CARING FOREVER FOUNDATION (EIN 760611358) - 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

1999

Legal Domicile

Principal Officer

STACY STEPLER

Phone

7134688356

Tax Period

2023-01-01 to 2023-12-31

CARING FOREVER FOUNDATION, founded in 1999, is a small nonprofit in the Religion sector that reported $208K in total revenue in fiscal year 2023. Revenue decreased 12% compared to the prior year. Net assets of $6.9M represent 396 months of operating reserves.

Mission

THE ORGANIZATION SUPPORTS MEMORIAL DRIVE UNITED METHODIST CHURCH AND MAKES GRANTS IN FURTHERANCE OF THE CHARITABLE PROGRAMS OF MEMORIAL DRIVE UNITED METHODIST CHURCH.

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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 $188,691

Program Service Revenue $0

Investment Income $7,662

Other Revenue $11,878

TOTAL REVENUE $208,231

Expense Breakdown

Grants Paid $109,214

Salaries & Benefits $69,497

Fundraising Expenses $0

Program Expenses $190,982

Other Expenses $36,607

TOTAL EXPENSES $215,318

Year-over-Year Comparison

	2023	2022	Change
Revenue	$208,231	$235,465	-0.1%
Expenses	$215,318	$221,438	0.0%
Net Income	$-7,087	$14,027	-1.5%

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

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
TRISH BRICE	DIRECTOR	1.00	Director	$0	$0	$0
MIKE BAKER	CHAIRMAN	1.00	Officer Director	$0	$0	$0
LARISA MCLEAN	DIRECTOR	1.00	Director	$0	$0	$0
MARLI COUCH	DIRECTOR	1.00	Director	$0	$0	$0
ROSS ROBINSON	DIRECTOR	1.00	Director	$0	$0	$0
KELLY JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
MARTY ONTKO	DIRECTOR	1.00	Director	$0	$0	$0
JEN HUDD	DIRECTOR	1.00	Director	$0	$0	$0
ERIN VALDEZ	DIRECTOR	1.00	Director	$0	$0	$0
ELAINE WHITE	DIRECTOR	1.00	Director	$0	$0	$0
BRAD MORGAN	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN PAYNE	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTIE PETRIE	DIRECTOR	1.00	Director	$0	$0	$0
KERI BRUEGGER	CHURCH ADMIN	1.00	Director	$0	$0	$0
GREG NELSON	DIRECTOR	1.00	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	$208,231	$215,318	$6,869,539	$-7,087
2022	$235,465	$221,438	$6,075,999	$14,027
2021	$182,849	$206,814	$7,218,660	$-23,965
2020	$146,116	$176,130	$6,720,400	$-30,014
2019	$214,393	$182,100	$5,751,766	$32,293
2018	$294,086	$185,879	$4,770,356	$108,207

CARING FOREVER FOUNDATION