TPhilanthropy, Voluntarism & GrantmakingEIN: 873797275· Ruling Year: 2022

Luby & Catherine Wood Family Foundation

Huntersville, North Carolina

BHealth Score
63B

Financial Health Score

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

Above Average

How This Organization Compares

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

Working Capital Ratio (net assets ÷ expenses)

This Org7.73×
Peer Median18.82×
💰
$2.2M
Total Revenue
📊
$569K
Total Expenses
🏦
$4.4M
Net Assets
📋
$1
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-8.8%
Year-over-year change (2022 → 2023)
Net Margin
+74.3%
Revenue minus expenses as % of revenue
Working Capital Ratio
7.73
Net assets divided by total expenses
Liabilities-to-Assets
0.0%
Total liabilities as % of total assets

Filing History

3 filings on record
YearRevenueExpensesAssets
2023$2,215,2179%$568,9363%$4,400,39687%
2022$2,429,77075%$584,887$2,347,164234716300%
2021$9,764,625$0$1

Frequently Asked Questions

What does Luby & Catherine Wood Family Foundation do?

Luby & Catherine Wood Family Foundation is a philanthropy, voluntarism & grantmaking nonprofit organization based in North Carolina. It is classified under NTEE code T22 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Luby & Catherine Wood Family Foundation financially healthy?

Based on our 9-metric Financial Health Score model, Luby & Catherine Wood Family Foundation has a score of 63/100 (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 Luby & Catherine Wood Family Foundation generate?

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

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Luby & Catherine Wood Family Foundation — Huntersville, NC | GiveScope