DAVID CARR MEMORIAL FUND (EIN 930399048) - 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

1909

Legal Domicile

Tax Period

2021-01-01 to 2021-12-31

DAVID CARR MEMORIAL FUND, founded in 1909, is a community nonprofit that reported $1.1M in total revenue in fiscal year 2021. Revenue fell 50% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $1.0M, a strong 91% operating margin.

Mission

ENABLE A LIFE-AFFIRMING COMMUNITY BY PROVIDING HIGH QUALITY HOUSING AND SUPPORT SERVICES THROUGH END OF LIFE IN AN ATMOSPHERE WHERE RESIDENTS AND STAFF BECOME AN EXTENSION OF FAMILY AND EACH PERSONS DIGNITY, WORTH AND CHOICE ARE RESPECTED

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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 (2021)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $591

Investment Income $1,121,472

Other Revenue $0

TOTAL REVENUE $1,122,063

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $100,751

Other Expenses $100,751

TOTAL EXPENSES $100,751

Year-over-Year Comparison

	2021	2020	Change
Revenue	$1,122,063	$2,234,136	-0.5%
Expenses	$100,751	$2,537,774	-1.0%
Net Income	$1,021,312	$-303,638	-4.4%

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

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
ANNETTE HATLEY	TREASURER	1.00	Officer	$0	$0	$0
BRUCE GILBERTSON	DIRECTOR	1.00	Officer	$0	$0	$0
CHRISTOPHER HAMILTON	DIRECTOR	1.00	Officer	$0	$0	$0
JAMES HOOK	CHAIR	1.00	Officer	$0	$0	$0
BECKY BEAMAN	DIRECTOR	1.00	Officer	$0	$0	$0
NADINE GILMORE	DIRECTOR	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
2021	$1,122,063	$100,751	No data	$1,021,312
2020	$2,234,136	$2,537,774	$610,933	$-303,638
2019	$2,889,864	$2,677,914	$822,320	$211,950
2018	$2,625,612	$2,453,315	$858,404	$172,297

DAVID CARR MEMORIAL FUND