CARLTON LANDING SOCIAL WELFARE FOUNDATION (EIN 884392567) - 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

2022

Legal Domicile

Principal Officer

ALICE E CANADA

Phone

9187075252

Tax Period

2025-01-01 to 2025-12-31

CARLTON LANDING SOCIAL WELFARE FOUNDATION, founded in 2022, is a small nonprofit that reported $414K in total revenue in fiscal year 2025. Revenue decreased 15% compared to the prior year. The organization ran a surplus of $109K, a strong 26% operating margin.

Mission

INFLUENCE CULTURE THROUGH EVENTS, PROGRAMS AND THE PROMOTION OF THE CORE VALUES OF CARLTON LANDING.

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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 (2025)

Revenue Breakdown

Contributions & Grants $314,161

Program Service Revenue $85,925

Investment Income $14,803

Other Revenue $-806

TOTAL REVENUE $414,083

Expense Breakdown

Grants Paid $0

Salaries & Benefits $164,458

Fundraising Expenses $4,836

Program Expenses $171,263

Other Expenses $140,509

TOTAL EXPENSES $304,967

Year-over-Year Comparison

	2025	2024	Change
Revenue	$414,083	$487,017	-0.1%
Expenses	$304,967	$306,245	0.0%
Net Income	$109,116	$180,772	-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

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

$96,713

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GRANT HUMPHREYS	PRESIDENT	1.00	Officer Director	$0	$0	$0
SARAH PARTIN	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
CALEB CONNER	SECRETARY	1.00	Officer Director	$0	$0	$0
BOB DAVIS	TREASURER	1.00	Officer Director	$0	$0	$0
JON FULLER	GOVERNANCE CHAIR (THRU 1/25)	1.00	Officer Director	$0	$0	$0
ALICE CANADA	EXECUTIVE DIRECTOR	20.00	Officer	$85,431	$11,282	$96,713

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	$414,083	$304,967	$519,439	$109,116
2024	$487,017	$306,245	$395,355	$180,772
2023	$442,604	$234,591	$208,013	$208,013

CARLTON LANDING SOCIAL WELFARE FOUNDATION