THE CAREGIVER FOUNDATION

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

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. THIS IS ACCOMPLISHED THROUGH A VARIETY OF SERVICES AND SUPPORT EFFORTS SUCH AS DEVELOPING AND SPONSORING EDUCATIONAL WORKSHOPS, HOSTING AND PRODUCING CAREGIVER SUPPORT GROUPS, PROVIDING FIDUCIARY SERVICES, AND CARE COORDINATION SERVICES.

Program Service Accomplishments

Program 1

Expenses: $649,951 Revenue: $810,558

CARE COORDINATION SERVICES PROVIDE A CENTRALIZED POINT OF MANAGEMENT FOR HEALTH, FINANCIAL, LEGAL AND ROUTINE LIFE MANAGEMENT RELATED ACTIVITIES. AS WITH ALL ASPECTS OF SUPPORT AND SERVICE, THERE IS...

Program 2

Expenses: $216,650 Revenue: $278,121

DAILY MONEY MANGEMENT IS THE MANAGEMENT OF FIDUCIARY TASKS RELATED TO CLIENT CARE. THIS INVOLVES ROUTINE BILL PAYING SERVICES, MANAGEMENT OF INCOME AND EXPENSES. INCIDENTS OF SELF-HARM THROUGH...

DAILY MONEY MANGEMENT IS THE MANAGEMENT OF FIDUCIARY TASKS RELATED TO CLIENT CARE. THIS INVOLVES ROUTINE BILL PAYING SERVICES, MANAGEMENT OF INCOME AND EXPENSES. INCIDENTS OF SELF-HARM THROUGH MISAPPROPRIATION AND MISMANAGEMENT OF FINANCES DUE TO DEMENTIA OR OTHER FACTORS IS GREATLY REDUCED. THE ADMINISTRATION OF TRUSTS FOR SPECIAL NEEDS AND OTHER TYPES OF TRUSTS AS WELL AS PROVIDING CONSERVATORSHIPS AND GUARDIANSHIPS PROVIDES THE LEGAL FRAMEWORK AND MANAGEMENT NEEDED TO PRESERVE AND PROPERLY HANDLE INDIVIDUAL AND FAMILY ASSETS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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