TPhilanthropy, Voluntarism & GrantmakingEIN: 200446975· Ruling Year: 2005

Holt & Bugbee Foundation Inc

Tewksbury, Massachusetts

BHealth Score
59B

Financial Health Score

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

Above Average

How This Organization Compares

Compared to 20 peers in Philanthropy, Voluntarism & Grantmaking with <$100K revenue

Working Capital Ratio (net assets ÷ expenses)

This Org5.14×
Peer Median18.82×
💰
$56K
Total Revenue
📊
$59K
Total Expenses
🏦
$301K
Net Assets
📋
$1
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-28.6%
Year-over-year change (2022 → 2023)
Net Margin
-4.5%
Revenue minus expenses as % of revenue
Working Capital Ratio
5.14
Net assets divided by total expenses
Liabilities-to-Assets
0.0%
Total liabilities as % of total assets

Filing History

10 filings on record
YearRevenueExpensesAssets
2023$56,18929%$58,70234%$301,4561%
2022$78,720183%$43,729132%$303,96913%
2021$27,844238%$18,85058%$268,9783%
2020$8,24259%$45,417136%$259,98413%
2019$20,24344%$19,26964%$297,1596%
2015$14,02183%$53,714119%$317,00611%
2014$82,344206%$24,57146%$355,87019%
2013$26,925154%$16,82327%$298,0974%
2012$10,60335%$22,92639%$287,9954%
2011$16,430$16,529$300,318

Frequently Asked Questions

What does Holt & Bugbee Foundation Inc do?

Holt & Bugbee Foundation Inc is a philanthropy, voluntarism & grantmaking nonprofit organization based in Massachusetts. It is classified under NTEE code T21 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Holt & Bugbee Foundation Inc financially healthy?

Financial health scoring requires Form 990 filing data. Check back as we process more filings for Holt & Bugbee Foundation Inc.

How much revenue does Holt & Bugbee Foundation Inc generate?

Revenue data for Holt & Bugbee Foundation Inc is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.

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