Totals
- Total revenue
- $2,013,894
- Total expenses
- $1,958,711
- Contributions and grants received
- $230,766
- Grants paid
- $0
- Program service revenue
- $1,783,128
- Investment income
- $0
- Other revenue
- $0
- Total assets, end of year
- $435,550
- Total liabilities, end of year
- $206,520
- Net assets or fund balances, end of year
- $229,030
- Program services expenses (Part IX)
- $1,721,785
- Management and general expenses
- $236,926
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $1,721,785
Program services were 87.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$230,766
-
2a · Program service revenue: CAL CRG
total $160,733 · related or exempt $160,733
-
2b · Program service revenue: NUEVA VIDA
total $102,952 · related or exempt $102,952
-
2c · Program service revenue: REENTRY PROGRAM
total $498,024 · related or exempt $498,024
-
2d · Program service revenue: ROOTED OPERATIONS, REDF
total $163,404 · related or exempt $163,404
-
2e · Program service revenue: SANTA CLARA PUBLIC HEALTH
total $345,416 · related or exempt $345,416
-
2f · All other program service revenue
total $512,599 · related or exempt $512,599
-
3 · Investment income
total $0
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7d · Net gain or loss
total $0
-
8c · Net income from fundraising events
total $0
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $126,740 · program services $64,638 · management and general $62,102
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $748,959 · program services $721,807 · management and general $27,152
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $166,698 · program services $129,357 · management and general $37,341
-
10 · Payroll taxes
total $79,420 · program services $71,587 · management and general $7,833
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $16,832 · management and general $16,832
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $270,780 · program services $246,858 · management and general $23,922
-
12 · Advertising and promotion
total $9,165 · program services $7,903 · management and general $1,262
-
13 · Office expenses
total $66,921 · program services $63,121 · management and general $3,800
-
14 · Information technology
total $27,095 · program services $5,024 · management and general $22,071
-
15 · Royalties
total $0
-
16 · Occupancy
total $84,521 · program services $6,181 · management and general $78,340
-
17 · Travel
total $37,673 · program services $37,362 · management and general $311
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $27,503 · program services $27,206 · management and general $297
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $0
-
23 · Insurance
total $18,891 · program services $3,703 · management and general $15,188
-
24a · Other expenses: ALLOCATED OVERHEAD/INDIRECT
total $179,422 · program services $179,422
-
24b · Other expenses: ALLOCATED FRINGE
total $66,347 · program services $66,347
-
24c · Other expenses: CLIENT ASSISTANCE
total $38,424 · program services $38,424
-
24d · Other expenses: EQUIPMENT LEASE
total $23,597 · program services $23,597
-
24e · All other expenses
total -$30,277 · program services $29,248 · management and general -$59,525
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $295,919 · end of year $284,865
-
2 · Savings and temporary cash investments
end of year $0
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
beginning of year $247,111 · end of year $143,813
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
end of year $0
-
10c · Land, buildings and equipment, net
end of year $0
-
11 · Investments: publicly traded securities
end of year $0
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
beginning of year $20,450 · end of year $6,872
-
17 · Accounts payable and accrued expenses
beginning of year $38,993 · end of year $4,040
-
19 · Deferred revenue
beginning of year $276,788 · end of year $126,220
-
25 · Other liabilities
beginning of year $73,852 · end of year $76,260
-
27 · Net assets without donor restrictions
beginning of year $101,528 · end of year $84,657
-
28 · Net assets with donor restrictions
beginning of year $72,319 · end of year $144,373
Mission and programs · 2024
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.
-
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.
Expenses $498,025 · Revenue $498,024
-
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 COVID-19 PANDEMIC, WITH A FOCUS ON RESILIENCE, PREVENTION AND HEALING.
Expenses $345,416 · Revenue $345,416
-
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.
Expenses $160,733 · Revenue $160,733
-
ROOTED OPERATIONS, EMPLOYMENT SOCIAL ENTERPRISE, REDF: THESE GRANTS SUPPORT CARRY THE VISION'S ROOTED PROGRAM BY FUNDING WAGES, TRAINING, AND STRENGTHENING ITS INFRASTRUCTURE, ENSURING LONG-TERM GROWTH AND STABILITY FOR THE ENTERPRISE. ROOTED IS AN EMPLOYMENT SOCIAL ENTERPRISE THAT PROVIDES SECOND-CHANCE JOBS FOR FORMERLY INCARCERATED INDIVIDUALS AND OTHER FACING BARRIERS TO WORK BY GENERATING EARNED INCOME THROUGH JUNK REMOVAL AND ESTATE CLEARING SERVICES.
Expenses $159,538 · Revenue $163,404
-
POWER SCHOOL: THIS GRANT SUPPORTS HEALING CIRCLES FOR POWER SCHOOL LEADERSHIP TEAM. SESSIONS WILL INCLUDE: CIRCLE BUILDING, MEDITATION TECHNIQUES, BREATHING EXERCISES, GUIDED REFLECTIONS, AND OTHER HOLISTIC HEALING PRACTICES/TECHNIQUES.
Expenses $102,132 · Revenue $102,132
-
VTA: THIS GRANT SUPPORTS THE LAUNCH OF THE COMMUNITY RISING COALITION (CRC), A GRASSROOTS COALITION COMPRISED OF IMMIGRANTS, UNDER RESOURCED "GAP FAMILIES", COURT IMPACTED FAMILIES, AND FAMILIES WITH UNSTABLE HOUSING AND TRANSPORTATION.
Expenses $99,150 · Revenue $99,150
-
DESTINATION HOME - CAPACITY: THIS GRANT IS TO PROVIDE CAPACITY-BUILDING SUPPORT TO STRENGTHEN AND INCREASE CARRY THE VISIONS CAPACITY TO ADDRESS ISSUES OF HOMELESSNESS AND HOUSING INSTABILITY FOR CLIENTS, RESIDENTS AND THE COMMUNITY IN SUPPORT OF THE 2020-2025 COMMUNITY PLAN TO END HOMELESSNESS.
Expenses $81,361 · Revenue $81,361
-
NUEVA VIDA COMMUNITY GRANTS: THESE GRANTS SUPPORT NUEVA VIDA COMMUNITY HEALING FAMILIES PROGRAMS, WORKSHOPS, AND RETREATS THAT EMPOWER MONOLINGUAL SPANISH SPEAKING, FIRST GENERATION COMMUNITY LEADERS WHO RESIDE IN GILROY'S MOST HEALTH IMPACTED AREAS.
Expenses $71,261 · Revenue $102,952
-
SVCF CAPACITY - COURAGEOUS CONVERSATIONS CONFERENCE: THE GRANT SUPPORTS CARRY THE VISION'S RACE EQUITY WORK THROUGH TRAINING AND CAPACITY BUILDING WITH COURAGEOUS CONVERSATIONS SUMMIT AND BEYOND DIVERSITY TRAINING.
Expenses $65,000 · Revenue $65,000
-
DESTINATION HOME - CLIENT TECHQUITY AND SEA FUND: THE SUPPORTIVE EMPLOYMENT ASSISTANCE (SEA) FUND AND CLIENT TECHEQUITY EMPOWERS INDIVIDUALS WITH CURRENT OR PAST EXPERIENCES OF HOMELESSNESS TO OVERCOME EMPLOYMENT BARRIERS AND ACHIEVE THEIR EMPLOYMENT GOALS FOR THE PURPOSE OF SECURING AND/OR RETAINING HOUSING STABILITY.
Expenses $47,171 · Revenue $54,000
-
ALL IN FOR KIDS: THIS GRANT SUPPORTS BAY AREA COMMUNITIES IN REIMAGINING HOW CHILD AND FAMILY SERVING SYSTEMS CAN MORE EFFECTIVELY INTERRUPT AND PREVENT CHILDHOOD TRAUMA WITH COMMUNITY-DRIVEN STRATEGIES THAT ARE ROOTED IN RACIAL EQUITY, HEALING AND PREVENTION.
Expenses $37,497
-
OPEN SPACE ALLIES: THIS GRANT SUPPORTS OPEN SPACE ALLIES LLC (OSA) WHICH WORKS DIRECTLY WITH KEY CITY LEADERSHIP, ELECTED OFFICIALS, BUSINESS DISTRICTS AND ALL STAKEHOLDERS TO DEVELOP COLLECTIVE AWARENESS OF THE MAJOR BENEFITS FOR OPEN STREET PROGRAMS, INCLUDING TO HELP GROW AND CREAT SUSTAINABILITY FOR OPEN STREETS IN SOUTH SANTA CLARA COUNTY.
Expenses $27,500 · Revenue $27,500
-
SVCF HEALTH: THIS GRANT SUPPORTS CARRY THE VISION'S LIVED EXPERIENCE TRAIN THE TRAINER WELLNESS PROGRAM THAT EMPOWERS SOUTH COUNTY YOUTH AND ADULTS WITH SKILLS TO REPLACE FEAR, SELF-DOUBT, AND LIMITING BELIEFS WITH COURAGE, CONFIDENCE, AND CLARITY TO PROPEL THEIR HEARTS AND MINDS TOWARDS A LIFE THEY LOVE LIVING.
Expenses $12,325 · Revenue $30,000
-
PROGRAM SERVICES OTHER:
Expenses $8,326 · Revenue $8,000
-
VALLEY MEDICAL FOUNDATION: BOLSTER ORGANIZATIONAL RESILIENCE THROUGH ENHANCED MARKETING, FUNDRAISING AND FISCAL INFRASTRUCTURE THAT WILL EXPAND ACCESS TO SERVICES AND REDUCE BARRIERS FOR IMPACTED COMMUNITIES. INCREASE ORGANIZATIONAL SUSTAINABILITY BY STRENGTHENING CIVIC CULTURE THAT PROMOTES TRUTH, HEALING AND BELONGING INCLUDING HEALING PRACTICES FOR STAFF TO ADDRESS COMPASSION FATIGUE AND BURNOUT.
Expenses $5,450 · Revenue $5,456
-
SVCF FUNDRAISING CAPACITY, SVCF CAPACITY: THIS GRANT IS FOR FUNDRAISING CAPACITY BUILDING SUPPORT ON BEHALF OF SVCF'S COMMUNITY ACTION INITIATIVE.
Expenses $900 · Revenue $40,000
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Shelley SwanSHELLEY SWAN
Executive Dir.
- Total calculated
- $126,740
- From this org
- $126,740
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Daniel GutierrezDANIEL GUTIERREZ
President
- Total calculated
- $0
- Hours/week
- 1
-
Rebecca GarciaREBECCA GARCIA
Secretary
- Total calculated
- $0
- Hours/week
- 0
-
Toni BowlesTONI BOWLES
Treasurer
- Total calculated
- $0
- Hours/week
- 1
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 14 November 2025
- IRS schema version
- 2024v5.2
- Source object
- 202513189349315561
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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