CARRE 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

2007

Legal Domicile

Principal Officer

KEVIN LESUEUR

Phone

4803373400

Tax Period

2018-01-01 to 2018-12-31

CARRE FOUNDATION, founded in 2007, is a small nonprofit that reported $106K in total revenue in fiscal year 2018. Revenue fell 26% from the prior year — a significant decline worth monitoring.

Mission

TO PROVIDE LEADERSHIP THROUGH CHARITABLE GIVING WHILE BUILDING STRONGER RELATIONSHIPS AND BONDS WITHIN THE CONVENIENCE RETAILING AND RESTAURANT INDUSTRIES.

Program Service Accomplishments

Program 1

Expenses: $95,000

THE CARRE FOUNDATION WAS ABLE TO GIVE MONEY TO ORGANIZATIONS SUCH AS PHOENIX CHILDREN'S HOSPITAL, NO KID HUNGRY/SHARE OUR STRANGHT, AND FEED MY STARVING CHILDREN.

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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 (2018)

Revenue Breakdown

Contributions & Grants $71,784

Program Service Revenue $0

Investment Income $0

Other Revenue $34,590

TOTAL REVENUE $106,374

Expense Breakdown

Grants Paid $95,000

Salaries & Benefits $0

Fundraising Expenses $9,343

Program Expenses $95,000

Other Expenses $16,850

TOTAL EXPENSES $111,850

Year-over-Year Comparison

	2018	2017	Change
Revenue	$106,374	$144,592	-0.3%
Expenses	$111,850	$146,735	-0.2%
Net Income	$-5,476	$-2,143	+1.6%

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
KEVIN LESUEUER	TREASURER	1.00	Officer	$0	$0	$0
MICHAEL WOOD	VICE PRESIDENT	1.00	Officer	$0	$0	$0
JOSEPH CARROLL	SECRETARY	1.00	Officer	$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
2018	$106,374	$111,850	No data	$-5,476