Caroline Previdi Foundation (EIN 462585069) - 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

2013

Legal Domicile

Principal Officer

Sandy Previdi

Phone

2038309144

Tax Period

2024-01-01 to 2024-12-31

Caroline Previdi Foundation, founded in 2013, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $244K in total revenue in fiscal year 2024. Revenue surged 50% from the prior year, signaling strong growth momentum. The organization ran a surplus of $43K, a strong 17% operating margin.

Mission

Provide scholarships for children to participate in activities who need financial assistance.

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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 $123,798

Program Service Revenue $0

Investment Income $119,736

Other Revenue $382

TOTAL REVENUE $243,916

Expense Breakdown

Grants Paid $195,090

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $201,259

Other Expenses $6,169

TOTAL EXPENSES $201,259

Year-over-Year Comparison

	2024	2023	Change
Revenue	$243,916	$163,078	+0.5%
Expenses	$201,259	$144,720	+0.4%
Net Income	$42,657	$18,358	+1.3%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Sandy Previdi	President	15.0	Officer Director	$0	$0	$0
Jeff Previdi	Vice President	15.0	Officer Director	$0	$0	$0
Eugene Previdi III	Treasurer	10.0	Officer Director	$0	$0	$0
KC Ihlefeld	Secretary	5.0	Officer Director	$0	$0	$0
Julie Crater	Director	5.0	Director	$0	$0	$0
Jane Casanta	Director	5.0	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
2024	$243,916	$201,259	$1,282,926	$42,657
2023	$163,078	$144,720	$1,206,724	$18,358
2022	$176,143	$114,307	$1,067,912	$61,836
2021	$171,423	$71,742	$1,163,005	$99,681
2020	$131,680	$36,170	$967,238	$95,510
2019	$156,043	$51,325	$825,801	$104,718
2018	$131,632	$43,246	$650,474	$88,386

Caroline Previdi Foundation