B — EducationEIN: 060653119

Loomis Institute

Windsor, Connecticut

AHealth Score
91A

Financial Health Score

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

Excellent

How This Organization Compares

Compared to 492 peers in Education with $100M-$1B revenue

Working Capital Ratio (net assets ÷ expenses)

This Org5.15×
Peer Median1.96×
💰
$80.7M
Total Revenue
📊
$71.8M
Total Expenses
🏦
$369.8M
Net Assets
📋
$86.3M
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+14.8%
Year-over-year change (2022 → 2023)
Net Margin
+11.1%
Revenue minus expenses as % of revenue
Working Capital Ratio
5.15
Net assets divided by total expenses
Liabilities-to-Assets
18.9%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$80,711,283↑15%$71,783,780↑9%$456,124,203↑6%
2022$70,302,251↑6%$65,623,750↑14%$428,670,853↓4%
2021$66,028,387↑16%$57,736,086↑3%$445,458,169↑21%
2020$56,941,309↓4%$56,324,830↓1%$366,812,616↓3%
2019$59,134,535↓12%$56,856,804↑1%$378,936,466↑1%
2018$66,896,281↓3%$56,257,751↑1%$373,468,689↑9%
2017$68,716,739↑48%$55,603,694↑12%$344,092,377↑10%
2016$46,281,851↓3%$49,605,534↑2%$313,082,275↓3%
2015$47,629,718↓7%$48,405,391↑2%$322,432,366
2014$50,947,712↑18%$47,304,422↑5%$321,203,488↑8%
2013$43,301,645↑19%$44,992,362↑2%$297,347,196↑2%
2012$36,316,665↓15%$43,926,080↑2%$291,515,195↓7%
2011$42,968,171$42,896,018$313,084,475

Frequently Asked Questions

What does Loomis Institute do?▼

Loomis Institute is a education nonprofit organization based in Connecticut. It is classified under NTEE code B250 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Loomis Institute financially healthy?▼

Based on our 9-metric Financial Health Score model, Loomis Institute has a score of 91/100 (Grade: A). 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 Loomis Institute generate?▼

Loomis Institute reports $137.9M in annual revenue and holds $540.6M in total assets, based on IRS filings.

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