CARTER & CARTER FOUNDATION (EIN 831068573) - 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

2018

Legal Domicile

Principal Officer

JIMMICA SHEALEY

Phone

3345025411

Tax Period

2025-01-01 to 2025-12-31

CARTER & CARTER FOUNDATION, founded in 2018, is a small nonprofit in the Human Services sector that reported $230K in total revenue in fiscal year 2025. Revenue surged 87% from the prior year, signaling strong growth momentum. The organization ran a surplus of $171K, a strong 74% operating margin.

Mission

TO SUPPORT THE COMMUNITY AT LARGE THRU CHARITABLE DONATIONS

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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 $165,305

Program Service Revenue $0

Investment Income $65,085

Other Revenue $0

TOTAL REVENUE $230,390

Expense Breakdown

Grants Paid $56,297

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $59,153

Other Expenses $2,856

TOTAL EXPENSES $59,153

Year-over-Year Comparison

	2025	2024	Change
Revenue	$230,390	$123,423	+0.9%
Expenses	$59,153	$35,798	+0.7%
Net Income	$171,237	$87,625	+1.0%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
COLLIN CARTER	DIRECTOR	5.00	Officer Director	$0	$0	$0
RICK EDEMA	DIRECTOR	3.00	Officer Director	$0	$0	$0
JIMMICA	SHEALEY	3.00	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
2025	$230,390	$59,153	$792,534	$171,237
2024	$123,423	$35,798	$621,297	$87,625
2023	$41,493	$10,895	$533,672	$30,598
2022	$537,197	$35,079	$503,074	$502,118

CARTER & CARTER FOUNDATION