TPhilanthropy, Voluntarism & GrantmakingEIN: 205785760· Ruling Year: 2007

Carleton Willard Foundation Inc

Bedford, Massachusetts

B+Health Score
66B+

Financial Health Score

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

Good

How This Organization Compares

Compared to 8 peers in Philanthropy, Voluntarism & Grantmaking with $100K-$1M revenue

Working Capital Ratio (net assets ÷ expenses)

This Org187.95×
Peer Median13.69×
💰
$38K
Total Revenue
📊
$4K
Total Expenses
🏦
$721K
Net Assets
📋
$213K
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+231.8%
Year-over-year change (2022 → 2023)
Net Margin
+89.9%
Revenue minus expenses as % of revenue
Working Capital Ratio
187.95
Net assets divided by total expenses
Liabilities-to-Assets
22.8%
Total liabilities as % of total assets

Filing History

14 filings on record
YearRevenueExpensesAssets
2023$37,867232%$3,83873%$934,50815%
2022$11,41132%$14,38942%$809,77212%
2021$16,74215%$24,89338%$919,15710%
2020$19,66742%$18,03064%$835,07010%
2019$33,62328%$50,3607%$760,33914%
2018$47,01432%$46,9382%$667,6857%
2017$35,6069%$46,2281%$716,4881%
2016$39,1132%$46,7956%$710,8291%
2015$38,47724%$49,81718%$701,6675%
2014$50,9538%$42,35313%$735,207
2013$47,2156%$48,8302%$733,0278%
2012$44,66050%$48,10619%$681,10116%
2011$88,602189%$40,27427%$588,12311%
2010$30,654$55,189$531,183

Frequently Asked Questions

What does Carleton Willard Foundation Inc do?

Carleton Willard Foundation Inc is a philanthropy, voluntarism & grantmaking nonprofit organization based in Massachusetts. It is classified under NTEE code T990 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Carleton Willard Foundation Inc financially healthy?

Financial health scoring requires Form 990 filing data. Check back as we process more filings for Carleton Willard Foundation Inc.

How much revenue does Carleton Willard Foundation Inc generate?

Carleton Willard Foundation Inc reports $186K in annual revenue and holds $1.2M in total assets, based on IRS filings.

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