Carolina for the Kids Foundation (EIN 260330326) - 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

2007

Legal Domicile

Phone

9198436991

Tax Period

2018-07-01 to 2019-06-30

Carolina for the Kids Foundation, founded in 2007, is a small nonprofit in the Human Services sector that reported $244K in total revenue in fiscal year 2018. Revenue fell 33% from the prior year — a significant decline worth monitoring. Expenses of $379K exceeded revenue, resulting in a 56% operating deficit.

Mission

To provide major emotional, medical, and financial support for the patients and families served by UNC Children's Hospital.

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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 (2018)

Revenue Breakdown

Contributions & Grants $200,099

Program Service Revenue $0

Investment Income $791

Other Revenue $42,629

TOTAL REVENUE $243,519

Expense Breakdown

Grants Paid $328,676

Salaries & Benefits $0

Fundraising Expenses $131

Program Expenses $328,676

Other Expenses $50,761

TOTAL EXPENSES $379,437

Year-over-Year Comparison

	2018	2017	Change
Revenue	$243,519	$360,804	-0.3%
Expenses	$379,437	$353,860	+0.1%
Net Income	$-135,918	$6,944	-20.6%

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
Michelle Cooley	Executive Dir	8.00	Officer	$0	$0	$0
Emily Arnold	Events Coord	8.00	Officer	$0	$0	$0
Megan Downs	Financial Coord	8.00	Officer	$0	$0	$0
Brittany Daniel	Media Coord	8.00	Officer	$0	$0	$0
Samantha Zielinski	Relations Coord	8.00	Officer	$0	$0	$0
Meighan Parsh	Community Rel	8.00	Officer	$0	$0	$0
Brittany Daniel	Media	8.00	Officer	$0	$0	$0
Jalen Amerine	Entertainment	8.00	Officer	$0	$0	$0
Branson Pigg	Technology	8.00	Officer	$0	$0	$0
Lauren Harrell	Hosp&Fam Rel	8.00	Officer	$0	$0	$0
Sydney Conway	Morale/Recruit	8.00	Officer	$0	$0	$0
Abby Chen	Operations	8.00	Officer	$0	$0	$0
Emily Christenberry	Org Donations	8.00	Officer	$0	$0	$0
Kalina MacKay	Public Relation	8.00	Officer	$0	$0	$0
Tori Matus	Sponsor/Dev	8.00	Officer	$0	$0	$0
Dr Eric Zwemer	President	8.00	Officer	$0	$0	$0
Dr Maggie Sandbank	Vice President	8.00	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
2019	$243,519	$379,437	$306,018	$-135,918

Carolina for the Kids Foundation