TPhilanthropy, Voluntarism & GrantmakingEIN: 461237162· Ruling Year: 2014

Carrico Family Foundation

Medford, Oregon

B-Health Score
50B-

Financial Health Score

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

Average

How This Organization Compares

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

Working Capital Ratio (net assets ÷ expenses)

This Org7.02×
Peer Median18.82×
💰
$3.3M
Total Revenue
📊
$4.2M
Total Expenses
🏦
$29.2M
Net Assets
📋
$43K
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+4.8%
Year-over-year change (2022 → 2023)
Net Margin
-27.5%
Revenue minus expenses as % of revenue
Working Capital Ratio
7.02
Net assets divided by total expenses
Liabilities-to-Assets
0.1%
Total liabilities as % of total assets

Filing History

9 filings on record
YearRevenueExpensesAssets
2023$3,265,9645%$4,164,8741%$29,283,5102%
2022$3,117,82423%$4,218,4056%$28,760,22913%
2021$4,067,86842%$3,966,7635%$33,120,7204%
2020$2,866,34440%$4,161,70442%$31,824,496
2019$2,044,16573%$2,937,66184%$31,764,0053%
2015$1,180,33967%$1,595,090116%$32,745,33537%
2014$3,549,8713830%$738,887485%$23,906,0567%
2013$90,319261%$126,4041588%$25,600,237146104%
2012$25,000$7,490$17,510

Frequently Asked Questions

What does Carrico Family Foundation do?

Carrico Family Foundation is a philanthropy, voluntarism & grantmaking nonprofit organization based in Oregon. It is classified under NTEE code T90 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Carrico Family Foundation financially healthy?

Based on our 9-metric Financial Health Score model, Carrico Family Foundation has a score of 50/100 (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 Carrico Family Foundation generate?

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

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