BEducationEIN: 060653119

Loomis Institute

Windsor, Connecticut

AHealth Score
91A

Financial Health Score

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

Excellent

How This Organization Compares

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

Working Capital Ratio (net assets ÷ expenses)

This Org5.15×
Peer Median1.96×
💰
$80.7M
Total Revenue
📊
$71.8M
Total Expenses
🏦
$369.8M
Net Assets
📋
$86.3M
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+14.8%
Year-over-year change (2022 → 2023)
Net Margin
+11.1%
Revenue minus expenses as % of revenue
Working Capital Ratio
5.15
Net assets divided by total expenses
Liabilities-to-Assets
18.9%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$80,711,28315%$71,783,7809%$456,124,2036%
2022$70,302,2516%$65,623,75014%$428,670,8534%
2021$66,028,38716%$57,736,0863%$445,458,16921%
2020$56,941,3094%$56,324,8301%$366,812,6163%
2019$59,134,53512%$56,856,8041%$378,936,4661%
2018$66,896,2813%$56,257,7511%$373,468,6899%
2017$68,716,73948%$55,603,69412%$344,092,37710%
2016$46,281,8513%$49,605,5342%$313,082,2753%
2015$47,629,7187%$48,405,3912%$322,432,366
2014$50,947,71218%$47,304,4225%$321,203,4888%
2013$43,301,64519%$44,992,3622%$297,347,1962%
2012$36,316,66515%$43,926,0802%$291,515,1957%
2011$42,968,171$42,896,018$313,084,475

Frequently Asked Questions

What does Loomis Institute do?

Loomis Institute is a education nonprofit organization based in Connecticut. It is classified under NTEE code B250 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Loomis Institute financially healthy?

Based on our 9-metric Financial Health Score model, Loomis Institute has a score of 91/100 (Grade: A). 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 Loomis Institute generate?

Loomis Institute reports $137.9M in annual revenue and holds $540.6M in total assets, based on IRS filings.

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