George Rogers Foundation of the Carolinas Inc (EIN 113737912) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2004

Legal Domicile

Phone

8033185152

Tax Period

2021-01-01 to 2021-12-31

George Rogers Foundation of the Carolinas Inc, founded in 2004, is a small nonprofit in the Education sector that reported $203K in total revenue in fiscal year 2021. The organization ran a surplus of $103K, a strong 51% operating margin.

Mission

To provide financial assistance and scholarships to students through other organizations and to provide financial support to community based youth development nonprofit organizations in the Carolinas.

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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%)

Financial Overview (2021)

Revenue Breakdown

Contributions & Grants $84,636

Program Service Revenue $0

Investment Income $0

Other Revenue $118,243

TOTAL REVENUE $202,879

Expense Breakdown

Grants Paid $38,100

Salaries & Benefits $31,500

Fundraising Expenses $0

Program Expenses $91,549

Other Expenses $29,861

TOTAL EXPENSES $99,461

Year-over-Year Comparison

	2021	2020	Change
Revenue	$202,879	N/A	N/A
Expenses	$99,461	N/A	N/A
Net Income	$103,418	N/A	N/A

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

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

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

$21,000

Total Directors

$21,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
George W Rogers	Chairman/CEO	15.00	Officer Director	$21,000	$0	$21,000
Brandon Poole	Board Member	1.00	Officer Director	$0	$0	$0
Meredith Taylor	Board Member	1.00	Director	$0	$0	$0
Dr Susan Elkins	Board Member	1.00	Director	$0	$0	$0
Dr Thomas H Regan	Board Member	1.00	Director	$0	$0	$0
James Wolfe	Board Member	1.00	Director	$0	$0	$0
Louis Antonelli	Board Member	1.00	Director	$0	$0	$0
Michele Beagle	Vice Chair/Dir.	10.00	Director	$0	$0	$0
Brenda Rogers	Secretary/Treas	15.00	Officer Director	$0	$0	$0
Charles Waddell	Board Member	1.00	Director	$0	$0	$0
Mike Taylor	Board Member	1.00	Director	$0	$0	$0
Jay Henderson	Board Member	1.00	Director	$0	$0	$0

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
2021	$202,879	$99,461	$111,874	$103,418

George Rogers Foundation of the Carolinas Inc