TPhilanthropy, Voluntarism & GrantmakingEIN: 461592888· Ruling Year: 2013

Carlos Fund

Laguna Beach, California

B+Health Score
67B+

Financial Health Score

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

Good

How This Organization Compares

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

Working Capital Ratio (net assets ÷ expenses)

This Org33.02×
Peer Median18.82×
💰
$187K
Total Revenue
📊
$140K
Total Expenses
🏦
$4.6M
Net Assets
📋
$1
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+305.2%
Year-over-year change (2022 → 2023)
Net Margin
+24.8%
Revenue minus expenses as % of revenue
Working Capital Ratio
33.02
Net assets divided by total expenses
Liabilities-to-Assets
0.0%
Total liabilities as % of total assets

Filing History

9 filings on record
YearRevenueExpensesAssets
2023$186,906305%$140,49718%$4,639,13915%
2022-$91,093515%$171,055207%$4,049,5615%
2021$21,95791%$55,71820%$4,281,2301%
2020$242,8411%$46,4239%$4,314,9915%
2019$245,08426%$42,47678%$4,118,5735%
2015$331,871291%$197,224100%$3,916,3674%
2014$84,78391%$98,68531%$3,781,720
2013$938,82169%$143,199$3,795,62227%
2012$3,000,000$0$3,000,000

Frequently Asked Questions

What does Carlos Fund do?

Carlos Fund is a philanthropy, voluntarism & grantmaking nonprofit organization based in California. It is classified under NTEE code T20 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Carlos Fund financially healthy?

Financial health scoring requires Form 990 filing data. Check back as we process more filings for Carlos Fund.

How much revenue does Carlos Fund generate?

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

Similar Organizations

Explore more organizations in the Philanthropy, Voluntarism & Grantmaking category, or browse all nonprofits in California.

Carlos Fund — Laguna Beach, CA | GiveScope