Caroline's Promise (EIN 161660529) - 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

2004

Legal Domicile

Phone

3366697340

Tax Period

2023-01-01 to 2023-12-31

Caroline's Promise, founded in 2004, is a small nonprofit in the Human Services sector that reported $127K in total revenue in fiscal year 2023. Revenue surged 32% from the prior year, signaling strong growth momentum. Expenses of $121K left a modest 5% surplus.

Mission

Support orphan care projects in Guatemala; Take mission trips to Guatemala, deliver humanitarian aid, train caregivers and teachers, teach job skills

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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 $126,765

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $126,765

Expense Breakdown

Grants Paid $39,541

Salaries & Benefits $31,004

Fundraising Expenses $0

Program Expenses $101,259

Other Expenses $50,117

TOTAL EXPENSES $120,662

Year-over-Year Comparison

	2023	2022	Change
Revenue	$126,765	$96,041	+0.3%
Expenses	$120,662	$91,153	+0.3%
Net Income	$6,103	$4,888	+0.2%

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

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

$4,800

Key Employees

$24,000

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kaitlyn Armstrong	Board Member	5.00	Director	$0	$0	$0
Stephanie Dimora	Board Member	10.00	Director	$0	$0	$0
Phillip Clary	Board Member	5.00	Director	$0	$0	$0
Brooke St Clair	Board Member	10.00	Director	$4,800	$0	$4,800
Lisa Best	Executive Director	40.00	Key Emp	$24,000	$0	$24,000
Pam Morrison	Board Member	5.00	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
2024	No data	No data	No data	No data
2023	$126,765	$120,662	$110,196	$6,103
2022	$96,041	$91,153	$132,622	$4,888
2021	$104,386	$88,328	$127,839	$16,058
2020	$194,459	$127,412	$111,312	$67,047
2019	$195,566	$191,827	$49,490	$3,739
2018	$333,641	$345,503	$45,649	$-11,862

Caroline's Promise