TPhilanthropy, Voluntarism & GrantmakingEIN: 467199126· Ruling Year: 2016

Louis J Cappelli And Virginia M Cappelli Family Charitable Trust

Arroyo Grande, California

A-Health Score
78A-

Financial Health Score

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

Very Good

How This Organization Compares

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

Working Capital Ratio (net assets ÷ expenses)

This Org22.74×
Peer Median18.82×
💰
$2.2M
Total Revenue
📊
$343K
Total Expenses
🏦
$7.8M
Net Assets
📋
$31K
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+47.3%
Year-over-year change (2022 → 2023)
Net Margin
+84.2%
Revenue minus expenses as % of revenue
Working Capital Ratio
22.74
Net assets divided by total expenses
Liabilities-to-Assets
0.4%
Total liabilities as % of total assets

Filing History

8 filings on record
YearRevenueExpensesAssets
2023$2,170,67147%$342,71523%$7,823,25131%
2022$1,473,18413%$279,1176%$5,964,79525%
2021$1,297,97528%$298,42514%$4,770,72827%
2020$1,014,7303%$261,51757%$3,771,17825%
2019$1,043,244176%$166,404349%$3,017,965357%
2015$378,03222%$37,0283603%$660,639107%
2014$310,4942962%$1,000$319,6353052%
2013$10,141$0$10,141

Frequently Asked Questions

What does Louis J Cappelli And Virginia M Cappelli Family Charitable Trust do?

Louis J Cappelli And Virginia M Cappelli Family Charitable Trust is a philanthropy, voluntarism & grantmaking nonprofit organization based in California. It is classified under NTEE code T22 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Louis J Cappelli And Virginia M Cappelli Family Charitable Trust financially healthy?

Based on our 9-metric Financial Health Score model, Louis J Cappelli And Virginia M Cappelli Family Charitable Trust has a score of 78/100 (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 Louis J Cappelli And Virginia M Cappelli Family Charitable Trust generate?

Revenue data for Louis J Cappelli And Virginia M Cappelli Family Charitable Trust is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.

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Louis J Cappelli And Virginia M Cappelli Family Charitable Trust — Arroyo Grande, CA | GiveScope