Carry the Vision

Nonprofit profile at a glance

EIN
010952753
IRS 990 coverage
2017–2024
Forms available
Form 990 2024, Form 990-N 2015
Location
Gilroy, CA, USA
Phone
4082756133
Rating
64
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
International Peace and Security

Official website

Reported finances

Revenue
$2,013,894
Expenses
$1,958,711
Assets
$435,550
Liabilities
$206,520

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

4 people listed

Executive titles in this filing

  • DANIEL GUTIERREZ (President)

Highest reported compensation

  • SHELLEY SWAN (Executive Dir.): $126,740 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Carry the vision serves the bipoc communities, immigrants, justice involved, incarcerated/formerly incarcerated adults and youth, the unhoused, and those experiencing mental health and recovery challenges. We provide programs and support services to individuals, families, communities, and neighborhoods who have been historically and systematically marginalized, excluded, and prevented from accessing essential resources that promote economic and social well-being, which include: in-custody and community-based life skills programs; community healing circles; resource navigation and peer supports; lived experience workforce development; and fiscal partner development to provide backbone support to budding residence coalitions and organized groups committed to advancing local initiatives.

What it reported doing in 2024

Santa clara county office of diversion and reentry services: this contract provides skills programming to clients of the county of santa clara office of diversion and reentry services (drs). The program goals aim to teach life skill practices for stress reduction, self-awareness, healing and transformation, emotional intelligence development, anger and emotion management, interpersonal communications, healthy relationships, leadership capacity building and purposeful living as well as specific tools to facilitate the application of positive living skills.

Operating model

Revenue model
Other-operating. 63% of the money available for current operations came from other operating revenue.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. A relatively small share of voting board members are independent and some filing-based governance responses are negative or unanswered.

Rating breakdown

  • Financial Efficiency: 77
  • Transparency & Controls: 85
  • Accountability: 5
  • Sustainability: 30
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 85.5%; rating input score 85
  • Program expense ratio: 87.9%; rating input score 88
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 90.9%; rating input score 91; 5th percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 0%; rating input score 0; 3rd percentile among comparable filings
  • Governance controls: 1 of 8 controls in place; rating input score 12
    • Conflict-of-interest policy: Fail
    • Whistleblower policy: Fail
    • Document-retention policy: Fail
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: Fail
    • Form 990 shared with the board: Fail
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: 2.7%; rating input score 44; 44th percentile among comparable filings
  • Total-asset coverage ratio: 0.22; rating input score 6; 6th percentile among comparable filings
  • Liabilities to assets ratio: 0.47; rating input score 22; 22nd percentile among comparable filings
  • Officer compensation ratio: 6.5%; rating input score 44; 44th percentile among comparable filings

Growth

  • Program expense growth: 31.3% per year; rating input score 100; 93rd percentile among comparable filings
  • Revenue growth: 32.5% per year; rating input score 100; 95th percentile among comparable filings
  • Asset growth: 30.5% per year; rating input score 100; 93rd percentile among comparable filings

Details

  • Where the money goes: 85.5% of revenue deployed · 87.9% of spending went to programs
  • Governance: 0 of 4 board members independent · 1 of 8 filing controls reported
  • Programs: 16 filed program accomplishments · $1.7M in reported program spending
  • Leadership: top reported pay $127K · 4 people listed
  • Consistency: 26 of 27 current checks pass · 1 finding to review
  • Schedules: 4 filed schedules · includes major donors
  • Filing history: 7 filing years from 2017 to 2024
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • Related organizations: Filed and resolved organization relationships.
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Accountability: Independent voting board scored 0/100.
  • High — Accountability: Governance controls: 6 of 7 not reported.
  • High — Sustainability: Total-asset coverage ratio scored 6/100.
  • Moderate — Sustainability: Operating margin scored 44/100.
  • Moderate — Transparency & Controls: Schedule A contributions reconciliation did not reconcile in the filed values.
  • High — Sustainability: Liabilities to assets ratio scored 22/100.
  • Moderate — Sustainability: Officer compensation ratio scored 44/100.