Carolina Breast Friends Inc

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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

2005

Legal Domicile

Principal Officer

Lisa Dale

Phone

7043707773

Tax Period

2025-01-01 to 2025-12-31

Carolina Breast Friends Inc, founded in 2005, is a small nonprofit in the Diseases & Disorders sector that reported $772K in total revenue in fiscal year 2025. Revenue fell 21% from the prior year — a significant decline worth monitoring. Expenses of $740K left a modest 4% surplus.

Mission

Resource and support group for Breast Cancer surviors.

Program Service Accomplishments

Program 1

Expenses: $213,943

CBF offers between 25 and 30 free program sessions each month for women and men who are experiencing breast cancer. Programs range from support to well being to self image, nutrition, and general...

CBF offers between 25 and 30 free program sessions each month for women and men who are experiencing breast cancer. Programs range from support to well being to self image, nutrition, and general education about breast cancer.

Program 2

Expenses: $196,456

Outreach: Carolina Breast Friends provides outreach in the form of comfort bags, inspiration jars, mastectomy pillows, and program information in multiple languages to community hospitals, clinics...

Outreach: Carolina Breast Friends provides outreach in the form of comfort bags, inspiration jars, mastectomy pillows, and program information in multiple languages to community hospitals, clinics, organizations and individuals. In addition, Carolina Breast Friends provides wigs, scarves, prosthesis and mastectomy bras out of their on-site facility. All these outreach services are provided free of charge.

Program 3

Expenses: $116,077

Mentoring: Carolina Breast Friends offers a one-to-one mentoring program that matches survivors at any point in their breast cancer experience with other survivors who may have a similar diagnosis...

Mentoring: Carolina Breast Friends offers a one-to-one mentoring program that matches survivors at any point in their breast cancer experience with other survivors who may have a similar diagnosis and treatment history but who are further down the road in navigating the journey.

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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 (2025)

Revenue Breakdown

Contributions & Grants $504,870

Program Service Revenue $0

Investment Income $20,222

Other Revenue $246,703

TOTAL REVENUE $771,795

Expense Breakdown

Grants Paid $0

Salaries & Benefits $465,819

Fundraising Expenses $150,603

Program Expenses $526,476

Other Expenses $274,232

TOTAL EXPENSES $740,051

Year-over-Year Comparison

	2025	2024	Change
Revenue	$771,795	$982,955	-0.2%
Expenses	$740,051	$768,705	0.0%
Net Income	$31,744	$214,250	-0.9%

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

Volunteers

450

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

$155,240

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Lisa Dale	Executive Dir.	55.00	Officer	$140,750	$14,490	$155,240
Stephen Marco	Director	2.00	Director	$0	$0	$0
Pam Phipps	Director	2.00	Director	$0	$0	$0
Jamie Jolly-Sterling	Director	2.00	Director	$0	$0	$0
Woody French	Director	2.00	Director	$0	$0	$0
Carmen Johnson	Director	2.00	Director	$0	$0	$0
Mary Bryan Smith	Director	2.00	Director	$0	$0	$0
Elly Bringaze	Treasurer	2.00	Officer Director	$0	$0	$0
Michelle Soutier	Director	2.00	Director	$0	$0	$0
Terrie Reeves	Past Chair	2.00	Officer Director	$0	$0	$0
Sara Bremer	Chair	2.00	Officer 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
2025	$771,795	$740,051	$1,864,053	$31,744
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