Northwest NC Community Foundation (EIN 203536704) - 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

2005

Legal Domicile

Phone

3367243621

Tax Period

2023-01-01 to 2023-12-31

Northwest NC Community Foundation, founded in 2005, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $6.1M in total revenue in fiscal year 2023. The organization ran a surplus of $2.5M, a strong 41% operating margin.

Mission

SUPPORT GOODWILL INDUSTRIES OF NORTHWEST NORTH CAROLINA, INC.

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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 (2023)

Revenue Breakdown

Contributions & Grants $5,000,000

Program Service Revenue $0

Investment Income $1,071,905

Other Revenue $0

TOTAL REVENUE $6,071,905

Expense Breakdown

Grants Paid $3,400,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $3,400,000

Other Expenses $206,632

TOTAL EXPENSES $3,606,632

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,071,905	$5,698,499	+0.1%
Expenses	$3,606,632	$3,563,177	+0.0%
Net Income	$2,465,273	$2,135,322	+0.2%

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

Total Directors

$480,499

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	DIRECTOR	1.0	Director	$0	$0	$0
N/A	DIRECTOR, EX-OFFICIO	1.0	Director	$0	$53,367	$480,499
N/A	DIRECTOR	1.0	Director	$0	$0	$0
N/A	DIRECTOR	1.0	Director	$0	$0	$0
N/A	DIRECTOR, CHAIR	1.0	Officer	$0	$0	$0
N/A	DIRECTOR, SECRETARY/TREASURER	1.0	Officer	$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	No data	No data	No data	No data
2023	$6,071,905	$3,606,632	$75,694,153	$2,465,273
2022	$5,698,499	$3,563,177	$66,479,819	$2,135,322
2021	$2,676,518	$3,335,001	$73,294,124	$-658,483
2020	$2,260,894	$4,860,914	$64,953,294	$-2,600,020
2019	$6,957,633	$2,612,431	$60,060,082	$4,345,202
2018	$3,972,734	$4,105,214	$48,451,758	$-132,480

Northwest NC Community Foundation