Carleton-willard Foundation Inc is a 501(c)(3) organization based in Bedford, Massachusetts, registered in 2007, with $185,716 in FY2024 revenue. CharityIndex grades it B.
Revenue (FY2024)
$186K
▲ 390.4% vs prior year
Philanthropy median: $168K
Expenses (FY2024)
$57K
Net assets
$951K
Employees
—
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Carleton-willard Foundation Inc— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Carleton-willard Foundation Inc: 200 mo reserves · +69% margin earns a B+ on this criterion. See the exact thresholds →
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Carleton-willard Foundation Inc— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Carleton-willard Foundation Inc: 2 of 5 disclosure signals earns a C on this criterion. See the exact thresholds →
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Revenue grew from $47K (FY2013) to $186K (FY2024) across 12 reported years.
Financial snapshot
Operating margin
69.3%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$1.2M
Total liabilities
$246K
Net assets
$951K
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $185,716▲390% | $56,996▲1385% | $950,655▲31.8% | $1,197,069▲28.1% | 990 |
| 2023 | $37,867▲232% | $3,838▼73.3% | $721,351▲20.7% | $934,508▲15.4% | 990 |
| 2022 | $11,411▼31.8% | $14,389▼42.2% | $597,680▼15.2% | $809,772▼11.9% | 990 |
| 2021 | $16,742▼14.9% | $24,893▲38.1% | $704,911▲13.5% | $919,157▲10.1% | 990 |
| 2020 | $19,667▼41.5% | $18,030▼64.2% | $620,824▲12.4% | $835,070▲9.8% | 990 |
| 2019 | $33,623▼28.5% | $50,360▲7.3% | $552,140▲14.3% | $760,339▲13.9% | 990 |
| 2018 | $47,014▲32.0% | $46,938▲1.5% | $483,066▼9.1% | $667,685▼6.8% | 990 |
| 2017 | $35,606▼9.0% | $46,228▼1.2% | $531,656▲4.2% | $716,488▲0.8% | 990 |
| 2016 | $39,113▲1.7% | $46,795▼6.1% | $510,156▼1.1% | $710,829▲1.3% | 990 |
| 2015 | $38,477▼24.5% | $49,817▲17.6% | $516,010▼6.0% | $701,667▼4.6% | 990 |
| 2014 | $50,953▲7.9% | $42,353▼13.3% | $549,051▼0.3% | $735,207▲0.3% | 990 |
| 2013 | $47,215 | $48,830▲1.5% | $550,500▲1.3% | $733,027▲7.6% | 990 |
| 2012 | — | $48,106▲19.4% | $543,464▲2.0% | $681,101▲15.8% | 990 |
| 2011 | — | $40,274 | $532,933 | $588,123 | 990 |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
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Data for Carleton-willard Foundation Inc (EIN 20-5785760) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.