CAROLINAS MEMORY FUND UNINCORPORATED (EIN 566051965) - 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

1963

Legal Domicile

Principal Officer

MONA HOWELL

Phone

7049025828

Tax Period

2021-03-01 to 2022-02-28

CAROLINAS MEMORY FUND UNINCORPORATED, founded in 1963, is a small nonprofit that reported $126K in total revenue in fiscal year 2021. Revenue fell 31% from the prior year — a significant decline worth monitoring.

Mission

THE PURPOSE OF THE SINGLE PROGRAM IS TO PROVIDE DEATH BENEFITS TO THE MEMBERS NAMED BENEFICIARY

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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 (2021)

Revenue Breakdown

Contributions & Grants $126,267

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $126,267

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $125,895

Other Expenses $20,517

TOTAL EXPENSES $125,895

Year-over-Year Comparison

	2021	2020	Change
Revenue	$126,267	$183,892	-0.3%
Expenses	$125,895	$210,688	-0.4%
Net Income	$372	$-26,796	-1.0%

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
MILDRED POOLE	BOARD MEMBER	005.00	Director	$0	$0	$0
JC FAIN	BOARD MEMBER	005.00	Director	$0	$0	$0
PAM WILLIAMSON	BOARD MEMBER	005.00	Director	$0	$0	$0
JANE DISHMAN	BOARD MEMBER	005.00	Director	$0	$0	$0
LYNN MURPHY	BOARD MEMBER	005.00	Director	$0	$0	$0
JOE WRIGHTSON	BOARD MEMBER	005.00	Director	$0	$0	$0
SANDRA URQUHART	BOARD MEMBER	005.00	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
2022	$126,267	$125,895	$129,136	$372
2021	$183,892	$210,688	$136,694	$-26,796

CAROLINAS MEMORY FUND UNINCORPORATED