BEducationEIN: 043333757· Ruling Year: 1997

Bert L & Natalie K Vallee Foundation Inc

Cambridge, Massachusetts

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 2 peers in Education with <$100K revenue

Working Capital Ratio (net assets ÷ expenses)

This Org18.67×
Peer Median26.08×
💰
$2.5M
Total Revenue
📊
$3.3M
Total Expenses
🏦
$61.4M
Net Assets
📋
$8K
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+106.8%
Year-over-year change (2022 → 2023)
Net Margin
-30.7%
Revenue minus expenses as % of revenue
Working Capital Ratio
18.67
Net assets divided by total expenses
Liabilities-to-Assets
0.0%
Total liabilities as % of total assets

Filing History

11 filings on record
YearRevenueExpensesAssets
2023$2,516,961107%$3,290,6103%$61,436,81610%
2022$1,217,25375%$3,394,4443%$55,658,78720%
2021$4,784,324113%$3,296,27833%$69,815,79811%
2020$2,241,95548%$2,485,8502%$62,627,6839%
2019$1,512,74742%$2,545,6171331%$57,219,84823%
2015$1,065,79420%$177,88389%$46,467,9222%
2015$1,327,15595%$1,600,59443%$45,580,0111%
2014$27,586,06491%$2,815,373501%$45,853,45090%
2013$14,478,7153155%$468,64115%$24,115,287206%
2012$444,78730%$407,19646%$7,889,6151%
2011$636,224$278,137$7,837,631

Frequently Asked Questions

What does Bert L & Natalie K Vallee Foundation Inc do?

Bert L & Natalie K Vallee Foundation Inc is a education nonprofit organization based in Massachusetts. It is classified under NTEE code B99Z and is registered as a 501(c) tax-exempt organization with the IRS.

Is Bert L & Natalie K Vallee Foundation Inc financially healthy?

Based on our 9-metric Financial Health Score model, Bert L & Natalie K Vallee Foundation Inc 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 Bert L & Natalie K Vallee Foundation Inc generate?

Revenue data for Bert L & Natalie K Vallee Foundation Inc is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.

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