TPhilanthropy, Voluntarism & GrantmakingEIN: 043369962· Ruling Year: 1997

Trefler Foundation

Needham, Massachusetts

B+Health Score
73B+

Financial Health Score

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

Good

How This Organization Compares

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

Working Capital Ratio (net assets ÷ expenses)

This Org2.79×
Peer Median18.82×
💰
$1.3M
Total Revenue
📊
$1.8M
Total Expenses
🏦
$4.9M
Net Assets
📋
$109K
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+6.7%
Year-over-year change (2022 → 2023)
Net Margin
-41.2%
Revenue minus expenses as % of revenue
Working Capital Ratio
2.79
Net assets divided by total expenses
Liabilities-to-Assets
2.2%
Total liabilities as % of total assets

Filing History

10 filings on record
YearRevenueExpensesAssets
2023$1,253,3437%$1,769,61887%$5,041,48516%
2022$1,174,38716%$946,78570%$4,342,47027%
2021$1,009,13167%$3,205,361113%$5,946,47915%
2020$3,096,73550%$1,507,32413%$7,012,66529%
2019$2,062,730178%$1,737,17348%$5,451,1635%
2015$742,29462%$1,172,12827%$5,214,1467%
2014$1,965,10041%$925,09824%$5,592,12166%
2013$3,328,773339%$748,79170%$3,360,467330%
2012$759,03514483%$441,26433%$781,17768%
2011$5,205$331,110$464,261

Frequently Asked Questions

What does Trefler Foundation do?

Trefler Foundation is a philanthropy, voluntarism & grantmaking nonprofit organization based in Massachusetts. It is classified under NTEE code T20Z and is registered as a 501(c) tax-exempt organization with the IRS.

Is Trefler Foundation financially healthy?

Based on our 9-metric Financial Health Score model, Trefler Foundation has a score of 73/100 (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 Trefler Foundation generate?

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

Similar Organizations

Explore more organizations in the Philanthropy, Voluntarism & Grantmaking category, or browse all nonprofits in Massachusetts.