TRIANGLE STRATEGIC AND FINANCIAL ADVISING FOR NOT-FOR-PROFITS INC

EIN: 474540775 501(c)(3)

Atlanta, GA

Total Revenue
$1,478,314
Total Expenses
$1,481,311
Total Assets
N/A
Net Assets
N/A
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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
2015
Legal Domicile
NC
Principal Officer
Jenna Hunter
Tax Period
2020-07-01 to 2021-06-30

TRIANGLE STRATEGIC AND FINANCIAL ADVISING FOR NOT-FOR-PROFITS INC, founded in 2015, is a community nonprofit that reported $1.5M in total revenue in fiscal year 2020. Revenue surged 62% from the prior year, signaling strong growth momentum.

Mission

To support not-for-profit entities and causes providing vital services to communities in need.

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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 (2020)

Revenue Breakdown

Contributions & Grants $1,478,089
Program Service Revenue $225
Investment Income $0
Other Revenue $0
TOTAL REVENUE $1,478,314

Expense Breakdown

Grants Paid $1,438,811
Salaries & Benefits $38,844
Fundraising Expenses $0
Program Expenses $1,478,739
Other Expenses $3,656
TOTAL EXPENSES $1,481,311

Year-over-Year Comparison

2020 2019 Change
Revenue $1,478,314 $912,302 +0.6%
Expenses $1,481,311 $907,846 +0.6%
Net Income $-2,997 $4,456 -1.7%
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
3
Independent Members
2
Employees
N/A
Volunteers
10

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
3
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Barbara Lovelady Board Director 0.25
Director
$0 $0 $0
Linda Cooper Board Director 0.25
Director
$0 $0 $0
Laura Meints Board Director 0.25
Director
$0 $0 $0
Jenna Rose Hunter Lead Director 20.00
Officer
$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
2021 $1,478,314 $1,481,311 No data $-2,997
2020 $912,302 $907,846 $2,997 $4,456
2019 $501,660 $495,169 $3,195 $6,491
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