CARTI Auxiliary Inc (EIN 834300187) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2019

Legal Domicile

Principal Officer

Carrie Whiteside Smalling

Phone

5012963438

Tax Period

2024-07-01 to 2025-06-30

CARTI Auxiliary Inc, founded in 2019, is a small nonprofit in the Diseases & Disorders sector that reported $587K in total revenue in fiscal year 2022.

Mission

CARTI Auxiliary is dedicated to the care of cancer patients.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $562,798

Program Service Revenue $0

Investment Income $0

Other Revenue $207,822

TOTAL REVENUE $770,620

Expense Breakdown

Grants Paid $440,699

Salaries & Benefits $0

Fundraising Expenses $150,945

Program Expenses $440,699

Other Expenses $150,945

TOTAL EXPENSES $591,644

Year-over-Year Comparison

	2024	2023	Change
Revenue	$770,620	$689,485	+0.1%
Expenses	$591,644	$596,687	0.0%
Net Income	$178,976	$92,798	+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

N/A

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

$232,343

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jacob Zach	VP Finance	1.00	Officer	$0	$26,857	$232,343
Carrie Whiteside Smalling	President	1.00	Officer Director	$0	$0	$0
Jennifer Ralston-Day	Immediate Past President	1.00	Officer Director	$0	$0	$0
Linda Balch	1st Vice President	1.00	Officer Director	$0	$0	$0
Pam Cox	Treasurer	1.00	Officer Director	$0	$0	$0
Stephanie Duty	Secretary	1.00	Officer Director	$0	$0	$0
Sheila Vaught	Member At Large	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	$770,620	$591,644	$707,374	$178,976
2024	No data	No data	No data	No data
2023	$586,883	$596,003	$464,338	$-9,120

CARTI Auxiliary Inc