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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Carleton-willard Foundation Inc — Bedford, MA | GiveScope