CARDEN MEMORIAL FOUNDATION (EIN 814396375) - 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

Principal Officer

LAURA BROWN

Phone

8016612791

Tax Period

2025-01-01 to 2025-12-31

CARDEN MEMORIAL FOUNDATION, founded in 2016, is a community nonprofit in the Education sector that reported $4.0M in total revenue in fiscal year 2025. Revenue decreased 8% compared to the prior year. Expenses of $3.5M left a modest 13% surplus.

Mission

CARDEN MEMORIAL FOUNDATION (CMF) OPERATES AN ELEMENTARY SCHOOL FOR PRE-KINDERGARTEN THROUGH GRADE EIGHT STUDENTS.

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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 (2025)

Revenue Breakdown

Contributions & Grants $186,881

Program Service Revenue $3,741,786

Investment Income $65,914

Other Revenue $0

TOTAL REVENUE $3,994,581

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,284,295

Fundraising Expenses $964

Program Expenses $3,383,984

Other Expenses $1,186,928

TOTAL EXPENSES $3,471,223

Year-over-Year Comparison

	2025	2024	Change
Revenue	$3,994,581	$4,351,282	-0.1%
Expenses	$3,471,223	$3,468,455	+0.0%
Net Income	$523,358	$882,827	-0.4%

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

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

$43,200

Total Directors

$150,700

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHELLE GOODWIN	Trustee	40.00	Director	$107,500	$0	$107,500
LAURA BROWN	BOARD CHAIR	40.00	Officer Director	$43,200	$0	$43,200
CHESLEY ERICKSON	Trustee	1.00	Director	$0	$0	$0
WADE BUDGE	VICE CHAIR	1.00	Director	$0	$0	$0
SHANNON FREEDMAN	Trustee	0.00	Director	$0	$0	$0
SCOTT GUSTAFSON	Trustee	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
2025	$3,994,581	$3,471,223	$6,625,111	$523,358
2024	$4,351,282	$3,468,455	$5,592,009	$882,827
2023	$4,002,242	$3,160,142	$4,912,039	$842,100
2022	$3,451,718	$2,944,675	$4,214,343	$507,043
2021	$3,821,676	$2,737,282	$4,169,301	$1,084,394
2020	$3,447,974	$2,502,190	$4,195,439	$945,784
2019	$2,926,926	$2,231,377	$3,126,527	$695,549

CARDEN MEMORIAL FOUNDATION