UNCW CORPORATION II (EIN 262590233) - 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

2008

Legal Domicile

Principal Officer

EDDIE STUART

Phone

9109622515

Tax Period

2023-07-01 to 2024-06-30

UNCW CORPORATION II, founded in 2008, is a micro nonprofit in the Education sector that reported $71K in total revenue in fiscal year 2023. Revenue fell 83% from the prior year — a significant decline worth monitoring. Net assets of $1.9M represent 324 months of operating reserves.

Mission

TO ENHANCE THE UNIVERSITY OF NORTH CAROLINA AT WILMINGTON EDUCATIONAL MISSION, WITHOUT LIMITATION, OVERSEEING AND ASSISTING WITH THE ACQUISITION AND FINANCING OF CAPITAL ASSETS FOR THE UNIVERSITY.

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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 $0

Program Service Revenue $70,700

Investment Income $0

Other Revenue $0

TOTAL REVENUE $70,700

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $61,559

Other Expenses $70,159

TOTAL EXPENSES $70,159

Year-over-Year Comparison

	2023	2022	Change
Revenue	$70,700	$404,422	-0.8%
Expenses	$70,159	$79,987	-0.1%
Net Income	$541	$324,435	-1.0%

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

N/A

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

$1,022,406

Total Directors

$1,022,406

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
EDDIE STUART	PRESIDENT	0.50	Officer Director	$0	$44,171	$305,975
MILES LACKEY	ASSISTANT TREASURER	0.50	Officer Director	$0	$49,647	$343,061
ROBERTA LASURE	ASSISTANT SECRETARY	0.50	Officer Director	$0	$31,780	$129,706
MARK LANIER	TREASURER	0.50	Officer Director	$0	$37,562	$243,664

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	$70,700	$70,159	$2,618,058	$541
2023	$404,422	$79,987	$2,641,718	$324,435
2022	$213,083	$77,118	$2,685,201	$135,965
2021	$224,965	$90,176	$2,724,901	$134,789
2020	$907,558	$119,502	$2,967,189	$788,056
2019	$166,719	$46,776	$1,319,730	$119,943

UNCW CORPORATION II