,318 | — |
Frequently Asked Questions
What does Univest Foundation do?▼
Univest Foundation is a philanthropy, voluntarism & grantmaking nonprofit organization based in Pennsylvania. It is classified under NTEE code T99 and is registered as a 501(c) tax-exempt organization with the IRS.
Is Univest Foundation financially healthy?▼
Based on our 9-metric Financial Health Score model, Univest Foundation has a score of 66/100 (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 Univest Foundation generate?▼
Univest Foundation reports $1.5M in annual revenue and holds $13.8M in total assets, based on IRS filings.
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