The Down Syndrome Association of G… - Form 990 Financial Data

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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

Phone

7045362163

Tax Period

2023-01-01 to 2023-12-31

The Down Syndrome Association of Greater Charlotte Inc, founded in 1986, is a small nonprofit that reported $289K in total revenue in fiscal year 2023. Revenue surged 47% from the prior year, signaling strong growth momentum. Expenses of $353K exceeded revenue, resulting in a 22% operating deficit.

Mission

Providing information and support to individuals with down syndrome along with families, professionals, and the community through educational and social activities.

Program Service Accomplishments

Program 1

Expenses: $65,708 Revenue: $19,760

Camp Holiday:Camp Holiday is a summer day camp for children ages 5-21 with Down syndrome, running for 5 weeks in two locations in Charlotte. The camp features a variety of activities suitable for the...

Program 2

Expenses: $27,235 Revenue: $12,618

Camp HorizonCamp Horizon is a traditional overnight camp experience held at YMCA Camp Harrison in Boomer, NC. This 4-day/3-night camp is for children with Down syndrome, ages 10-17, and includes...

Camp HorizonCamp Horizon is a traditional overnight camp experience held at YMCA Camp Harrison in Boomer, NC. This 4-day/3-night camp is for children with Down syndrome, ages 10-17, and includes traditional camp activities, such as horseback riding, arts & crafts, and swimming. Each camper is paired with a 1:1 volunteer counselor. The camp focuses on building self-confidence and independence within a traditional camp setting. Scholarships are available.

Program 3

Expenses: $26,652 Revenue: $12,000

Adult RetreatThe Adult Weekend Retreat is designed for adults with Down syndrome, ages 18 and above, focusing on empowering them to become contributing, valued members of their communities. The...

Adult RetreatThe Adult Weekend Retreat is designed for adults with Down syndrome, ages 18 and above, focusing on empowering them to become contributing, valued members of their communities. The retreat includes a range of activities aimed at increasing self-confidence and independence, such as vocational projects and various camp activities. Two weekend retreats were held in 2022 near Lake Wylie in South Carolina, the retreat offers a 3:1 participant-to-counselor ratio, and scholarships are available for eligible families.

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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 $126,129

Program Service Revenue $44,378

Investment Income $12,100

Other Revenue $106,445

TOTAL REVENUE $289,052

Expense Breakdown

Grants Paid $0

Salaries & Benefits $149,831

Fundraising Expenses $8,605

Program Expenses $132,084

Other Expenses $202,855

TOTAL EXPENSES $352,686

Year-over-Year Comparison

	2023	2022	Change
Revenue	$289,052	$196,183	+0.5%
Expenses	$352,686	$224,712	+0.6%
Net Income	$-63,634	$-28,529	+1.2%

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

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

$62,083

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Roy Courtney	Executive Dir.	40.00	Officer	$59,471	$2,612	$62,083
Andrew Spafford	President	5.00	Officer Director	$0	$0	$0
Melina Deleon	Vice President	5.00	Officer Director	$0	$0	$0
Anna Emerich	Secretary	5.00	Officer Director	$0	$0	$0
Omar Ritter	Director	5.00	Director	$0	$0	$0
Joseph Mulla	Director	5.00	Director	$0	$0	$0
Neil Middlemiss	Director	5.00	Director	$0	$0	$0
Michelle Littlejohn	Director	5.00	Director	$0	$0	$0
Christoper Coggins	Director	5.00	Director	$0	$0	$0
Brendan Hammeke	Director	5.00	Director	$0	$0	$0
Jocelyn Webber	Director	5.00	Director	$0	$0	$0
Stacy Dunleavy	Director	5.00	Director	$0	$0	$0
Nicholas Coulsen	Treasurer	5.00	Officer 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	$289,052	$352,686	$363,998	$-63,634
2022	$196,183	$224,712	$427,632	$-28,529
2021	$352,182	$198,656	$457,544	$153,526
2020	$214,798	$213,980	$258,639	$818
2019	$385,354	$374,200	$257,706	$11,154

The Down Syndrome Association of Greater Charlotte Inc