NC VALUES INSTITUTE

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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

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

Program Service Accomplishments

Program 1

Expenses: $179,170

(A)PROMOTING PUBLIC POLICIES CONCERNING FAITH, FAMILY, AND FREEDOM THAT WILL STRENGTHEN AND PRESERVE TRADITIONAL JUDEO-CHRISTIAN, CONSERVATIVE, FAMILY VALUES; (B)EDUCATING THE PUBLIC ABOUT (I) SUCH ISSUES AND (II) THE POSITIONS OF CANDIDATES FOR PUBLIC OFFICE ON SUCH ISSUES, AS LONG AS SUCH DO NOT CONSTITUTE POLITICAL ACTIVITY OR ADVOCATING ON BEHALF OF OR IN OPPOSITION TO ANY CANDIDATE FOR PUBLIC OFFICE; (C)EDUCATING ELECTED OFFICIALS AND APPOINTED POLICY MAKERS ABOUT SUCH PUBLIC POLICIES AND ISSUES; (D)FOSTERING COOPERATION AMONG ORGANIZATIONS WITH LIKE-MINDED PURPOSES; (E)ENGAGING IN ANY AND ALL LAWFUL ACTIVITIES THAT ARE APPROPRIATE TO CARRY OUT AND FULFILL ANY OR ALL OF THE FOREGOING 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%)

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

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

Total Directors

Key Employees

Highest Compensated

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