WOMEN'S TRANSPORTATION SEMINAR NORTH CAROLINA TRIANGLE CHAPTER (EIN 562049146) - 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

1997

Legal Domicile

Principal Officer

ELIZABETH PHELPS

Phone

9198722660

Tax Period

2023-01-01 to 2023-12-31

WOMEN'S TRANSPORTATION SEMINAR NORTH CAROLINA TRIANGLE CHAPTER, founded in 1997, is a small nonprofit in the Community Improvement sector that reported $229K in total revenue in fiscal year 2023. Revenue surged 136% from the prior year, signaling strong growth momentum. Expenses of $214K left a modest 6% surplus.

Mission

TO ATTRACT, SUSTAIN, CONNECT, AND ADVANCE WOMEN'S CAREERS TO STRENGTHEN THE TRANSPORTATION INDUSTRY.

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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 $90,019

Program Service Revenue $138,458

Investment Income $82

Other Revenue $0

TOTAL REVENUE $228,559

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $213,899

TOTAL EXPENSES $213,899

Year-over-Year Comparison

	2023	2022	Change
Revenue	$228,559	$96,898	+1.4%
Expenses	$213,899	$88,182	+1.4%
Net Income	$14,660	$8,716	+0.7%

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
JESSICA LUTHER	PRESIDENT	2.00	Officer Director	$0	$0	$0
MARY WHITBY	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
GINA HOOVER	SECRETARY	2.00	Officer Director	$0	$0	$0
ELIZABETH PHELPS	TREASURER	2.00	Officer Director	$0	$0	$0
TARUNA TAYAL	PAST PRESIDENT	1.00	Director	$0	$0	$0
CATHERINE PEELE	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL HOLDER	DIRECTOR	1.00	Director	$0	$0	$0
JENNY FLEMING	DIRECTOR	1.00	Director	$0	$0	$0
ANAMIKA LAAD	DIRECTOR	1.00	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
2023	$228,559	$213,899	$203,455	$14,660

WOMEN'S TRANSPORTATION SEMINAR NORTH CAROLINA TRIANGLE CHAPTER