Civic Intelligence

Carry the Vision

990 • Fiscal year 2022 • EIN 01-0952753

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 29, 2022

Organization Profilewww.carrythevision.com
7365 Monterey StreetGilroy, CA 95020

(408) 275-6133

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

91st percentile

0.78x

Higher debt load relative to assets than 91% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

60th percentile

0.15x

Higher debt load relative to revenue than 60% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

48th percentile

5.8%

Higher net margin than 48% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

92nd percentile

80%

Faster asset growth than 92% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

95th percentile

206%

Faster revenue growth than 95% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets91st percentile

Assets

Up

$234,819

Up $104,437 (+80%) from 2021

Net Assets

Up

$51,167

Up $72,054 (+345%) from 2021

Liabilities

Up

$183,652

Up $32,383 (+21%) from 2021

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin48th percentile

Revenue

Up

$1,250,124

Up $841,853 (+206%) from 2021

Expenses

Up

$1,178,070

Up $721,509 (+158%) from 2021

Net Income

Up

$72,054

Up $120,344 (+249%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth92nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$800K$600K$400K$200K$0-$200KAssets 2016: $10,680Liabilities 2016: $2,0002016Assets 2017: $30,556Liabilities 2017: $5,5952017Assets 2018: $25,209Liabilities 2018: $13,340Net Assets 2018: $11,8692018Assets 2019: $59,676Liabilities 2019: $41,757Net Assets 2019: $17,9192019Assets 2020: $96,924Liabilities 2020: $71,256Net Assets 2020: $25,6682020Assets 2021: $130,382Liabilities 2021: $151,269Net Assets 2021: -$20,8872021Assets 2022: $234,819Liabilities 2022: $183,652Net Assets 2022: $51,1672022Assets 2023: $770,197Liabilities 2023: $698,881Net Assets 2023: $71,3162023Assets 2024: $563,480Liabilities 2024: $389,633Net Assets 2024: $173,8472024Assets 2025: $435,550Liabilities 2025: $206,520Net Assets 2025: $229,0302025

Highlighted filing

2022

Assets$234,819
Liabilities$183,652
Net Assets$51,167
Open 2022 Filing

Operations Trend

Revenue Growth95th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2016: $117,488Expenses 2016: $121,296Net Income 2016: -$3,8082016Revenue 2017: $95,086Expenses 2017: $78,805Net Income 2017: $16,2812017Revenue 2018: $227,990Expenses 2018: $242,564Net Income 2018: -$14,5742018Revenue 2019: $270,876Expenses 2019: $273,707Net Income 2019: -$2,8312019Revenue 2020: $249,604Expenses 2020: $241,855Net Income 2020: $7,7492020Revenue 2021: $408,271Expenses 2021: $456,561Net Income 2021: -$48,2902021Revenue 2022: $1,250,124Expenses 2022: $1,178,070Net Income 2022: $72,0542022Revenue 2023: $1,977,143Expenses 2023: $1,956,994Net Income 2023: $20,1492023Revenue 2024: $2,553,619Expenses 2024: $2,451,088Net Income 2024: $102,5312024Revenue 2025: $2,013,894Expenses 2025: $1,958,711Net Income 2025: $55,1832025

Highlighted filing

2022

Revenue$1,250,124
Expenses$1,178,070
Net Income$72,054
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 29, 2022
Return Version
2021v4.1
Gross Receipts
$1,250,124
Mission and Program Overview

Mission

Carry the vision offers tools, support, and inspiration for community leaders who are interested in the power of nonviolence to create positive change and a new way of living.

Carry the vision offers tools, support and inspiration for community leaders who are interested in the power of non-violence to create positive change and a new way of living.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$117,218$161,894▲ $44,676
Accounts Receivable$13,164$72,110▲ $58,946
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$130,382$234,819▲ $104,437
Other Assets Total-$815-
Liabilities
Deferred Revenue$82,029$103,946▲ $21,917
Accounts Payable and Accrued Expenses$31,240$79,706▲ $48,466
Unsecured Notes Loans Payable$38,000--
Total Liabilities$151,269$183,652▲ $32,383
Net Assets / Fund Balance
Net Assets With Donor Restrictions-$32,063-
Net Assets Without Donor Restrictions$-20,887$19,104▲ $39,991
Total Net Assets Fund Balance$-20,887$51,167▲ $72,054
Total Liabilities and Net Assets / Fund Balance$130,382$234,819▲ $104,437
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Daniel GutierrezPresident
Shelley SwanExecutive Director
Patty PenaSecretary
Toni BowlesTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$422,945
Program Service Revenue
$827,172
Investment Income
$7
Other Revenue
$0
All Other Contributions
$422,945
Change in Net Assets
$72,054
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$611,273
Salaries, Compensation, and Employee Benefits$566,797
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$397,507$11,692-$409,199
Other Salaries and Wages$386,305$18,311-$404,616
Current Officers, Directors, Trustees, and Key Employees$48,292$47,973-$96,265
Office Expenses$49,655$1,691-$51,346
Payroll Taxes$36,297$7,549-$43,846
Occupancy$4,987$38,828-$43,815
Fees for Services Accounting$35,844$2,027-$37,871
Other Employee Benefits-$22,070-$22,070
Information Technology$10,098$3,876-$13,974
Other Expenses$8,882$3,597-$12,479
Insurance-$10,060-$10,060
Advertising$2,931$2,504-$5,435
Conferences and Meetings$941$2,772-$3,713
Travel$405$3-$408
All Other Expenses$3,156$-148,726-$-145,570
Total Functional Expenses$1,147,360$30,710$0$1,178,070
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“No review was or will be conducted.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Carry the Vision
EIN
01-0952753
Phone
4082756133
Address
7365 MONTEREY STREET, GILROY, CA 95020

Signing Officer

Name
Shelley Swan
Title
Executive Director
Phone
4082756113
Signed
2022-11-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Shelley Swan
Formed
2010
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
0
Employees
17

Preparer

Firm
Blaettler Accountancy
Address
7881 Church Street Suite B, Gilroy, CA 95020
Preparer
John Blaettler
Phone
4088482730
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

“Other program services 4: ps other other program services 5: all in for kids: grant will catalyze innovative economic development strategies, rooted in lived experience, community wisdom and power, that lead to local capacity-building, healing and recovery, equitable community investments and sustainable alternatives to workforce development strategies that benefit families and individuals impacted by trauma and who are disproportionately represented in our criminal justine and child-welfare systems in santa clara county. Other program services 6: public health: contract will serve as a coordinating backbone to grassroots "promoter" 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 covid-19 pandemic, with a focus on resilience, prevention and healing. Other program services 7: city of gilroy: south county restorative justice youth diversion program contract provides an opportunity for youth who engaged in conduct that harms others and themselves to come together with those who have been impacted by the behavior for healing, including victims and community members, to collectively address the harm that occurred at a community level.”

Raw XML AppendixShowing 400 of 402 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt031240
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt079706
IRS990/AccountsReceivableGrp/BOYAmt013164
IRS990/AccountsReceivableGrp/EOYAmt072110
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0CARRY THE VISION OFFERS TOOLS, SUPPORT AND INSPIRATION FOR COMMUNITY LEADERS WHO ARE INTERESTED IN THE POWER OF NON-VIOLENCE TO CREATE POSITIVE CHANGE AND A NEW WAY OF LIVING.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt02504
IRS990/AdvertisingGrp/ProgramServicesAmt02931
IRS990/AdvertisingGrp/TotalAmt05435
IRS990/AllOtherContributionsAmt0422945
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0-148726
IRS990/AllOtherExpensesGrp/ProgramServicesAmt03156
IRS990/AllOtherExpensesGrp/TotalAmt0-145570
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0SHELLEY SWAN
IRS990/BooksInCareOfDetail/PhoneNum04082756133
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt07365 MONTEREY STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0GILROY
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd095020
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0117218
IRS990/CashNonInterestBearingGrp/EOYAmt0161894
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt047973
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt048292
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt096265
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt02772
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0941
IRS990/ConferencesMeetingsGrp/TotalAmt03713
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0422945
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt07
IRS990/CYOtherExpensesAmt0611273
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0827172
IRS990/CYRevenuesLessExpensesAmt072054
IRS990/CYSalariesCompEmpBnftPaidAmt0566797
IRS990/CYTotalExpensesAmt01178070
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01250124
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt082029
IRS990/DeferredRevenueGrp/EOYAmt0103946
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0PUBLIC HEALTH: CONTRACT WILL SERVE AS A COORDINATING BACKBONE TO GRASSROOTS "PROMOTER" 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 COVID-19 PANDEMIC, WITH A FOCUS ON RESILIENCE, PREVENTION AND HEALING.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt032063
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt017
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0311184
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt02027
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt035844
IRS990/FeesForServicesAccountingGrp/TotalAmt037871
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt011692
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0397507
IRS990/FeesForServicesOtherGrp/TotalAmt0409199
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/PersonNm0SHELLEY SWAN
IRS990/Form990PartVIISectionAGrp/PersonNm1DANIEL GUTIERREZ
IRS990/Form990PartVIISectionAGrp/PersonNm2PATTY PENA
IRS990/Form990PartVIISectionAGrp/PersonNm3TONI BOWLES
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0Executive Dir.
IRS990/Form990PartVIISectionAGrp/TitleTxt1President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr02010
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt01250124
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt03876
IRS990/InformationTechnologyGrp/ProgramServicesAmt010098
IRS990/InformationTechnologyGrp/TotalAmt013974
IRS990/InsuranceGrp/ManagementAndGeneralAmt010060
IRS990/InsuranceGrp/TotalAmt010060
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt07
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt07
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0CARRY THE VISION OFFERS TOOLS, SUPPORT AND INSPIRATION FOR COMMUNITY LEADERS WHO ARE INTERESTED IN THE POWER OF NON-VIOLENCE TO CREATE POSITIVE CHANGE AND A NEW WAY OF LIVING.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0-20887
IRS990/NetAssetsOrFundBalancesEOYAmt051167
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0-20887
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt019104
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt038828
IRS990/OccupancyGrp/ProgramServicesAmt04987
IRS990/OccupancyGrp/TotalAmt043815
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01691
IRS990/OfficeExpensesGrp/ProgramServicesAmt049655
IRS990/OfficeExpensesGrp/TotalAmt051346
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt0815
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt022070
IRS990/OtherEmployeeBenefitsGrp/TotalAmt022070
IRS990/OtherExpensesGrp/Desc0ALLOCATED OVERHEAD
IRS990/OtherExpensesGrp/Desc1ALLOCATED FRINGE
IRS990/OtherExpensesGrp/Desc2COMMUNITY SUPPLIES
IRS990/OtherExpensesGrp/Desc3MEALS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt06483
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt13597
IRS990/OtherExpensesGrp/ProgramServicesAmt093440
IRS990/OtherExpensesGrp/ProgramServicesAmt161230
IRS990/OtherExpensesGrp/ProgramServicesAmt27390
IRS990/OtherExpensesGrp/ProgramServicesAmt38882
IRS990/OtherExpensesGrp/TotalAmt093440
IRS990/OtherExpensesGrp/TotalAmt161230
IRS990/OtherExpensesGrp/TotalAmt213873
IRS990/OtherExpensesGrp/TotalAmt312479
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt018311
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0386305
IRS990/OtherSalariesAndWagesGrp/TotalAmt0404616
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt07549
IRS990/PayrollTaxesGrp/ProgramServicesAmt036297
IRS990/PayrollTaxesGrp/TotalAmt043846
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0SHELLEY SWAN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0Fees & Contracts Gov Agencies
IRS990/ProgramServiceRevenueGrp/Desc1PROGRAM FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt038000
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1789172
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt038000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1789172
IRS990/ProgSrvcAccomActy2Grp/Desc0DESTINATION HOME: IN PARTNERSHIP WITH DESTINATION HOME, CTV PROVIDED TIMELY OUTREACH, INTAKE, APPLICATIONS AND REFERRALS OF HOUSEHOLDS AND LANDLORDS SEEKING RENT AND FINANCIAL ASSISTANCE. THIS COLLABORATIVE RESPONSE RAPIDLY ISSUED EMERGENCY ASSISTANCE TO THE MOST VULNERABLE SOUTH COUNTY RESIDENTS TO PREVENT HOMELESSNESS AND HOUSING INSTABILITY.TO PROVIDE CAPACITY-BUILDING SUPPORT FOR CTV TO STRENGTHEN AND INCREASE ITS CAPACITY TO ADDRESS ISSUES OF HOMELESSNESS AND HOUSING INSTABILITY FOR CLIENTS, RESIDENTS AND THE COMMUNITY IN SUPPORT OF THE 2022-2025 COMMUNITY PLAN TO END HOMELESSNESS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0261550
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0314694
IRS990/ProgSrvcAccomActy3Grp/Desc0ALL IN FOR KIDS: GRANT WILL CATALYZE INNOVATIVE ECONOMIC DEVELOPMENT STRATEGIES, ROOTED IN LIVED EXPERIENCE, COMMUNITY WISDOM AND POWER, THAT LEAD TO LOCAL CAPACITY-BUILDING, HEALING AND RECOVERY, EQUITABLE COMMUNITY INVESTMENTS AND SUSTAINABLE ALTERNATIVES TO WORKFORCE DEVELOPMENT STRATEGIES THAT BENEFIT FAMILIES AND INDIVIDUALS IMPACTED BY TRAUMA AND WHO ARE DISPROPORTIONATELY REPRESENTED IN OUR CRIMINAL JUSTINE AND CHILD-WELFARE SYSTEMS IN SANTA CLARA COUNTY.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0200000
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0200000
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0162127
IRS990/PYExcessBenefitTransInd0false
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0126175
IRS990/PYProgramServiceRevenueAmt0246144
IRS990/PYRevenuesLessExpensesAmt0-48290
IRS990/PYSalariesCompEmpBnftPaidAmt0330386
IRS990/PYTotalExpensesAmt0456561
IRS990/PYTotalRevenueAmt0408271
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt072054
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0311288
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0422945
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt060240
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt024005
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt030382
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt035861
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0573433
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0573433
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0422945
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt060240
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt024005
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt030382
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt035861
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0573433
IRS990ScheduleA/TotalSupportAmt0573433
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER PROGRAM SERVICES 4: PS OTHER OTHER PROGRAM SERVICES 5: ALL IN FOR KIDS: GRANT WILL CATALYZE INNOVATIVE ECONOMIC DEVELOPMENT STRATEGIES, ROOTED IN LIVED EXPERIENCE, COMMUNITY WISDOM AND POWER, THAT LEAD TO LOCAL CAPACITY-BUILDING, HEALING AND RECOVERY, EQUITABLE COMMUNITY INVESTMENTS AND SUSTAINABLE ALTERNATIVES TO WORKFORCE DEVELOPMENT STRATEGIES THAT BENEFIT FAMILIES AND INDIVIDUALS IMPACTED BY TRAUMA AND WHO ARE DISPROPORTIONATELY REPRESENTED IN OUR CRIMINAL JUSTINE AND CHILD-WELFARE SYSTEMS IN SANTA CLARA COUNTY. OTHER PROGRAM SERVICES 6: PUBLIC HEALTH: CONTRACT WILL SERVE AS A COORDINATING BACKBONE TO GRASSROOTS "PROMOTER" 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 COVID-19 PANDEMIC, WITH A FOCUS ON RESILIENCE, PREVENTION AND HEALING. OTHER PROGRAM SERVICES 7: CITY OF GILROY: SOUTH COUNTY RESTORATIVE JUSTICE YOUTH DIVERSION PROGRAM CONTRACT PROVIDES AN OPPORTUNITY FOR YOUTH WHO ENGAGED IN CONDUCT THAT HARMS OTHERS AND THEMSELVES TO COME TOGETHER WITH THOSE WHO HAVE BEEN IMPACTED BY THE BEHAVIOR FOR HEALING, INCLUDING VICTIMS AND COMMUNITY MEMBERS, TO COLLECTIVELY ADDRESS THE HARM THAT OCCURRED AT A COMMUNITY LEVEL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part III, Line 4d: Other Program Services Description
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0130382
IRS990/TotalAssetsEOYAmt0234819
IRS990/TotalAssetsGrp/BOYAmt0130382
IRS990/TotalAssetsGrp/EOYAmt0234819
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0422945
IRS990/TotalEmployeeCnt017
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt030710
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01147360
IRS990/TotalFunctionalExpensesGrp/TotalAmt01178070
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0151269
IRS990/TotalLiabilitiesEOYAmt0183652
IRS990/TotalLiabilitiesGrp/BOYAmt0151269
IRS990/TotalLiabilitiesGrp/EOYAmt0183652
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-20887
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt051167
IRS990/TotalOtherProgSrvcExpenseAmt0374626
IRS990/TotalOtherProgSrvcRevenueAmt0370902
IRS990/TotalProgramServiceExpensesAmt01147360
IRS990/TotalProgramServiceRevenueAmt0827172
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0827179
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01250124
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0130382
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0234819
IRS990/TravelGrp/ManagementAndGeneralAmt03
IRS990/TravelGrp/ProgramServicesAmt0405
IRS990/TravelGrp/TotalAmt0408
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt038000
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt07365 MONTEREY STREET
IRS990/USAddress/CityNm0GILROY
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095020
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0www.carrythevision.com
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHELLEY SWAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/PhoneNum04082756113
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CARRY THE VISION
ReturnHeader/Filer/BusinessNameControlTxt0CARR
ReturnHeader/Filer/EIN0010952753
ReturnHeader/Filer/PhoneNum04082756133
ReturnHeader/Filer/USAddress/AddressLine1Txt07365 MONTEREY STREET
ReturnHeader/Filer/USAddress/CityNm0GILROY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095020
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0942831052
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Blaettler Accountancy
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07881 Church Street Suite B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Gilroy
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095020
ReturnHeader/PreparerPersonGrp/PhoneNum04088482730
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN BLAETTLER
ReturnHeader/ReturnTs02022-11-29T14:42:46-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SHELLEY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SWAN
ReturnHeader/TaxPeriodBeginDt02021-07-01

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$234,819
Liabilities
$183,652
Net assets
$51,167
Revenue
$1,250,124
Expenses
$1,178,070
Net income
$72,054
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.44$0.21$0.23$2.01$1.96$0.06
2024Detailed filing. Detailed filing data is available for this year.$0.56$0.39$0.17$2.55$2.45$0.10
2023Detailed filing. Detailed filing data is available for this year.$0.77$0.70$0.07$1.98$1.96$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.23$0.18$0.05$1.25$1.18$0.07
2021Detailed filing. Detailed filing data is available for this year.$0.13$0.15$0.02$0.41$0.46$0.05
2020Detailed filing. Detailed filing data is available for this year.$0.10$0.07$0.03$0.25$0.24$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.06$0.04$0.02$0.27$0.27$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.03$0.01$0.01$0.23$0.24$0.01
2017Summary only. Only limited summary data is available for this year.$0.03$0.01$0.10$0.08$0.02
2016Summary only. Only limited summary data is available for this year.$0.01$0.00$0.12$0.12$0.00