CMS FOUNDATION (EIN 200258541) - 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

2003

Legal Domicile

Principal Officer

SONJA GANTT GIBSON

Phone

7049734500

Tax Period

2024-07-01 to 2025-06-30

CMS FOUNDATION, founded in 2003, is a community nonprofit in the Education sector that reported $3.4M in total revenue in fiscal year 2024. Revenue surged 31% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.2M, a strong 36% operating margin.

Mission

THE CMS FOUNDATION INVESTS IN INNOVATION TO HELP CHARLOTTE-MECKLENBURG SCHOOLS (CMS) ADDRESS BIG CHALLENGES AND EXPAND OPPORTUNITIES FOR OUR STUDENTS AND EDUCATORS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $3,130,512

Program Service Revenue $0

Investment Income $0

Other Revenue $247,879

TOTAL REVENUE $3,378,391

Expense Breakdown

Grants Paid $1,637,562

Salaries & Benefits $175,575

Fundraising Expenses $20,845

Program Expenses $1,875,817

Other Expenses $357,553

TOTAL EXPENSES $2,170,690

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,378,391	$2,587,340	+0.3%
Expenses	$2,170,690	$1,706,391	+0.3%
Net Income	$1,207,701	$880,949	+0.4%

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

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

$173,498

Total Directors

$753,759

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID WEBB	CHAIR	1.00	Officer Director	$0	$0	$0
DOUGLAS W BENSON	DIRECTOR	1.00	Director	$0	$46,961	$305,316
GERARD M CAMACHO	DIRECTOR	1.00	Director	$0	$0	$0
CARRIE COOK	DIRECTOR	1.00	Director	$0	$0	$0
CHARLITTA HATCH	DIRECTOR	1.00	Director	$0	$0	$0
DR CRYSTAL HILL	SUPERINTENDENT	1.00	Director	$0	$100,696	$448,443
LINDSAY H JONES	DIRECTOR	1.00	Director	$0	$0	$0
SHEILA JORDAN	DIRECTOR (THRU 11/12/2024)	1.00	Director	$0	$0	$0
THOMAS M SCRIVENER	DIRECTOR	1.00	Director	$0	$0	$0
GREG SKIDMORE	DIRECTOR	1.00	Director	$0	$0	$0
GREG ALCORN	DIRECTOR (THRU 02/05/2025)	1.00	Director	$0	$0	$0
DEIDRA PARRISH WILLIAMS	DIRECTOR	1.00	Director	$0	$0	$0
NIKKI MOORE	DIRECTOR	1.00	Director	$0	$0	$0
JUSTIN PERRY	DIRECTOR	1.00	Director	$0	$0	$0
LAURA TURNER	DIRECTOR	1.00	Director	$0	$0	$0
SONJA GANTT GIBSON	EXECUTIVE DIRECTOR	50.00	Officer	$0	$42,403	$173,498

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
2025	$3,378,391	$2,170,690	$4,743,581	$1,207,701
2024	$2,587,340	$1,706,391	$3,353,867	$880,949
2023	$1,292,506	$1,653,238	$2,324,495	$-360,732
2022	$1,442,639	$1,573,615	$2,429,009	$-130,976
2021	$3,841,369	$3,256,557	$2,648,221	$584,812
2020	$2,685,676	$1,430,220	$2,035,073	$1,255,456

CMS FOUNDATION