Poplar Grove Foundation Inc (EIN 581379468) - 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

1979

Legal Domicile

Principal Officer

Rosalie Calarco

Phone

9103985673

Tax Period

2025-01-01 to 2025-12-31

Poplar Grove Foundation Inc, founded in 1979, is a small nonprofit in the Arts, Culture & Humanities sector that reported $379K in total revenue in fiscal year 2025. Revenue surged 36% from the prior year, signaling strong growth momentum.

Mission

Poplar Grove promotes the spirit of the lower Cape Fear region through education, conservation, and preservation.

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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 (2025)

Revenue Breakdown

Contributions & Grants $95,476

Program Service Revenue $42,035

Investment Income $0

Other Revenue $241,229

TOTAL REVENUE $378,740

Expense Breakdown

Grants Paid $0

Salaries & Benefits $171,930

Fundraising Expenses $9,248

Program Expenses $319,028

Other Expenses $214,773

TOTAL EXPENSES $386,703

Year-over-Year Comparison

	2025	2024	Change
Revenue	$378,740	$278,202	+0.4%
Expenses	$386,703	$305,271	+0.3%
Net Income	$-7,963	$-27,069	-0.7%

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

$50,396

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Caroline Lewis	Executive Dir.	40.00	Officer	$50,396	$0	$50,396
Rosalie Calarco	President	1.00	Officer Director	$0	$0	$0
Felicia Greene	VP/Treasurer	1.00	Officer Director	$0	$0	$0
Christina Fennell	Member	1.00	Director	$0	$0	$0
Lucy Purgason	Secretary	1.00	Officer Director	$0	$0	$0
Gail Killman	Director	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
2025	$378,740	$386,703	$111,195	$-7,963
2024	No data	No data	No data	No data
2023	$430,892	$375,007	$146,227	$55,885
2022	$302,815	$277,937	$90,342	$24,878
2021	$335,989	$280,933	$42,146	$55,056
2020	$242,430	$242,696	$1,066	$-266

Poplar Grove Foundation Inc