NC National Guard Association Educational Foundation Inc (EIN 237001227) - 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

1969

Legal Domicile

Principal Officer

SUE HARDISON

Phone

9198513390

Tax Period

2021-07-01 to 2022-06-30

NC National Guard Association Educational Foundation Inc, founded in 1969, is a micro nonprofit that reported $74K in total revenue in fiscal year 2021. Revenue fell 56% from the prior year — a significant decline worth monitoring. Expenses of $88K exceeded revenue, resulting in a 20% operating deficit.

Mission

Mission is to award college scholarships to NC National Guard members and their families

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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 $54,027

Program Service Revenue $0

Investment Income $9,938

Other Revenue $9,629

TOTAL REVENUE $73,594

Expense Breakdown

Grants Paid $61,650

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $88,107

Other Expenses $26,457

TOTAL EXPENSES $88,107

Year-over-Year Comparison

	2021	2020	Change
Revenue	$73,594	$165,820	-0.6%
Expenses	$88,107	$72,452	+0.2%
Net Income	$-14,513	$93,368	-1.2%

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GLORIA FIELDS	President	4.000	Officer Director	$0	$0	$0
CURTIS HARRIS	VicePresident	1.000	Officer Director	$0	$0	$0
WENDY DURBIN	Board Member	1.000	Director	$0	$0	$0
SUE HARDISON	Board Member	4.000	Officer Director	$0	$0	$0
CHARLENE JOHNSON	Board Member	1.000	Director	$0	$0	$0
STEPHEN MCCORMICK	Board Member	1.000	Director	$0	$0	$0
TED WHITAKER	Board Member	1.000	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
2022	$73,594	$88,107	No data	$-14,513
2021	$165,820	$72,452	$790,802	$93,368

NC National Guard Association Educational Foundation Inc