CARING & SHARING OF WALTON COUNTY INC (EIN 593074250) - 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

1991

Legal Domicile

Principal Officer

BARBARA BROCE

Phone

8508927656

Tax Period

2023-01-01 to 2023-12-31

CARING & SHARING OF WALTON COUNTY INC, founded in 1991, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $305K in total revenue in fiscal year 2023.

Mission

CARING & SHARING OF WALTON COUNTY, INC. IS A NONPROFIT ORGANIZATION THAT PROVIDES FOOD, CLOTHING AND MONETARY SUPPORT TO FAMILIES IN THE LOCAL COMMUNITY. DONATED ITEMS ARE PROVIDED FREE TO INDIVIDUALS AND FAMILES IN NEED. IN ADDITION, DONATED ITEMS ARE SOLD IN A DISCOUNT STORE FOR THOSE WITH LIMITED RESOURCES AND SOLD TO THE GENERAL PUBLIC TO PROVIDE CASH FOR THE ORGANIZATIONS PROJECTS.

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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 $304,341

Program Service Revenue $551

Investment Income $13

Other Revenue $0

TOTAL REVENUE $304,905

Expense Breakdown

Grants Paid $55,595

Salaries & Benefits $168,213

Fundraising Expenses $0

Program Expenses $297,547

Other Expenses $73,739

TOTAL EXPENSES $297,547

Year-over-Year Comparison

	2023	2022	Change
Revenue	$304,905	$283,659	+0.1%
Expenses	$297,547	$421,916	-0.3%
Net Income	$7,358	$-138,257	-1.1%

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

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
BARBARA BROCE	PRESIDENT	N/A	Officer Director	$0	$0	$0
CYNTHIA FARR	SECRETARY TR	N/A	Officer Director	$0	$0	$0
CAROLYN GARCIA	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
ANNA HOGANS	DIRECTOR	N/A	Director	$0	$0	$0
LATINA RUSSELL	DIRECTOR	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
2024	No data	No data	No data	No data
2023	$304,905	$297,547	$424,448	$7,358
2022	$283,659	$421,916	$416,372	$-138,257
2021	$415,106	$431,952	$559,543	$-16,846
2020	$334,590	$366,415	$587,974	$-31,825
2019	$472,242	$412,026	$631,573	$60,216
2018	$402,365	$346,920	$582,344	$55,445

CARING & SHARING OF WALTON COUNTY INC