GREATER CHARLOTTE FOUNDATION (EIN 561530358) - 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

1986

Legal Domicile

Principal Officer

Douglas Benson

Phone

7049734500

Tax Period

2023-01-01 to 2023-12-31

Mission

At this time, there are no significant activities of the Foundation.

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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 $0

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $0

TOTAL EXPENSES $0

Year-over-Year Comparison

	2023	2022	Change
Revenue	N/A	N/A	N/A
Expenses	N/A	N/A	N/A
Net Income	N/A	$0	N/A

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

$422,327

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Douglas Benson	Secretary	0.5	Director	$0	$46,392	$422,327
Arrington Mixon	Chair	0.5	Director	$0	$0	$0
Jeff Brown	Member	0.5	Director	$0	$0	$0
Marian Steele Clark Iredell	Member	0.5	Director	$0	$0	$0
Kieth Cockrell	Member	0.5	Director	$0	$0	$0
Malcomb Coley	Member	0.5	Director	$0	$0	$0
Sharyn Ellison	Member	0.5	Director	$0	$0	$0
Betsy Fleming	Member	0.5	Director	$0	$0	$0
Lynn Good	Member	0.5	Director	$0	$0	$0
Todd Gorelick	Member	0.5	Director	$0	$0	$0
Jada Grandy-Mock	Member	0.5	Director	$0	$0	$0
Kelly Katterhagen	Member	0.5	Director	$0	$0	$0
Susan Kluttz Rowan	Member	0.5	Director	$0	$0	$0
Ralph Lopez-Masses	Member	0.5	Director	$0	$0	$0
Tropzie McCluney Cleveland	Member	0.5	Director	$0	$0	$0
Gene McLaurin Richmond	Member	0.5	Director	$0	$0	$0
Janice M Patrick Cleveland	Member	0.5	Director	$0	$0	$0
Tom Nelson	Member	0.5	Director	$0	$0	$0
Edward Serna York	Member	0.5	Director	$0	$0	$0
Fred Whitfield	Member	0.5	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
2024	No data	No data	No data	No data
2023	No data	No data	No data	No data
2022	No data	No data	No data	No data
2021	No data	No data	No data	No data

GREATER CHARLOTTE FOUNDATION