CAROLINAS PAYROLL CONFERENCE INC (EIN 263090609) - 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

Principal Officer

STEVEN WHITED

Phone

9196370276

Tax Period

2022-01-01 to 2022-12-31

CAROLINAS PAYROLL CONFERENCE INC, founded in 2007, is a micro nonprofit in the Education sector that reported $94K in total revenue in fiscal year 2022. Revenue surged 36% from the prior year, signaling strong growth momentum. Expenses of $105K exceeded revenue, resulting in a 12% operating deficit.

Mission

TO PROVIDE EDUCATIONAL SEMINAR TO PAYROLL PROFESSIONALS

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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 (2022)

Revenue Breakdown

Contributions & Grants $94,222

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $94,222

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $99,615

Other Expenses $105,216

TOTAL EXPENSES $105,216

Year-over-Year Comparison

	2022	2021	Change
Revenue	$94,222	$69,200	+0.4%
Expenses	$105,216	$81,657	+0.3%
Net Income	$-10,994	$-12,457	-0.1%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TIM COCHRAN	COCHAIR	N/A	Director	$0	$0	$0
DANA BAKER	COCHAIR	N/A	Director	$0	$0	$0
LYNN NUNN	COCHAIR	N/A	Director	$0	$0	$0
TRACY FISH	COCHAIR	N/A	Director	$0	$0	$0
WENDI FORSHEE	COCHAIR	N/A	Director	$0	$0	$0
PATTY O'REILLY	COCHAIR	N/A	Director	$0	$0	$0
YOLONDA CRIM	SECRETARY	N/A	Director	$0	$0	$0
STEVEN WHITED	TREASURER	N/A	Director	$0	$0	$0
DANA CHAMBERS	HOTEL LIAISON	N/A	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
2022	$94,222	$105,216	$23,844	$-10,994
2021	$69,200	$81,657	$34,839	$-12,457

CAROLINAS PAYROLL CONFERENCE INC