Caldwell County Yokefellow Inc (EIN 237031955) - 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

1970

Legal Domicile

Principal Officer

Sharon V Harmon

Phone

8287547088

Tax Period

2025-01-01 to 2025-12-31

Caldwell County Yokefellow Inc, founded in 1970, is a community nonprofit in the Human Services sector that reported $1.6M in total revenue in fiscal year 2025. Revenue fell 20% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $281K, a strong 17% operating margin.

Mission

To assist people in immediate need of food, clothing, household goods, and/or financial assistance in the Caldwell County area of North Carolina.

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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 $1,548,304

Program Service Revenue $0

Investment Income $25,292

Other Revenue $36,026

TOTAL REVENUE $1,609,622

Expense Breakdown

Grants Paid $702,153

Salaries & Benefits $438,222

Fundraising Expenses $12,546

Program Expenses $1,249,860

Other Expenses $188,280

TOTAL EXPENSES $1,328,655

Year-over-Year Comparison

	2025	2024	Change
Revenue	$1,609,622	$2,019,727	-0.2%
Expenses	$1,328,655	$1,679,439	-0.2%
Net Income	$280,967	$340,288	-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

Volunteers

350

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

$104,020

Total Directors

$104,020

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Sharon V Harmon	Executive Director	040.00	Officer Director	$96,199	$7,821	$104,020
Francis Delk	President	006.00	Officer Director	$0	$0	$0
Mark Hites	Vice President	004.00	Officer Director	$0	$0	$0
Cynthia Hauss	Secretary	004.00	Officer Director	$0	$0	$0
David Wagner	Treasurer	004.00	Officer Director	$0	$0	$0
Roz MacGuire	Immediate Past Pres	004.00	Director	$0	$0	$0
Monteen German	Member at Large	001.00	Director	$0	$0	$0
Rev Ric Smith	Member at Large	001.00	Director	$0	$0	$0
Susie Sowell	Denominational Rep	001.00	Director	$0	$0	$0
Rev Tommy Bridges	Denominational Rep	001.00	Director	$0	$0	$0
Dianne Swanson	Denominational Rep	001.00	Director	$0	$0	$0
Nancy Stephenson	Denominational Rep	001.00	Director	$0	$0	$0
Sherry Summerlin	Denominational Rep	001.00	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
2025	$1,609,622	$1,328,655	$2,100,547	$280,967
2024	No data	No data	No data	No data
2023	$1,323,251	$1,273,785	$1,470,261	$49,466
2022	$1,244,162	$1,247,268	$1,419,647	$-3,106
2021	$1,465,141	$1,182,567	$1,592,241	$282,574
2020	$1,533,438	$1,063,930	$1,350,825	$469,508
2019	$1,246,384	$1,124,063	$923,917	$122,321
2018	$1,041,207	$1,059,337	$551,787	$-18,130

Caldwell County Yokefellow Inc