THE CAREGIVER FOUNDATION (EIN 262548300) - 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

GARY POWELL

Phone

8086253782

Tax Period

2023-01-01 to 2023-12-31

THE CAREGIVER FOUNDATION, founded in 2008, is a community nonprofit in the Human Services sector that reported $1.3M in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion. The organization ran a surplus of $306K, a strong 24% operating margin.

Mission

PROVIDING PRACTICAL AND EMOTIONAL SUPPORT TO SENIORS, ADULTS WITH DISABILITIES, AND THEIR CAREGIVERS.

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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 $123,954

Program Service Revenue $1,088,679

Investment Income $35,347

Other Revenue $13,995

TOTAL REVENUE $1,261,975

Expense Breakdown

Grants Paid $0

Salaries & Benefits $747,872

Fundraising Expenses $9,970

Program Expenses $866,601

Other Expenses $208,017

TOTAL EXPENSES $955,889

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,261,975	$1,162,847	+0.1%
Expenses	$955,889	$790,423	+0.2%
Net Income	$306,086	$372,424	-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

$217,728

Total Directors

$217,728

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GARY POWELL	PRESIDENT	65.00	Officer Director	$186,998	$30,730	$217,728
BRANDON LAU	VICE PRESIDE	5.00	Officer Director	$0	$0	$0
KATHY WYATT	TREASURER	1.00	Officer Director	$0	$0	$0
CHRISTINE GO	SECRETARY	1.00	Officer Director	$0	$0	$0
CLARENCE LIU	DIRECTOR	1.00	Director	$0	$0	$0
LOURDES MARCELO	DIRECTOR	1.00	Director	$0	$0	$0
ELEANOR OTAKE	DIRECTOR	1.00	Director	$0	$0	$0
DR AIDA WEN	DIRECTOR	1.00	Director	$0	$0	$0
DR THOMAS HARDING	DIRECTOR	1.00	Director	$0	$0	$0
DR POKII BALAZ	DIRECTOR	1.00	Director	$0	$0	$0
EMELYN KIM	DIRECTOR	1.00	Director	$0	$0	$0
DR LEANNE CLARK-SHIRLEY	DIRECTOR	1.00	Director	$0	$0	$0
JOY BARUA	DIRECTOR	1.00	Director	$0	$0	$0
MASAKO POWELL	OFFICE MANAG	65.00	Highest	$112,179	$23,987	$136,166

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	$1,261,975	$955,889	$2,831,452	$306,086
2022	$1,162,847	$790,423	$2,525,307	$372,424
2021	$933,368	$710,655	$2,370,901	$222,713
2020	$921,595	$611,975	$2,472,396	$309,620
2019	$677,743	$571,577	$1,965,688	$106,166
2018	$788,881	$491,000	$1,309,429	$297,881

THE CAREGIVER FOUNDATION