CATAWBA VALLEY COMMUNITY COLLEGE FOUNDATION INC (EIN 581598131) - 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

1984

Legal Domicile

Principal Officer

Kelly Farr

Phone

8283277000

Tax Period

2023-07-01 to 2024-06-30

CATAWBA VALLEY COMMUNITY COLLEGE FOUNDATION INC, founded in 1984, is a community nonprofit that reported $1.8M in total revenue in fiscal year 2023. Revenue decreased 13% compared to the prior year. Expenses of $1.6M left a modest 12% surplus.

Mission

THE FOUNDATION'S MISSION IS TO SUPPORT THE VISION AND MISSION OF CATAWBA VALLEY COMMUNITY COLLEGE (CVCC) IN TRANSFORMING OUR COMMUNITY WHILE EMPOWERING OUR STUDENTS.

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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 $1,700,319

Program Service Revenue $0

Investment Income $146,653

Other Revenue $0

TOTAL REVENUE $1,846,972

Expense Breakdown

Grants Paid $298,223

Salaries & Benefits $0

Fundraising Expenses $28,453

Program Expenses $1,550,416

Other Expenses $1,325,329

TOTAL EXPENSES $1,623,552

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,846,972	$2,114,680	-0.1%
Expenses	$1,623,552	$448,979	+2.6%
Net Income	$223,420	$1,665,701	-0.9%

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
KIMBERLY GEORGE	DIRECTOR	0.00	Director	$0	$0	$0
JAMES TARLTON	DIRECTOR	0.00	Director	$0	$0	$0
MAURICE CAPPS	DIRECTOR	0.00	Director	$0	$0	$0
Dr GARRETT HINSHAW	DIRECTOR	0.00	Director	$0	$0	$0
DAVID UNDERDOWN	DIRECTOR	0.00	Director	$0	$0	$0
JOHN BRAY	DIRECTOR	0.00	Director	$0	$0	$0
DONALD COLEMAN	DIRECTOR	0.00	Director	$0	$0	$0
JOHN TEETER	DIRECTOR	0.00	Director	$0	$0	$0
PATRICK LANEY	DIRECTOR	0.00	Director	$0	$0	$0
DIANE LITTLE	DIRECTOR	0.00	Director	$0	$0	$0
MARY B WILSON	DIRECTOR	0.00	Director	$0	$0	$0
DENNIS JOHNSON	DIRECTOR	0.00	Director	$0	$0	$0
KELLY FARR	CHAIRMAN	0.00	Officer	$0	$0	$0
ROBIN NICHOLSON	VICE-CHAIRMAN	0.00	Officer	$0	$0	$0
JENNIFER JONES	SEC./TREASURER, EXEC. DIRE	20.00	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	No data	No data	No data	No data
2024	$1,846,972	$1,623,552	$10,329,933	$223,420
2023	$2,114,680	$448,979	$9,546,164	$1,665,701
2022	$1,725,405	$1,135,912	$8,616,806	$589,493
2021	$1,811,762	$1,915,865	$9,232,582	$-104,103

CATAWBA VALLEY COMMUNITY COLLEGE FOUNDATION INC