CARLTON LANDING CHARITABLE FOUNDATION (EIN 921254049) - 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

4055962240

Tax Period

2023-01-01 to 2023-12-31

CARLTON LANDING CHARITABLE FOUNDATION, founded in 2022, is a small nonprofit in the Arts, Culture & Humanities sector that reported $398K in total revenue in fiscal year 2023. The organization ran a surplus of $281K, a strong 71% operating margin.

Mission

TO CONDUCT ACTIVITIES FOR THE GENERAL PUBLIC TO ENHANCE THE QUALITY OF LIFE FOR THE PEOPLE OF SOUTHEASTERN OKLAHOMA.

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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 $397,725

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $397,725

Expense Breakdown

Grants Paid $32,000

Salaries & Benefits $17,762

Fundraising Expenses $0

Program Expenses $97,813

Other Expenses $67,267

TOTAL EXPENSES $117,029

Year-over-Year Comparison

	2023	2022	Change
Revenue	$397,725	N/A	N/A
Expenses	$117,029	N/A	N/A
Net Income	$280,696	$0	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

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

$41,973

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GRANT HUMPHREYS	CHAIR	1.00	Officer Director	$0	$0	$0
SIMON SHINGLETON	VICE CHAIR	1.00	Officer Director	$0	$0	$0
KATIE CHAPMAN	SECRETARY	1.00	Officer Director	$0	$0	$0
ROGER CALLISON	TREASURER	1.00	Officer Director	$0	$0	$0
TERRY DONOVAN	GOVERNANCE CHAIR	1.00	Officer Director	$0	$0	$0
SARAH TUNNELL	EXECUTIVE DIR. (THRU MAY)	20.00	Officer	$9,000	$0	$24,000
SETH GEBHART	INTERIM EXEC DIR. (JUNE-OCT)	15.00	Officer	$0	$0	$0
ALICE CANADA	EXECUTIVE DIR. (AS OF NOV)	20.00	Officer	$0	$1,726	$17,973

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
2023	$397,725	$117,029	$280,696	$280,696

CARLTON LANDING CHARITABLE FOUNDATION