BEducationEIN: 060910420

Choate Rosemary Hall Foundation Incorporated

Wallingford, Connecticut

A-Health Score
78A-

Financial Health Score

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

Very Good

How This Organization Compares

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

Working Capital Ratio (net assets ÷ expenses)

This Org7.70×
Peer Median1.96×
💰
$87.9M
Total Revenue
📊
$92.3M
Total Expenses
🏦
$710.7M
Net Assets
📋
$90.0M
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-13.4%
Year-over-year change (2022 → 2023)
Net Margin
-5.0%
Revenue minus expenses as % of revenue
Working Capital Ratio
7.70
Net assets divided by total expenses
Liabilities-to-Assets
11.2%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$87,900,08613%$92,263,4606%$800,631,8102%
2022$101,520,85426%$86,645,0593%$781,507,6715%
2021$80,573,01623%$83,758,7536%$824,930,36318%
2020$104,110,1656%$88,642,7471%$701,223,2563%
2019$111,113,9339%$89,593,4671%$680,358,8475%
2018$101,922,0556%$88,616,3254%$650,821,4866%
2017$96,048,23315%$85,565,37511%$613,932,0309%
2016$83,161,04812%$77,191,6252%$562,810,4981%
2015$74,163,2659%$78,627,5429%$559,869,6811%
2014$81,216,97410%$72,235,0555%$554,117,6399%
2013$73,981,8284%$68,666,1266%$508,538,2018%
2012$71,211,0709%$64,639,4175%$470,641,9641%
2011$78,664,121$61,350,336$464,327,636

Frequently Asked Questions

What does Choate Rosemary Hall Foundation Incorporated do?

Choate Rosemary Hall Foundation Incorporated 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 Choate Rosemary Hall Foundation Incorporated financially healthy?

Based on our 9-metric Financial Health Score model, Choate Rosemary Hall Foundation Incorporated has a score of 78/100 (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 Choate Rosemary Hall Foundation Incorporated generate?

Choate Rosemary Hall Foundation Incorporated reports $105.2M in annual revenue and holds $862.3M in total assets, based on IRS filings.

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