North Carolina Council of Teachers of Mathematics (EIN 562118322) - 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

1996

Legal Domicile

Principal Officer

Phillip Rash

Phone

9196218077

Tax Period

2025-01-01 to 2025-12-31

North Carolina Council of Teachers of Mathematics, founded in 1996, is a small nonprofit in the Education sector that reported $182K in total revenue in fiscal year 2025. Revenue decreased 18% compared to the prior year. Expenses of $200K exceeded revenue, resulting in a 10% operating deficit.

Mission

NCCTM is a professional organization of mathematics educators at all levels responsible for and dedicated to excellence in mathematics teaching and learning.

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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 (2025)

Revenue Breakdown

Contributions & Grants $18,890

Program Service Revenue $147,681

Investment Income $15,418

Other Revenue $0

TOTAL REVENUE $181,989

Expense Breakdown

Grants Paid $3,556

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $166,523

Other Expenses $196,643

TOTAL EXPENSES $200,199

Year-over-Year Comparison

	2025	2024	Change
Revenue	$181,989	$220,892	-0.2%
Expenses	$200,199	$191,122	+0.0%
Net Income	$-18,210	$29,770	-1.6%

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

N/A

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
Karen McPherson	Past President	002.00	Officer	$0	$0	$0
Emily Elrod	President	001.00	Officer	$0	$0	$0
Susan Copeland	Vice President - Elementary	001.00	Officer	$0	$0	$0
Kendra Bledsoe	Vice President - Middle Grades	001.00	Officer	$0	$0	$0
Jennifer Reed	Vice President - Secondary	001.00	Officer	$0	$0	$0
Erica Slate Young	Vice President - College and Univ.	001.00	Officer	$0	$0	$0
Julie Riggins	Secretary	001.00	Officer	$0	$0	$0
Charity Cayton	Eastern Past President	001.00	Officer	$0	$0	$0
Kayla Chandler	Eastern President	001.00	Officer	$0	$0	$0
Leanne Daughtry	Eastern VP - Elementary	001.00	Officer	$0	$0	$0
Jenny Ainslie	Eastern VP - Middle Grades	001.00	Officer	$0	$0	$0
Sonia Dupree	Eastern VP - Secondary	001.00	Officer	$0	$0	$0
Barbara Clarke	Eastern VP - College and Univ.	001.00	Officer	$0	$0	$0
Katelyn Walters	Eastern Student Rep	001.00	Officer	$0	$0	$0
Adam Pennell	Central Past President	001.00	Officer	$0	$0	$0
Emily Hare	Central President	001.00	Officer	$0	$0	$0
Brandi Edmundson	Central VP - Elementary	001.00	Officer	$0	$0	$0
Bridgette Kiser	Central VP - Middle Grades	001.00	Officer	$0	$0	$0
Courtney Eklund	Central VP - Secondary	001.00	Officer	$0	$0	$0
Thomas Coleman	Central VP - College and Univ.	001.00	Officer	$0	$0	$0
Tracey Howell	Western Past President	001.00	Officer	$0	$0	$0
Julia Webster	Western President	001.00	Officer	$0	$0	$0
Leslie Buchanan	Western VP - Elementary	001.00	Officer	$0	$0	$0
Stacy Wozny	Western VP - Middle Grades	001.00	Officer	$0	$0	$0
RaChelle Perkins	Western VP - Secondary	001.00	Officer	$0	$0	$0
Nathan Borchelt	Western VP - College and Univ.	001.00	Officer	$0	$0	$0
Kaitlyn Dixon	Western Student Rep	001.00	Officer	$0	$0	$0
Kathy Jaqua	Parlimentarian	001.00	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	$181,989	$200,199	$628,551	$-18,210
2024	No data	No data	No data	No data
2023	$188,707	$189,980	$585,671	$-1,273
2022	$176,051	$197,042	$577,619	$-20,991
2021	$34,386	$70,536	$598,610	$-36,150
2020	$32,773	$81,230	$599,468	$-48,457

North Carolina Council of Teachers of Mathematics