TPhilanthropy, Voluntarism & GrantmakingEIN: 311678303· Ruling Year: 1999

Carlson Family Foundation Inc

Chapel Hill, North Carolina

BHealth Score
60B

Financial Health Score

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

Above Average

How This Organization Compares

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

Working Capital Ratio (net assets ÷ expenses)

This Org9.34×
Peer Median18.82×
💰
$2.1M
Total Revenue
📊
$2.0M
Total Expenses
🏦
$18.7M
Net Assets
📋
$467K
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+25.9%
Year-over-year change (2022 → 2023)
Net Margin
+2.1%
Revenue minus expenses as % of revenue
Working Capital Ratio
9.34
Net assets divided by total expenses
Liabilities-to-Assets
2.4%
Total liabilities as % of total assets

Filing History

10 filings on record
YearRevenueExpensesAssets
2023$2,050,52626%$2,006,50911%$19,217,3862%
2022$1,628,92746%$1,807,6862%$18,781,3401%
2021$1,116,27212%$1,772,1901%$18,562,0812%
2020$998,19976%$1,759,5588%$18,992,4474%
2019$4,078,459214%$1,627,38440%$19,768,7848%
2015$1,297,44334%$1,158,6517%$18,286,9851%
2014$970,91369%$1,085,8628%$18,145,2751%
2013$3,128,077294%$1,004,9841%$18,309,57713%
2012$793,12934%$1,013,1042%$16,137,2851%
2011$591,746$997,338$16,358,820

Frequently Asked Questions

What does Carlson Family Foundation Inc do?

Carlson Family Foundation Inc is a philanthropy, voluntarism & grantmaking nonprofit organization based in North Carolina. It is classified under NTEE code T122 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Carlson Family Foundation Inc financially healthy?

Financial health scoring requires Form 990 filing data. Check back as we process more filings for Carlson Family Foundation Inc.

How much revenue does Carlson Family Foundation Inc generate?

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

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