CSD SERVICE ORGANIZATION INC

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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

2010

Legal Domicile

Principal Officer

JUDI GARDNER

Phone

7048966262

Tax Period

2022-07-01 to 2023-06-30

CSD SERVICE ORGANIZATION INC, founded in 2010, is a small nonprofit in the Religion sector that reported $295K in total revenue in fiscal year 2022. Revenue decreased 10% compared to the prior year. Expenses of $355K exceeded revenue, resulting in a 20% operating deficit.

Mission

TO SUPPORT COMMUNITY SCHOOL OF DAVIDSON, INC., A 501(C)(3) ORGANIZATION THAT OPERATES A NORTH CAROLINA CHARTER SCHOOL. CSD SERVICE ORGANIZATION, INC. MANAGES THE STUDENT ACTIVITY AND SPORTS BOOSTER FUNCTIONS OF THE CHARTER SCHOOL.

Program Service Accomplishments

Program 1

Expenses: $345,075 Revenue: $239,690

MANAGAMENT OF STUDENT ACTIVITY AND SPORTS BOOSTER FUNCTIONS.

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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 $55,285

Program Service Revenue $148,023

Investment Income $0

Other Revenue $92,070

TOTAL REVENUE $295,378

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $345,075

Other Expenses $354,529

TOTAL EXPENSES $354,529

Year-over-Year Comparison

	2022	2021	Change
Revenue	$295,378	$328,806	-0.1%
Expenses	$354,529	$273,032	+0.3%
Net Income	$-59,151	$55,774	-2.1%

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

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
JOY WARNER	PREV EXECUTIVE DIR	40.00	Officer Director	$0	$0	$0
JAMES BEAM	DIRECTOR/BOARD CHAIR	2.00	Officer Director	$0	$0	$0
RANDALL LIGHT	DIRECTOR	0.00	Director	$0	$0	$0
DIANE SOWERS	DIRECTOR	0.00	Director	$0	$0	$0
RICK GAY	DIRECTOR	0.00	Director	$0	$0	$0
CHRIS HOOVER	DIRECTOR	0.00	Director	$0	$0	$0
EVELYN GERDES	DIRECTOR	0.00	Director	$0	$0	$0
GRACE MITCHELL	DIRECTOR	0.00	Director	$0	$0	$0
CHARITY MBUTHIA	DIRECTOR	0.00	Director	$0	$0	$0
NANCY COUSAR	DIRECTOR	0.00	Director	$0	$0	$0
JULI GARDNER	DIRECTOR OF OPERATIONS	40.00	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$295,378	$354,529	$125,397	$-59,151
2022	$328,806	$273,032	$184,548	$55,774
2021	$193,075	$210,633	$128,774	$-17,558
2020	$357,268	$332,439	$146,332	$24,829
2019	$428,954	$409,481	$121,503	$19,473