ZUnclassifiedEIN: 056093256

Carter Family Charitable Trust

L Compton, Rhode Island

BHealth Score
61B

Financial Health Score

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

Above Average

💰
$1.3M
Total Revenue
📊
$2.9M
Total Expenses
🏦
$45.8M
Net Assets
📋
$1
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-74.5%
Year-over-year change (2022 → 2023)
Net Margin
-127.8%
Revenue minus expenses as % of revenue
Working Capital Ratio
15.76
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$1,275,93474%$2,906,0802%$45,813,2051%
2022$4,994,92214%$2,978,37511%$46,177,6421%
2021$4,362,61947%$2,691,845111%$45,507,5904%
2020$2,967,07490%$1,274,427258%$43,903,8804%
2019$29,738,24513023%$356,105124%$42,377,588998%
2016$226,61128%$158,77062%$3,857,8572%
2015$177,12033%$422,72958%$3,790,9736%
2014$133,09050%$1,013,2972%$4,037,51018%
2013$266,22478%$989,8936%$4,903,47714%
2012$1,228,355$934,880$5,670,233

Frequently Asked Questions

What does Carter Family Charitable Trust do?

Carter Family Charitable Trust is a unclassified nonprofit organization based in Rhode Island. It is classified under NTEE code Z and is registered as a 501(c) tax-exempt organization with the IRS.

Is Carter Family Charitable Trust financially healthy?

Based on our 9-metric Financial Health Score model, Carter Family Charitable Trust has a score of 61/100 (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 Carter Family Charitable Trust generate?

Revenue data for Carter Family Charitable Trust is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.

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