Locally Social Gives Inc

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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

2022

Legal Domicile

Principal Officer

Cari Carlet

Phone

8027488585

Tax Period

2024-01-01 to 2024-12-31

Locally Social Gives Inc, founded in 2022, is a small nonprofit in the Public & Societal Benefit sector that reported $215K in total revenue in fiscal year 2024. Expenses of $207K left a modest 4% surplus.

Mission

Locally Social Gives, Inc. is a nonprofit organization dedicated to raising and distributing funds to families, causes and organizations that are in need.

Program Service Accomplishments

Program 1

Expenses: $205,261 Revenue: $215,334

Distribution of donated funds to families in need for flood relief and home heating needs.

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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 (2024)

Revenue Breakdown

Contributions & Grants $215,334

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $215,334

Expense Breakdown

Grants Paid $205,261

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $205,261

Other Expenses $1,494

TOTAL EXPENSES $206,755

Year-over-Year Comparison

	2024	2023	Change
Revenue	$215,334	N/A	N/A
Expenses	$206,755	N/A	N/A
Net Income	$8,579	N/A	N/A

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
Ian Carlet	Director	2.00	Director	$0	$0	$0
Brynn Evans	Vice President	1.00	Officer Director	$0	$0	$0
Mathew Ghafoori	Director	1.00	Director	$0	$0	$0
Jenna O'Farrell	Director	1.00	Director	$0	$0	$0
Nancy Brochu	Director	1.00	Director	$0	$0	$0
John Robillard	Director	1.00	Director	$0	$0	$0
Brooke Pierce	Director	5.00	Director	$0	$0	$0
Cari Carlet	President	10.00	Officer	$0	$0	$0
Buffie Hegarty	Treasurer	1.00	Officer	$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	$215,334	$206,755	$8,867	$8,579