TPhilanthropy, Voluntarism & GrantmakingEIN: 043528495· Ruling Year: 2000

James W Obrien Foundation Inc

North Andover, Massachusetts

B-Health Score
54B-

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 Org20.53×
Peer Median18.82×
💰
$698K
Total Revenue
📊
$1.0M
Total Expenses
🏦
$20.6M
Net Assets
📋
$353K
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-42.9%
Year-over-year change (2022 → 2023)
Net Margin
-43.7%
Revenue minus expenses as % of revenue
Working Capital Ratio
20.53
Net assets divided by total expenses
Liabilities-to-Assets
1.7%
Total liabilities as % of total assets

Filing History

11 filings on record
YearRevenueExpensesAssets
2023$698,47243%$1,003,79928%$20,959,1474%
2022$1,223,6735%$1,391,76925%$20,233,97512%
2021$1,164,38491%$1,116,1034%$22,933,32311%
2020$608,46138%$1,070,98329%$20,650,6001%
2019$981,51919%$829,43123%$20,806,77114%
2015$821,535266%$672,883579%$18,219,7207%
2014$224,56484%$99,05990%$19,652,9571%
2014$1,431,05484%$986,86710%$19,433,3047%
2013$776,05814%$898,16225%$18,176,0457%
2012$680,48623%$717,04629%$16,999,95614%
2011$888,274$1,003,611$14,877,187

Frequently Asked Questions

What does James W Obrien Foundation Inc do?

James W Obrien Foundation Inc is a philanthropy, voluntarism & grantmaking nonprofit organization based in Massachusetts. It is classified under NTEE code T20 and is registered as a 501(c) tax-exempt organization with the IRS.

Is James W Obrien Foundation Inc financially healthy?

Based on our 9-metric Financial Health Score model, James W Obrien Foundation Inc has a score of 54/100 (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 James W Obrien Foundation Inc generate?

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

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