Carry the Vision EIN 01-0952753

Carry the Vision

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Empowers community leaders with tools and inspiration for positive change through non-violence. For fiscal year 2025 it reported $2.0M in revenue, $2.0M in expenses, and $229K in net assets.Pt I

Type
Public charity (501(c)(3)) · International
Location
Gilroy, CA
Website
www.carrythevision.com
Filings
5 on file (2021–2025)
Revenue
$2.0MFY2025
Expenses
$2.0M
Net assets
$229K
People
4
Filings
5
Updates
0
More identity details & actions ⌄
EIN  01-0952753 Public charity (501(c)(3)) Gilroy, CA
Form 990 (PDF)
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Figures match the IRS filing checked 9/4/26 · see original: IRS
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Size
$1–10M
What they do
Empowers community leaders with tools and inspiration for positive change through non-violence.
Leadership
Shelley Swan · Executive Dir. · $127K
Money in and out
$2.0M revenue, $2.0M expenses
Bottom line
88% program efficiency
Where the money goes · FY2025
Total revenue
$2.0M
Pt VIII · Ln 12
Total expenses
$2.0M
Pt IX · Ln 25
Net assets
$229K
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): $55K
Where spending went · Part IX cols B–D
Program services $0.88 Management & general $0.12
Program efficiency
88%
of spending reaches programs▼ -6% vs prior filing year
Operating runway
1.7mo
months of highly liquid reserves at operating expense rate▲ +21% vs prior filing year
Surplus margin
+3%
revenue over expenses, this year▼ -32% vs prior filing year

Summary of the Filing

Part I · fiscal year 2025 · Form 990
Revenue
$2.0M
FY2025▼ -21%
Expenses
$2.0M
FY2025▼ -20%
Total assets
$436K
FY2025▼ -23%
Total liabilities
$207K
FY2025▼ -47%
Total revenue
$2.0M
Pt VIII · Ln 12
Total expenses
$2.0M
Pt IX · Ln 25
Net assets
$229K
Pt X · Ln 32
Revenue less expensesPt I · Ln 19$55K
Total assetsPt X · Ln 16$436K
Program-expense ratioPt IX · col B88%
Voting members of governing bodyPt I · Ln 34
Independent voting membersPt I · Ln 4pending
Mission & Programs · Part III

Where the work happens

3 program services account for $1.0M of program spending, described in the organization's own filed words · FY2024.
01

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).

$498Kprogram expense
02

Santa Clara County Public Health

The contractor will serve as a coordinating backbone to grassroots "promotor" community organizations serving south and north county that will conduct outreach to vulnerable communities and will provide critical relief, support services to help residents in santa clara county rebound stronger than ever from the disproportionate impact of…

$345Kprogram expense
03

Calcrg

This contract supports justice impacted adults and families with case management and system navigation to overcome barriers to access essential services and resources, AND/OR provide tools for restoring health and well-being.

$161Kprogram expense

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Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CCarry the Vision
EINHdr · item D01-0952753
Principal addressHdr · item CGilroy, CA
WebsiteHdr · item Jwww.carrythevision.com
Year of formationHdr · item Lpending
State of legal domicileHdr · item MCA
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFInternational (Q40)
Ruling yearIRS BMFSep 2010

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a4
Independent voting membersPt VI · Ln 1bpending
Conflict-of-interest policyPt VI · Ln 12aNo
Whistleblower policyPt VI · Ln 13No
Document retention policyPt VI · Ln 14No
CEO/top-official compensation independently reviewedPt VI · Ln 15aNo
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
Executive Dir.
$126,740Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A

Shelley Swan’s $127K as Executive Dir. is at the 45th percentile of top reported officer pay among 1169 $1–10M international nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2025FY2024FY2023FY2021
Shelley Swan$126,740$114,400$101,818$69,892

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Statement of Revenue

Part VIII
Program service revenue$1.8M · 89%
Contributions & grants$231K · 11%
Program service revenue89%$1.8M
Contributions & grants11%$231K
Total revenueLn 12$2.0M

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.88 Management & general $0.12
Program services88%$1.7M
Management & general12%$237K
Total functional expensesLn 25$2.0M

Balance Sheet

Part X · end of year
CashLn 1$285K
Total assetsLn 16$436K
Total liabilitiesLn 26$207K
Total net assetsLn 32$229K
Months of cash on handcomputed1.7

Financial Metrics

Form 990 · FY2025 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $285K · Operating expenses/yr $2.0M
1.7 months
Where the money goes
Program services
Program services $1.7M · Total expenses $2.0M
88%
Management & General
Management & general $237K · Total expenses $2.0M
12%
Fundraising
Fundraising $0 · Total expenses $2.0M
0%
Cost to raise $1
Fundraising expense (3-yr avg) $0 · Solicited contributions (3-yr avg) $213K
Solicited contributions below reporting floor
Where the money comes from
Contribution dependence
Contributions & grants $231K · Total revenue $2.0M
11%
Government reliance
Government grants — · Total revenue $2.0M
Earned-income share
Program service revenue $1.8M · Total revenue $2.0M
89%
Investment reliance
Investment income $0 · Total revenue $2.0M
0%
Program self-sufficiency
Program service revenue $1.8M · Total expenses $2.0M
91%
Growth & trend
Revenue growth (YoY)
This year $2.0M · Prior year $2.6M
-21%
Revenue CAGR
FY2020 $408K · FY2024 $2.0M
+49%
Net-asset trend (YoY)
End of year $229K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $2.0M · Expenses $2.0M
+3%
Liabilities-to-Assets
Total liabilities — · Total assets $436K
Net-asset ratio
Net assets $229K · Total assets $436K
53%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) $0 · Other securities (Pt X, ln 12) $0 · Total assets (Pt X, ln 16) $436K
0%
People & payroll
Highest Reported Total Compensation
Individual Shelley Swan · Reported title Executive Dir. · Highest reported compensation $127K · Total expenses $2.0M
6%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $1.1M · Total expenses $2.0M
57%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 88%
Overhead ratio 12%
Fundraising cost ratio 0%
Revenue growth -21%
Investment management fee ratio 0%
Legal fee ratio 0%
Accounting fee ratio 0.9%
Fundraising fee ratio 0%

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Grants

Schedule I · funders on record
Grants received · FY2025
RedfFY2025$85K
Total grants receivedfrom 1 funder$85K

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2025 (Latest)$2.0M revenue · viewing · ⤓ 990 PDF
FY2024$2.6M revenue · ⤓ 990 PDF
FY2023$2.0M revenue · ⤓ 990 PDF
FY2022$1.3M revenue · ⤓ 990 PDF
FY2021$408K revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2025IRS
Classification, formation year, addressIRS Business Master File
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