UNIVERSALIST CONVENTION OF NORTH CAROLINA INCORPORATED (EIN 561798009) - 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

1908

Legal Domicile

Principal Officer

Owen Feryl Masters

Phone

2529447608

Tax Period

2024-10-01 to 2025-09-30

UNIVERSALIST CONVENTION OF NORTH CAROLINA INCORPORATED, founded in 1908, is a micro nonprofit in the Religion sector that reported $36K in total revenue in fiscal year 2024. Revenue fell 93% from the prior year — a significant decline worth monitoring. Expenses of $99K exceeded revenue, resulting in a 175% operating deficit.

Mission

To further the Unitarian Universalist faith 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 (2024)

Revenue Breakdown

Contributions & Grants $3,000

Program Service Revenue $0

Investment Income $33,099

Other Revenue $0

TOTAL REVENUE $36,099

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $36

Program Expenses $99,172

Other Expenses $99,358

TOTAL EXPENSES $99,358

Year-over-Year Comparison

	2024	2023	Change
Revenue	$36,099	$514,442	-0.9%
Expenses	$99,358	$48,788	+1.0%
Net Income	$-63,259	$465,654	-1.1%

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

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
Billy Liles	Vice President	1	Officer Director	$0	$0	$0
Debbie Robertson	President	5	Officer Director	$0	$0	$0
Owen Feryl Masters	Treasurer	3.00	Officer Director	$0	$0	$0
Marion Hirsch	Secretary	1	Officer Director	$0	$0	$0
Delthea Simmons	Board Member	1	Director	$0	$0	$0
Thomas Clayton	Board Member	0	Director	$0	$0	$0
Ethan Galbreath	Board Member	0	Director	$0	$0	$0
Gerald Simmons	Board Member	0	Director	$0	$0	$0
Kathryn Wapler	Board Member	0	Director	$0	$0	$0
Allison Andrade	Youth Board Member	0	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	$36,099	$99,358	$1,722,367	$-63,259
2024	$514,442	$48,788	$1,767,701	$465,654
2023	$7,870	$7,335	$1,239,758	$535
2022	$749,000	$5,679	$1,208,361	$743,321
2021	$14,507	$8,149	$524,359	$6,358

UNIVERSALIST CONVENTION OF NORTH CAROLINA INCORPORATED