The Charlotte Assembly (EIN 300507479) - 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

Legal Domicile

Principal Officer

Betsy Parkhurst

Phone

7046510170

Tax Period

2024-02-01 to 2025-01-31

The Charlotte Assembly is a small nonprofit in the Recreation & Sports sector that reported $309K in total revenue in fiscal year 2024. Revenue surged 34% from the prior year, signaling strong growth momentum. Expenses of $289K left a modest 6% surplus.

Mission

Social Club

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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 $0

Program Service Revenue $308,945

Investment Income $15

Other Revenue $0

TOTAL REVENUE $308,960

Expense Breakdown

Grants Paid $8,250

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $280,781

TOTAL EXPENSES $289,031

Year-over-Year Comparison

	2024	2023	Change
Revenue	$308,960	$231,313	+0.3%
Expenses	$289,031	$238,943	+0.2%
Net Income	$19,929	$-7,630	-3.6%

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
Mary Bradley	President	1.00	Officer Director	$0	$0	$0
Beth Bowen	Past President	1.00	Officer Director	$0	$0	$0
Betsy Parkhurst	President Elect	1.00	Officer Director	$0	$0	$0
Molly Macon	Treasurer	1.00	Officer Director	$0	$0	$0
Kristin Lewis	Asst Treasurer	1.00	Officer Director	$0	$0	$0
Kimbrel Morris	Secretary	1.00	Officer Director	$0	$0	$0
Mason Smith	Director	1.00	Director	$0	$0	$0
Amy Burleson	Director	1.00	Director	$0	$0	$0
Martha Player	Director	1.00	Director	$0	$0	$0
Susan Calton	Director	1.00	Director	$0	$0	$0
Elizabeth Shaw	Director	1.00	Director	$0	$0	$0
Jane Lockwood	Director	1.00	Director	$0	$0	$0
Denny O'Leary	Director	1.00	Director	$0	$0	$0
June Rhyne	Director	1.00	Director	$0	$0	$0
Debbie Frail	Director	1.00	Director	$0	$0	$0
Meredith Jorgensen	Director	1.00	Director	$0	$0	$0
Betsy McIntyre	Director	1.00	Director	$0	$0	$0
Sally Helweg	Director	1.00	Director	$0	$0	$0
Mary Smith	Director	1.00	Director	$0	$0	$0
Cathy Austin	Director	1.00	Director	$0	$0	$0
Kathy Gately	Director	1.00	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	$308,960	$289,031	$231,462	$19,929
2024	$231,313	$238,943	$211,533	$-7,630
2019	$220,530	$206,754	$169,841	$13,776

The Charlotte Assembly