ZUnclassifiedEIN: 226480716

Shirley & Milton Levy Family Charitable Trust

Framingham, Massachusetts

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

💰
$1.5M
Total Revenue
📊
$1.4M
Total Expenses
🏦
$2.6M
Net Assets
📋
$1
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+125.9%
Year-over-year change (2022 → 2023)
Net Margin
+5.5%
Revenue minus expenses as % of revenue
Working Capital Ratio
1.91
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$1,461,925126%$1,381,706180%$2,639,3223%
2022$647,14818%$494,18230%$2,559,1036%
2021$550,59715%$378,9584%$2,406,1378%
2020$478,20545%$393,6252%$2,234,4984%
2019$870,471153%$385,29949%$2,149,91878%
2015$343,4951%$259,0292%$1,206,9258%
2014$338,819131%$253,26423%$1,122,4598%
2013$146,718288%$205,94311%$1,036,9045%
2012$37,82891%$184,97122%$1,096,12912%
2011$405,449$151,170$1,243,272

Frequently Asked Questions

What does Shirley & Milton Levy Family Charitable Trust do?

Shirley & Milton Levy Family Charitable Trust is a unclassified nonprofit organization based in Massachusetts. It is classified under NTEE code Z and is registered as a 501(c) tax-exempt organization with the IRS.

Is Shirley & Milton Levy Family Charitable Trust financially healthy?

Based on our 9-metric Financial Health Score model, Shirley & Milton Levy Family Charitable Trust 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 Shirley & Milton Levy Family Charitable Trust generate?

Revenue data for Shirley & Milton Levy Family Charitable Trust is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.

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