CARRY THE VISION (EIN 010952753) - 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

2010

Legal Domicile

Principal Officer

SHELLEY SWAN

Phone

4082756133

Tax Period

2023-07-01 to 2024-06-30

CARRY THE VISION, founded in 2010, is a community nonprofit in the International Affairs sector that reported $2.6M in total revenue in fiscal year 2023. Revenue surged 29% from the prior year, signaling strong growth momentum. Expenses of $2.5M left a modest 4% surplus.

Mission

CARRY THE VISION SERVES THE BIPOC COMMUNITIES, IMMIGRANTS, JUSTICE INVOLVED, INCARCERATED/FORMERLY INCARCERATED ADULTS AND YOUTH, THE UNHOUSED, AND THOSE EXPERIENCING MENTAL HEALTH AND RECOVERY CHALLENGES. WE PROVIDE PROGRAMS AND SUPPORT SERVICES TO INDIVIDUALS, FAMILIES, COMMUNITIES, AND NEIGHBORHOODS WHO HAVE BEEN HISTORICALLY AND SYSTEMICALLY MARGINALIZED, EXCLUDED, AND PREVENTED FROM ACCESSING ESSENTIAL RESOURCES THAT PROMOTE ECONOMIC AND SOCIAL WELL-BEING, WHICH INCLUDE: IN-CUSTODY AND COMMUNITY-BASED LIFE SKILLS PROGRAMS; RESOURCE NAVIGATION AND PEER SUPPORTS; LIVED EXPERIENCE WORKFORCE DEVELOPMENT FOR YOUTH AND ADULTS; AND FISCAL PARTNER DEVELOPMENT TO PROVIDE BACKBONE SUPPORT TO BUDDING RESIDENCE COALITIONS AND ORGANIZED GROUPS COMMITTED TO ADVANCING LOCAL INITIATIVES.

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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 (2023)

Revenue Breakdown

Contributions & Grants $226,535

Program Service Revenue $2,327,084

Investment Income $0

Other Revenue $0

TOTAL REVENUE $2,553,619

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,252,271

Fundraising Expenses $0

Program Expenses $2,301,673

Other Expenses $1,198,817

TOTAL EXPENSES $2,451,088

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,553,619	$1,977,143	+0.3%
Expenses	$2,451,088	$1,956,994	+0.3%
Net Income	$102,531	$20,149	+4.1%

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

Volunteers

N/A

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

$114,400

Total Directors

$114,400

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHELLEY SWAN	Executive Dir.	40.00	Officer Director	$114,400	$0	$114,400
DANIEL GUTIERREZ	President	1.00	Officer Director	$0	$0	$0
JENNIFER DEL BONO	Director	1.00	Director	$0	$0	$0
REBECCA GARCIA	Secretary	0.00	Director	$0	$0	$0
TONI BOWLES	Treasurer	1.00	Director	$0	$0	$0

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	No data	No data	No data	No data
2024	$2,553,619	$2,451,088	$563,480	$102,531
2023	$1,977,143	$1,956,994	$770,197	$20,149
2022	$1,250,124	$1,178,070	$234,819	$72,054
2021	$408,271	$456,561	$130,382	$-48,290
2020	$249,604	$241,855	$96,924	$7,749
2019	$270,876	$273,707	$59,676	$-2,831
2018	$227,990	$242,564	$25,209	$-14,574

CARRY THE VISION