Carlton Family Foundation Tr
EIN: 716174467 · Little Rock, AR · NTEE: T20
| Metric | Value |
|---|---|
| Total Revenue | $566K |
| Total Expenses | $189K |
| Net Assets | $523K |
Is Carlton Family Foundation Tr Legit?
Insufficient Data
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
About Carlton Family Foundation Tr
Carlton Family Foundation Tr (EIN: 716174467) is a nonprofit organization based in Little Rock, AR, classified under NTEE code T20. The organization reported total revenue of $566K and total assets of $439K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Carlton Family Foundation Tr's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Carlton Family Foundation Tr is a small nonprofit that has been operating for 27 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 17.8%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $273K |
| Total Expenses | $189K |
| Surplus / Deficit | +$83K |
| Total Assets | $532K |
| Total Liabilities | $8K |
| Net Assets | $523K |
| Operating Margin | 30.5% |
| Debt-to-Asset Ratio | 1.6% |
| Months of Reserves | 33.7 months |
Financial Health Grade: A
In 2023, Carlton Family Foundation Tr reported a surplus of $83K with revenue exceeding expenses, holds 33.7 months of operating reserves (strong position), has a debt-to-asset ratio of 1.6% (very low leverage).
Financial Trends
Over 10 years of filings (2011–2023), Carlton Family Foundation Tr's revenue has grown at a compound annual growth rate (CAGR) of 17.8%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | -30.9% | -54.4% | +20.6% |
| 2022 | -23.5% | +96.9% | -4.6% |
| 2021 | +307.4% | -24.3% | +192.7% |
| 2020 | +1.4% | +54.7% | -49.1% |
| 2019 | -77.8% | -70.8% | +36.2% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 1999 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Analysis Pending
AI enrichment for Carlton Family Foundation Tr has not yet been completed. Basic IRS 990 data is shown below. Check back later for a full transparency report including a Mission Score, spending breakdown, executive compensation analysis, and red flags assessment.
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Carlton Family Foundation Tr with a Mission Score of 0 out of 100 (Very Poor). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $83K, with revenue exceeding expenses.
- Debt-to-asset ratio: 1.6%.
Frequently Asked Questions about Carlton Family Foundation Tr
Is Carlton Family Foundation Tr a legitimate charity?
Carlton Family Foundation Tr (EIN: 716174467) is a registered tax-exempt nonprofit based in Arkansas. It has 10 years of IRS 990 filings on record. Total revenue: $566K. No red flags identified. Financial health grade: A.
How does Carlton Family Foundation Tr spend its money?
Carlton Family Foundation Tr reported $566K in total revenue in IRS 990 filings. 10 years of filing data available. Revenue exceeded expenses in the most recent year. Review the full spending breakdown on NonprofitSpending.
Are donations to Carlton Family Foundation Tr tax-deductible?
Carlton Family Foundation Tr is registered as a tax-exempt nonprofit (EIN: 716174467). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Where is Carlton Family Foundation Tr located?
Carlton Family Foundation Tr is headquartered in Little Rock, Arkansas and files with the IRS under EIN 716174467. It is classified under NTEE code T20.
How many years of IRS 990 filings does Carlton Family Foundation Tr have?
Carlton Family Foundation Tr has 10 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $566K in total revenue.
Filing History
IRS 990 filing history for Carlton Family Foundation Tr showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), Carlton Family Foundation Tr's revenue has grown by 613.2%, moving from $38K to $273K. Total assets increased by 149.2% over the same period, from $213K to $532K. Total functional expenses rose by 6224.2%, from $3K to $189K. In its most recent filing year (2023), Carlton Family Foundation Tr reported a surplus of $83K, with revenue exceeding expenses. The organization holds $8K in liabilities against $532K in assets (debt-to-asset ratio: 1.6%), resulting in net assets of $523K.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $273K | $189K | $532K | $8K | — | — |
| 2022 | $394K | $416K | $441K | $1K | — | View 990 |
| 2021 | $515K | $211K | $462K | $1K | — | View 990 |
| 2020 | $127K | $279K | $158K | $1K | — | View 990 |
| 2019 | $125K | $180K | $310K | $1K | — | View 990 |
| 2015 | $561K | $617K | $228K | $1 | — | View 990 |
| 2014 | $632K | $671K | $284K | $0 | — | View 990 |
| 2013 | $487K | $493K | $323K | $0 | — | View 990 |
| 2012 | $11K | $4K | $221K | $0 | — | View 990 |
| 2011 | $38K | $3K | $213K | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $273K, expenses of $189K, and assets of $532K (revenue -30.9% year-over-year).
- 2022: Revenue of $394K, expenses of $416K, and assets of $441K (revenue -23.5% year-over-year).
- 2021: Revenue of $515K, expenses of $211K, and assets of $462K (revenue +307.4% year-over-year).
- 2020: Revenue of $127K, expenses of $279K, and assets of $158K (revenue +1.4% year-over-year).
- 2019: Revenue of $125K, expenses of $180K, and assets of $310K (revenue -77.8% year-over-year).
- 2015: Revenue of $561K, expenses of $617K, and assets of $228K (revenue -11.2% year-over-year).
- 2014: Revenue of $632K, expenses of $671K, and assets of $284K (revenue +29.7% year-over-year).
- 2013: Revenue of $487K, expenses of $493K, and assets of $323K (revenue +4272.5% year-over-year).
- 2012: Revenue of $11K, expenses of $4K, and assets of $221K (revenue -70.9% year-over-year).
- 2011: Revenue of $38K, expenses of $3K, and assets of $213K.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Carlton Family Foundation Tr:
Data Sources and Methodology
This transparency report for Carlton Family Foundation Tr is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.