DURHAM, NC
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)CROATAN INSTITUTE, founded in 2013, is a community nonprofit in the Environment sector that reported $2.0M in total revenue in fiscal year 2023. Revenue surged 44% from the prior year, signaling strong growth momentum. The organization ran a surplus of $368K, a strong 18% operating margin.
CROATAN INSTITUTE IS AN INDEPENDENT, NONPROFIT RESEARCH AND ACTION INSTITUTE WHOSE MISSION IS TO BUILD SOCIAL EQUITY AND ECOLOGICAL RESILIENCE BY LEVERAGING FINANCE TO CREATE PATHWAYS TO A JUST ECONOMY.
SOCIAL EQUITY-HOSTED INAUGURAL DIVERSE LEADERS IN CLIMATE AND AGRICULTURE SUMMIT. COMPLETED THREE FINANCIAL HEALTH INVESTMENT WORKSHOPS ON LITERACY, BUSINESS PLANNING, AND TECHNICAL ASSISTANCE...
SOCIAL EQUITY-HOSTED INAUGURAL DIVERSE LEADERS IN CLIMATE AND AGRICULTURE SUMMIT. COMPLETED THREE FINANCIAL HEALTH INVESTMENT WORKSHOPS ON LITERACY, BUSINESS PLANNING, AND TECHNICAL ASSISTANCE PROGRAM FOR FARMERS OF COLOR IN THE SOUTHEAST. LAUNCHED A MULTIYEAR PROJECT TO EXPAND FINANCIAL HEALTH INVESTMENT TECHNICAL ASSISTANCE AND RESOURCES TO UNDERSERVED FARMERS, RANCHERS, AND FORESTERS ACROSS NORTH CAROLINA. INCREASED PARTICIPATION OF BIPOC UNDERGRADUATE STUDENTS IN THE SUSTAINABLE AND IMPACT INVESTING FIELD THROUGH EDUCATIONAL WEBINARS AND COORDINATING PAID INTERNSHIPS WITH ORGANIZATIONAL PARTNERS FOR UNDERGRADUATE STUDENTS. CREATED A RESOURCE MAP FOR NORTH CAROLINA TO SUPPORT FARMERS SEEKING TECHNICAL AND FINANCIAL ASSISTANCE.
ECOLOGICAL RESILIENCE-CONTINUED DEVELOPMENT OF SOIL WEALTH AREAS, PLACE-BASED FINANCING DISTRICTS THAT CONNECT REGENERATIVE AGRICULTURE PRODUCERS AND VALUE CHAIN BUSINESSES WITH ALIGNED CAPITAL AND...
ECOLOGICAL RESILIENCE-CONTINUED DEVELOPMENT OF SOIL WEALTH AREAS, PLACE-BASED FINANCING DISTRICTS THAT CONNECT REGENERATIVE AGRICULTURE PRODUCERS AND VALUE CHAIN BUSINESSES WITH ALIGNED CAPITAL AND TECHNICAL ASSISTANCE. ADVISED FARMERS AND LANDOWNERS ON REGENERATIVE LAND MANAGEMENT AND CONSERVATION FINANCE STRATEGIES. LED A USDA CONSERVATION INNOVATION GRANT ON DEVELOPING A SMART FOOD CHAIN THAT EXPANDS MARKETS FOR REGENERATIVE AGRICULTURE BY CAPTURING THE NUTRITIONAL AND ECOSYSTEM BENEFITS OF THOSE PRACTICES. COLLABORATED ON A RURAL CLIMATE RESILIENCE PROJECT WITH REGIONAL COUNCILS OF GOVERNMENT, AN AGROFORESTRY FINANCING GUIDEBOOK, A REPORT ON FINANCING MIDWEST GRAIN VALUE CHAINS, AND RESOURCES TO SUPPORT AGRICULTURAL LENDER EDUCATION.
TRANSFORMATIVE FINANCE-PUBLISHED TWO REPORTS: 1) ONE ON THE ESG RISKS AND SHORTCOMINGS OF THE FARM CREDIT SYSTEM AND, 2) ONE ON HOW FINANCE CAN ADDRESS THE MAJOR RISKS AND INCREASE THE RESILIENCE OF...
TRANSFORMATIVE FINANCE-PUBLISHED TWO REPORTS: 1) ONE ON THE ESG RISKS AND SHORTCOMINGS OF THE FARM CREDIT SYSTEM AND, 2) ONE ON HOW FINANCE CAN ADDRESS THE MAJOR RISKS AND INCREASE THE RESILIENCE OF THE AGRICULTURAL INDUSTRY. COLLABORATED ON A REPORT ABOUT INDIGENIZING CATALYTIC CAPITAL. CONTINUED DEVELOPING THE SOIL WEALTH OPPORTUNITY POOL: A SUITE OF DE-RISKING MECHANISMS DESIGNED TO FACILITATE CONSTRUCTION OF BLENDED CAPITAL STACKS TO MAKE ACCESSING CAPITAL EASIER FOR REGENERATIVE AGRICULTURE PARTICIPANTS. LED A COHORT OF NONPROFITS TO EXPLORE OPPORTUNITIES TO INTEGRATE RACIAL EQUITY INVESTING INTO THEIR ASSET MANAGEMENT STRATEGIES AND USED THIS RESEARCH IN COMBINATION WITH THE INSTITUTE'S RESEARCH IN REGENERATIVE AGRICULTURE FOR PUBLICATION IN A WEB-BASED TOOL FOR INVESTMENT PROFESSIONALS.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 2023 | 2022 | Change | |
|---|---|---|---|
| Revenue | $1,999,080 | $1,384,434 | +0.4% |
| Expenses | $1,631,380 | $1,488,612 | +0.1% |
| Net Income | $367,700 | $-104,178 | -4.5% |
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
Sign In| Name | Title | Hours/Week | Role | Reportable Comp | Other Comp | Total |
|---|---|---|---|---|---|---|
| JOSHUA HUMPHREYS | PRESIDENT/CHAIR, SENIOR FELLOW | 40.00 |
Officer
Director
|
$106,713 | $7,468 | $114,181 |
| CHRISTI ELECTRIS | SECRETARY, SENIOR FELLOW | 40.00 |
Officer
Director
|
$105,955 | $3,364 | $109,319 |
| SHARLENE BROWN | TREASURER, SENIOR FELLOW | 30.00 |
Officer
Director
|
$83,579 | $6,150 | $89,729 |
| ANNA ASPENSON | DIRECTOR, SENIOR ASSOCIATE | 40.00 |
Director
|
$68,295 | $4,836 | $73,131 |
| ABRAHAM JONES | VICE PRESIDENT | 0.30 |
Officer
Director
|
$0 | $0 | $0 |
| WILLIAM J BARBER III | DIRECTOR | 0.30 |
Director
|
$0 | $0 | $0 |
| GERARDO ESPINOZA | DIRECTOR | 0.30 |
Director
|
$0 | $0 | $0 |
| MASIKA HENSON | DIRECTOR | 0.30 |
Director
|
$0 | $0 | $0 |
| DAVID SAND | DIRECTOR | 0.30 |
Director
|
$0 | $0 | $0 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2024 | No data | No data | No data | No data |
| 2023 | $1,999,080 | $1,631,380 | $1,316,658 | $367,700 |
| 2022 | $1,384,434 | $1,488,612 | $831,046 | $-104,178 |
| 2021 | $818,932 | $774,294 | $638,090 | $44,638 |
| 2020 | $834,360 | $542,178 | $531,016 | $292,182 |
| 2020 | $585,197 | $496,726 | $621,450 | $88,471 |
| 2019 | $212,926 | $213,069 | $126,367 | $-143 |
| 2018 | $253,306 | $222,820 | $109,649 | $30,486 |
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