North Carolina Association of School Business Offi (EIN 561390760) - 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

1984

Legal Domicile

Principal Officer

Pam Satterfield

Tax Period

2023-07-01 to 2024-06-30

North Carolina Association of School Business Offi, founded in 1984, is a community nonprofit that reported $2.7M in total revenue in fiscal year 2023. Revenue surged 29% from the prior year, signaling strong growth momentum. Expenses of $2.3M left a modest 15% surplus.

Mission

Professional development and leadership training for public school financial personnel.

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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 $173,391

Program Service Revenue $2,506,987

Investment Income $5,924

Other Revenue $0

TOTAL REVENUE $2,686,302

Expense Breakdown

Grants Paid $0

Salaries & Benefits $192,265

Fundraising Expenses $0

Program Expenses $2,004,187

Other Expenses $2,094,832

TOTAL EXPENSES $2,287,097

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,686,302	$2,085,937	+0.3%
Expenses	$2,287,097	$1,922,974	+0.2%
Net Income	$399,205	$162,963	+1.4%

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

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
Cindy Holder	Secretary	2.00	Officer	$0	$0	$0
Faye Perry	Treasurer	4.00	Officer	$0	$0	$0
Tyler Beck	President Elect	2.00	Officer	$0	$0	$0
Ashley Sutton	Immediate Past President	1.00	Officer	$0	$0	$0
Pam Satterfield	Executive Director	40.00	Officer Key Emp	$0	$0	$0
Candy Tilley	President	4.00	Officer	$0	$0	$0
Shanna McLamb	Vice President	2.00	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
2025	No data	No data	No data	No data
2024	$2,686,302	$2,287,097	$1,072,863	$399,205
2023	$2,085,937	$1,922,974	$667,573	$162,963
2022	$630,659	$583,556	$504,610	$47,103
2021	$287,962	$266,603	$460,107	$21,359

North Carolina Association of School Business Offi