KATHRINE R EVERETT CHARITABLE JAMES MCGREGOR EVERETT TRUSTEE (EIN 566473809) - 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

1992

Legal Domicile

Principal Officer

JAMES MCGREGOR EVERETT

Tax Period

2022-12-01 to 2023-11-30

KATHRINE R EVERETT CHARITABLE JAMES MCGREGOR EVERETT TRUSTEE, founded in 1992, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $972K in total revenue in fiscal year 2022. Revenue surged 113% from the prior year, signaling strong growth momentum. The organization ran a surplus of $970K, a strong 100% operating margin.

Mission

TO FINANCIALLY SUPPORT THE LAW SCHOOLS OF BOTH UNC - CHAPEL HILL AND DUKE UNIVERSITY.

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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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $972,313

Other Revenue $0

TOTAL REVENUE $972,313

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $1,896

TOTAL EXPENSES $1,896

Year-over-Year Comparison

	2022	2021	Change
Revenue	$972,313	$457,128	+1.1%
Expenses	$1,896	$2,005,524	-1.0%
Net Income	$970,417	$-1,548,396	-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

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
JAMES MCGREGOR EVERETT	TRUSTEE	N/A	Director	$0	$0	$0
JUDITH W WEGNERJD UNC SCH OF LAW	TRUSTEE	N/A	Director	$0	$0	$0
RICH L SCHMALBECKJD DUKE LAW SCH	TRUSTEE	N/A	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
2024	No data	No data	No data	No data
2023	$972,313	$1,896	$14,860,694	$970,417
2022	$457,128	$2,005,524	$13,890,277	$-1,548,396
2021	$530,703	$306,830	$15,438,673	$223,873
2020	$718,584	$859,055	$15,214,743	$-140,471
2019	$642,607	$49,532	$15,610,878	$593,075
2018	$745,413	$1,063,924	$15,452,350	$-318,511

KATHRINE R EVERETT CHARITABLE JAMES MCGREGOR EVERETT TRUSTEE