Carry It Forward (EIN 812318933) - 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

2016

Legal Domicile

Phone

5419120404

Tax Period

2024-01-01 to 2024-06-30

Carry It Forward, founded in 2016, is a small nonprofit in the Human Services sector that reported $603K in total revenue in fiscal year 2024. Revenue fell 56% from the prior year — a significant decline worth monitoring.

Mission

Carry It Forward is a 501(c)3 organization dedicated to reducing suffering and ending homelessness in Lane County. Our approach is harm-reduction, strengths-based, and trauma-informed. We primarily serve individual adults and couples, through venues and projects, including shelters, camps, and outreach services.

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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 $601,867

Program Service Revenue $1,392

Investment Income $0

Other Revenue $0

TOTAL REVENUE $603,259

Expense Breakdown

Grants Paid $0

Salaries & Benefits $482,719

Fundraising Expenses $348

Program Expenses $541,697

Other Expenses $165,607

TOTAL EXPENSES $648,326

Year-over-Year Comparison

	2024	2023	Change
Revenue	$603,259	$1,382,730	-0.6%
Expenses	$648,326	$1,202,831	-0.5%
Net Income	$-45,067	$179,899	-1.3%

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

N/A

Employees

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

$68,777

Total Directors

$68,777

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kris McAlister	Executive Dir.	40.00	Officer Director	$68,777	$0	$68,777
Bob Cernice	President	0.50	Officer Director	$0	$0	$0
Holle Schaper	Secretary	0.50	Officer Director	$0	$0	$0
Leonard Stoehr	Treasurer	0.50	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	$603,259	$648,326	$118,082	$-45,067
2023	$1,382,730	$1,202,831	$167,222	$179,899
2022	$962,317	$956,891	$47,554	$5,426
2021	$1,031,269	$1,181,262	$40,409	$-149,993
2020	$662,971	$631,766	$52,776	$31,205

Carry It Forward