Philanthropy & Grantmaking
(T20)
990 on File
CARTER FAMILY FOUNDATION
Financial strength (30%)
88/100
Reliability (20%)
55/100
Effectiveness (25%)
41/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2024
$15K
Total Revenue
$10K
Total Expenses
$152K
Net Assets
N/A
Employees
Expense Breakdown
Program Expense Ratio
68.9%
Fundraising Efficiency
N/A
Operating Reserve
191.42x
Liability-to-Asset
0.0%
Revenue Diversification
N/A
Compared with Peers
FY 2024
Compared with 21,185 similar organizations
(United States, Philanthropy & Grantmaking, under $100K in expenses), FY 2024.
This organization
Middle half of peers (P25–P75)
Peer median
| Ratio | This org | Peer median | Position (P10 → P90) | |
|---|---|---|---|---|
|
Program expense ratio
Program expenses / total expenses
· higher is better
|
68.9% | 86.8% |
P10P90
|
Below median |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
191.4 mo | 122.4 mo |
P10P90
|
Above median |
|
Liabilities to assets
Total liabilities / total assets
· lower is better
|
0.0% | 0.0% |
P10P90
|
Top quarter |
|
Revenue growth
Year over year revenue growth
|
1341.6% | 9.1% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
680.7% | 0.1% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
37.7% | 7.2% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2024 | $15K | $10K | $152K | 68.9% | — |
| 2023 | $1K | $1K | $93K | 0.0% | — |
| 2022 | $2K | $7K | $42K | 60.5% | — |
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