Godshalk Family Char Fdn U Agr 12232005 Investment Advisory Acct is a 501(c)(3) organization based in Boston, Massachusetts, registered in 2007, with $33,699 in FY2024 revenue. CharityIndex grades it B.
Revenue (FY2024)
$34K
▲ 158.9% vs prior year
Philanthropy median: $168K
Expenses (FY2024)
$26K
Net assets
$257K
Employees
—
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Godshalk Family Char Fdn U Agr 12232005 Investment Advisory Acct— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Godshalk Family Char Fdn U Agr 12232005 Investment Advisory Acct: 120 mo reserves · +24% margin earns a B+ on this criterion. See the exact thresholds →
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Godshalk Family Char Fdn U Agr 12232005 Investment Advisory Acct— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Godshalk Family Char Fdn U Agr 12232005 Investment Advisory Acct: 2 of 5 disclosure signals earns a C on this criterion. See the exact thresholds →
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Revenue grew from $16K (FY2013) to $34K (FY2024) across 12 reported years.
Financial snapshot
Operating margin
23.6%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$257K
Total liabilities
$0
Net assets
$257K
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $33,699▲159% | $25,752▲46.3% | $256,631▲3.2% | $256,631▲3.2% | 990PF |
| 2023 | $13,016▲11.1% | $17,602▼8.7% | $248,684▼1.8% | $248,684▼1.8% | 990PF |
| 2022 | $11,716▼58.8% | $19,285▲16.0% | $253,270▼2.9% | $253,270▼2.9% | 990PF |
| 2021 | $28,408▲171% | $16,631▲3.8% | $260,839▲4.7% | $260,839▲4.7% | 990PF |
| 2020 | $10,492▲153% | $16,015▼4.4% | $249,062▼2.2% | $249,062▼2.2% | 990PF |
| 2019 | $4,149▼78.8% | $16,744▲12.7% | $254,585▼4.7% | $254,585▼4.7% | 990PF |
| 2018 | $19,546▲4.0% | $14,852▼11.6% | $267,180▲1.8% | $267,180▲1.8% | 990PF |
| 2017 | $18,791▲22.1% | $16,804▼10.6% | $262,486▲3.8% | $262,486▲3.8% | 990PF |
| 2016 | $15,391▼32.5% | $18,794▲24.3% | $252,919▼1.3% | $252,919▼1.3% | 990PF |
| 2015 | $22,803▲15.9% | $15,124▼11.1% | $256,331▲3.1% | $256,331▲3.1% | 990PF |
| 2014 | $19,670▲24.4% | $17,013▲7.0% | $248,652▲1.1% | $248,652▲1.1% | 990PF |
| 2013 | $15,809 | $15,898▲10.9% | $245,995 | $245,995 | 990PF |
| 2012 | — | $14,339▲1.0% | $246,084▼7.4% | $246,084▼7.4% | 990PF |
| 2011 | — | $14,196▲9.4% | $265,755▼5.1% | $265,755▼5.1% | 990PF |
| 2010 | — | $12,974 | $280,184 | $280,184 | 990PF |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
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Data for Godshalk Family Char Fdn U Agr 12232005 Investment Advisory Acct (EIN 20-4005085) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.