Charity Search / 2040 FOUNDATION INC
Philanthropy & Grantmaking (T20) 990 on File

2040 FOUNDATION INC

EIN: 46-3891359 · CHARLOTTE, NC 28204-2978 · United States · FY 2024 Data
3 out of 5 55 / 100 Based on 2+ years of filings
Financial strength (30%) 87/100
Reliability (20%) 50/100
Effectiveness (25%) 75/100
Impact (25%) No data yet
Financial data: FY 2024 · Scored 9/13/2026
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Financial Overview — FY 2024
$805K
Total Revenue
$14.7M
Total Expenses
$90.7M
Net Assets
0
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio 89.6%
Fundraising Efficiency N/A
Operating Reserve 74.04x
Liability-to-Asset 0.1%
Revenue Diversification 100.0%
Compared with Peers
FY 2024
Compared with 923 similar organizations (United States, Philanthropy & Grantmaking, $10M–$100M 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
89.6% 91.7%
P10P90
Below median
Admin expense ratio
Management and general / total expenses · lower is better
10.4% 6.2%
P10P90
Bottom quarter
Fundraising expense ratio
Fundraising expenses / total expenses · lower is better
0.0% 2.2%
P10P90
Top quarter
Operating reserve
Months of expenses covered by net assets · higher is better
74.0 mo 70.2 mo
P10P90
Above median
Liabilities to assets
Total liabilities / total assets · lower is better
0.1% 2.5%
P10P90
Above median
Revenue concentration
Share of revenue from the largest source · lower is better
100.0% 88.2%
P10P90
Bottom quarter
Revenue growth
Year over year revenue growth
104.9% 17.6%
P10P90
Expense growth
Year over year expense growth
-11.0% 10.6%
P10P90
Surplus margin
Surplus as a share of revenue
-1725.3% 6.3%
P10P90
Financial History
Year Revenue Expenses Net Assets Program % Staff
2024 $805K $14.7M $90.7M 89.6% 0
2023 $393K $16.5M $99.7M 91.6% 0
2022 $-421,090 $17.3M $107.7M 93.4% 0
2021 $2.3M $21.0M N/A — 0
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Organization Details
EIN
46-3891359
State
NC
City
CHARLOTTE
ZIP
28204-2978
Classification
T20
Category
Philanthropy & Grantmaking
Rating
3★
Coverage
A
Last Updated
Aug 2026
Form 990
On File
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