LAURA HOLLAND UZZELL FOUNDATION

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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

ELIZABETH UZELL

Phone

9194628889

Tax Period

2023-07-01 to 2024-06-30

LAURA HOLLAND UZZELL FOUNDATION, founded in 1994, is a community nonprofit in the Education sector that reported $9.0M in total revenue in fiscal year 2023.

Mission

TO ACT AS THE GOVERNING BODY FOR BOTH STERLING MONTESSORI ACADEMY AND STERLING MONTESSORI CHARTER SCHOOLS, A COMBINED PRIVATE TUITION BASED PRESCHOOL AND PUBLIC CHARTER ELEMENTARY AND MIDDLE SCHOOL.

Program Service Accomplishments

Program 1

Expenses: $7,645,156 Revenue: $1,615,367

OPERATED TWO FACILITIES IN MORRISVILLE, NC WHICH PROVIDED EDUCATION TO APPROXIMATELY 633 STUDENTS IN CHARTER AND 128 IN ACADEMY FOR THE FISCAL YEAR ENDED JUNE 30, 2024.

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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 $7,038,444

Program Service Revenue $1,615,367

Investment Income $312,579

Other Revenue $68,372

TOTAL REVENUE $9,034,762

Expense Breakdown

Grants Paid $0

Salaries & Benefits $6,237,391

Fundraising Expenses $0

Program Expenses $7,645,156

Other Expenses $2,581,509

TOTAL EXPENSES $8,818,900

Year-over-Year Comparison

	2023	2022	Change
Revenue	$9,034,762	$8,442,552	+0.1%
Expenses	$8,818,900	$8,301,245	+0.1%
Net Income	$215,862	$141,307	+0.5%

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

128

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

$123,951

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KIM ELLIOTT	TREASURER	2.00	Officer Director	$0	$0	$0
LAN ZHU	SECRETARY	2.00	Officer Director	$0	$0	$0
RACHEL RICHARDSON	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
ELIZABETH UZZELL	PRESIDENT	2.00	Officer Director	$0	$0	$0
JESSI FASOLA	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN HUGHES	DIRECTOR	1.00	Director	$0	$0	$0
KATIE BROWN	DIRECTOR	1.00	Director	$0	$0	$0
RYAN HILL	DIRECTOR	1.00	Director	$0	$0	$0
DWAYNE JONES	DIRECTOR	1.00	Director	$0	$0	$0
KEISHA PRESSLEY	DIRECTOR	1.00	Director	$0	$0	$0
MAUREEN CAPILLO	EXECUTIVE DIRECTOR	40.00	Officer	$119,257	$4,694	$123,951

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	$9,034,762	$8,818,900	$14,948,358	$215,862
2023	$8,442,552	$8,301,245	$15,122,783	$141,307
2022	$8,385,739	$7,949,823	$14,939,635	$435,916
2021	$6,660,101	$6,617,763	$14,769,987	$42,338
2020	$7,048,237	$7,226,305	$14,845,018	$-178,068
2019	$7,303,644	$7,342,863	$15,264,655	$-39,219
2018	$6,998,482	$6,865,544	$15,709,422	$132,938