TPhilanthropy, Voluntarism & GrantmakingEIN: 464164102· Ruling Year: 2016

Erik & Dorrit Pfau Charitable Tr

Wellesley, Massachusetts

B-Health Score
50B-

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 Org19.87×
Peer Median18.82×
💰
$137K
Total Revenue
📊
$271K
Total Expenses
🏦
$5.4M
Net Assets
📋
$1
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+181.8%
Year-over-year change (2022 → 2023)
Net Margin
-97.5%
Revenue minus expenses as % of revenue
Working Capital Ratio
19.87
Net assets divided by total expenses
Liabilities-to-Assets
0.0%
Total liabilities as % of total assets

Filing History

8 filings on record
YearRevenueExpensesAssets
2023$137,059182%$270,6497%$5,379,0719%
2022-$167,466129%$292,31912%$5,937,4131%
2021$568,061310%$262,01438%$6,024,09325%
2020$138,4048%$190,41129%$4,826,3783%
2019$127,86051044%$147,87772035%$4,679,32010398389%
2015$25024900%$205$454400%
2014$1$0$1
2013$1$0$1

Frequently Asked Questions

What does Erik & Dorrit Pfau Charitable Tr do?

Erik & Dorrit Pfau Charitable Tr is a philanthropy, voluntarism & grantmaking nonprofit organization based in Massachusetts. It is classified under NTEE code T90 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Erik & Dorrit Pfau Charitable Tr financially healthy?

Based on our 9-metric Financial Health Score model, Erik & Dorrit Pfau Charitable Tr has a score of 50/100 (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 Erik & Dorrit Pfau Charitable Tr generate?

Revenue data for Erik & Dorrit Pfau Charitable Tr is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.

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