NC VALUES INSTITUTE

EIN: 463451740 501(c)(3) Religion

RALEIGH, NC

Total Revenue
$353,621
Total Expenses
$179,170
Total Assets
$428,701
Net Assets
$425,571
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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
2013
Legal Domicile
NC
Principal Officer
TAMI FITZGERALD
Phone
9192835514
Tax Period
2024-01-01 to 2024-12-31

NC VALUES INSTITUTE, founded in 2013, is a small nonprofit in the Religion sector that reported $354K in total revenue in fiscal year 2024. The organization ran a surplus of $174K, a strong 49% operating margin.

Mission

CHARITABLE AND EDUCATIONAL PURPOSES

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $353,621
Program Service Revenue $0
Investment Income $0
Other Revenue $0
TOTAL REVENUE $353,621

Expense Breakdown

Grants Paid $0
Salaries & Benefits $68,620
Fundraising Expenses $0
Program Expenses $179,170
Other Expenses $110,550
TOTAL EXPENSES $179,170

Year-over-Year Comparison

2024 2023 Change
Revenue $353,621 N/A N/A
Expenses $179,170 N/A N/A
Net Income $174,451 N/A N/A
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

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Governance

Voting Members
6
Independent Members
6
Employees
5
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
1
$0
Total Directors
6
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
CAROL ARDIZONE BOARD MEMBER 0.25
Director
$0 $0 $0
PATTI BECKETT VICE CHAIRMA 0.25
Director
$0 $0 $0
NEAL HUNT BOARD MEMBER 0.25
Director
$0 $0 $0
DIRK JOHNSTON CHAIRMAN 0.25
Director
$0 $0 $0
MARGARET MOORE TREASURER 0.25
Officer Director
$0 $0 $0
SUSAN SYKES SECRETARY 0.25
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 $353,621 $179,170 $428,701 $174,451
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