CARRELL CLINIC FOUNDATION

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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

2017

Legal Domicile

Principal Officer

DANIEL COOPER

Phone

2147124200

Tax Period

2024-01-01 to 2024-12-31

CARRELL CLINIC FOUNDATION, founded in 2017, is a small nonprofit in the Medical Research sector that reported $299K in total revenue in fiscal year 2024. Revenue surged 264% from the prior year, signaling strong growth momentum. Expenses of $335K exceeded revenue, resulting in a 12% operating deficit.

Mission

TO SUPPORT RESEARCH, EDUCATION, PATIENT ADVOCACY AND CHARITABLE HEALTHCARE IN ORTHOPEDICS AND MUSCOSKELETAL MEDICINE.

Program Service Accomplishments

Program 1

Expenses: $142,878

THE FOUNDATION PROVIDED ASSISTANCE TO PATIENTS BY PROVIDING FEES FOR MEDICAL SERVICES AND PROSTHETIC DEVICES.

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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 $296,464

Program Service Revenue $0

Investment Income $2,803

Other Revenue $0

TOTAL REVENUE $299,267

Expense Breakdown

Grants Paid $142,878

Salaries & Benefits $38,299

Fundraising Expenses $18,596

Program Expenses $261,201

Other Expenses $154,160

TOTAL EXPENSES $335,337

Year-over-Year Comparison

	2024	2023	Change
Revenue	$299,267	$82,143	+2.6%
Expenses	$335,337	$374,768	-0.1%
Net Income	$-36,070	$-292,625	-0.9%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID EWALT	DIRECTOR	N/A	Director	$0	$0	$0
KURT KITZIGER	DIRECTOR	N/A	Director	$0	$0	$0
RAY LAWSON	DIRECTOR	N/A	Director	$0	$0	$0
LORI TURPIN	DIRECTOR	N/A	Director	$0	$0	$0
DANIEL COOPER	PRESIDENT	N/A	Officer	$0	$0	$0
PAUL C PETERS	TREASURER/SE	N/A	Officer	$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	$299,267	$335,337	$237,776	$-36,070
2023	$82,143	$374,768	$274,271	$-292,625
2022	$125,720	$266,990	$566,906	$-141,270
2021	$520,301	$50,691	$707,736	$469,610
2020	$170,097	$50,460	$238,126	$119,637
2019	$73,706	$26,256	$118,489	$47,450
2018	$81,400	$22,109	$71,064	$59,291