CARTHAGE R-9 SCHOOL FOUNDATION

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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

1995

Legal Domicile

Principal Officer

PATRICE SACRY

Phone

4173597000

Tax Period

2024-07-01 to 2025-06-30

CARTHAGE R-9 SCHOOL FOUNDATION, founded in 1995, is a small nonprofit in the Education sector that reported $436K in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $1.3M exceeded revenue, resulting in a 187% operating deficit.

Mission

THE PURPOSE OF THE FOUNDATION IS TO DEVELOP ADDITIONAL RESOURCES TO ASSIST THE SCHOOL DISTRICT IN IMPROVING EDUCATIONAL OPPORTUNITIES FOR STUDENTS, STAFF, AND PATRONS OF THE DISTRICT.

Program Service Accomplishments

Program 1

Expenses: $1,157,232

THE FOUNDATION SERVED THE CARTHAGE R-9 SCHOOL DISTRICT'S APPROXIMATELY 1,600 STUDENTS THROUGH MONIES GIVEN TO THE VARIOUS SCHOOLS FOR EQUIPMENT, SUPPLIES, AND SUPPORT OF EXTRACURRICULAR ACTIVITIES...

THE FOUNDATION SERVED THE CARTHAGE R-9 SCHOOL DISTRICT'S APPROXIMATELY 1,600 STUDENTS THROUGH MONIES GIVEN TO THE VARIOUS SCHOOLS FOR EQUIPMENT, SUPPLIES, AND SUPPORT OF EXTRACURRICULAR ACTIVITIES THAT BENEFITED THE STUDENTS OF THE DISTRICT IN SOME WAY. THE FOUNDATION ALSO GIVES APPROXIMATELY 83 SCHOLARSHIPS TO 69 STUDENTS WHO ARE GOING ON TO ATTAIN HIGHER EDUCATION AFTER HIGH SCHOOL.

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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 $967,618

Program Service Revenue $0

Investment Income $101,322

Other Revenue $-633,146

TOTAL REVENUE $435,794

Expense Breakdown

Grants Paid $1,157,232

Salaries & Benefits $24,257

Fundraising Expenses $0

Program Expenses $1,157,232

Other Expenses $70,104

TOTAL EXPENSES $1,251,593

Year-over-Year Comparison

	2024	2023	Change
Revenue	$435,794	$399,761	+0.1%
Expenses	$1,251,593	$218,545	+4.7%
Net Income	$-815,799	$181,216	-5.5%

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

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

$22,500

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CRYSTAL D BROWN	EXECUTIVE DI	25.00	Officer	$22,500	$0	$22,500
PATRICE SACRY	PRESIDENT	N/A	Officer Director	$0	$0	$0
QUINCY ATWOOD	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
LUCRETIA BURT	SECRETARY	N/A	Officer Director	$0	$0	$0
JEANETTE CLEM	TREASURER	N/A	Officer Director	$0	$0	$0
AMANDA LANSFORD	BOARD MEMBER	N/A	Director	$0	$0	$0
KELLY DERRYBERRY	BOARD MEMBER	N/A	Director	$0	$0	$0
LEE POUND	BOARD MEMBER	N/A	Director	$0	$0	$0
SHANNON BREWER	BOARD MEMBER	N/A	Director	$0	$0	$0
MARIA SANCHEZ	APPOINTED ME	N/A	Director	$0	$0	$0
GREG KYTE	BOARD MEMBER	N/A	Director	$0	$0	$0
CHLOE ALLMOSLECHER	BOARD MEMBER	N/A	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	$435,794	$1,251,593	$3,500,904	$-815,799
2024	$399,761	$218,545	$4,133,525	$181,216
2023	$183,117	$218,808	$3,792,672	$-35,691
2022	$1,403,808	$233,818	$3,707,718	$1,169,990
2022	$1,403,808	$233,818	$3,707,718	$1,169,990
2021	$208,248	$189,186	$2,847,333	$19,062
2020	$626,035	$910,413	$2,506,385	$-284,378
2019	$527,078	$171,866	$2,832,790	$355,212
2018	$924,881	$170,496	$2,448,142	$754,385