THE UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE INSTITUTE FOR SOCIAL CAPITAL (EIN 331127376) - 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

2005

Legal Domicile

Principal Officer

FRANK BARNES

Phone

7046875806

Tax Period

2018-07-01 to 2019-06-30

THE UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE INSTITUTE FOR SOCIAL CAPITAL, founded in 2005, is a micro nonprofit that reported $34K in total revenue in fiscal year 2018. Net assets of $218K represent 77 months of operating reserves.

Mission

THE PURPOSE FOR THE CORPORATION IS TO FOSTER EDUCATIONAL SOCIAL PROGRAMS AND HUMAN CAPITAL RESEARCH TO BENEFIT THE PUBLIC AGENCIES AND ITS PARTICIPANTS, AND TO BENEFIT THE COMMUNITY THROUGH COLLABORATION.

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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 (2018)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $34,000

Investment Income $0

Other Revenue $0

TOTAL REVENUE $34,000

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $29,934

Other Expenses $33,234

TOTAL EXPENSES $33,234

Year-over-Year Comparison

	2018	2017	Change
Revenue	$34,000	$34,500	0.0%
Expenses	$33,234	$47,688	-0.3%
Net Income	$766	$-13,188	-1.1%

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

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

$588,536

Total Directors

$379,484

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CAROL MORRIS	BOARD MEMBER	1.00	Director	$0	$0	$0
ELISA CHINN-GARY	BOARD MEMBER	1.00	Director	$0	$0	$0
EMILY TAMILIN	BOARD MEMBER	1.00	Director	$0	$0	$0
JARED LAWRENCE	BOARD MEMBER	1.00	Director	$0	$0	$0
KATHRYN FIRMIN-SELLERS	BOARD MEMBER	1.00	Director	$0	$0	$0
LOUIS TROSCH	BOARD MEMBER	1.00	Director	$0	$0	$0
MELVIN HERRING	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHELLE MENARD	BOARD MEMBER	1.00	Director	$0	$0	$0
MTU PUGH	BOARD MEMBER	1.00	Director	$0	$0	$0
PEGGY EAGAN	BOARD MEMBER	1.00	Director	$0	$0	$0
RAQUEL LYNCH	BOARD MEMBER	1.00	Director	$0	$0	$0
JOAN LORDEN	BOARD MEMBER	1.00	Director	$0	$42,739	$379,484
FRANK BARNES	PRESIDENT	1.00	Officer Director	$0	$0	$0
REBECCA HEFNER	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JAMES HUMPHREY	SECRETARY	1.00	Officer	$0	$42,268	$253,770
ELIZABETH HARDIN	TREASURER	1.00	Officer	$0	$57,381	$334,766

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
2019	$34,000	$33,234	$219,625	$766
2018	$34,500	$47,688	$220,724	$-13,188

THE UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE INSTITUTE FOR SOCIAL CAPITAL