DEVELOPMENT FOUNDATION OF THE NCCAT INC (EIN 561884667) - 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

1994

Legal Domicile

Principal Officer

RICHARD A SCHWARTZ

Tax Period

2024-07-01 to 2025-06-30

DEVELOPMENT FOUNDATION OF THE NCCAT INC, founded in 1994, is a small nonprofit that reported $478K in total revenue in fiscal year 2024. Revenue fell 45% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $134K, a strong 28% operating margin.

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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 $203,472

Program Service Revenue $130,155

Investment Income $136,256

Other Revenue $7,694

TOTAL REVENUE $477,577

Expense Breakdown

Grants Paid $254,836

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $307,969

Other Expenses $88,666

TOTAL EXPENSES $343,502

Year-over-Year Comparison

	2024	2023	Change
Revenue	$477,577	$872,133	-0.5%
Expenses	$343,502	$544,142	-0.4%
Net Income	$134,075	$327,991	-0.6%

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
M BROCK WOMBLE	EXECUTIVE DIRECTOR	0.00	Director	$0	$0	$0
PHILLIP KIRK	BOARD MEMBER	0.00	Director	$0	$0	$0
GUY SMITH	BOARD MEMBER	0.00	Director	$0	$0	$0
LINDA SUGGS	BOARD MEMBER	0.00	Director	$0	$0	$0
EDWARD TUCKER	BOARD MEMBER	0.00	Director	$0	$0	$0
WILLIS WHICHARD	BOARD MEMBER	0.00	Director	$0	$0	$0
FREEBIRD MCKINNEY	BOARD MEMBER	0.00	Director	$0	$0	$0
JENNIFER BELL	BOARD MEMBER	0.00	Director	$0	$0	$0
LISA GODWIN	BOARD MEMBER	0.00	Director	$0	$0	$0
BARBARA HARDY	BOARD MEMBER	0.00	Director	$0	$0	$0
JAMES CAUSBY	BOARD MEMBER	0.00	Director	$0	$0	$0
CARL HARRIS	BOARD MEMBER	0.00	Director	$0	$0	$0
CHERRI CHEEK	BOARD MEMBER	0.00	Director	$0	$0	$0
ERIC BRACY	BOARD MEMBER	0.00	Director	$0	$0	$0
YONA WADE	BOARD MEMBER	0.00	Director	$0	$0	$0
LEAH CARPER	BOARD MEMBER	0.00	Director	$0	$0	$0
KWAN GRAHAM	BOARD MEMBER	0.00	Director	$0	$0	$0
JEFF HARDING	BOARD MEMBER	0.00	Director	$0	$0	$0
DAVID HOLLARS	BOARD MEMBER	0.00	Director	$0	$0	$0
KIMBERLY JONES	BOARD MEMBER	0.00	Director	$0	$0	$0
TOMMY LEDFORD	BOARD MEMBER	0.00	Director	$0	$0	$0
RODNEY SHOTWELL	BOARD MEMBER	0.00	Director	$0	$0	$0
CHRIS CAMPBELL	BOARD MEMBER	0.00	Director	$0	$0	$0
EUGENIA FLOYD	BOARD MEMBER	0.00	Director	$0	$0	$0
MORGAN HOUCHARD	BOARD MEMBER	0.00	Director	$0	$0	$0
HEATHER SMITH	BOARD MEMBER	0.00	Director	$0	$0	$0
TERRY WORRELL	BOARD MEMBER	0.00	Director	$0	$0	$0
RICHARD A SCHWARTZ	PRESIDENT	2.00	Officer	$0	$0	$0
JUDY S PHILLIPS	TREASURER	1.00	Officer	$0	$0	$0
JAMES SIMEON	VICE PRESIDENT	0.00	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	$477,577	$343,502	$3,093,667	$134,075
2024	No data	No data	No data	No data
2023	$492,427	$310,230	$2,557,272	$182,197
2022	$475,731	$153,955	$2,396,073	$321,776
2021	$339,490	$253,003	$2,490,960	$86,487
2020	$457,439	$342,518	$1,934,681	$114,921
2019	$302,522	$147,713	$1,936,993	$154,809
2018	$228,654	$211,768	$1,721,366	$16,886

DEVELOPMENT FOUNDATION OF THE NCCAT INC