W W CARUTH JR FOUNDATION (EIN 237436194) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1975

Legal Domicile

Principal Officer

COMMUNITIES FDN OF TEXAS

Phone

2147504222

Tax Period

2024-07-01 to 2025-06-30

W W CARUTH JR FOUNDATION, founded in 1975, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $33.7M in total revenue in fiscal year 2024. Revenue decreased 12% compared to the prior year. Net assets of $548.8M represent 196 months of operating reserves.

Mission

THIS TRUST IS A SUPPORTING ORGANIZATION OF COMMUNITIES FOUNDATION OF TEXAS AND DIRECTS FUNDING TOWARDS EDUCATION, PUBLIC SAFETY, AND SCIENTIFIC RESEARCH.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $29,590,426

Other Revenue $4,070,329

TOTAL REVENUE $33,660,755

Expense Breakdown

Grants Paid $26,400,838

Salaries & Benefits $4,439,316

Fundraising Expenses $0

Program Expenses $30,843,140

Other Expenses $2,384,879

TOTAL EXPENSES $33,225,033

Year-over-Year Comparison

	2024	2023	Change
Revenue	$33,660,755	$38,401,311	-0.1%
Expenses	$33,225,033	$17,060,461	+0.9%
Net Income	$435,722	$21,340,850	-1.0%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	TRUSTEE	35.00		$0	$4,251,275	$4,251,275

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$33,660,755	$33,225,033	$566,221,611	$435,722
2024	$38,401,311	$17,060,461	$531,503,627	$21,340,850
2023	$14,201,665	$15,990,110	$483,813,543	$-1,788,445
2022	$32,925,098	$34,799,826	$444,705,321	$-1,874,728
2022	$34,485,633	$34,799,824	$469,957,347	$-314,191
2021	$32,664,398	$30,959,218	$545,199,566	$1,705,180
2020	$17,004,346	$9,536,628	$420,703,197	$7,467,718
2019	$15,676,152	$14,129,165	$419,045,054	$1,546,987
2018	$17,547,260	$17,147,468	$411,332,905	$399,792

W W CARUTH JR FOUNDATION