Yamhill Carlton Together Cares Inc (EIN 931238819) - 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

MARK RODRIGUEZ

Phone

9714242052

Tax Period

2024-07-01 to 2025-06-30

Yamhill Carlton Together Cares Inc, founded in 1998, is a small nonprofit in the Human Services sector that reported $556K in total revenue in fiscal year 2024. Revenue surged 25% from the prior year, signaling strong growth momentum. Expenses of $723K exceeded revenue, resulting in a 30% operating deficit.

Mission

TO SUPPORT EDUCATIONAL, CULTURAL, AND RECREATIONAL OPPORTUNITIES.

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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 $193,455

Program Service Revenue $246,226

Investment Income $10,637

Other Revenue $105,805

TOTAL REVENUE $556,123

Expense Breakdown

Grants Paid $207,600

Salaries & Benefits $239,100

Fundraising Expenses $18,385

Program Expenses $508,969

Other Expenses $276,692

TOTAL EXPENSES $723,392

Year-over-Year Comparison

	2024	2023	Change
Revenue	$556,123	$446,053	+0.2%
Expenses	$723,392	$613,274	+0.2%
Net Income	$-167,269	$-167,221	+0.0%

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

477

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

$70,510

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARK RODRIGUEZ	Executive Dir.	40.00	Officer	$70,510	$0	$70,510
HANS NORDSTROM	President	10.00	Officer Director	$0	$0	$0
STEVE DAVISON	Vice President	1.00	Officer Director	$0	$0	$0
JULIA HOWARD	Secretary	2.00	Officer Director	$0	$0	$0
JENNA MORGAN	Treasurer	2.00	Officer Director	$0	$0	$0
GUY INSLEY	Director	1.00	Director	$0	$0	$0
KAREN WRIGHT	Director	1.00	Director	$0	$0	$0
DONNA O'DEA	Director	1.00	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
2025	$556,123	$723,392	$1,239,552	$-167,269
2024	$446,053	$613,274	$1,407,875	$-167,221
2023	$651,719	$517,304	$1,581,965	$134,415
2022	$600,036	$528,521	$1,450,680	$71,515
2021	$485,350	$311,918	$1,405,124	$173,432
2020	$447,643	$426,020	$1,223,556	$21,623
2019	$709,506	$514,737	$1,184,684	$194,769

Yamhill Carlton Together Cares Inc