BEducationEIN: 873004366· Ruling Year: 2022

Peterson Family Charitable Trust

Hanover, Massachusetts

BHealth Score
63B

Financial Health Score

Provisional

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

Above Average

How This Organization Compares

Compared to 2 peers in Education with <$100K revenue

Working Capital Ratio (net assets ÷ expenses)

This Org14.22×
Peer Median26.08×
💰
$336K
Total Revenue
📊
$225K
Total Expenses
🏦
$3.2M
Net Assets
📋
$1
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-89.4%
Year-over-year change (2022 → 2023)
Net Margin
+32.9%
Revenue minus expenses as % of revenue
Working Capital Ratio
14.22
Net assets divided by total expenses
Liabilities-to-Assets
0.0%
Total liabilities as % of total assets

Filing History

2 filings on record
YearRevenueExpensesAssets
2023$335,66189%$225,297170%$3,204,0144%
2022$3,173,661$83,407$3,090,348

Frequently Asked Questions

What does Peterson Family Charitable Trust do?

Peterson Family Charitable Trust is a education nonprofit organization based in Massachusetts. It is classified under NTEE code B82 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Peterson Family Charitable Trust financially healthy?

Based on our 9-metric Financial Health Score model, Peterson Family Charitable Trust has a score of 63/100 (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 Peterson Family Charitable Trust generate?

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

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Peterson Family Charitable Trust — Hanover, MA | GiveScope