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Carry the Vision

EIN 01-0952753 · San Jose, CA

Public records show a registered, tax-exempt organization in good standing.

LegitimacyPassesRegistration and standingFinancial healthWeak49 out of 100GovernanceWeak20 out of 100Impact evidenceDescribes programsHow well its results are evidenced

What it says it does

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.

Income
$2.0 million
Spending
$2.0 million
Spent on programs
88%
Reserves
0.5 months of spending
Largest source of income
fees for its services, 89%
Employees
22
Highest pay
$126,740, executive dir.

Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Financial health

Weak: 49 out of 100. Higher than 12% of charities in its peer group (international, $1m to $10m).

  • Reserves

    4 of 35

    Spendable reserves would cover 0.5 months of spending.

  • Debt

    10 of 20

    It owes 47% of what it owns.

  • Living within its means

    15 of 15

    Income exceeded spending by 3% of income.

  • Income trend

    5 of 15

    Income fell 21% on the year before.

  • Spending floor

    15 of 15

    88% of spending went to programs and raising each dollar of donations cost 0 cents.

Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Governance

Weak: 20 out of 100. Higher than 1% of charities in its peer group (international, $1m to $10m).

  • Independent board

    5 of 25

    0 of 4 voting board members are independent.

  • Conflict of interest policy

    0 of 15

    Reports no written conflict of interest policy.

  • Whistleblower policy

    0 of 8

    Reports no written whistleblower policy.

  • Record keeping policy

    0 of 7

    Reports no written policy on keeping and destroying records.

  • Board minutes

    5 of 5

    Keeps minutes of board meetings.

  • Board sees the tax return

    0 of 10

    Did not give the board a copy of this return before filing it.

  • Pay set independently

    0 of 5

    Reports no independent review process for its chief executive's pay.

  • Independent check of accounts

    0 of 15

    Its accounts were not audited or reviewed by an independent accountant.

  • No reported misuse

    10 of 10

    Reports no diversion of assets, excess benefits or loans to insiders.

Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Impact evidence

Describes programs. Its tax return describes what it does but we have found no measurable results in it.

Programs described in its return (16)
  1. $498,025 spent. 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.
  2. $345,416 spent. 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.
  3. $160,733 spent. 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.
  4. $159,538 spent. 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.
  5. $102,132 spent. 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.
  6. $99,150 spent. 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.
  7. $81,361 spent. 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.
  8. $71,261 spent. 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.
  9. $65,000 spent. 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.
  10. $47,171 spent. 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.
  11. $37,497 spent. 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.
  12. $27,500 spent. 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.
  13. $12,325 spent. 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.
  14. $8,326 spent. PROGRAM SERVICES OTHER:
  15. $5,450 spent. 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.
  16. $900 spent. SVCF FUNDRAISING CAPACITY, SVCF CAPACITY: THIS GRANT IS FOR FUNDRAISING CAPACITY BUILDING SUPPORT ON BEHALF OF SVCF'S COMMUNITY ACTION INITIATIVE.

Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Legitimacy checks

  1. Is it registered with the IRS? Passed.

    Listed in the IRS master file of tax-exempt organizations as a 501(c)(3) charitable organization.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.

  2. Has the IRS revoked its tax-exempt status? Passed.

    Not on the IRS automatic revocation list.

    Source: Automatic revocation of exemption list, Internal Revenue Service, file dated November 6, 2026.

  3. Are donations tax-deductible? Passed.

    On the IRS list of organizations eligible to receive tax-deductible contributions.

    Source: Publication 78 data: organizations eligible for tax-deductible contributions, Internal Revenue Service, file dated October 13, 2026.

  4. Is it keeping up with its IRS filings? Passed.

    Most recent return on file covers the year ending June 2025.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.

  5. How long has it been tax-exempt? Passed.

    Recognized by the IRS since September 2010.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.

  6. Is it in good standing with state regulators? Passed.

    Not on California's list of charities barred from soliciting. Other states are not yet checked.

    Source: May Not Operate or Solicit for Charitable Purposes list, California Attorney General, Registry of Charities and Fundraisers, file dated November 4, 2026.

Ratings and checks are our reading of public records, using the published method. They are not a statement about anyone's honesty. If you work for this organization, you can send corrections or results, confirm you want gifts through Veridonate, or ask to be removed from giving.