NORTH CAROLINA JEWELERS ASSOCIATION

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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

1905

Legal Domicile

Principal Officer

ALAN SUTTON

Tax Period

2021-01-01 to 2021-12-31

NORTH CAROLINA JEWELERS ASSOCIATION, founded in 1905, is a micro nonprofit that reported $38K in total revenue in fiscal year 2021. Revenue surged 277% from the prior year, signaling strong growth momentum. The organization ran a surplus of $34K, a strong 90% operating margin.

Mission

TO FOSTER, PROMOTE, AND PROTECT THE WELFARE AND INTEREST OF THE RETAIL JEWELRY BUSINESS IN NORTH CAROLINA.

Program Service Accomplishments

Program 1

TO FOSTER, PROMOTE, AND PROTECT THE WELFARE AND INTEREST OF THE RETAIL JEWELRY BUSINESS IN NORTH CAROLINA.

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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 (2021)

Revenue Breakdown

Contributions & Grants $15,981

Program Service Revenue $9,950

Investment Income $12,282

Other Revenue $0

TOTAL REVENUE $38,213

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $3,790

TOTAL EXPENSES $3,790

Year-over-Year Comparison

	2021	2020	Change
Revenue	$38,213	$10,125	+2.8%
Expenses	$3,790	$2,730	+0.4%
Net Income	$34,423	$7,395	+3.7%

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
ALLEN CAGLE	DIRECTOR	N/A	Director	$0	$0	$0
ASHLEY GREEN	DIRECTOR	N/A	Director	$0	$0	$0
TIM HIATT	SECRETARY	N/A	Director	$0	$0	$0
WALLY HINKAMP	DIRECTOR	N/A	Director	$0	$0	$0
CAROLYN LENNON	DIRECTOR	N/A	Director	$0	$0	$0
HEATHER LEWIS	DIRECTOR	N/A	Director	$0	$0	$0
BRAD PADGETT	DIRECTOR	N/A	Director	$0	$0	$0
TOM SCHLOTMAN	DIRECTOR	N/A	Director	$0	$0	$0
STEVE SUMMERLIN	DIRECTOR	N/A	Director	$0	$0	$0
LORA WRIGHT	DIRECTOR	N/A	Director	$0	$0	$0
BONNIE DUNN	TREASURER	N/A	Officer	$0	$0	$0
OSBORNE HEFNER	PAST PRESIDE	N/A	Officer	$0	$0	$0
GINNY SEARS	VICE PRESIDE	N/A	Officer	$0	$0	$0
ALAN SUTTON	PRESIDENT	N/A	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
2021	$38,213	$3,790	$48,203	$34,423
2020	$10,125	$2,730	$13,780	$7,395