CARRY THE LOAD

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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

2011

Legal Domicile

Principal Officer

KATHIE WOOD

Phone

2147236068

Tax Period

2024-09-01 to 2025-08-31

CARRY THE LOAD, founded in 2011, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $3.9M in total revenue in fiscal year 2024. Expenses of $3.5M left a modest 10% surplus.

Mission

TO HONOR AND CELEBRATE OUR NATIONS HEROES BY CONNECTING AMERICANS TO THEIR SACRIFICES FOR OUR FREEDOM.

Program Service Accomplishments

Program 1

Expenses: $3,212,439

THE ORGANIZATION HONORS AND CELEBRATES OUR NATIONS HEROES BY CONNECTING AMERICANS TO THEIR SACRIFICES FOR OUR FREEDOM. THE ORGANIZATION ORGANIZES AND CONDUCTS MEMORIAL DAY EVENTS AND OTHER EVENTS TO BRING AWARENESS AND THAT HONORS AND THANKS VETERANS AND ACTIVE DUTY MEMBERS OF THE MILITARY, LAW ENFORCEMENT, FIREFIGHTERS AND THEIR FAMILIES FOR THEIR SACRIFICES. THE ORGANIZATION ALSO PROVIDES GRANT FUNDS TO VARIOUS OTHER NOT-FOR-PROFIT ORGANIZATION PARTNERS WHICH SERVE THESE HEROES BY PROVIDING VARIOUS PROGRAM SUPPORT SERVICES AND EDUCATION OPPORTUNITIES.

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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 $3,582,263

Program Service Revenue $0

Investment Income $103,831

Other Revenue $195,625

TOTAL REVENUE $3,881,719

Expense Breakdown

Grants Paid $1,092,845

Salaries & Benefits $804,356

Fundraising Expenses $48,778

Program Expenses $3,212,439

Other Expenses $1,594,339

TOTAL EXPENSES $3,491,540

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,881,719	$3,906,200	0.0%
Expenses	$3,491,540	$4,022,948	-0.1%
Net Income	$390,179	$-116,748	-4.3%

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

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

$28,646

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DONNA KEY	FORMER EXEC DIR	0.00		$115,711	$0	$115,711
DEBBIE WRIGHT	FORMER EXEC DIR	0.00		$111,394	$0	$111,394
KATHIE WOOD	EXEC DIRECTOR	40.00	Officer	$28,646	$0	$28,646
TODD BOEDING	BOARD MEMBER	0.00	Director	$0	$0	$0
MIKE DEVLIN	BOARD MEMBER	0.00	Director	$0	$0	$0
HALLIE JOHNSTON	BOARD MEMBER	0.00	Director	$0	$0	$0
AARON RIGBY	BOARD MEMBER	0.00	Director	$0	$0	$0
JUNIOR ORTIZ	BOARD MEMBER	0.00	Director	$0	$0	$0
JOHN MCCAA	BOARD MEMBER	0.00	Director	$0	$0	$0
DILL DRISCOLL	BOARD MEMBER	0.00	Director	$0	$0	$0
STEPHEN HOLLEY	PRESCEO	0.00	Officer Director	$0	$0	$0
CRAIG COUCH	TREAS	0.00	Officer 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
2025	No data	No data	No data	No data
2025	$3,881,719	$3,491,540	$2,203,906	$390,179
2024	$3,906,200	$4,022,948	$1,848,431	$-116,748
2023	$4,400,041	$4,839,451	$1,945,615	$-439,410
2022	$4,944,762	$4,798,620	$2,418,969	$146,142
2021	$4,497,836	$3,890,909	$2,243,873	$606,927
2020	$3,359,033	$3,063,377	$1,781,851	$295,656
2019	$3,708,863	$3,729,600	$1,343,290	$-20,737
2018	$3,793,456	$3,604,351	$1,334,027	$189,105