TPhilanthropy, Voluntarism & GrantmakingEIN: 274507210· Ruling Year: 2011

Fredrick W Petri Foundation

Pleasanton, California

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 Org3.14×
Peer Median18.82×
💰
$1.6M
Total Revenue
📊
$5.1M
Total Expenses
🏦
$16.1M
Net Assets
📋
$9K
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-91.0%
Year-over-year change (2022 → 2023)
Net Margin
-213.4%
Revenue minus expenses as % of revenue
Working Capital Ratio
3.14
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$1,631,65491%$5,113,39317127%$16,088,3249%
2022$18,128,4771920290%$29,6821853%$17,591,998104870%
2021$94497%$1,52094%$16,7592%
2020$30,20347%$26,83527%$17,1547%
2019$56,77589%$36,67292%$15,97580%
2015$535,456163%$441,201126%$79,307504%
2014$203,682140%$195,278126%$13,136178%
2013$85,0008%$86,32513%$4,73222%
2012$92,00018%$98,943$6,05753%
2011$111,970$98,970$13,000

Frequently Asked Questions

What does Fredrick W Petri Foundation do?

Fredrick W Petri Foundation is a philanthropy, voluntarism & grantmaking nonprofit organization based in California. It is classified under NTEE code T21 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Fredrick W Petri Foundation financially healthy?

Based on our 9-metric Financial Health Score model, Fredrick W Petri 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 Fredrick W Petri Foundation generate?

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

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