CAREGIVER VOICES UNITED (EIN 472882132) - 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

2015

Legal Domicile

Principal Officer

JOHN SCHALL

Phone

2024543971

Tax Period

2017-07-01 to 2018-06-30

CAREGIVER VOICES UNITED, founded in 2015, is a small nonprofit that reported $415K in total revenue in fiscal year 2017. Revenue fell 42% from the prior year — a significant decline worth monitoring. Expenses of $402K left a modest 3% surplus.

Mission

CAREGIVER VOICES UNITED IS A 501(C)4 NONPROFIT ORGANIZATION CREATED TO ADVOCATE FOR FAMILY CAREGIVERS WHO CARE FOR LOVED ONES WITH CHRONIC CONDITIONS, DISABILITIES, DISEASE, OR THE FRAILTIES OF OLD AGE BY SUPPORTING THE PASSAGE OF FEDERAL LEGISLATION THAT MEETS THE NEEDS AND INTERESTS OF FAMILY CAREGIVERS; PURSUING FEDERAL POLICY CHANGES THROUGH ADMINISTRATIVE AND REGULATORY CHANNELS TO ENSURE THE NEEDS OF FAMILY CAREGIVERS ARE APPROPRIATELY ADDRESSED; PURSUING POLICY CHANGES AT THE STATE LEVEL THAT BETTER RECOGNIZE THE NEEDS OF FAMILY CAREGIVERS IN RESPECTIVE STATES; AND RECOGNIZING POLICYMAKERS AND OTHER LEADERS WHO CHAMPION ISSUES OF IMPORTANCE TO FAMILY CAREGIVERS.

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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 (2017)

Revenue Breakdown

Contributions & Grants $415,232

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $415,232

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $380,403

Other Expenses $401,884

TOTAL EXPENSES $401,884

Year-over-Year Comparison

	2017	2016	Change
Revenue	$415,232	$720,310	-0.4%
Expenses	$401,884	$695,736	-0.4%
Net Income	$13,348	$24,574	-0.5%

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

N/A

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

$206,636

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
M ROWLEY	DIRECTOR	1.00	Director	$0	$0	$0
M WATKINS	DIRECTOR	1.00	Director	$0	$0	$0
J PAGLIA	CHAIR	1.00	Officer Director	$0	$0	$0
A MONTGOMERY	SECRETARY	1.00	Officer Director	$0	$0	$0
J SCHALL	PRESIDENT	1.00	Officer	$0	$26	$206,636

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
2018	$415,232	$401,884	$35,592	$13,348

CAREGIVER VOICES UNITED