CARING & SHARING OF SOUTH WALTON INC (EIN 593269872) - 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

1994

Legal Domicile

Principal Officer

ALLEN BLANKENSHIP

Phone

8502672866

Tax Period

2023-01-01 to 2023-12-31

CARING & SHARING OF SOUTH WALTON INC, founded in 1994, is a community nonprofit in the Human Services sector that reported $1.2M in total revenue in fiscal year 2023. Revenue decreased 6% compared to the prior year. Expenses of $1.1M left a modest 13% surplus.

Mission

ASSISTANCE TO PERSONS IN CRISIS/POVERTY

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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 $862,718

Program Service Revenue $355,888

Investment Income $20,959

Other Revenue $0

TOTAL REVENUE $1,239,565

Expense Breakdown

Grants Paid $0

Salaries & Benefits $426,020

Fundraising Expenses $0

Program Expenses $942,674

Other Expenses $651,267

TOTAL EXPENSES $1,077,287

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,239,565	$1,325,578	-0.1%
Expenses	$1,077,287	$1,227,196	-0.1%
Net Income	$162,278	$98,382	+0.6%

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

150

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

$88,100

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JANE LISTON	PRESIDENT	1.00	Officer Director	$0	$0	$0
STEVE GUDEWICZ	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
MATT NAVILLE	TREASURER	1.00	Officer Director	$0	$0	$0
RONNELLE STEWART	SECRETARY	1.00	Officer Director	$0	$0	$0
W ALLEN BLANKENSHIP	DIRECTOR	1.00	Director	$0	$0	$0
WADE COTTON	DIRECTOR	1.00	Director	$0	$0	$0
ALI GORMAN	DIRECTOR	1.00	Director	$0	$0	$0
MARY CATHARINE MILLER	DIRECTOR	1.00	Director	$0	$0	$0
TONIA WASSON	DIRECTOR	1.00	Director	$0	$0	$0
KELLEY MOSSBURG	DIRECTOR	1.00	Director	$0	$0	$0
CARLY BARNES	EXECUTIVE DIRECTOR	40.00	Officer	$88,100	$0	$88,100

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	$1,239,565	$1,077,287	$1,868,433	$162,278
2022	$1,325,578	$1,227,196	$598,120	$98,382
2021	$797,602	$855,464	$524,686	$-57,862
2020	$538,351	$735,825	$586,753	$-197,474
2019	$455,858	$445,939	$711,707	$9,919
2018	$471,081	$433,180	$701,672	$37,901

CARING & SHARING OF SOUTH WALTON INC