Winter-lehman Family Foundation Inc is a 501(c)(3) organization based in Stockbridge, Massachusetts, registered in 2018, with $378,808 in FY2024 revenue. CharityIndex grades it B.
Revenue (FY2024)
$379K
▲ 2224.7% vs prior year
Education median: $200K
Expenses (FY2024)
$182K
Net assets
$2.5M
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 Winter-lehman Family Foundation Inc— 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 Winter-lehman Family Foundation Inc: 164 mo reserves · +52% 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 Winter-lehman Family Foundation Inc— 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 Winter-lehman Family Foundation Inc: 2 of 5 disclosure signals earns a C on this criterion. See the exact thresholds →
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Revenue declined from $4.1M (FY2018) to $379K (FY2024) across 7 reported years.
Financial snapshot
Operating margin
51.9%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$2.5M
Total liabilities
$0
Net assets
$2.5M
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $378,808▲2225% | $182,304▼14.6% | $2,495,022▼0.1% | $2,495,022▼0.1% | 990PF |
| 2023 | $16,295▼69.5% | $213,417▲10.1% | $2,498,345▼7.3% | $2,498,345▼7.3% | 990PF |
| 2022 | $53,382▼78.0% | $193,853▲4.8% | $2,695,467▼5.0% | $2,695,467▼5.0% | 990PF |
| 2021 | $242,405▲397% | $184,947▲5.2% | $2,835,938▲2.2% | $2,835,938▲2.2% | 990PF |
| 2020 | $48,798▼93.4% | $175,740▼21.9% | $2,776,182▼4.4% | $2,776,182▼4.4% | 990PF |
| 2019 | $734,369▼82.2% | $224,998▲127% | $2,903,124▲10.9% | $2,903,124▲10.9% | 990PF |
| 2018 | $4,133,940 | $99,136 | $2,618,853 | $2,618,853 | 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 Winter-lehman Family Foundation Inc (EIN 82-2866049) 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.