CAROLINE SYMMES INC (EIN 465643329) - 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

2014

Legal Domicile

Principal Officer

Elizabeth Symmes

Phone

3178098534

Tax Period

2023-01-01 to 2023-12-31

CAROLINE SYMMES INC, founded in 2014, is a small nonprofit in the Medical Research sector that reported $389K in total revenue in fiscal year 2023. Expenses of $366K left a modest 6% surplus.

Mission

Planning, organizing, and conducting fundraising activities and events to distribute funds to benefit pediatric cancer research.

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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 (2023)

Revenue Breakdown

Contributions & Grants $382,349

Program Service Revenue $0

Investment Income $13,221

Other Revenue $-6,533

TOTAL REVENUE $389,037

Expense Breakdown

Grants Paid $300,107

Salaries & Benefits $0

Fundraising Expenses $10,653

Program Expenses $300,107

Other Expenses $66,338

TOTAL EXPENSES $366,445

Year-over-Year Comparison

	2023	2022	Change
Revenue	$389,037	$405,639	0.0%
Expenses	$366,445	$370,120	0.0%
Net Income	$22,592	$35,519	-0.4%

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
Elizabeth Symmes	President	25	Officer Director	$0	$0	$0
Joseph Mervis	VP Media	5	Director	$0	$0	$0
Brian Holmes	VP Science and Research	1	Director	$0	$0	$0
Andrew Thornton	Treasurer	1	Officer Director	$0	$0	$0
Ryan Drook	Board member	1	Director	$0	$0	$0
Emily Czarnecki	Board Member	1	Director	$0	$0	$0
David Symmes	Board Member	1	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	No data	No data	No data	No data
2023	$389,037	$366,445	$316,570	$22,592
2022	$405,639	$370,120	$290,289	$35,519
2021	$457,374	$394,980	$254,770	$62,394
2020	$440,798	$704,554	$192,376	$-263,756
2019	$395,274	$100,222	$456,132	$295,052
2018	$438,693	$369,696	$161,000	$68,997

CAROLINE SYMMES INC