Philanthropy & Grantmaking
(T22)
990 on File
CARLSON FOUNDATION
Financial strength (30%)
92/100
Reliability (20%)
55/100
Effectiveness (25%)
51/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2024
$1.6M
Total Revenue
$1.1M
Total Expenses
$13.7M
Net Assets
N/A
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
82.6%
Fundraising Efficiency
N/A
Operating Reserve
148.61x
Liability-to-Asset
5.3%
Revenue Diversification
88.0%
Executive Compensation
$0
Compared with Peers
FY 2024
Compared with 5,337 similar organizations
(United States, Philanthropy & Grantmaking, $1M–$10M in expenses), FY 2024.
This organization
Middle half of peers (P25–P75)
Peer median
| Ratio | This org | Peer median | Position (P10 → P90) | |
|---|---|---|---|---|
|
Program expense ratio
Program expenses / total expenses
· higher is better
|
82.6% | 90.9% |
P10P90
|
Below median |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
148.6 mo | 80.9 mo |
P10P90
|
Above median |
|
Liabilities to assets
Total liabilities / total assets
· lower is better
|
5.3% | 0.0% |
P10P90
|
Bottom quarter |
|
Revenue concentration
Share of revenue from the largest source
· lower is better
|
88.0% | 89.7% |
P10P90
|
Above median |
|
Revenue growth
Year over year revenue growth
|
93.0% | 21.6% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
-4.5% | 9.6% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
32.6% | 2.5% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2024 | $1.6M | $1.1M | $13.7M | 82.6% | — |
| 2023 | $848K | $1.2M | $14.7M | 86.7% | — |
| 2022 | $907K | $1.4M | $15.7M | 90.0% | — |
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