CARING CONNECTION (EIN 840909174) - 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

1983

Legal Domicile

Principal Officer

MOLLY GRAVHOLT

Phone

7208648051

Tax Period

2019-07-01 to 2020-06-30

CARING CONNECTION, founded in 1983, is a small nonprofit that reported $320K in total revenue in fiscal year 2019. Revenue fell 23% from the prior year — a significant decline worth monitoring.

Mission

WE RAISE FINANCIAL SUPPORT FOR OUR MEMBER AGENCIES THROUGH ANNUAL WORKPLACE GIVING CAMPAIGNS.

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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 (2019)

Revenue Breakdown

Contributions & Grants $319,531

Program Service Revenue $0

Investment Income $48

Other Revenue $0

TOTAL REVENUE $319,579

Expense Breakdown

Grants Paid $248,228

Salaries & Benefits $61,709

Fundraising Expenses $25,519

Program Expenses $282,927

Other Expenses $31,938

TOTAL EXPENSES $341,875

Year-over-Year Comparison

	2019	2018	Change
Revenue	$319,579	$416,775	-0.2%
Expenses	$341,875	$442,288	-0.2%
Net Income	$-22,296	$-25,513	-0.1%

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

$68,526

Total Directors

$68,526

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID KERR	EXECUTIVE DIRECTOR AND ACT	40.00	Officer Director	$68,526	$0	$68,526
KAREN ALLEN	DIRECTOR	0.50	Director	$0	$0	$0
JOEL JOHNSON	DIRECTOR	0.50	Director	$0	$0	$0
SARAH LAMPARD	DIRECTOR	0.50	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
2020	$319,579	$341,875	$285,065	$-22,296
2020	$863	$16,000	No data	$-15,137
2019	$416,775	$442,288	$389,801	$-25,513
2018	$534,518	$548,905	$358,635	$-14,387

CARING CONNECTION