CARLE AUXILIARY INC (EIN 376048129) - Form 990 Financial Analysis & Trantor Score

🔒

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

1959

Legal Domicile

Principal Officer

CARLA KURTZ

Phone

2173445142

Tax Period

2024-07-01 to 2025-06-30

CARLE AUXILIARY INC, founded in 1959, is a small nonprofit that reported $988K in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion.

Mission

THE MISSION OF THE AUXILIARY IS DEDICATED TO SERVING CARLE PATIENTS AND STAFF IN BOTH PHYSICAL AND FINANCIAL WAYS, PROMOTING HEALTH CARE CAREERS THROUGH SCHOLARSHIPS AND BEING ACTIVELY INVOLVED IN OUR COMMUNITY. TO THIS END, WE SUPPORT CARLE'S MISSION.

🔒

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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $975,781

Investment Income $0

Other Revenue $11,757

TOTAL REVENUE $987,538

Expense Breakdown

Grants Paid $72,000

Salaries & Benefits $300,143

Fundraising Expenses $0

Program Expenses $987,021

Other Expenses $635,515

TOTAL EXPENSES $1,007,658

Year-over-Year Comparison

	2024	2023	Change
Revenue	$987,538	$878,452	+0.1%
Expenses	$1,007,658	$875,094	+0.2%
Net Income	$-20,120	$3,358	-7.0%

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

N/A

Volunteers

580

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

$154,862

Total Directors

$154,862

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ERIC TOLIVER	EXECUTIVE DIRECTOR	8.00	Officer Director	$0	$24,669	$154,862
JOHN FOLTZ	PRESIDENT	12.00	Officer Director	$0	$0	$0
CARLA KURTZ	VICE PRESIDENT	12.00	Officer Director	$0	$0	$0
MARCIA WOOLCOTT	TREASURER	6.00	Officer Director	$0	$0	$0
BONNIE HENRY	SECRETARY - TERM ENDED 8/24	4.00	Officer Director	$0	$0	$0
NANCY CIACCIO	SECRETARY - TERM STARTED 10/24	4.00	Officer Director	$0	$0	$0
RICHARD SCHOELL	PARLIAMENTARIAN	1.00	Director	$0	$0	$0
ANN MARIE MCCLINTOCK	MEMBERSHIP CHAIR	4.00	Director	$0	$0	$0
SHIRLEY WITTE	RESEARCH CHAIR	1.00	Director	$0	$0	$0
JEAN HUDDLESTON	BOARD MEMBER	1.00	Director	$0	$0	$0
WENDY BARNES	BOARD MEMBER	1.00	Director	$0	$0	$0
CHRIS NOFFSINGER	BOARD MEMBER	6.00	Director	$0	$0	$0
JOANNE PETERSON	BOARD MEMBER	1.00	Director	$0	$0	$0
PAULA TATMAN	BOARD MEMBER	2.00	Director	$0	$0	$0
MARTY EDWARDS	BOARD MEMBER	6.00	Director	$0	$0	$0
JENNIFER COVELLO	BOARD MEMBER	8.00	Director	$0	$0	$0
PENNY PORTER	BOARD MEMBER	6.00	Director	$0	$0	$0
JANE SEILER	BOARD MEMBER - TERM ENDED 1/25	1.00	Director	$0	$0	$0
BETH KATSINAS	EX OFFICIO	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
2025	$987,538	$1,007,658	$84,587	$-20,120
2024	$878,452	$875,094	$104,707	$3,358
2023	$756,934	$686,417	$101,349	$70,517
2022	$618,983	$642,353	$30,832	$-23,370
2021	$399,330	$457,549	$54,202	$-58,219
2020	$554,135	$504,059	$112,421	$50,076
2019	$640,508	$650,706	$62,345	$-10,198
2018	$553,198	$551,805	$72,543	$1,393

CARLE AUXILIARY INC