WESTERN NORTH CAROLINA REGIONAL

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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

Tax Period

2024-07-01 to 2025-06-30

WESTERN NORTH CAROLINA REGIONAL, founded in 2008, is a community nonprofit in the Education sector that reported $2.2M in total revenue in fiscal year 2024. Revenue surged 52% from the prior year, signaling strong growth momentum. Expenses of $2.1M left a modest 4% surplus.

Mission

WORKING TOGETHER FOR THE CHILDREN OF WESTERN NORTH CAROLINA. Providing enhanced regional education through facilitating peer support groups, sharing best practices, offering high-quality professional development programming throughout the region.

Program Service Accomplishments

Program 1

Expenses: $1,968,252

THE STEM TECH CONFERENCE, WRESA PROFESSIONAL DEVELOPMENT,SMART TANK AND PD ASSISTED IN INCREASING THE SCIENCE,TECHNOLOGY,ENGINEERING,MATH AND ENTREPRENEURIAL APPLICATIONS WITHIN THE SCHOOLS FROM...

THE STEM TECH CONFERENCE, WRESA PROFESSIONAL DEVELOPMENT,SMART TANK AND PD ASSISTED IN INCREASING THE SCIENCE,TECHNOLOGY,ENGINEERING,MATH AND ENTREPRENEURIAL APPLICATIONS WITHIN THE SCHOOLS FROM KINDERGARTEN THROUGH TWELFTH GRADE.THE PROFESSIONAL DEVELOPMENT INCLUDED ENTREPRENEURSHIP LESSON INFUSION AND STEM CLASS/LESSON ENHANCEMENT/ENRICHMENT. ADDITIONALLY,THESE FUNDS PROVIDED COST RECOVERY OF THE BOOKKEEPING,RECORD KEEPING,EVALUATION,COORDIATION AND REPORTING BY WRESA FOR THE GRANT.

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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 (2024)

Revenue Breakdown

Contributions & Grants $1,432,180

Program Service Revenue $815,473

Investment Income $8

Other Revenue $0

TOTAL REVENUE $2,247,661

Expense Breakdown

Grants Paid $1,069,786

Salaries & Benefits $398,622

Fundraising Expenses $0

Program Expenses $1,968,252

Other Expenses $678,143

TOTAL EXPENSES $2,146,551

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,247,661	$1,474,478	+0.5%
Expenses	$2,146,551	$1,376,195	+0.6%
Net Income	$101,110	$98,283	+0.0%

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

Employees

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

$95,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAN WEBSTER	EXECUTIVE DIRECTOR	40.00	Director Highest	$95,000	$0	$95,000
SONNA LYDA	CHAIR PERSON	3.10	Officer Director	$0	$0	$0
SUSANNE SWANGER	VICE CHAIRPERSON	0.10	Officer Director	$0	$0	$0
BEVERLY PAYNE	SECRETARY	0.10	Officer Director	$0	$0	$0
AARON GREENE	TREASURER	0.10	Officer Director	$0	$0	$0
CAL CALHOUN	TRUSTEE	0.10	Director	$0	$0	$0
KIM ELLIOTT	TRUSTEE	0.10	Director	$0	$0	$0
TINA JOYNER	TRUSTEE	0.10	Director	$0	$0	$0
JIM EDMONDS	TRUSTEE	0.10	Director	$0	$0	$0
NATALIE BOONE	TRUSTEE	0.10	Director	$0	$0	$0
MARK DICKERSON	TRUSTEE	0.10	Director	$0	$0	$0
DAVE SUTTON	TRUSTEE	0.10	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	$2,247,661	$2,146,551	$1,625,561	$101,110
2024	$1,474,478	$1,376,195	$1,601,147	$98,283
2023	$1,297,640	$1,377,032	$1,484,598	$-79,392
2022	$1,548,410	$1,337,596	$1,552,936	$210,814
2021	$1,866,290	$1,531,250	$1,378,188	$335,040
2020	$1,061,927	$972,415	$1,136,879	$89,512
2019	$1,055,100	$969,751	$930,623	$85,349
2018	$1,365,124	$942,141	$842,319	$422,983