BENCHMARKS

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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

TARA FIELDS

Phone

9198281864

Tax Period

2024-01-01 to 2024-12-31

BENCHMARKS, founded in 1977, is a community nonprofit in the Human Services sector that reported $1.8M in total revenue in fiscal year 2024. Revenue decreased 11% compared to the prior year. Expenses of $1.7M left a modest 4% surplus.

Mission

BENCHMARKS IS AN ALLIANCE OF NATIONALLY ACCREDITED AGENCIES COMMITTED TO PROVIDING QUALITY CARE, LEADERSHIP, AND ACCOUNTABILITY IN SERVICES TO CHILDREN, ADULTS, AND FAMILIES IN NORTH CAROLINA.

Program Service Accomplishments

Program 1

Expenses: $1,538,514 Revenue: $813,048

SEE STATEMENT ON SCHEDULE O

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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 $942,386

Program Service Revenue $769,735

Investment Income $36,752

Other Revenue $43,313

TOTAL REVENUE $1,792,186

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,147,042

Fundraising Expenses $25,068

Program Expenses $1,538,514

Other Expenses $573,136

TOTAL EXPENSES $1,720,178

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,792,186	$2,003,226	-0.1%
Expenses	$1,720,178	$2,011,117	-0.1%
Net Income	$72,008	$-7,891	-10.1%

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

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

$299,671

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GARY LEE	TREASURER	1.00	Officer Director	$0	$0	$0
JOSEPH LEGGETT	TRUSTEE	1.00	Director	$0	$0	$0
SARAH NORRIS	TRUSTEE	1.00	Director	$0	$0	$0
MIKE LANCASTER	TRUSTEE	1.00	Director	$0	$0	$0
ED WALSH	TRUSTEE	1.00	Director	$0	$0	$0
MYRA GRIFFIE	TRUSTEE	1.00	Director	$0	$0	$0
NATASHA HOLLEY	TRUSTEE	1.00	Director	$0	$0	$0
VALERIE KOPETZKY	VICE-CHAIR	1.00	Officer Director	$0	$0	$0
CELESTE DOMINGUEZ	CHAIR	1.00	Officer Director	$0	$0	$0
STEPHANIE GILLIAM	TRUSTEE	1.00	Director	$0	$0	$0
KAREN MCLEOD	PRESIDENT/CEO	40.00	Officer	$262,537	$37,134	$299,671
TARA FIELDS	COO	40.00	Highest	$152,126	$30,041	$182,167

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
2024	$1,792,186	$1,720,178	$2,254,602	$72,008
2023	$2,003,226	$2,011,117	$1,875,076	$-7,891
2022	$1,856,702	$1,632,026	$1,717,289	$224,676
2021	$2,075,861	$1,580,512	$1,552,105	$495,349
2020	$1,418,809	$1,643,993	$1,038,509	$-225,184
2019	$2,193,534	$1,909,542	$1,058,950	$283,992
2018	$1,442,239	$1,298,814	$717,830	$143,425