INNOVATION QUARTER

EIN: 061818498 501(c)(3) Community Improvement

WINSTONSALEM, NC

Total Revenue
$68,714
Total Expenses
$2,955,970
Total Assets
$87,638
Net Assets
$-24,754,697
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2007
Legal Domicile
NC
Principal Officer
TERRY L HALES JR
Phone
3367164445
Tax Period
2023-01-01 to 2023-12-31

INNOVATION QUARTER, founded in 2007, is a micro nonprofit in the Community Improvement sector that reported $69K in total revenue in fiscal year 2023. Expenses of $3.0M exceeded revenue, resulting in a 4202% operating deficit.

Mission

TO SERVE AS THE UMBRELLA ORGANIZATION OF THE WAKE FOREST UNIVERSITY HEALTH SCIENCES (WFUHS) AFFILIATED RESEARCH PARK ENTITIES, OVERSEEING ALL WFUHS ACTIVITIES INVOLVING THE WAKE FOREST INNOVATION QUARTER, INCLUDING LAND ACQUISITION, MASTER PLANNING, AND PARK DEVELOPMENT.

Program Service Accomplishments

Program 1
Expenses: $2,771,489 Revenue: $68,714

OVERSIGHT OF ALL WAKE FOREST UNIVERSITY HEALTH SCIENCES (WFUHS) ACTIVITIES INVOLVING THE WAKE FOREST INNOVATION QUARTER, INCLUDING LAND ACQUISITION, MASTER PLANNING, AND PARK DEVELOPMENT SUCH AS...

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OVERSIGHT OF ALL WAKE FOREST UNIVERSITY HEALTH SCIENCES (WFUHS) ACTIVITIES INVOLVING THE WAKE FOREST INNOVATION QUARTER, INCLUDING LAND ACQUISITION, MASTER PLANNING, AND PARK DEVELOPMENT SUCH AS INFRASTRUCTURE, RECRUITING, ETC., AND TO COORDINATE THE EFFORTS OF ALL WFUHS AFFILIATED RESEARCH PARK ENTITIES, INCLUDING WAKE FOREST INNOVATION QUARTER CDC. THE ORGANIZATION WILL PROVIDE AN ADDITIONAL CAMPUS FOR THE LONG-TERM RESEARCH SPACE NEEDS OF WFUHS AND UNDERTAKE REVITALIZATION AND REDEVELOPMENT EFFORTS OF THE CENTER-CITY AREA OF WINSTON-SALEM.THE ORGANIZATION MAINTAINS THE LONG BRANCH TRAIL, A 1.7 MILE NETWORK OF GREENWAY TRAILS FOR WALKING, RUNNING, AND BIKING THAT RUNS THROUGH INNOVATION QUARTER. THE TRAIL WAS BUILT THROUGH COLLABORATION AMONG THE FILING ORGANIZATION, ITS AFFILIATES, THE CITY OF WINSTON SALEM, THE NORTH CAROLINA DEPARTMENT OF TRANSPORTATION, AND THE NORTH CAROLINA DEPARTMENT OF TRANSPORTATION - RAIL DIVISION. DURING CY23, THE ORGANIZATION PROVIDED FREE COMMUNITY PROGRAMS HOSTED AT BAILEY PARK, WHICH OFFERS A STAGE, LAWN, AND FOOD TRUCK COURT TO ACCOMMODATE LARGE GATHERINGS:- INNOVATION & CINEMA (COMMUNITY FILM SERIES);- SUNSET SALUTATIONS IN BAILEY PARK (COMMUNITY YOGA SERIES);- FITNESS FRIDAYS (FITNESS SERIES IN PARTNERSHIP WITH F45 WINSTON-SALEM); - FOOD TRUCK FRIDAYS (MONTHLY MAY THROUGH NOVEMBER); AND- JUNETEENTH FESTIVAL

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $68,714
Investment Income $0
Other Revenue $0
TOTAL REVENUE $68,714

Expense Breakdown

Grants Paid $0
Salaries & Benefits $890,750
Fundraising Expenses $0
Program Expenses $2,771,489
Other Expenses $2,065,220
TOTAL EXPENSES $2,955,970

Year-over-Year Comparison

2023 2022 Change
Revenue $68,714 N/A N/A
Expenses $2,955,970 $2,788,694 +0.1%
Net Income $-2,887,256 $-2,788,694 +0.0%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

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Liquidity & Cash Position

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Governance

Voting Members
4
Independent Members
N/A
Employees
N/A
Volunteers
4

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$4,803,545
Total Directors
5
$4,803,545
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
SUSAN R WENTE PHD DIRECTOR & CHAIR 1.00
Officer Director
$0 $325,680 $1,799,376
J MCLAIN WALLACE JR DIRECTOR & TREASURER 0.50
Officer Director
$983,574 $35,934 $1,019,508
J REID MORGAN DIRECTOR & SECRETARY (TO 6/30/23) 0.50
Officer Director
$0 $108,874 $799,445
ANITA CONRAD ASST SECRETARY (TO 10/31/23) 1.00
Officer Director
$0 $42,998 $261,900
TERRY L HALES JR DIRECTOR & PRESIDENT 2.00
Officer Director
$0 $56,067 $923,316
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 No data No data No data No data
2023 $68,714 $2,955,970 $87,638 $-2,887,256
2022 No data $2,788,694 $81,245 No data
2021 No data $2,360,349 $76,176 No data
2021 No data $2,424,250 $65,618 No data
2020 No data $1,678,229 $361,624 No data
2019 $1,000 $1,318,221 $106,891 $-1,317,221
2018 $1,000 $1,109,588 $373,205 $-1,108,588
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