TPhilanthropy, Voluntarism & GrantmakingEIN: 356823300· Ruling Year: 2010

David J Defilippo & Lisa M Shapiro Charitable Tr 11302009

Watertown, Massachusetts

B+Health Score
67B+

Financial Health Score

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

Good

How This Organization Compares

Compared to 20 peers in Philanthropy, Voluntarism & Grantmaking with <$100K revenue

Working Capital Ratio (net assets ÷ expenses)

This Org1.42×
Peer Median18.82×
💰
$35K
Total Revenue
📊
$29K
Total Expenses
🏦
$41K
Net Assets
📋
$1
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-5.9%
Year-over-year change (2022 → 2023)
Net Margin
+16.6%
Revenue minus expenses as % of revenue
Working Capital Ratio
1.42
Net assets divided by total expenses
Liabilities-to-Assets
0.0%
Total liabilities as % of total assets

Filing History

10 filings on record
YearRevenueExpensesAssets
2023$34,7386%$28,9583%$41,01412%
2022$36,909417%$28,0362%$46,8296%
2021$7,13722%$27,514115%$49,83229%
2020$9,11294%$12,80889%$70,2095%
2019$152,16965%$117,203496%$73,90523%
2015$92,202511%$19,66152%$96,198142%
2014$15,07922%$12,9537%$39,7591%
2013$19,290123%$12,05931%$40,0937%
2012$8,65435%$9,18410%$37,4042%
2011$6,432$8,370$38,154

Frequently Asked Questions

What does David J Defilippo & Lisa M Shapiro Charitable Tr 11302009 do?

David J Defilippo & Lisa M Shapiro Charitable Tr 11302009 is a philanthropy, voluntarism & grantmaking nonprofit organization based in Massachusetts. It is classified under NTEE code T22 and is registered as a 501(c) tax-exempt organization with the IRS.

Is David J Defilippo & Lisa M Shapiro Charitable Tr 11302009 financially healthy?

Financial health scoring requires Form 990 filing data. Check back as we process more filings for David J Defilippo & Lisa M Shapiro Charitable Tr 11302009.

How much revenue does David J Defilippo & Lisa M Shapiro Charitable Tr 11302009 generate?

Revenue data for David J Defilippo & Lisa M Shapiro Charitable Tr 11302009 is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.

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