Franklin-Vance-Warren Opportunity (EIN 560861261) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1967

Legal Domicile

Principal Officer

DR TONY COZART

Phone

2524920161

Tax Period

2024-07-01 to 2025-06-30

Franklin-Vance-Warren Opportunity, founded in 1967, is a mid-sized nonprofit in the Human Services sector that reported $12.0M in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion.

Mission

TO TAKE PART IN SUCH EDUCATION AND CHARITABLE ACTIVITIES AS MAY BE NECESSARY FOR ADVANCING THE GENERAL WELFARE OF THE PEOPLE OF FRANKLIN, VANCE AND WARREN COUNTIES OF NORTH CAROLINA

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $11,995,783

Program Service Revenue $21,552

Investment Income $69

Other Revenue $0

TOTAL REVENUE $12,017,404

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,430,593

Fundraising Expenses $0

Program Expenses $11,615,945

Other Expenses $7,293,142

TOTAL EXPENSES $11,723,735

Year-over-Year Comparison

	2024	2023	Change
Revenue	$12,017,404	$11,044,265	+0.1%
Expenses	$11,723,735	$10,440,319	+0.1%
Net Income	$293,669	$603,946	-0.5%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

113

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
LANITIA HINTON	BOARD MEMBER	2.00	Director	$0	$0	$0
JOSEPH FOGG	BOARD MEMBER	2.00	Director	$0	$0	$0
SEAN ALSTON	BOARD MEMBER	2.00	Director	$0	$0	$0
SUE HINMAN	BOARD MEMBER	2.00	Director	$0	$0	$0
VICTOR HUNT	BOARD MEMBER	2.00	Director	$0	$0	$0
JAMES R JONES	BOARD MEMBER	2.00	Director	$0	$0	$0
ALFRED RICHARDSON	BOARD MEMBER	2.00	Director	$0	$0	$0
JAMES SPEED	BOARD MEMBER	2.00	Director	$0	$0	$0
REV JAMES O VANDERGRIFT	BOARD MEMBER	2.00	Director	$0	$0	$0
MINNIE VAUGHAN	BOARD MEMBER	2.00	Director	$0	$0	$0
LEO KELLY	BOARD MEMBER	2.00	Director	$0	$0	$0
DR TONY COZART	PRESIDENT	2.00	Officer Director	$0	$0	$0
TARE DAVIS	1ST VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
DR RICHARD HENDERSON	TREASURER	2.00	Officer Director	$0	$0	$0
FELICIA GREGORY	COO	40.00	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
2025	$12,017,404	$11,723,735	$3,964,798	$293,669
2024	$10,395,027	$10,573,645	$3,968,817	$-178,618
2023	$10,022,578	$9,961,716	$3,742,128	$60,862
2022	$8,890,505	$8,457,228	$3,893,938	$433,277
2021	$9,956,290	$9,213,870	$4,057,269	$742,420
2020	$8,388,319	$8,438,727	$3,364,543	$-50,408
2018	$7,796,957	$7,862,448	$2,178,070	$-65,491

Franklin-Vance-Warren Opportunity