ZUnclassifiedEIN: 411313302· Ruling Year: 1979

Charlson Foundation

Edina, Minnesota

A-Health Score
78A-

Financial Health Score

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

Very Good

💰
$580K
Total Revenue
📊
$391K
Total Expenses
🏦
$6.2M
Net Assets
📋
$1
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+3.9%
Year-over-year change (2022 → 2023)
Net Margin
+32.6%
Revenue minus expenses as % of revenue
Working Capital Ratio
15.79
Net assets divided by total expenses
Liabilities-to-Assets
0.0%
Total liabilities as % of total assets

Filing History

10 filings on record
YearRevenueExpensesAssets
2023$579,7324%$390,5031%$6,166,7424%
2022$557,78033%$388,29145%$6,417,12935%
2021$419,76665%$707,83137%$9,865,9153%
2020$1,201,49870%$1,120,06764%$10,153,98026%
2019$4,045,119449%$681,8144%$13,719,83529%
2015$737,05927%$708,0506%$10,595,7321%
2014$1,011,84520%$750,8885%$10,523,0472%
2013$1,259,270371%$792,0817%$10,359,8544%
2012$267,078123%$739,8657%$9,920,6993%
2011$119,769$797,388$10,193,066

Frequently Asked Questions

What does Charlson Foundation do?

Charlson Foundation is a unclassified nonprofit organization based in Minnesota. It is classified under NTEE code Z and is registered as a 501(c) tax-exempt organization with the IRS.

Is Charlson Foundation financially healthy?

Based on our 9-metric Financial Health Score model, Charlson Foundation has a score of 78/100 (Grade: A-). 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 Charlson Foundation generate?

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

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