CHESTERFIELD-MARLBORO COUNTIES ECONOMIC OPPORTUNITY COUNCIL INC (EIN 576027674) - 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

1965

Legal Domicile

Principal Officer

SAMUEL BASS

Phone

8433209760

Tax Period

2023-01-01 to 2023-12-31

CHESTERFIELD-MARLBORO COUNTIES ECONOMIC OPPORTUNITY COUNCIL INC, founded in 1965, is a community nonprofit in the Employment sector that reported $7.0M in total revenue in fiscal year 2023. Revenue grew 18% year-over-year, indicating healthy expansion. Expenses of $6.7M left a modest 4% surplus.

Mission

COMMUNITY ACTION CHANGES PEOPLE'S LIVES, EMBODIES THE SPIRIT OF HOPE, IMPROVES COMMUNITIES, AND MAKES AMERICA A BETTER PLACE TO LIVE.

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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 $6,976,603

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $6,976,603

Expense Breakdown

Grants Paid $1,724,361

Salaries & Benefits $3,245,636

Fundraising Expenses $0

Program Expenses $6,238,588

Other Expenses $1,760,993

TOTAL EXPENSES $6,730,990

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,976,603	$5,925,258	+0.2%
Expenses	$6,730,990	$6,814,779	0.0%
Net Income	$245,613	$-889,521	-1.3%

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
FRANK WILLIAMS	BOARD MEMBER	1.00	Director	$0	$0	$0
ROSA BRIGHT	BOARD MEMBER	1.00	Director	$0	$0	$0
HATTIE BURNS	BOARD MEMBER	1.00	Director	$0	$0	$0
CAROLYN COLE GREEN	BOARD MEMBER	1.00	Director	$0	$0	$0
LORETTA MCNEAL	CHAIRPERSON	1.00	Officer Director	$0	$0	$0
NAN FLEMING	SEC/TREASURER	1.00	Officer Director	$0	$0	$0
PEARLIE LAWSON	VICE CHAIR	1.00	Officer Director	$0	$0	$0
MARY SWINEY	BOARD MEMBER	1.00	Director	$0	$0	$0
DOC GADDY	BOARD MEMBER	1.00	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
2024	No data	No data	No data	No data
2023	$6,976,603	$6,730,990	$3,628,834	$245,613
2022	$5,925,258	$6,814,779	$3,000,486	$-889,521
2021	$6,633,617	$5,983,170	$3,830,483	$650,447
2020	$5,975,567	$5,755,745	$3,278,158	$219,822
2019	$5,917,846	$7,132,486	$1,321,936	$-1,214,640
2018	$6,163,400	$7,141,915	$1,727,607	$-978,515

CHESTERFIELD-MARLBORO COUNTIES ECONOMIC OPPORTUNITY COUNCIL INC