WTVI FOUNDATION INC (EIN 455452541) - 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

2012

Legal Domicile

Principal Officer

JESSICA BOYCE

Phone

7043305942

Tax Period

2024-07-01 to 2025-06-30

WTVI FOUNDATION INC, founded in 2012, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.1M in total revenue in fiscal year 2024.

Mission

WTVI FOUNDATION SERVES EXCLUSIVELY AS A SUPPORTING ORG. FOR THE BENEFIT OF CENTRAL PIEDMONT COMMUNITY COLLEGE.

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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 $2,047,799

Program Service Revenue $92,645

Investment Income $-12,445

Other Revenue $0

TOTAL REVENUE $2,127,999

Expense Breakdown

Grants Paid $1,550,608

Salaries & Benefits $0

Fundraising Expenses $548,814

Program Expenses $1,550,608

Other Expenses $192,264

TOTAL EXPENSES $2,099,422

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,127,999	$2,102,476	+0.0%
Expenses	$2,099,422	$2,100,185	0.0%
Net Income	$28,577	$2,291	+11.5%

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

$1,208,227

Total Directors

$968,801

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JIM DUNN	CHAIR	0.10	Officer Director	$0	$0	$0
CALDWELL ROSE	VICE CHAIR	0.10	Officer Director	$0	$0	$0
JESSICA BOYCE	TREASURER	0.10	Officer Director	$0	$56,883	$249,430
DR KANDI W DEITEMEYER	SECRETARY	0.10	Officer Director	$0	$93,671	$549,380
JEFF LOWRANCE	ASSISTANT SECRETARY (THRU 8/2024)	0.10	Officer Director	$0	$39,331	$169,991
AMY BURKETT UPTON	EXECUTIVE DIRECTOR	40.00	Officer	$0	$55,867	$239,426

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	$2,127,999	$2,099,422	$98,718	$28,577
2024	No data	No data	No data	No data
2023	$2,110,295	$2,091,327	$57,039	$18,968
2022	$1,800,139	$1,899,871	$58,115	$-99,732
2021	$1,470,825	$1,336,160	$160,743	$134,665
2020	$1,505,537	$1,505,537	No data	No data
2019	$1,222,194	$1,222,194	No data	No data
2018	$1,130,378	$1,130,378	No data	No data

WTVI FOUNDATION INC