TPhilanthropy, Voluntarism & GrantmakingEIN: 061603158· Ruling Year: 2002

Halvorsen Family Foundation

Stamford, Connecticut

B+Health Score
67B+

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 Org18.15×
Peer Median18.82×
💰
$15.5M
Total Revenue
📊
$14.6M
Total Expenses
🏦
$265.2M
Net Assets
📋
$380K
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+285.4%
Year-over-year change (2022 → 2023)
Net Margin
+5.6%
Revenue minus expenses as % of revenue
Working Capital Ratio
18.15
Net assets divided by total expenses
Liabilities-to-Assets
0.1%
Total liabilities as % of total assets

Filing History

10 filings on record
YearRevenueExpensesAssets
2023$15,475,263285%$14,608,50010%$265,562,09313%
2022$4,015,2086%$13,315,80043%$235,306,06622%
2021$4,266,90040%$9,324,90030%$301,427,16722%
2020$7,138,093172%$7,150,3824%$247,485,93034%
2019$2,624,91094%$7,468,6781260%$184,722,22153%
2015$43,926,63618%$549,19992%$120,941,44083%
2014$53,355,052432%$6,678,74215%$66,090,87373%
2013$10,019,8391%$5,823,74340%$38,150,42945%
2012$10,084,736264%$4,159,47528%$26,227,69261%
2011$2,767,981$5,739,402$16,240,974

Frequently Asked Questions

What does Halvorsen Family Foundation do?

Halvorsen Family Foundation is a philanthropy, voluntarism & grantmaking nonprofit organization based in Connecticut. It is classified under NTEE code T90 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Halvorsen Family Foundation financially healthy?

Based on our 9-metric Financial Health Score model, Halvorsen Family Foundation has a score of 67/100 (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 Halvorsen Family Foundation generate?

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

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Halvorsen Family Foundation — Stamford, CT | GiveScope