The Carl and Mabel E Shurtz Foundation is a 501(c)(3) organization based in Tucson, Arizona, registered in 1994, with $52,775 in FY2024 revenue. CharityIndex grades it C+.
Revenue (FY2024)
$53K
▲ 21.4% vs prior year
Expenses (FY2024)
$39K
Net assets
$483K
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 The Carl and Mabel E Shurtz Foundation— 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 The Carl and Mabel E Shurtz Foundation: 150 mo reserves · +27% 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 The Carl and Mabel E Shurtz Foundation— 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 The Carl and Mabel E Shurtz Foundation: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue grew from $30K (FY2013) to $53K (FY2024) across 12 reported years.
Financial snapshot
Operating margin
27.0%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$733K
Total liabilities
$250K
Net assets
$483K
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $52,775▲21.4% | $38,516▲3.8% | $482,626▲3.0% | $732,620▲7.0% | 990PF |
| 2023 | $43,463▼22.6% | $37,104▼2.1% | $468,414▲1.4% | $684,519▲3.1% | 990PF |
| 2022 | $56,144▲16.6% | $37,919▲19.6% | $462,055▲4.1% | $663,882▼12.9% | 990PF |
| 2021 | $48,144▲28.7% | $31,694▲0.2% | $443,830▲3.7% | $762,549▲18.4% | 990PF |
| 2020 | $37,401▲15.3% | $31,634▼1.3% | $427,813▲1.4% | $644,111▲3.5% | 990PF |
| 2019 | $32,426▼48.4% | $32,042▲9.0% | $422,046▲0.1% | $622,384▲13.3% | 990PF |
| 2018 | $62,874▲48.4% | $29,402▼9.7% | $421,662▲8.6% | $549,312▼6.3% | 990PF |
| 2017 | $42,362▲81.4% | $32,549▲19.2% | $388,190▲3.1% | $586,218▲11.6% | 990PF |
| 2016 | $23,353▼53.0% | $27,314▲16.0% | $376,627▼1.5% | $525,214▲6.6% | 990PF |
| 2015 | $49,702▲72.4% | $23,552▼8.2% | $382,337▲7.9% | $492,599▼2.1% | 990PF |
| 2014 | $28,833▼4.2% | $25,660▲8.8% | $354,436▲0.9% | $502,909▲4.5% | 990PF |
| 2013 | $30,085 | $23,578 | $351,263 | $481,048 | 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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Data for The Carl and Mabel E Shurtz Foundation (EIN 86-0761758) 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.