THE SCHOOL OF SOCIAL WORK FOUNDATION INC (EIN 581623883) - 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

GARY BOWEN

Phone

9199626469

Tax Period

2017-07-01 to 2018-06-30

THE SCHOOL OF SOCIAL WORK FOUNDATION INC, founded in 1984, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2017. Revenue surged 85% from the prior year, signaling strong growth momentum. Expenses of $14.3M exceeded revenue, resulting in a 1088% operating deficit.

Mission

TO SUPPORT THE UNC-CHAPEL HILL SCHOOL OF SOCIAL WORK.

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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 (2017)

Revenue Breakdown

Contributions & Grants $1,158,387

Program Service Revenue $0

Investment Income $44,172

Other Revenue $0

TOTAL REVENUE $1,202,559

Expense Breakdown

Grants Paid $14,220,088

Salaries & Benefits $0

Fundraising Expenses $3,132

Program Expenses $14,226,112

Other Expenses $62,038

TOTAL EXPENSES $14,282,126

Year-over-Year Comparison

	2017	2016	Change
Revenue	$1,202,559	$649,290	+0.9%
Expenses	$14,282,126	$632,626	+21.6%
Net Income	$-13,079,567	$16,664	-785.9%

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

$333,224

Total Directors

$333,224

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JENNIFER PARKER	DIRECTOR	0.50	Director	$0	$0	$0
WILLIS WHICHARD	DIRECTOR	0.50	Director	$0	$0	$0
MCCRAY BENSON	DIRECTOR	0.50	Director	$0	$0	$0
CLARE BARRY	DIRECTOR	0.50	Director	$0	$0	$0
ANDY PFLAUM	DIRECTOR	0.50	Director	$0	$0	$0
KATHRYN HEATH	DIRECTOR	0.50	Director	$0	$0	$0
L RICHARDSON PREYER JR	DIRECTOR	0.50	Director	$0	$0	$0
LOUISE COGGINS	CHAIR	0.50	Officer Director	$0	$0	$0
JILL GAMMON	VICE CHAIR	0.50	Officer Director	$0	$0	$0
ALICE WASHINGTON	SECRETARY	0.50	Officer Director	$0	$0	$0
GARY BOWEN	PRESIDENT	0.50	Officer Director	$0	$42,521	$318,447
MARY BETH HERNANDEZ	EXECUTIVE DIRECTOR	1.00	Officer Director	$0	$2,981	$14,777

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
2018	$1,202,559	$14,282,126	No data	$-13,079,567

THE SCHOOL OF SOCIAL WORK FOUNDATION INC