Carlsbad Community Foundation Inc (EIN 850206472) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1970

Legal Domicile

Principal Officer

Gemma Ferguson

Phone

5758871131

Tax Period

2024-07-01 to 2025-06-30

Carlsbad Community Foundation Inc, founded in 1970, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.9M in total revenue in fiscal year 2024. Revenue surged 72% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.0M, a strong 68% operating margin.

Mission

The Carlsbad Community Foundation exists to improve the lives of people in Carlsbad and South Eddy County, New Mexico by providing grants to nonprofit organizations, awarding scholarships to students and supporting community events/activities.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $485,269

Program Service Revenue $0

Investment Income $2,420,208

Other Revenue $0

TOTAL REVENUE $2,905,477

Expense Breakdown

Grants Paid $375,885

Salaries & Benefits $346,892

Fundraising Expenses $0

Program Expenses $714,480

Other Expenses $207,306

TOTAL EXPENSES $930,083

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,905,477	$1,690,078	+0.7%
Expenses	$930,083	$852,508	+0.1%
Net Income	$1,975,394	$837,570	+1.4%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$214,830

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Mike Antiporda	Executive Dir.	45.00	Officer	$152,719	$62,111	$214,830
Gemma Ferguson	President	1.00	Officer Director	$0	$0	$0
Therese Rodriguez	Vice President	1.00	Officer Director	$0	$0	$0
Bill Kingston	Secretary	1.00	Officer Director	$0	$0	$0
Jim Renfrow	Treasurer	1.00	Officer Director	$0	$0	$0
Wendy Austin	Director	0.50	Director	$0	$0	$0
JJ Chavez	Director	0.50	Director	$0	$0	$0
Jeff Forrest	Director	0.50	Director	$0	$0	$0
Pam Hester	Director	0.50	Director	$0	$0	$0
Jessica Onsurez	Director	0.50	Director	$0	$0	$0
Justin Parraz	Director	0.50	Director	$0	$0	$0
Ekta Bhakta	Director	0.50	Director	$0	$0	$0
Chris Jones	Director	0.50	Director	$0	$0	$0
Vicki Moutray	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
2025	$2,905,477	$930,083	$25,970,816	$1,975,394
2024	$1,690,078	$852,508	$23,447,943	$837,570
2023	$2,041,358	$939,216	$21,040,362	$1,102,142
2022	$2,858,352	$741,251	$19,338,987	$2,117,101
2021	$1,511,653	$718,236	$22,001,006	$793,417
2020	$1,406,331	$557,810	$18,228,104	$848,521
2019	$3,015,593	$571,993	$17,863,679	$2,443,600

Carlsbad Community Foundation Inc