NORTH CAROLINA VALUES COALITION (EIN 452269385) - 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

2011

Legal Domicile

Principal Officer

TAMI L FITZGERALD

Phone

9198136490

Tax Period

2024-01-01 to 2024-12-31

NORTH CAROLINA VALUES COALITION, founded in 2011, is a small nonprofit in the Human Services sector that reported $514K in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion.

Mission

TAKE THE INITIATIVE TO PROTECT FAMILIES ON AN ECONOMIC, SOCIAL, AND VALUES LEVEL. PROMOTE FAITH, FAMILY, AND FREEDOM IN NC AND CREATE A FAVORABLE CLIMATE FOR THE SPREAD OF THESE CORE VALUES.

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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 $605,316

Program Service Revenue $0

Investment Income $10,656

Other Revenue $-102,065

TOTAL REVENUE $513,907

Expense Breakdown

Grants Paid $0

Salaries & Benefits $272,614

Fundraising Expenses $0

Program Expenses $533,720

Other Expenses $261,106

TOTAL EXPENSES $533,720

Year-over-Year Comparison

	2024	2023	Change
Revenue	$513,907	$468,733	+0.1%
Expenses	$533,720	$464,522	+0.1%
Net Income	$-19,813	$4,211	-5.7%

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

$121,151

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TAMI L FITZGERALD	EXECUTIVE DI	30.00	Officer	$90,563	$0	$121,151
CAROLE ARDIZZONE	BOARD MEMBER	1.25	Director	$0	$0	$0
PATTI BECKETT	VICE CHAIRMA	1.25	Director	$0	$0	$0
NEAL HUNT	BOARD MEMBER	1.25	Director	$0	$0	$0
DIRK JOHNSTON	CHAIRMAN	1.25	Director	$0	$0	$0
MARGARET MOORE	TREASURER	1.25	Officer Director	$0	$0	$0
SUSAN SYKES	SECRETARY	1.25	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
2024	$513,907	$533,720	$485,154	$-19,813
2023	$468,733	$464,522	$509,195	$4,211
2022	$527,392	$462,290	$501,807	$65,102
2021	$441,333	$282,872	$437,786	$158,461
2020	$371,415	$265,917	$300,413	$105,498
2019	$353,704	$254,144	$173,333	$99,560
2018	$245,008	$236,449	$73,081	$8,559

NORTH CAROLINA VALUES COALITION