TPhilanthropy, Voluntarism & GrantmakingEIN: 043393807· Ruling Year: 1998

Harold B And Elizabeth L Shattuck Memorial Fund

Marblehead, Massachusetts

B+Health Score
74B+

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 8 peers in Philanthropy, Voluntarism & Grantmaking with $100K-$1M revenue

💰
$507K
Total Revenue
📊
$287K
Total Expenses
🏦
$6.3M
Net Assets
📋
N/A
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+74.6%
Year-over-year change (2023 → 2024)
Net Margin
+43.4%
Revenue minus expenses as % of revenue

Filing History

12 filings on record
YearRevenueExpensesAssets
2024$506,69975%$286,550299%$6,282,0034%
2023$290,16855%$71,87213%$6,060,8661%
2022$640,91411%$82,81471%$6,098,0546%
2021$721,245118%$289,3105%$5,745,8258%
2020$331,26241%$276,62917%$5,308,2073%
2018$559,28489%$236,1147%$5,142,8857%
2017$295,7352%$253,9583%$4,822,1961%
2016$291,10919%$246,12019%$4,887,2761%
2015$360,2535%$207,090$4,833,7863%
2014$341,58534%$207,05938%$4,707,7743%
2013$255,62318%$150,37118%$4,578,8791%
2012$313,622$183,362$4,535,942

Frequently Asked Questions

What does Harold B And Elizabeth L Shattuck Memorial Fund do?

Harold B And Elizabeth L Shattuck Memorial Fund is a philanthropy, voluntarism & grantmaking nonprofit organization based in Massachusetts. It is classified under NTEE code T22Z and is registered as a 501(c) tax-exempt organization with the IRS.

Is Harold B And Elizabeth L Shattuck Memorial Fund financially healthy?

Based on our 9-metric Financial Health Score model, Harold B And Elizabeth L Shattuck Memorial Fund has a score of 74/100 (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 Harold B And Elizabeth L Shattuck Memorial Fund generate?

Harold B And Elizabeth L Shattuck Memorial Fund reports $342K in annual revenue and holds $6.3M in total assets, based on IRS filings.

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