EXPLORING JOARA FOUNDATION INC

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2007

Legal Domicile

Principal Officer

DOUG DICKSON

Phone

8284392463

Tax Period

2020-07-01 to 2021-06-30

EXPLORING JOARA FOUNDATION INC, founded in 2007, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $21K in total revenue in fiscal year 2020. Revenue fell 57% from the prior year — a significant decline worth monitoring. Expenses of $33K exceeded revenue, resulting in a 54% operating deficit.

Mission

EXPLORING JOARA IS COMMITTED TO PROMOTING PUBLIC ARCHAEOLOGY IN THE UPPER CATAWBA AND YADKIN RIVER VALLEYS OF WESTERN NORTH CAROLINA. OUR MISSION IS TO SUPPORT RESEARCH, EDUCATION, AND OUTREACH IN PRESERVATION OF OUR PAST. THE FOUNDATION IS DEDICATED TO FINDING AND PROTECTING ARCHAEOLOGICAL RESOURCES, WHILE FOSTERING AN UNDERSTANDING AND APPRECIATION FOR ARCHAEOLOGY IN THE COMMUNITY.

Program Service Accomplishments

Program 1

Expenses: $25,678 Revenue: $21,231

EDUCATIONAL PROGRAMS RELATED TO SCIENTIFIC ARCHAEOLOGICAL SURVEYS AND EXCAVATIONS OF NATIVE AMERICAN AND EARLY EUROPEAN SETTLEMENTS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2020)

Revenue Breakdown

Contributions & Grants $20,599

Program Service Revenue $0

Investment Income $2

Other Revenue $630

TOTAL REVENUE $21,231

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $332

Program Expenses $25,678

Other Expenses $32,788

TOTAL EXPENSES $32,788

Year-over-Year Comparison

	2020	2019	Change
Revenue	$21,231	$49,549	-0.6%
Expenses	$32,788	$61,264	-0.5%
Net Income	$-11,557	$-11,715	0.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
DR DAVID MOORE	SENIOR ARCHAEOLOGIST	1.00	Officer Director	$0	$0	$0
ROB HOOKS	CHAIRMAN	1.00	Officer Director	$0	$0	$0
DOUG DICKSON	TREASURER	1.00	Officer Director	$0	$0	$0
SUSAN HALL	VICE-CHAIRWOMAN	1.00	Officer Director	$0	$0	$0
GARY SWINKEY	BOARD MEMBER	1.00	Director	$0	$0	$0
BURTON BERRY	DIRECTOR EMERITUS	1.00	Director	$0	$0	$0
LINDA WALL	DIRECTOR EMERITUS	1.00	Director	$0	$0	$0
DR CHRIS RODNING	EX OFFICIO	1.00	Director	$0	$0	$0
DR ROB BECK	EX OFFICIO	1.00	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
2021	$21,231	$32,788	$299,334	$-11,557
2020	$49,549	$61,264	$326,178	$-11,715
2019	$164,215	$64,958	$352,278	$99,257