Dilworth Community Development Association Inc

EIN: 581338753 501(c)(3)

Charlotte, NC

Total Revenue
$564,852
Total Expenses
$383,676
Total Assets
$399,236
Net Assets
$384,236
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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
1968
Legal Domicile
NC
Principal Officer
Courtenay Buchan
Phone
7046142427
Tax Period
2020-01-01 to 2020-12-31

Dilworth Community Development Association Inc, founded in 1968, is a small nonprofit that reported $565K in total revenue in fiscal year 2020. Revenue surged 545% from the prior year, signaling strong growth momentum. The organization ran a surplus of $181K, a strong 32% operating margin.

Mission

Our mission is to foster and strengthen an inclusive, vibrant, and safe neighborhood by encouraging historic preservation, collaborating for intelligent growth, and promoting community engagement.

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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%)

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Financial Overview (2020)

Revenue Breakdown

Contributions & Grants $507,146
Program Service Revenue $57,681
Investment Income $25
Other Revenue $0
TOTAL REVENUE $564,852

Expense Breakdown

Grants Paid $4,762
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $372,806
Other Expenses $378,914
TOTAL EXPENSES $383,676

Year-over-Year Comparison

2020 2019 Change
Revenue $564,852 $87,612 +5.4%
Expenses $383,676 N/A N/A
Net Income $181,176 $87,612 +1.1%
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

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Governance

Voting Members
17
Independent Members
17
Employees
N/A
Volunteers
17

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
4
$0
Total Directors
17
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Franklin Keathley President 1.00
Officer Director
$0 $0 $0
Valerie Preston Past President 1.00
Officer Director
$0 $0 $0
Courtenay Buchan Treasurer 1.00
Officer Director
$0 $0 $0
Keely Edwards Secretary 1.00
Officer Director
$0 $0 $0
Dana Jodice Board Member 1.00
Director
$0 $0 $0
Sis Kaplan Board Member 1.00
Director
$0 $0 $0
Nathan Leehman Board Member 1.00
Director
$0 $0 $0
Fran Miller Board Member 1.00
Director
$0 $0 $0
Chris Carter Board Member 1.00
Director
$0 $0 $0
Stacey Hartley Board Member 1.00
Director
$0 $0 $0
Cindy Zakary Board Member 1.00
Director
$0 $0 $0
Ellen Citarella Board Member 1.00
Director
$0 $0 $0
John Gresham Board Member 1.00
Director
$0 $0 $0
Liz Lewis Board Member 1.00
Director
$0 $0 $0
Benson Okeiyi Board Member 1.00
Director
$0 $0 $0
Missy Owen Board Member 1.00
Director
$0 $0 $0
David Walters 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
2020 $564,852 $383,676 $399,236 $181,176
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