SAN CARLOS FOUNDATION (EIN 680040121) - 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

1984

Legal Domicile

Principal Officer

Todd Jailer

Phone

5105408474

Tax Period

2024-05-01 to 2025-04-30

SAN CARLOS FOUNDATION, founded in 1984, is a small nonprofit that reported $145K in total revenue in fiscal year 2024. Revenue surged 85% from the prior year, signaling strong growth momentum. Expenses of $160K exceeded revenue, resulting in a 10% operating deficit.

Mission

International Development Programs: medical, prenatal, public health, education and social services delivered to poor persons in the USA, Central America, Mexico and developing countries.

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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 $145,039

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $145,039

Expense Breakdown

Grants Paid $159,672

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $159,672

Other Expenses $578

TOTAL EXPENSES $160,250

Year-over-Year Comparison

	2024	2023	Change
Revenue	$145,039	$78,373	+0.9%
Expenses	$160,250	$143,988	+0.1%
Net Income	$-15,211	$-65,615	-0.8%

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
Pauline Butcher	Board Member	1	Director	$0	$0	$0
Tom Gorham	Board member	1	Director	$0	$0	$0
John Roark MD	Board Member	1	Director	$0	$0	$0
Sarah Shannon	Board Member	1	Director	$0	$0	$0
Tom Weston	Board Member	1	Director	$0	$0	$0
Todd Jailer	President	4.00	Officer Director	$0	$0	$0
Martin Sheen	Vice President	1	Officer Director	$0	$0	$0
Owen Murphy	Secretary	2	Officer Director	$0	$0	$0
Bill Joyce	Treasurer	2	Officer 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
2026	No data	No data	No data	No data
2025	$145,039	$160,250	$241,494	$-15,211
2024	$78,373	$143,988	$256,705	$-65,615
2023	$100,571	$172,814	$322,320	$-72,243
2022	$195,269	$166,535	$394,563	$28,734
2021	$303,156	$167,452	$365,829	$135,704
2020	$149,888	$153,062	$230,125	$-3,174
2019	$182,976	$161,440	$233,299	$21,536

SAN CARLOS FOUNDATION