NORTH CAROLINA SOCIETY OF SURVEYORS

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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

1939

Legal Domicile

Principal Officer

DEAN EXLINE

Phone

9195569848

Tax Period

2024-07-01 to 2025-06-30

NORTH CAROLINA SOCIETY OF SURVEYORS, founded in 1939, is a small nonprofit that reported $695K in total revenue in fiscal year 2024. The organization ran a surplus of $164K, a strong 24% operating margin.

Mission

TO PROMOTE THE PROFESSION OF SURVEYING

Program Service Accomplishments

Program 1

Expenses: $502,680 Revenue: $632,145

TO PROMOTE PROFESSIONAL STANDARDS, ADVANCE BUSINESS CONDITIONS FOR THOSE WITH SIMILAR BUSINESS INTERESTS, AND TO EDUCATE THE PUBLIC ABOUT THE PROFESSION OF SURVEYING.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $644,700

Investment Income $17,714

Other Revenue $32,497

TOTAL REVENUE $694,911

Expense Breakdown

Grants Paid $0

Salaries & Benefits $154,977

Fundraising Expenses $0

Program Expenses $522,779

Other Expenses $376,175

TOTAL EXPENSES $531,152

Year-over-Year Comparison

	2024	2023	Change
Revenue	$694,911	$681,488	+0.0%
Expenses	$531,152	$563,779	-0.1%
Net Income	$163,759	$117,709	+0.4%

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

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

$56,370

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHERRI BARRON	EXEC DIR - C	40.00	Officer	$56,370	$0	$56,370
JAMES E CRADDOCK	NSPS DELEGAT	2.00	Officer	$0	$0	$0
DEAN EXLINE	PRESIDENT	5.00	Officer	$0	$0	$0
TIMOTHY S GUISEWHITE	PAST PRESIDE	2.00	Officer	$0	$0	$0
CLIFFORD C JOHNSON	SECRETARY/TR	4.00	Officer	$0	$0	$0
SHANE STRICKLAND	PRESIDENT-EL	5.00	Officer	$0	$0	$0
DAVID TURNER	VICE PRESIDE	3.00	Officer	$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	$694,911	$531,152	$843,224	$163,759
2024	$681,488	$563,779	$654,620	$117,709
2023	$601,046	$530,531	$508,199	$70,515
2022	$522,326	$439,579	$433,159	$82,747
2021	$364,006	$331,206	$383,902	$32,800
2020	$450,929	$413,761	$326,063	$37,168
2019	$474,779	$443,436	$297,568	$31,343
2018	$417,154	$359,552	$260,046	$57,602