CARLY MAY FOUNDATION (EIN 262543215) - 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

2008

Legal Domicile

Principal Officer

JAIME HARRIS

Phone

6513356202

Tax Period

2024-01-01 to 2024-12-31

CARLY MAY FOUNDATION, founded in 2008, is a small nonprofit in the Human Services sector that reported $150K in total revenue in fiscal year 2024. Revenue decreased 7% compared to the prior year. Expenses of $134K left a modest 11% surplus.

Mission

THE CARLY MAY FOUNDATION WAS CREATED IN 2007 TO HELP SUPPORT FAMILIES THAT INCLUDE A CHILD WITH DOWN SYNDROME AND/OR A CHRONIC ILLNESS.

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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 $173,764

Program Service Revenue $0

Investment Income $0

Other Revenue $-23,490

TOTAL REVENUE $150,274

Expense Breakdown

Grants Paid $120,900

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $132,144

Other Expenses $12,828

TOTAL EXPENSES $133,728

Year-over-Year Comparison

	2024	2023	Change
Revenue	$150,274	$161,556	-0.1%
Expenses	$133,728	$193,468	-0.3%
Net Income	$16,546	$-31,912	-1.5%

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

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
JAIME HARRIS	PRESIDENT	1.00	Officer Director	$0	$0	$0
MARIA HARRIS	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
RYAN BLOM	SECRETARY	1.00	Officer Director	$0	$0	$0
CARRIE BLOM	TREASURER	1.00	Officer Director	$0	$0	$0
JIM KOTSMITH	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER KOTSMITH	DIRECTOR	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
2024	$150,274	$133,728	$134,714	$16,546
2023	$161,556	$193,468	$117,668	$-31,912
2022	$138,801	$38,359	$149,580	$100,442

CARLY MAY FOUNDATION