Carolina Breast Friends Inc (EIN 202460400) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2005

Legal Domicile

Principal Officer

Lisa Dale

Phone

7043707773

Tax Period

2024-01-01 to 2024-12-31

Carolina Breast Friends Inc, founded in 2005, is a small nonprofit in the Diseases & Disorders sector that reported $983K in total revenue in fiscal year 2024. Revenue surged 132% from the prior year, signaling strong growth momentum. The organization ran a surplus of $214K, a strong 22% operating margin.

Mission

Resource and support group for Breast Cancer surviors.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $827,095

Program Service Revenue $0

Investment Income $7,902

Other Revenue $147,958

TOTAL REVENUE $982,955

Expense Breakdown

Grants Paid $0

Salaries & Benefits $456,432

Fundraising Expenses $277,071

Program Expenses $454,621

Other Expenses $312,273

TOTAL EXPENSES $768,705

Year-over-Year Comparison

	2024	2023	Change
Revenue	$982,955	$424,250	+1.3%
Expenses	$768,705	$340,011	+1.3%
Net Income	$214,250	$84,239	+1.5%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Governance

Voting Members

Independent Members

Employees

Volunteers

593

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

$136,748

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Lisa Dale	Executive Dir.	55.00	Officer	$125,000	$11,748	$136,748
Hyong Yi	Director	10.00	Director	$0	$0	$0
Pam Phipps	Director	2.00	Director	$0	$0	$0
Joanne Leahy	Secretary	10.00	Officer Director	$0	$0	$0
Cindy Teddy	Treasurer	2.00	Officer Director	$0	$0	$0
Chrishon McManus	Director	2.00	Director	$0	$0	$0
Mary Bryan Smith	Director	2.00	Director	$0	$0	$0
Martin Michaelson	Vice Chair	2.00	Officer Director	$0	$0	$0
Beth Harrelson	Imm. Past Chair	2.00	Officer Director	$0	$0	$0
Terrie Reeves	Chair	2.00	Officer Director	$0	$0	$0
Keri Clavin	Director	2.00	Director	$0	$0	$0
Katie Tyler	Governance	2.00	Officer Director	$0	$0	$0
Sara Bremer	Director	2.00	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
2024	$982,955	$768,705	$1,813,940	$214,250
2023	$424,250	$340,011	$1,579,774	$84,239
2022	$943,982	$706,707	$1,338,750	$237,275
2021	$354,322	$673,698	$1,431,763	$-319,376
2020	$867,155	$569,352	$1,521,175	$297,803
2018	$710,120	$603,796	$1,123,239	$106,324

Carolina Breast Friends Inc