S โ€” Community Improvement & Capacity BuildingEIN: 010817065ยท Ruling Year: 2005

Strategic Market Initiative

Kingston, Massachusetts

B-Health Score
51B-

Financial Health Score

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

Average

๐Ÿ’ฐ
$1.7M
Total Revenue
๐Ÿ“Š
$1.8M
Total Expenses
๐Ÿฆ
$1.2M
Net Assets
๐Ÿ“‹
$678K
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+23.7%
Year-over-year change (2022 โ†’ 2023)
Net Margin
-6.7%
Revenue minus expenses as % of revenue
Working Capital Ratio
0.66
Net assets divided by total expenses
Liabilities-to-Assets
36.2%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$1,685,721โ†‘24%$1,798,049โ†“3%$1,870,799โ†‘6%
2022$1,362,550โ†“3%$1,854,201โ†‘78%$1,770,503โ†“23%
2021$1,406,965โ†‘7%$1,042,244โ†“16%$2,304,456โ†‘35%
2020$1,319,025โ†“12%$1,239,451โ†“21%$1,702,817โ†‘7%
2019$1,502,565โ†“4%$1,577,854โ†“3%$1,594,225โ†“10%
2018$1,571,403โ†‘2%$1,620,629โ†‘15%$1,763,613โ†“7%
2017$1,537,152โ†“2%$1,406,881โ†‘10%$1,906,310โ†‘16%
2016$1,563,958โ†‘7%$1,281,568โ†“5%$1,639,506โ†‘20%
2015$1,465,119โ†‘6%$1,351,651โ†‘4%$1,364,104โ†‘6%
2014$1,382,812โ†‘16%$1,302,920โ†‘19%$1,292,458โ†‘18%
2013$1,189,408โ†‘5%$1,098,623โ†“1%$1,098,685โ†‘15%
2012$1,132,166โ†‘2%$1,105,944โ†‘17%$954,616โ†“9%
2011$1,106,735$948,723$1,045,742

Frequently Asked Questions

What does Strategic Market Initiative do?โ–ผ

Strategic Market Initiative is a community improvement & capacity building nonprofit organization based in Massachusetts. It is classified under NTEE code S41 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Strategic Market Initiative financially healthy?โ–ผ

Based on our 9-metric Financial Health Score model, Strategic Market Initiative has a score of 51/100 (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 Strategic Market Initiative generate?โ–ผ

Strategic Market Initiative reports $2.2M in annual revenue and holds $2.0M in total assets, based on IRS filings.

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Strategic Market Initiative โ€” Kingston, MA | GiveScope