CARING COMMUNITY FOUNDATION INC (EIN 474465692) - 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

JAY REZAC

Phone

7858894249

Tax Period

2024-01-01 to 2024-12-31

CARING COMMUNITY FOUNDATION INC, founded in 2015, is a community nonprofit in the Human Services sector that reported $1.5M in total revenue in fiscal year 2024. Revenue surged 373% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.0M, a strong 68% operating margin.

Mission

THE CARING COMMUNITY FOUNDATION IS ORGANIZED EXCLUSIVELY FOR CHARITABLE, RELIGIOUS, EDUCATIONAL, AND SCIENTIFIC PURPOSES, INCLUDING FOR SUCH PURPOSES, THE MAKING OF DISTRIBUTIONS TO ORGANIZATIONS THAT QUALIFY AS EXEMPT ORGANIZATIONS DESCRIBED UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, OR CORRESPONDING SECTION OF ANY FUTURE FEDERAL TAX CODE.

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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 $1,323,764

Program Service Revenue $0

Investment Income $115,180

Other Revenue $42,981

TOTAL REVENUE $1,481,925

Expense Breakdown

Grants Paid $379,322

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $431,779

Other Expenses $88,882

TOTAL EXPENSES $468,204

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,481,925	$313,285	+3.7%
Expenses	$468,204	$154,530	+2.0%
Net Income	$1,013,721	$158,755	+5.4%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
EUGENE BERGES	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
NATHAN DRESSMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
SUSIE KUFAHL	BOARD MEMBER	1.00	Director	$0	$0	$0
JEREMY LEHNING	BOARD MEMBER	1.00	Director	$0	$0	$0
JIM MOORE	BOARD MEMBER	1.00	Director	$0	$0	$0
KASSIDY NELSON	BOARD MEMBER	1.00	Director	$0	$0	$0
NICHOLAS NOVELLY	BOARD MEMBER	1.00	Director	$0	$0	$0
CAROL POLLOCK	BOARD MEMBER	1.00	Director	$0	$0	$0
JAY REZAC	PRESIDENT	1.00	Officer Director	$0	$0	$0
TODD SHEPPARD	TREASURER	1.00	Officer Director	$0	$0	$0
JOHN SIMEKCA	BOARD MEMBER	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
2024	$1,481,925	$468,204	$3,657,968	$1,013,721
2023	$313,285	$154,530	$2,494,999	$158,755
2022	$251,496	$117,886	$2,258,591	$133,610
2021	$226,299	$136,937	$2,300,278	$89,362
2020	$312,337	$65,429	$1,902,648	$246,908
2019	$327,222	$60,414	$1,393,275	$266,808
2018	$331,962	$36,790	$979,412	$295,172

CARING COMMUNITY FOUNDATION INC