THE PAUL ROBERT CAREY FOUNDATION

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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

2002

Legal Domicile

Principal Officer

NANCY CAREY CASSIDY

Phone

5184654747

Tax Period

2025-01-01 to 2025-12-31

THE PAUL ROBERT CAREY FOUNDATION, founded in 2002, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $94K in total revenue in fiscal year 2025. Revenue surged 33% from the prior year, signaling strong growth momentum. The organization ran a surplus of $16K, a strong 17% operating margin.

Mission

ENABLING PEOPLE BATTLING CANCER AND OTHER DISEASES TO OBTAIN VITAL QUALITY OF LIFE NEEDS AND SERVICES NOT FUNDED BY TRADITIONAL MEDICAL REIMBURSEMENTS.

Program Service Accomplishments

Program 1

Expenses: $73,145

GRANTS TO OTHER CHARITABLE ORGANIZATIONS PROVIDING QUALITY OF LIFE NEEDS NOT FUNDED BY TRADITIONAL MEDICAL REIMBURSEMENTS.

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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 (2025)

Revenue Breakdown

Contributions & Grants $89,485

Program Service Revenue $0

Investment Income $6

Other Revenue $4,373

TOTAL REVENUE $93,864

Expense Breakdown

Grants Paid $73,145

Salaries & Benefits $0

Fundraising Expenses $2,865

Program Expenses $73,145

Other Expenses $4,615

TOTAL EXPENSES $77,760

Year-over-Year Comparison

	2025	2024	Change
Revenue	$93,864	$70,837	+0.3%
Expenses	$77,760	$12,531	+5.2%
Net Income	$16,104	$58,306	-0.7%

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

Employees

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NANCY E CAREY CASSIDY	DIRECTOR	3.00	Director	$0	$0	$0
BRYAN J CAREY	DIRECTOR	3.00	Director	$0	$0	$0
KEVIN A CAREY	DIRECTOR	3.00	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	$93,864	$77,760	$99,165	$16,104
2024	$70,837	$12,531	$83,061	$58,306
2023	$65,591	$63,811	$24,755	$1,780
2022	$97,883	$88,359	$22,975	$9,524
2021	$69,768	$72,399	$13,451	$-2,631
2020	$55,359	$63,114	$16,082	$-7,755
2019	$67,422	$110,131	$23,837	$-42,709
2018	$88,920	$51,578	$66,546	$37,342