BEducationEIN: 042105776

Assumption University

Worcester, Massachusetts

BHealth Score
63B

Financial Health Score

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

Above Average

How This Organization Compares

Compared to 492 peers in Education with $100M-$1B revenue

Working Capital Ratio (net assets ÷ expenses)

This Org1.56×
Peer Median1.96×
💰
$116.9M
Total Revenue
📊
$122.0M
Total Expenses
🏦
$190.2M
Net Assets
📋
$47.6M
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-16.4%
Year-over-year change (2022 → 2023)
Net Margin
-4.4%
Revenue minus expenses as % of revenue
Working Capital Ratio
1.56
Net assets divided by total expenses
Liabilities-to-Assets
20.0%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$116,907,83216%$121,995,5313%$237,826,1095%
2022$139,781,9575%$125,845,8874%$249,199,2016%
2021$147,045,19026%$121,097,4856%$264,318,47110%
2020$116,679,7134%$114,399,4701%$240,513,5433%
2019$112,143,4341%$112,778,8513%$233,637,8683%
2018$112,815,1805%$109,217,2531%$241,185,7422%
2017$118,907,9597%$108,292,5011%$237,044,67314%
2016$110,900,7282%$108,872,4311%$207,649,8191%
2015$108,419,9201%$107,349,276$210,097,249
2014$107,530,3411%$107,004,849$210,150,0575%
2013$105,992,5013%$106,549,9935%$200,178,8827%
2012$103,320,1352%$101,599,053$186,472,9254%
2011$101,199,733$101,521,992$193,833,861

Frequently Asked Questions

What does Assumption University do?

Assumption University is a education nonprofit organization based in Massachusetts. It is classified under NTEE code B420 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Assumption University financially healthy?

Based on our 9-metric Financial Health Score model, Assumption University has a score of 63/100 (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 Assumption University generate?

Assumption University reports $127.1M in annual revenue and holds $239.3M in total assets, based on IRS filings.

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