TPhilanthropy, Voluntarism & GrantmakingEIN: 510515757· Ruling Year: 2005

Cerity Partners Foundation

Novato, California

B-Health Score
52B-

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)

This Org8.43×
Peer Median15.61×
💰
$2.5M
Total Revenue
📊
$4.2M
Total Expenses
🏦
$35.2M
Net Assets
📋
$34K
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-85.0%
Year-over-year change (2022 → 2023)
Net Margin
-67.4%
Revenue minus expenses as % of revenue
Working Capital Ratio
8.43
Net assets divided by total expenses
Liabilities-to-Assets
0.1%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$2,497,29585%$4,179,88366%$35,256,57110%
2022$16,614,199428%$12,368,636178%$39,316,3079%
2021$3,144,91345%$4,454,71821%$35,933,39218%
2020$2,172,64924%$3,685,19816%$30,559,7598%
2019$2,847,30128%$3,183,36811%$33,314,5622%
2018$3,931,43071%$2,864,3311%$34,001,0185%
2017$13,615,54826%$2,845,48027%$32,524,35868%
2016$10,772,414826%$2,237,16084%$19,352,22579%
2015$1,163,52930%$1,217,7306%$10,796,6422%
2014$1,659,69947%$1,294,56752%$11,031,63115%
2013$3,109,413368%$854,2665%$9,585,75739%
2012$664,5294%$900,73410%$6,889,6685%
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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