TPhilanthropy, Voluntarism & GrantmakingEIN: 776192290· Ruling Year: 2007

George & Dale Cavalletto Charities Tr

Santa Barbara, California

B-Health Score
50B-

Financial Health Score

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

Average

How This Organization Compares

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

Working Capital Ratio (net assets ÷ expenses)

This Org17.97×
Peer Median18.82×
💰
$914K
Total Revenue
📊
$1.5M
Total Expenses
🏦
$26.1M
Net Assets
📋
$1
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+37.3%
Year-over-year change (2022 → 2023)
Net Margin
-58.6%
Revenue minus expenses as % of revenue
Working Capital Ratio
17.97
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$914,30837%$1,450,19115%$26,063,5822%
2022$666,14850%$1,715,66910%$26,599,4654%
2021$1,339,439120%$1,556,4097%$27,648,9861%
2020$609,99783%$1,458,56018%$27,865,9563%
2019$3,636,031176%$1,774,0411%$28,714,51912%
2015$1,317,90516%$1,750,5802%$25,566,6902%
2014$1,565,20638%$1,714,4003%$25,999,3651%
2013$2,517,224138%$1,671,3203%$26,148,5593%
2012$1,059,18562%$1,618,3896%$25,302,6552%
2011$2,814,449$1,730,400$25,861,859

Frequently Asked Questions

What does George & Dale Cavalletto Charities Tr do?

George & Dale Cavalletto Charities Tr is a philanthropy, voluntarism & grantmaking nonprofit organization based in California. It is classified under NTEE code T22 and is registered as a 501(c) tax-exempt organization with the IRS.

Is George & Dale Cavalletto Charities Tr financially healthy?

Based on our 9-metric Financial Health Score model, George & Dale Cavalletto Charities Tr has a score of 50/100 (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 George & Dale Cavalletto Charities Tr generate?

Revenue data for George & Dale Cavalletto Charities Tr is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.

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