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Nonprofit · EIN 01-0952753

CARRY THE VISION

Tax-exempt · SAN JOSE, CA 95119

Financials

$2M$2M2024
Revenue Expenses · by fiscal year end
Financials of CARRY THE VISION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$2,013,894$1,958,711$55,183$435,550$206,520$229,030
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$230,766
Program service revenue
$1,783,128
Investment income
$0
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$126,740
Other salaries and wages
$748,959
Salaries, compensation and benefits (total)
$1,121,817
Professional fundraising fees
$0
Accounting fees
$16,832
Occupancy
$84,521
Travel
$37,673
Program services (functional)
$1,721,785
Management and general (functional)
$236,926

Balance sheet and other

Total assets, start of year
$563,480
Total assets, end of year
$435,550
Total liabilities, end of year
$206,520
Net assets, end of year
$229,030
Net assets without donor restrictions
$84,657
Net assets with donor restrictions
$144,373
Gross receipts
$2,013,894
Employees
22
Year formed
2010
State of legal domicile
CA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
SHELLEY SWANExecutive Dir.
Trustee or director, Officer
40$126,740
DANIEL GUTIERREZPresident
Trustee or director, Officer
1$0
REBECCA GARCIASecretary
Trustee or director
0$0
TONI BOWLESTreasurer
Trustee or director
1$0

Address and contacts

Address (IRS master file)
6203 SAN IGNACIO AVE STE 110, SAN JOSE, CA 95119-1358
In care of
% SHELLEY SWAN
Mailing address (990-N for 2015)
1146 University Ave, San Jose CA 95126
Principal officer (990 for 2024)
SHELLEY SWAN, 7365 MONTEREY STREET, GILROY, CA 95020
Principal officer (990-N for 2015)
Ellen O'Brian, 1146 University Ave, San Jose CA 95126
Signed the 990
SHELLEY SWAN, Executive Director
Phone
(408) 275-6133
Return prepared by
Blaettler Accountancy

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.

990 for the year ended June 30, 2025

Program accomplishments

  • 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

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
01-0952753
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2010
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$435,550
Income (IRS master file)
$2,013,894

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025–––IRS
990June 2024–––IRS
990June 2023$1,977,143$1,956,994$770,197IRS
990June 2022–––IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 2018–––IRS
990-N for 2015
Officer: Ellen O'Brian
December 31, 2015≤ $50,000 receipts––e-Postcard

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.

Questions about CARRY THE VISION

What is the EIN of CARRY THE VISION?
The employer identification number (EIN) of CARRY THE VISION is 01-0952753.
Is CARRY THE VISION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
Are donations to CARRY THE VISION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does CARRY THE VISION file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of CARRY THE VISION due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CARRY THE VISION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of CARRY THE VISION?
The 990 for the year ended June 30, 2025 names SHELLEY SWAN.
Who are the officers and directors of CARRY THE VISION?
The 990 for the year ended June 30, 2025 lists 4 people; 1 received compensation from the organization, the highest $126,740 (SHELLEY SWAN, Executive Dir.).
How much revenue does CARRY THE VISION have?
On its 990 for the year ended June 30, 2025 it reported revenue of $2,013,894, expenses of $1,958,711 and total assets of $435,550 at year end.

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