David S and Brenda K Carlson Foundation
Only null% goes to programs Strong reserves Declining revenue
David S and Brenda K Carlson Foundation is a 501(c)(3) organization based in Walnut Creek, California, registered in 2001, with $487,668 in FY2024 revenue. CharityIndex grades it C+.
889 Mohican Ct, Walnut Creek, CA, 94598 EIN 68-0467243 Since 2001
Revenue (FY2024)
$488K
▲ 221.0% vs prior year
Philanthropy median: $168K
Expenses (FY2024)
$183K
Net assets
$2.1M
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
C+
—Program efficiency40% of the ratingNo expense breakdown in filings
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 David S and Brenda K Carlson Foundation— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
B+Financial health25% of the rating141 mo reserves · +63% margin
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 David S and Brenda K Carlson Foundation: 141 mo reserves · +63% margin earns a B+ on this criterion. See the exact thresholds →
—Governance25% of the ratingNot reported in this filing type
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 David S and Brenda K Carlson Foundation— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
DTransparency10% of the rating1 of 5 disclosure signals
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 David S and Brenda K Carlson Foundation: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Contact & location
- Address
- 889 Mohican Ct, Walnut Creek, CA, 94598
- City
- Walnut Creek
- State
- California
- Subcategory
- Private Foundations
Financial trends
Revenue grew from $196K (FY2020) to $488K (FY2024) across 5 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $0Net assets $2.1M
Operating margin
62.6%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$2.1M
Total liabilities
$0
Net assets
$2.1M
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $487,668▲221% | $182,530▲66.9% | $2,148,117▲16.3% | $2,148,117▲16.3% | 990PF |
| 2023 | $151,901▲258% | $109,343▼18.8% | $1,846,324▲1.3% | $1,846,324▲1.3% | 990PF |
| 2022 | $42,395▼94.7% | $134,679▼10.6% | $1,822,149▼4.8% | $1,822,149▼4.8% | 990PF |
| 2021 | $794,175▲305% | $150,595▲50.1% | $1,913,558▼4.6% | $1,913,558▼4.6% | 990PF |
| 2020 | $196,098 | $100,330 | $2,005,526 | $2,005,526 | 990PF |
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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Frequently asked questions
- Is David S and Brenda K Carlson Foundation a legitimate nonprofit?
- Yes. David S and Brenda K Carlson Foundation is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 68-0467243, based in Walnut Creek, California. Donations are tax-deductible.
- What is David S and Brenda K Carlson Foundation's EIN?
- David S and Brenda K Carlson Foundation's Employer Identification Number (EIN) is 68-0467243.
- How much revenue does David S and Brenda K Carlson Foundation report?
- David S and Brenda K Carlson Foundation reported $487,668 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does David S and Brenda K Carlson Foundation have?
- CharityIndex grades David S and Brenda K Carlson Foundation C+, based on financial health (reserves and operating margin).
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Data for David S and Brenda K Carlson Foundation (EIN 68-0467243) 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.