TPhilanthropy, Voluntarism & GrantmakingEIN: 416028973· Ruling Year: 1962

The Curtis L Carlson Family Foundation

Minnetonka, Minnesota

B-Health Score
54B-

Financial Health Score

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

Average

How This Organization Compares

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

Working Capital Ratio (net assets ÷ expenses)

This Org18.03×
Peer Median18.82×
💰
$12.4M
Total Revenue
📊
$14.8M
Total Expenses
🏦
$267.0M
Net Assets
📋
$1
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+7.3%
Year-over-year change (2022 → 2023)
Net Margin
-19.1%
Revenue minus expenses as % of revenue
Working Capital Ratio
18.03
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$12,427,9787%$14,807,4602%$267,033,0995%
2022$11,578,61445%$14,514,86812%$254,585,06615%
2021$21,132,663287%$13,007,3507%$300,826,67313%
2020$5,456,29279%$12,129,6471%$266,458,6407%
2019$26,019,277288%$12,002,87118%$248,179,88423%
2015$6,700,5817%$10,213,8214%$201,913,8445%
2014$6,266,18311%$10,630,995$212,790,6391%
2013$7,015,7278%$10,603,21943%$209,664,3096%
2012$7,603,39992%$7,437,0383%$198,501,9223%
2011$99,881,737$7,247,767$191,877,496

Frequently Asked Questions

What does The Curtis L Carlson Family Foundation do?

The Curtis L Carlson Family Foundation is a philanthropy, voluntarism & grantmaking nonprofit organization based in Minnesota. It is classified under NTEE code T20 and is registered as a 501(c) tax-exempt organization with the IRS.

Is The Curtis L Carlson Family Foundation financially healthy?

Based on our 9-metric Financial Health Score model, The Curtis L Carlson Family Foundation has a score of 54/100 (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 The Curtis L Carlson Family Foundation generate?

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

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The Curtis L Carlson Family Foundation — Minnetonka, MN | GiveScope