INVEST COLLEGIATE CONSORTIUM INC (EIN 453776803) - 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

DR MILDRED HUEY

Phone

7043704000

Tax Period

2021-07-01 to 2022-06-30

INVEST COLLEGIATE CONSORTIUM INC, founded in 2011, is a community nonprofit that reported $4.8M in total revenue in fiscal year 2021. Revenue fell 47% from the prior year — a significant decline worth monitoring.

Mission

OPERATION OF A NORTH CAROLINA PUBLIC CHARTER SCHOOL

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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 (2021)

Revenue Breakdown

Contributions & Grants $1,103,612

Program Service Revenue $3,690,916

Investment Income $0

Other Revenue $45,574

TOTAL REVENUE $4,840,102

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,605,598

Fundraising Expenses $0

Program Expenses $3,836,756

Other Expenses $2,304,206

TOTAL EXPENSES $4,909,804

Year-over-Year Comparison

	2021	2020	Change
Revenue	$4,840,102	$9,050,308	-0.5%
Expenses	$4,909,804	$3,937,669	+0.2%
Net Income	$-69,702	$5,112,639	-1.0%

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

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

$56,077

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR MILDRED HUEY	CHAIR	2.00	Officer Director	$0	$0	$0
YOLANDA MALACHI	SECRETARY	2.00	Officer Director	$0	$0	$0
DR ERIKA RICHARDSON	DIRECTOR	1.00	Director	$0	$0	$0
CHERYL MASKE	TREASURER	2.00	Director	$0	$0	$0
CHANDRA HAWKINS	DIRECTOR	1.00	Director	$0	$0	$0
HECTOR SOMARRIAB	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD L BOULDIN III	CHIEF OPERAT	40.00	Officer	$56,077	$0	$56,077

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	$4,840,102	$4,909,804	$1,364,002	$-69,702
2021	$9,050,308	$3,937,669	$1,532,146	$5,112,639
2020	$4,917,850	$5,043,193	$18,211,105	$-125,343
2019	$4,617,663	$5,310,861	$19,011,196	$-693,198

INVEST COLLEGIATE CONSORTIUM INC