NC RETIRED SCHOOL PERSONNEL-DIV OF NCAE (EIN 561233957) - 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

1970

Legal Domicile

Principal Officer

LINDA GUNTER

Phone

9198323000

Tax Period

2023-07-01 to 2024-06-30

NC RETIRED SCHOOL PERSONNEL-DIV OF NCAE, founded in 1970, is a small nonprofit that reported $249K in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion. The organization ran a surplus of $49K, a strong 20% operating margin.

Mission

TO PROMOTE THE SOCIAL, ECONOMIC, AND PROFESSIONAL STATUS OF RETIRED SCHOOL PERSONNEL; TO SUPPORT THE NCAE AND THE NEA IN PROGRAMS TO ADVANCE THE QUALITY OF EDUCATION AND PROMOTE THE WELFARE OF MEMBERS; TO ACT ON BEHALF OF RETIRED SCHOOL PERSONNEL ON PROBLEMS INVOLVING THEIR HEALTH, WELFARE, INTERESTS, AND OTHER NEEDS; TO WORK FOR STATE AND FEDERAL LEGISLATION TO IMPROVE RETIREMENT LIVING FOR MEMBERS OF THE DIVISION AND OTHER RETIRED PERSONS; TO COOPERATE WITH THE NATIONAL RETIRED TEACHERS ASSOCIATION, NRTA, A DIVISION OF THE AMERICAN ASSOCIATION OF RETIRED PERSONS, AARP, AND OTHER ORGANIZATIONS OF RETIRED PERSONS WITH COMMON GOALS IN PROMOTING PROGRAMS OF MUTUAL CONCERN; AND TO ENCOURAGE EVERY MEMBER TO FIND SOME AVENUE FOR SERVING OTHERS.

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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 $229,765

Program Service Revenue $16,340

Investment Income $3,216

Other Revenue $0

TOTAL REVENUE $249,321

Expense Breakdown

Grants Paid $0

Salaries & Benefits $70,680

Fundraising Expenses $0

Program Expenses $124,185

Other Expenses $117,957

TOTAL EXPENSES $200,664

Year-over-Year Comparison

	2023	2022	Change
Revenue	$249,321	$223,796	+0.1%
Expenses	$200,664	$176,478	+0.1%
Net Income	$48,657	$47,318	+0.0%

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

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
VIVIAN MELVIN-SALAS	SECRETARY	2.00	Officer Director	$0	$0	$0
WILLIE T RAMEY III	PAST PRESIDENT	2.00	Officer Director	$0	$0	$0
IRA LAVERNE REED	TREASURER	2.00	Officer Director	$0	$0	$0
GRETCHEN LAMPE	DIRECTOR	2.00	Director	$0	$0	$0
COLLEEN LANIER	DIRECTOR	2.00	Director	$0	$0	$0
GERALDINE MCNEILL	DIRECTOR	2.00	Director	$0	$0	$0
NELL BURWELL	DIRECTOR	2.00	Director	$0	$0	$0
LINDA GUNTER	PRESIDENT	2.00	Officer Director	$0	$0	$0
ROGER HARRIS	DIRECTOR	2.00	Director	$0	$0	$0
DEBERA COLE-JONES	DIRECTOR	2.00	Director	$0	$0	$0
LENA MURRILL-CHAPMAN	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
BOBBY STERN	DIRECTOR	2.00	Director	$0	$0	$0
SANDRA HATLEY	DIRECTOR	2.00	Director	$0	$0	$0
LAVETA WEATHERINGTON	DIRECTOR	2.00	Director	$0	$0	$0
LAURA KEITH	DIRECTOR	2.00	Director	$0	$0	$0
BETSY WELLS	DIRECTOR	2.00	Director	$0	$0	$0
HAZEL LEE	DIRECTOR	2.00	Director	$0	$0	$0
SYLVIA MEDFORD	DIRECTOR	2.00	Director	$0	$0	$0
AMY BRIDGES	DIRECTOR	2.00	Director	$0	$0	$0
TAMA BOUNCER	DIRECTOR	2.00	Director	$0	$0	$0
LLOYD TOM SIMMONS	DIRECTOR	2.00	Director	$0	$0	$0
JUNE PEARSON	DIRECTOR	2.00	Director	$0	$0	$0
MELANIE HUDSON	DIRECTOR	2.00	Director	$0	$0	$0
PAULA HARRISON	DIRECTOR	2.00	Director	$0	$0	$0
DOROTHY BLACKSTOCK	DIRECTOR	2.00	Director	$0	$0	$0
THERESA CHAPMAN	DIRECTOR	2.00	Director	$0	$0	$0
BARBARA ANDERSON	DIRECTOR	2.00	Director	$0	$0	$0
VIVIAN BRANCH	DIRECTOR	2.00	Director	$0	$0	$0
OLIVER JOHNSON	DIRECTOR	2.00	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	$249,321	$200,664	$425,842	$48,657
2023	$223,796	$176,478	$351,605	$47,318
2022	$197,745	$215,940	$335,945	$-18,195
2021	$257,878	$213,878	$342,544	$44,000
2020	$250,856	$208,031	$306,247	$42,825
2019	$259,089	$246,436	$248,072	$12,653

NC RETIRED SCHOOL PERSONNEL-DIV OF NCAE