CROWLEY-CARTER FOUNDATION (EIN 752262612) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1988

Legal Domicile

Principal Officer

CHRISTINA CARTER URSCHEL

Phone

2148906730

Tax Period

2023-01-01 to 2023-12-31

CROWLEY-CARTER FOUNDATION, founded in 1988, is a community nonprofit that reported $2.2M in total revenue in fiscal year 2023. Revenue fell 21% from the prior year — a significant decline worth monitoring. Expenses of $2.5M exceeded revenue, resulting in a 15% operating deficit.

Mission

THE ORGANIZATION IS OPERATED EXCLUSIVELY FOR THE BENEFIT OF CHARITABLE & EDUC. ORGANIZATIONS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $2,197,273

Other Revenue $0

TOTAL REVENUE $2,197,273

Expense Breakdown

Grants Paid $2,037,232

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,037,232

Other Expenses $479,137

TOTAL EXPENSES $2,516,369

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,197,273	$2,774,233	-0.2%
Expenses	$2,516,369	$2,197,105	+0.1%
Net Income	$-319,096	$577,128	-1.6%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
CHRISTINA CARTER URSCHEL	CHAIRMAN/PRES/TREAS	8.00	Officer Director	$0	$0	$0
RONALD L CARTER	SECRETARY	4.00	Officer Director	$0	$0	$0
JAY TURNER	DIRECTOR	0.30	Director	$0	$0	$0
JEFFREY FINK	DIRECTOR	0.30	Director	$0	$0	$0
VANCE GILMORE	DIRECTOR	0.30	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	$2,197,273	$2,516,369	$43,379,497	$-319,096
2022	$2,774,233	$2,197,105	$40,376,727	$577,128
2021	$2,794,426	$1,218,886	$49,237,232	$1,575,540
2020	$2,797,317	$1,047,659	$43,946,891	$1,749,658
2019	$2,639,602	$1,094,108	$40,167,567	$1,545,494
2018	$1,613,130	$873,558	$34,144,087	$739,572

CROWLEY-CARTER FOUNDATION