TPhilanthropy, Voluntarism & GrantmakingEIN: 814702037· Ruling Year: 2017

Roux Family Foundation

Wellesley, Massachusetts

B+Health Score
69B+

Financial Health Score

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

Good

How This Organization Compares

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

Working Capital Ratio (net assets ÷ expenses)

This Org1.08×
Peer Median18.82×
💰
$5.7M
Total Revenue
📊
$13.0M
Total Expenses
🏦
$14.0M
Net Assets
📋
$1
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+63.3%
Year-over-year change (2022 → 2023)
Net Margin
-128.7%
Revenue minus expenses as % of revenue
Working Capital Ratio
1.08
Net assets divided by total expenses
Liabilities-to-Assets
0.0%
Total liabilities as % of total assets

Filing History

5 filings on record
YearRevenueExpensesAssets
2023$5,698,06863%$13,028,694221%$14,027,71138%
2022$3,489,787188%$4,060,16961%$22,456,2275%
2021$1,210,44891%$2,520,39535%$23,715,4486%
2020$14,068,08137%$1,868,96782%$25,153,54624%
2019$10,275,104$1,028,234$20,354,624

Frequently Asked Questions

What does Roux Family Foundation do?

Roux Family Foundation is a philanthropy, voluntarism & grantmaking nonprofit organization based in Massachusetts. It is classified under NTEE code T20 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Roux Family Foundation financially healthy?

Based on our 9-metric Financial Health Score model, Roux Family Foundation has a score of 69/100 (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 Roux Family Foundation generate?

Revenue data for Roux Family Foundation is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.

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