FONDATION CARIS (EIN 981496423) - 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

2020

Legal Domicile

Principal Officer

CHRISTOPHER R HARMON

Phone

9729472781

Tax Period

2024-01-01 to 2024-12-31

FONDATION CARIS, founded in 2020, is a community nonprofit in the Human Services sector that reported $2.0M in total revenue in fiscal year 2024. Expenses of $1.9M left a modest 6% surplus.

Mission

THE MISSION OF THE FONDATION CARIS IS TO HELP THOSE IN NEED AND STRENGTHEN COMMUNITIES BY ESTABLISHING PROGRAMS AND PROVIDING DIRECT SERVICES TO MEET THE MEDICAL, HOUSING, NUTRITIONAL AND WELL-BEING 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 $1,980,437

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,980,437

Expense Breakdown

Grants Paid $0

Salaries & Benefits $966,101

Fundraising Expenses $0

Program Expenses $1,680,195

Other Expenses $895,188

TOTAL EXPENSES $1,861,289

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,980,437	N/A	N/A
Expenses	$1,861,289	N/A	N/A
Net Income	$119,148	$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

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

$300,033

Total Directors

$307,193

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATHRYN ANN HALBERT	PRESIDENT	1.00	Officer Director	$0	$0	$0
CHRISTOPHER ROBERT HARMON	VP	5.00	Officer Director	$0	$21,921	$231,921
KERLYNE ZEPHIR	TREASURER - PARTIAL YEAR	40.00	Officer Director	$0	$38,690	$38,690
JUNIOR LIMA	SECRETARY	40.00	Officer Director	$0	$29,422	$29,422
JEAN PHILIPPE CONSTANT	MEMBER	0.00	Director	$0	$7,160	$7,160

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	$1,980,437	$1,861,289	$234,527	$119,148

FONDATION CARIS