North Carolina Literary and Historical Association Endowment Trust

EIN: 581516305 501(c)(3)

Raleigh, NC

Total Revenue
$15,906
Total Expenses
$10,244
Total Assets
$228,581
Net Assets
$228,581
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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
1983
Legal Domicile
NC
Principal Officer
Sarah Koonts
Phone
9198077280
Tax Period
2019-07-01 to 2020-06-30

North Carolina Literary and Historical Association Endowment Trust, founded in 1983, is a micro nonprofit that reported $16K in total revenue in fiscal year 2019. Revenue decreased 11% compared to the prior year. The organization ran a surplus of $6K, a strong 36% operating margin.

Mission

To support the activities of the North Carolina Literary & Historical Association.

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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 (2019)

Revenue Breakdown

Contributions & Grants $11,000
Program Service Revenue $0
Investment Income $4,906
Other Revenue $0
TOTAL REVENUE $15,906

Expense Breakdown

Grants Paid $6,773
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $6,773
Other Expenses $3,471
TOTAL EXPENSES $10,244

Year-over-Year Comparison

2019 2018 Change
Revenue $15,906 $17,821 -0.1%
Expenses $10,244 $16,807 -0.4%
Net Income $5,662 $1,014 +4.6%
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

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Governance

Voting Members
5
Independent Members
5
Employees
N/A
Volunteers
5

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
1
$0
Total Directors
5
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
George Jackson Chair 1.00
Officer Director
$0 $0 $0
James W Clark Trustee 0.50
Director
$0 $0 $0
Elizabeth F Buford Trustee 0.50
Director
$0 $0 $0
Willis P Whichard Trustee 0.50
Director
$0 $0 $0
Kevin Cherry Trustee 0.50
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 $15,906 $10,244 $228,581 $5,662
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