ZUnclassifiedEIN: 636050756· Ruling Year: 1966

Carol W & Myron J Rothschild Fund

Montgomery, Alabama

B-Health Score
50B-

Financial Health Score

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

Average

💰
$231K
Total Revenue
📊
$308K
Total Expenses
🏦
$3.7M
Net Assets
📋
$181
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+4.4%
Year-over-year change (2022 → 2023)
Net Margin
-33.2%
Revenue minus expenses as % of revenue
Working Capital Ratio
11.92
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$231,1154%$307,8712%$3,669,9712%
2022$221,29354%$314,82513%$3,746,7221%
2021$484,661129%$279,17515%$3,790,7026%
2020$211,6968%$329,6909%$3,585,2452%
2019$196,9215%$301,3564%$3,655,7532%
2015$208,36157%$312,88019%$3,572,1381%
2014$485,81142%$385,46524%$3,538,23710%
2013$830,668280%$310,18010%$3,228,34228%
2012$218,73514%$282,1863%$2,517,6741%
2011$192,583$272,901$2,481,492

Frequently Asked Questions

What does Carol W & Myron J Rothschild Fund do?

Carol W & Myron J Rothschild Fund is a unclassified nonprofit organization based in Alabama. It is classified under NTEE code Z and is registered as a 501(c) tax-exempt organization with the IRS.

Is Carol W & Myron J Rothschild Fund financially healthy?

Based on our 9-metric Financial Health Score model, Carol W & Myron J Rothschild Fund has a score of 50/100 (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 Carol W & Myron J Rothschild Fund generate?

Revenue data for Carol W & Myron J Rothschild Fund is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.

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