Cerity Partners Foundation
Novato, California
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 30 peers in Philanthropy, Voluntarism & Grantmaking with $1M-$10M revenue
Working Capital Ratio (net assets ÷ expenses)
Financial Trends
5-Year Trend Analysis
Financial Health Indicators
Filing History
13 filings on record| Year | Revenue | Expenses | Assets | |
|---|---|---|---|---|
| 2023 | $2,497,295↓85% | $4,179,883↓66% | $35,256,571↓10% | — |
| 2022 | $16,614,199↑428% | $12,368,636↑178% | $39,316,307↑9% | — |
| 2021 | $3,144,913↑45% | $4,454,718↑21% | $35,933,392↑18% | — |
| 2020 | $2,172,649↓24% | $3,685,198↑16% | $30,559,759↓8% | — |
| 2019 | $2,847,301↓28% | $3,183,368↑11% | $33,314,562↓2% | — |
| 2018 | $3,931,430↓71% | $2,864,331↑1% | $34,001,018↑5% | — |
| 2017 | $13,615,548↑26% | $2,845,480↑27% | $32,524,358↑68% | — |
| 2016 | $10,772,414↑826% | $2,237,160↑84% | $19,352,225↑79% | — |
| 2015 | $1,163,529↓30% | $1,217,730↓6% | $10,796,642↓2% | — |
| 2014 | $1,659,699↓47% | $1,294,567↑52% | $11,031,631↑15% | — |
| 2013 | $3,109,413↑368% | $854,266↓5% | $9,585,757↑39% | — |
| 2012 | $664,529↓4% | $900,734↑10% | $6,889,668↓5% | — |
| 2011 | $690,174 | $817,659 | $7,214,396 | — |
Frequently Asked Questions
What does Cerity Partners Foundation do?▼
Cerity Partners Foundation is a philanthropy, voluntarism & grantmaking nonprofit organization based in California. It is classified under NTEE code T11 and is registered as a 501(c) tax-exempt organization with the IRS.
Is Cerity Partners Foundation financially healthy?▼
Based on our 9-metric Financial Health Score model, Cerity Partners Foundation has a score of 52/100 (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 Cerity Partners Foundation generate?▼
Cerity Partners Foundation reports $4.3M in annual revenue and holds $33.2M in total assets, based on IRS filings.
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