THE UNIVERSITY OF NORTH CAROLINA PRESS INC (EIN 566001394) - 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

1922

Legal Domicile

Principal Officer

MOLLY KOECHER

Phone

9199663561

Tax Period

2024-07-01 to 2025-06-30

THE UNIVERSITY OF NORTH CAROLINA PRESS INC, founded in 1922, is a community nonprofit in the Arts, Culture & Humanities sector that reported $4.3M in total revenue in fiscal year 2024. Revenue decreased 10% compared to the prior year. Expenses of $6.3M exceeded revenue, resulting in a 45% operating deficit.

Mission

TO PROMOTE THE ADVANCEMENT OF ARTS AND SCIENCES AND DEVELOPMENT OF LITERATURE THROUGH THE PUBLISHING OF DESERVING WORKS.

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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 $1,059,161

Program Service Revenue $399,484

Investment Income $83,180

Other Revenue $2,765,520

TOTAL REVENUE $4,307,345

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,340,803

Fundraising Expenses $18,099

Program Expenses $4,559,921

Other Expenses $1,920,927

TOTAL EXPENSES $6,261,730

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,307,345	$4,805,070	-0.1%
Expenses	$6,261,730	$6,539,758	0.0%
Net Income	$-1,954,385	$-1,734,688	+0.1%

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

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

$605,426

Total Directors

$632,994

Key Employees

$150,654

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CARLTON E WILSON	CHAIR	2.00	Officer Director	$0	$0	$0
LISA LEVENSTEIN	VICE CHAIR	2.00	Officer Director	$0	$0	$0
MANALI BETTENDORF	EX-OFFICIO	2.00	Director	$0	$0	$0
MATTHEW MORSE BOOKER	MEMBER	2.00	Director	$0	$0	$0
ANITA BROWN-GRAHAM	MEMBER	2.00	Director	$0	$0	$0
ELIZABETH ENGELHARDT	MEMBER	2.00	Director	$0	$0	$0
DAVID ENGLISH	EX-OFFICIO	2.00	Director	$0	$0	$0
MARIA R ESTORINO	EX-OFFICIO	2.00	Director	$0	$0	$0
LINDA KAY HANLEY-BOWDOIN	MEMBER	2.00	Director	$0	$0	$0
JERMA JACKSON	MEMBER	2.00	Director	$0	$0	$0
OSAMUDIA JAMES	MEMBER	2.00	Director	$0	$0	$0
BLAIR L M KELLEY	MEMBER	2.00	Director	$0	$0	$0
ANGELA K MILES	MEMBER	2.00	Director	$0	$0	$0
ARWIN D SMALLWOOD	MEMBER	2.00	Director	$0	$0	$0
TIMOTHY J SMITH	MEMBER	2.00	Director	$0	$0	$0
RANDALL STYERS	MEMBER	2.00	Director	$0	$0	$0
JOHN SHERER	EX-OFFICIO	39.00	Director	$233,322	$83,272	$316,594
MICHAEL GRAVES	PRIOR CHIEF FINANCIAL OFFICER	39.00	Officer Director	$160,057	$12,771	$172,828
MOLLY KOECHER	CHIEF FINANCIAL OFFICER	39.00	Officer Director	$11,826	$37,040	$143,572
JOHN MCLEOD	CHIEF OPERATING OFFICER	40.00	Officer	$109,145	$46,997	$156,142
SOMMERVILLE ADELE	CHIEF HUMAN RESOURCES OFFI	39.00	Officer	$106,586	$26,298	$132,884
JOANNA RUTH MARSLAND	DIRECTOR OF DEVELOPMENT	40.00	Key Emp	$112,674	$37,980	$150,654
DINO BATTISTA	DIRECTOR OF MARKETING	40.00	Highest	$124,712	$53,107	$177,819
DAWN DURANTE	EDITORIAL DIRECTOR	40.00	Highest	$113,218	$17,907	$131,125
DEBBIE GERSHENOWITZ	EXECUTIVE EDITOR	40.00	Highest	$119,576	$48,812	$168,388
MARK SIMPSON-VOS	SENIOR EXECUTIVE DIRECTOR	40.00	Highest	$117,536	$41,755	$159,291
JOHN ALMEIDA	CONTROLLER	39.00	Highest	$99,482	$37,516	$136,998

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	$4,307,345	$6,261,730	$51,188,845	$-1,954,385
2024	$4,805,070	$6,539,758	$47,809,031	$-1,734,688
2023	$7,346,771	$6,130,083	$45,052,499	$1,216,688
2022	$5,679,167	$5,813,045	$44,303,805	$-133,878
2021	$7,489,638	$5,392,008	$43,092,371	$2,097,630
2020	$5,533,337	$5,123,457	$31,227,976	$409,880
2019	$6,629,121	$4,983,432	$31,070,314	$1,645,689
2018	$7,263,006	$5,283,035	$28,494,987	$1,979,971

THE UNIVERSITY OF NORTH CAROLINA PRESS INC