TPhilanthropy, Voluntarism & GrantmakingEIN: 161475079· Ruling Year: 1995

Joseph And Inez E Carbone Foundation Tr

Utica, New York

B-Health Score
46B-

Financial Health Score

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

Average

How This Organization Compares

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

Working Capital Ratio (net assets ÷ expenses)

This Org6.81×
Peer Median18.82×
💰
$119K
Total Revenue
📊
$263K
Total Expenses
🏦
$1.8M
Net Assets
📋
$18K
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+159.5%
Year-over-year change (2022 → 2023)
Net Margin
-120.9%
Revenue minus expenses as % of revenue
Working Capital Ratio
6.81
Net assets divided by total expenses
Liabilities-to-Assets
1.0%
Total liabilities as % of total assets

Filing History

10 filings on record
YearRevenueExpensesAssets
2023$118,869160%$262,6373%$1,806,3107%
2022$45,80083%$255,1505%$1,932,19810%
2021$273,72318%$243,8525%$2,141,5481%
2020$333,47812%$231,36920%$2,112,9445%
2019$296,85928%$192,95214%$2,010,28738%
2015$414,562334%$169,00769%$1,451,92220%
2014$95,50937%$99,74355%$1,210,614
2013$69,90353%$64,43010%$1,209,348
2012$150,23479%$71,545$1,203,8757%
2011$84,114$71,740$1,125,186

Frequently Asked Questions

What does Joseph And Inez E Carbone Foundation Tr do?

Joseph And Inez E Carbone Foundation Tr is a philanthropy, voluntarism & grantmaking nonprofit organization based in New York. It is classified under NTEE code T99Z and is registered as a 501(c) tax-exempt organization with the IRS.

Is Joseph And Inez E Carbone Foundation Tr financially healthy?

Financial health scoring requires Form 990 filing data. Check back as we process more filings for Joseph And Inez E Carbone Foundation Tr.

How much revenue does Joseph And Inez E Carbone Foundation Tr generate?

Revenue data for Joseph And Inez E Carbone Foundation Tr is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.

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