Charlotte Concerts (EIN 561153627) - 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

1976

Legal Domicile

Phone

7042367444

Tax Period

2018-06-01 to 2019-05-31

Charlotte Concerts, founded in 1976, is a small nonprofit that reported $357K in total revenue in fiscal year 2018. Revenue grew 9% year-over-year, indicating healthy expansion.

Mission

To bring the finest in internationally acclaimed performing artists to the Charlotte area and to provide educational opportunities to students of all ages.

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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 (2018)

Revenue Breakdown

Contributions & Grants $152,127

Program Service Revenue $132,132

Investment Income $586

Other Revenue $71,904

TOTAL REVENUE $356,749

Expense Breakdown

Grants Paid $0

Salaries & Benefits $43,060

Fundraising Expenses $76,362

Program Expenses $229,092

Other Expenses $340,764

TOTAL EXPENSES $383,824

Year-over-Year Comparison

	2018	2017	Change
Revenue	$356,749	$327,550	+0.1%
Expenses	$383,824	$403,863	0.0%
Net Income	$-27,075	$-76,313	-0.6%

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

125

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
Tamra Berry	Director	0.50	Director	$0	$0	$0
Paul Anderson	President	5.00	Officer Director	$0	$0	$0
Dareion Malone	Director	1.00	Director	$0	$0	$0
Mike Butterworth	Director	1.00	Director	$0	$0	$0
Leanne Downey	Director	1.50	Director	$0	$0	$0
Susan Cybulski	Vice President	4.00	Officer Director	$0	$0	$0
Pam Ashley	Treasurer	2.00	Officer Director	$0	$0	$0
David Fisher	Director	2.00	Director	$0	$0	$0
Peter deVries	Director	1.00	Director	$0	$0	$0
Ervin Gourdine	Secretary	1.00	Officer Director	$0	$0	$0
Pam Furr	Vice President	1.00	Officer Director	$0	$0	$0
Shelly Fasciana	Vice President	3.00	Officer Director	$0	$0	$0
Holly Withers	Director	1.50	Director	$0	$0	$0
Aaron Roome	Director	1.00	Director	$0	$0	$0
Ryan Yow	Director	1.00	Officer Director	$0	$0	$0
Karen Kropp	Director	1.00	Director	$0	$0	$0
Pamela Pearson	Parliamentarian	0.50	Director	$0	$0	$0
Martha Purser	Vice President	4.00	Officer Director	$0	$0	$0
Diane Lumpkin-Peery	Executive Dir.	50.00	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
2019	$356,749	$383,824	$676,619	$-27,075
2018	$327,550	$403,863	$703,921	$-76,313

Charlotte Concerts