Winston-Salem Urban League (EIN 560532301) - 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

1977

Legal Domicile

Principal Officer

James Perry

Phone

3367171223

Tax Period

2023-07-01 to 2024-06-30

Winston-Salem Urban League, founded in 1977, is a community nonprofit in the Human Services sector that reported $2.2M in total revenue in fiscal year 2023.

Mission

Development of programs designed to reverse economic and social deterioration of minority families and elderly citizens.

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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 (2023)

Revenue Breakdown

Contributions & Grants $2,184,030

Program Service Revenue $32,200

Investment Income $0

Other Revenue $14,066

TOTAL REVENUE $2,230,296

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,741,344

Fundraising Expenses $22,472

Program Expenses $1,937,657

Other Expenses $422,103

TOTAL EXPENSES $2,163,447

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,230,296	$2,182,015	+0.0%
Expenses	$2,163,447	$2,110,655	+0.0%
Net Income	$66,849	$71,360	-0.1%

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

219

Volunteers

350

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

$86,900

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
James Perry	President and CEO	040.00	Officer	$86,900	$0	$86,900
Jessica Leach	Chair	001.00	Officer Director	$0	$0	$0
Marcus Sanderlin	Vice Chair	001.00	Officer Director	$0	$0	$0
Chanel Griggs	Treasurer	001.00	Officer Director	$0	$0	$0
Allison Matthews	Secretary	001.00	Officer Director	$0	$0	$0
Stephan Bonaparte	Director	001.00	Director	$0	$0	$0
Gabrielle Martin	Director	001.00	Director	$0	$0	$0
Scotty Petrea	Director	001.00	Director	$0	$0	$0
Audrey Biesk	Director	001.00	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
2025	No data	No data	No data	No data
2024	$2,230,296	$2,163,447	$803,551	$66,849
2023	$2,182,015	$2,110,655	$733,235	$71,360
2022	$1,541,925	$1,584,665	$680,049	$-42,740
2021	$1,706,215	$1,519,907	$877,796	$186,308
2020	$1,543,197	$1,443,001	$715,360	$100,196

Winston-Salem Urban League