RETAIL CONSUMER ALLIANCE FOUNDATION

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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

2008

Legal Domicile

Principal Officer

ANN EDMONDSON

Phone

9198320811

Tax Period

2023-01-01 to 2023-12-31

RETAIL CONSUMER ALLIANCE FOUNDATION, founded in 2008, is a small nonprofit in the Education sector that reported $254K in total revenue in fiscal year 2023. Revenue decreased 11% compared to the prior year. Expenses of $238K left a modest 6% surplus.

Mission

PROVIDE EDUCATION, LITERARY, SCIENTIFIC AND CHARITABLE SERVICES TO THE RETAIL INDUSTRY. PROVIDE CHARITABLE DONATIONS FOR PREVENTION OF HUNGER IN THE STATE OF NORTH CAROLINA.

Program Service Accomplishments

Program 1

Expenses: $162,808 Revenue: $29,604

PROVIDE EDUCATION, LITERARY, SCIENTIFIC AND CHARITABLE SERVICES TO THE RETAIL INDUSTRY.

Program 2

Expenses: $50,000

PROVIDE DONATIONS TO FOOD BANKS FOR PREVENTION OF HUNGER IN THE STATE 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 (2023)

Revenue Breakdown

Contributions & Grants $179,251

Program Service Revenue $29,604

Investment Income $7,225

Other Revenue $37,840

TOTAL REVENUE $253,920

Expense Breakdown

Grants Paid $176,250

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $212,808

Other Expenses $62,158

TOTAL EXPENSES $238,408

Year-over-Year Comparison

	2023	2022	Change
Revenue	$253,920	$284,727	-0.1%
Expenses	$238,408	$229,166	+0.0%
Net Income	$15,512	$55,561	-0.7%

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

N/A

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
ANNETTE CONRAD	DIRECTOR	N/A	Director	$0	$0	$0
JENNIFER GARDNER	DIRECTOR	N/A	Director	$0	$0	$0
ANN EDMONDSON	PRESIDENT	N/A	Officer	$0	$0	$0
JAKE FARMER	TREASURER	N/A	Officer	$0	$0	$0
SUE LUCEY	CHAIRMAN	N/A	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
2024	No data	No data	No data	No data
2023	$253,920	$238,408	$292,173	$15,512
2022	$284,727	$229,166	$276,661	$55,561
2021	$267,105	$234,456	$221,100	$32,649
2020	$200,016	$223,548	$188,626	$-23,532
2019	$248,968	$227,401	$216,269	$21,567
2018	$238,524	$216,986	$190,416	$21,538