UPPER NEUSE RIVER BASIN ASSOCIATION

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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

2004

Legal Domicile

Principal Officer

WENDY JACOBS

Phone

9193393679

Tax Period

2023-07-01 to 2024-06-30

UPPER NEUSE RIVER BASIN ASSOCIATION, founded in 2004, is a community nonprofit in the Environment sector that reported $1.2M in total revenue in fiscal year 2023. The organization ran a surplus of $447K, a strong 36% operating margin.

Mission

To preserve the water quality of the UNRBA thru innovative pollution reduction strategies and address water supply issues within the lake and watershed.

Program Service Accomplishments

Program 1

Expenses: $527,615

The Upper Neuse River Basin Association (UNRBA) has an agreement with Brown & Caldwell for support of the Re-examination of the Stage II requirements of the Falls Lake Rules and Nutrient Strategy.

Program 2

Expenses: $9,745

The Upper Neuse River Basin Association entered into an agreement with WSP, Inc. to analyze nutrient information and other data to support a proposal for a new water quality standard.

Program 3

Expenses: $2,800

The Upper Neuse River Basin Association entered into an agreement with Sauber Water Quality as a subject matter expert to support development of a water quality monitoring program in the Falls Lake...

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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 $1,204,940

Program Service Revenue $0

Investment Income $33,586

Other Revenue $0

TOTAL REVENUE $1,238,526

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $540,160

Other Expenses $791,634

TOTAL EXPENSES $791,634

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,238,526	$1,200,660	+0.0%
Expenses	$791,634	$1,285,724	-0.4%
Net Income	$446,892	$-85,064	-6.3%

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
RYAN EAVES	TreasurerAlternate	1.000	Officer	$0	$0	$0
GEORGANA KICINSKI	Director	1.000	Director	$0	$0	$0
HARRY FOY	Director	1.000	Director	$0	$0	$0
RUSS MAY	Secretary	1.000	Officer Director	$0	$0	$0
SALLY GREENE	Director	1.000	Director	$0	$0	$0
SCOTT SCHROYER	Director	1.000	Director	$0	$0	$0
WENDY JACOBS	Chair	1.000	Officer Director	$0	$0	$0
DAVE PAVLUS	Director	1.000	Director	$0	$0	$0
JASON THOMAS	Director	1.000	Director	$0	$0	$0
VICKY DANIELS	Director	1.000	Director	$0	$0	$0
MEAGHUN DARAB	Director	1.000	Director	$0	$0	$0
NICHOLAS NOLTE	Director	1.000	Director	$0	$0	$0
JANE HARRISON	ViceChair	1.000	Officer Director	$0	$0	$0
CARL RIST	Director	1.000	Director	$0	$0	$0
DON MIAL	Director	1.000	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	No data	No data	No data	No data
2024	$1,238,526	$791,634	$1,153,776	$446,892
2023	$1,200,660	$1,285,724	$706,884	$-85,064
2022	$1,175,151	$1,080,881	$791,948	$94,270
2021	$1,191,871	$1,294,532	$697,678	$-102,661