CARE-A-LOT FUND (EIN 870577822) - 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

1998

Legal Domicile

Principal Officer

Missy Key

Phone

8018278366

Tax Period

2023-01-01 to 2023-12-31

CARE-A-LOT FUND, founded in 1998, is a small nonprofit in the Employment sector that reported $277K in total revenue in fiscal year 2023. Revenue surged 45% from the prior year, signaling strong growth momentum. Net assets of $1.2M represent 51 months of operating reserves.

Mission

Employees of America First Credit Union may donate funds to the Care A Lot Fund. Donated funds are used to assist America First employees and their families who are experiencing catastrophic financial and/or medical situations.

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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 (2023)

Revenue Breakdown

Contributions & Grants $238,067

Program Service Revenue $0

Investment Income $38,724

Other Revenue $0

TOTAL REVENUE $276,791

Expense Breakdown

Grants Paid $267,019

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $267,019

Other Expenses $7,595

TOTAL EXPENSES $274,614

Year-over-Year Comparison

	2023	2022	Change
Revenue	$276,791	$190,752	+0.5%
Expenses	$274,614	$189,165	+0.5%
Net Income	$2,177	$1,587	+0.4%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
G KENT STREULING	PRESIDENT/VICE BOARD CHAIR	3	Officer Director	$0	$0	$0
TAMMY GALLEGOS	BOARD CHAIR	2	Officer Director	$0	$0	$0
MISSY KEY	TREASURER	2	Officer Director	$0	$0	$0
BRANDY KENNEDY	ASSISTANT TREASURER	1	Officer Director	$0	$0	$0
DOUG JENNINGS	SECRETARY	2	Officer Director	$0	$0	$0
JENN JESSOP	BOARD MEMBER	1	Director	$0	$0	$0
MANDEE DAVIS	BOARD MEMBER	1	Director	$0	$0	$0
PAT BAILEY	BOARD MEMBER	1	Director	$0	$0	$0
NICK FROERER	BOARD MEMBER	1	Director	$0	$0	$0
KRISTEN AESCHLIMANN	BOARD MEMBER	1	Director	$0	$0	$0
ZACH WINEGAR	BOARD MEMBER	1	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
2024	No data	No data	No data	No data
2023	$276,791	$274,614	$1,181,261	$2,177
2022	$190,752	$189,165	$1,179,084	$1,587
2021	$206,127	$157,021	$1,177,497	$49,106
2020	$257,649	$173,954	$1,128,391	$83,695

CARE-A-LOT FUND