TPhilanthropy, Voluntarism & GrantmakingEIN: 814275465· Ruling Year: 2017

Carol M Penn Family Foundation

Belmont, California

DHealth Score
28D

Financial Health Score

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

Poor

How This Organization Compares

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

Working Capital Ratio (net assets ÷ expenses)

This Org11.01×
Peer Median18.82×
💰
$145
Total Revenue
📊
$33K
Total Expenses
🏦
$369K
Net Assets
📋
$1
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-8.8%
Year-over-year change (2022 → 2023)
Net Margin
-22996.6%
Revenue minus expenses as % of revenue
Working Capital Ratio
11.01
Net assets divided by total expenses
Liabilities-to-Assets
0.0%
Total liabilities as % of total assets

Filing History

5 filings on record
YearRevenueExpensesAssets
2023$1459%$33,4908%$368,6788%
2022$15922%$30,9571%$402,4417%
2021$20318%$30,6321%$433,2397%
2020$24978%$30,478$463,6686%
2019$140$30,509$493,897

Frequently Asked Questions

What does Carol M Penn Family Foundation do?

Carol M Penn Family Foundation 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 Carol M Penn Family Foundation financially healthy?

Financial health scoring requires Form 990 filing data. Check back as we process more filings for Carol M Penn Family Foundation.

How much revenue does Carol M Penn Family Foundation generate?

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

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