LHousing & ShelterEIN: 043295922· Ruling Year: 1996

John Bertram House Of Swampscott Inc

Swampscott, Massachusetts

B-Health Score
47B-

Financial Health Score

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

Average

💰
$5.2M
Total Revenue
📊
$5.1M
Total Expenses
🏦
$1.1M
Net Assets
📋
$4.6M
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+5.1%
Year-over-year change (2022 → 2023)
Net Margin
+2.1%
Revenue minus expenses as % of revenue
Working Capital Ratio
0.21
Net assets divided by total expenses
Liabilities-to-Assets
81.0%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$5,161,7795%$5,054,0695%$5,658,1881%
2022$4,913,3284%$4,807,59914%$5,739,3002%
2021$5,104,22322%$4,219,4049%$5,639,6591%
2020$4,199,2586%$4,627,3032%$5,680,4403%
2019$4,475,3374%$4,545,9762%$5,832,9196%
2018$4,649,9604%$4,622,6213%$6,181,6118%
2017$4,847,643$4,758,1835%$6,739,8243%
2016$4,835,9644%$4,545,3043%$6,929,5611%
2015$4,672,3581%$4,397,9464%$7,015,8094%
2014$4,633,1642%$4,248,6483%$7,306,1275%
2013$4,550,3056%$4,125,0031%$7,711,9683%
2012$4,300,7254%$4,104,2322%$7,925,8423%
2011$4,145,178$4,010,554$8,131,408

Frequently Asked Questions

What does John Bertram House Of Swampscott Inc do?

John Bertram House Of Swampscott Inc is a housing & shelter nonprofit organization based in Massachusetts. It is classified under NTEE code L22 and is registered as a 501(c) tax-exempt organization with the IRS.

Is John Bertram House Of Swampscott Inc financially healthy?

Based on our 9-metric Financial Health Score model, John Bertram House Of Swampscott Inc has a score of 47/100 (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 John Bertram House Of Swampscott Inc generate?

John Bertram House Of Swampscott Inc reports $5.3M in annual revenue and holds $5.5M in total assets, based on IRS filings.

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