ST ANDREWS SOCIETY OF NC INC (EIN 237389265) - 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

1972

Legal Domicile

Principal Officer

JAMES R GRAHAM

Phone

9102952161

Tax Period

2022-07-01 to 2023-06-30

ST ANDREWS SOCIETY OF NC INC, founded in 1972, is a small nonprofit that reported $160K in total revenue in fiscal year 2022. Revenue surged 89% from the prior year, signaling strong growth momentum. The organization ran a surplus of $39K, a strong 25% operating margin.

Mission

TO PERPETUATE THE SCOTTISH HERITAGE AND CULTURE IN 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 (2022)

Revenue Breakdown

Contributions & Grants $41,695

Program Service Revenue $69,425

Investment Income $45,332

Other Revenue $3,596

TOTAL REVENUE $160,048

Expense Breakdown

Grants Paid $26,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $96,550

Other Expenses $94,716

TOTAL EXPENSES $120,716

Year-over-Year Comparison

	2022	2021	Change
Revenue	$160,048	$84,867	+0.9%
Expenses	$120,716	$78,732	+0.5%
Net Income	$39,332	$6,135	+5.4%

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
JAMES R GRAHAM	PRESIDENT	2.00	Officer	$0	$0	$0
W CARR MCCASKILL JR	PRESIDENT ELECT	2.00	Officer	$0	$0	$0
CHARLES H W EDWARDS	SECRETARY	0.25	Officer	$0	$0	$0
AARON W BYRD	ASSISTANT SECRETARY	0.25	Officer	$0	$0	$0
CLAUDE H SNOW JR	TREASURER	6.00	Officer	$0	$0	$0
CHARLES A RICE	ASSISTANT TREASURER	0.25	Officer	$0	$0	$0
J ROBERT BOYKIN III	PAST PRESIDENT	0.25	Officer	$0	$0	$0
STEVEN A MCLEAN	DIRECTOR	0.25	Director	$0	$0	$0
JOHN R HARMAN JR	DIRECTOR	0.25	Director	$0	$0	$0
JULIUS C H MCPHAUL	DIRECTOR	0.25	Director	$0	$0	$0
MATTHEW P GARRETT	DIRECTOR	0.25	Director	$0	$0	$0
ROBERT PIKE II	DIRECTOR	0.25	Director	$0	$0	$0
RANDALL O FRASER	DIRECTOR	0.25	Director	$0	$0	$0
WILLIAM M WISEMAN	DIRECTOR	0.25	Director	$0	$0	$0
CARLTON M MANSFIELD	DIRECTOR	0.25	Director	$0	$0	$0
HAROLD M FOWLER	DIRECTOR	0.25	Director	$0	$0	$0
DAVID A GELLATLY	DIRECTOR	0.25	Director	$0	$0	$0
DONALD C MCGLOHON JR	DIRECTOR	0.25	Director	$0	$0	$0
E ALLEN JAMES	DIRECTOR	0.25	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$160,048	$120,716	$711,507	$39,332
2022	$84,867	$78,732	$666,836	$6,135
2021	$112,072	$55,437	$805,188	$56,635
2020	$78,545	$78,945	$614,008	$-400
2019	$79,459	$68,027	$606,576	$11,432

ST ANDREWS SOCIETY OF NC INC