CARTER BLOODCARE FOUNDATION (EIN 752388952) - 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

Phone

8174125121

Tax Period

2023-01-01 to 2023-12-31

CARTER BLOODCARE FOUNDATION, founded in 1991, is a community nonprofit that reported $3.3M in total revenue in fiscal year 2023. Revenue fell 43% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $2.3M, a strong 71% operating margin.

Mission

CARTER BLOODCARE FOUNDATION PROVIDES SUPPORT TO CARTER BLOODCARE, THE COMMUNITY-BASED, NOT-FOR-PROFIT BLOOD CENTER WHICH PROVIDES BLOOD PRODUCTS, THERAPIES, AND BLOOD-RELATED SERVICES IN NORTH, CENTRAL AND EAST TEXAS.

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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 $788,870

Program Service Revenue $0

Investment Income $2,437,520

Other Revenue $81,955

TOTAL REVENUE $3,308,345

Expense Breakdown

Grants Paid $535,189

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $535,189

Other Expenses $437,281

TOTAL EXPENSES $972,470

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,308,345	$5,790,504	-0.4%
Expenses	$972,470	$968,826	+0.0%
Net Income	$2,335,875	$4,821,678	-0.5%

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

$968,610

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MERLYN SAYERSMBBCh PhD	President	1.00	Officer	$0	$27,333	$968,610
SAM BROOKS	Vice Chairman	1.00	Officer Director	$0	$0	$0
RANDY TALLEY	Trustee	1.00	Director	$0	$0	$0
GLENN ABLE	Trustee	1.00	Director	$0	$0	$0
BOBBY GRISBY	Chairman	1.00	Officer Director	$0	$0	$0
CRISSIE FORTMEYER	Treasurer	1.00	Officer Director	$0	$0	$0
JUDY STUBBS	Trustee	1.00	Director	$0	$0	$0
SAL AFRIDI	Trustee	1.00	Director	$0	$0	$0
MITCH CLARKE	Chairman	1.00	Officer Director	$0	$0	$0
ERIC HYDEN	Vice Chairman	1.00	Officer Director	$0	$0	$0
ANDY POLANCO	Trustee	1.00	Director	$0	$0	$0
JOHN PARDUE	Trustee	1.00	Director	$0	$0	$0
CHARLES KURTZMAN	Secretary	1.00	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
2024	No data	No data	No data	No data
2023	$3,308,345	$972,470	$110,144,355	$2,335,875
2022	$5,790,504	$968,826	$97,113,193	$4,821,678
2021	$85,727,420	$1,308,877	$111,922,818	$84,418,543
2020	$290,816	$1,796,418	$23,657,396	$-1,505,602
2019	$798,308	$510,977	$22,758,819	$287,331
2018	$1,105,402	$259,057	$20,037,688	$846,345

CARTER BLOODCARE FOUNDATION