THE NORTH CAROLINIANA SOCIETY (EIN 561119848) - 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

BLAND SIMPSON

Phone

9192301524

Tax Period

2024-07-01 to 2025-06-30

THE NORTH CAROLINIANA SOCIETY, founded in 1977, is a small nonprofit that reported $350K in total revenue in fiscal year 2024. Revenue surged 21% from the prior year, signaling strong growth momentum. The organization ran a surplus of $72K, a strong 21% operating margin.

Mission

HISTORICAL PRESERVATION, LIBRARY SERVICE, AND PERPETUATION OF STATE LITERARY AND CULTURAL HERITAGE.

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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 $56,076

Program Service Revenue $91

Investment Income $293,729

Other Revenue $0

TOTAL REVENUE $349,896

Expense Breakdown

Grants Paid $173,976

Salaries & Benefits $54,247

Fundraising Expenses $2,094

Program Expenses $225,481

Other Expenses $49,651

TOTAL EXPENSES $277,874

Year-over-Year Comparison

	2024	2023	Change
Revenue	$349,896	$289,718	+0.2%
Expenses	$277,874	$295,459	-0.1%
Net Income	$72,022	$-5,741	-13.5%

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

N/A

Volunteers

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

$54,247

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
COPIE CAIN	EXECUTIVE DI	16.00	Officer	$54,247	$0	$54,247
BLAND SIMPSON	PRESIDENT	2.50	Officer Director	$0	$0	$0
ALICE R COTTEN	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
TERRY ROBERTS	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
PATRICK S WOOTEN	SECRETARY/TR	1.00	Officer Director	$0	$0	$0
MARGARET D BAUER	DIRECTOR	1.00	Director	$0	$0	$0
DAVID S CECELSKI	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN CHERRY	DIRECTOR	1.00	Director	$0	$0	$0
TOM EARNHARDT	DIRECTOR	1.00	Director	$0	$0	$0
GEORGANN EUBANKS	DIRECTOR	1.00	Director	$0	$0	$0
EMILY WILLIAMSON GANGI	DIRECTOR	1.00	Director	$0	$0	$0
REBECCA GODWIN	DIRECTOR	1.00	Director	$0	$0	$0
ANNA R HAYES	DIRECTOR	1.00	Director	$0	$0	$0
ERIC JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
LESLIE DULA MCKESSON	DIRECTOR	1.00	Director	$0	$0	$0
C EDWARD TEAGUE III	DIRECTOR	1.00	Director	$0	$0	$0
THOMAS E TERRELL JR	DIRECTOR	1.00	Director	$0	$0	$0
MIKE WILEY	DIRECTOR	1.00	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	$349,896	$277,874	$6,273,364	$72,022
2024	$289,718	$295,459	$5,857,961	$-5,741
2023	$269,123	$279,770	$5,453,985	$-10,647
2022	$261,311	$269,293	$5,712,568	$-7,982
2021	$410,338	$206,036	$5,693,248	$204,302
2020	$1,018,266	$364,024	$4,134,730	$654,242
2019	$307,389	$345,932	$3,601,181	$-38,543

THE NORTH CAROLINIANA SOCIETY