PUBLIC SCHOOL FORUM OF NC INC (EIN 581654064) - 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

1985

Legal Domicile

Principal Officer

LATANYA PATTILLO

Phone

9197816833

Tax Period

2024-07-01 to 2025-06-30

PUBLIC SCHOOL FORUM OF NC INC, founded in 1985, is a community nonprofit in the Education sector that reported $5.3M in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. The organization ran a surplus of $1.1M, a strong 20% operating margin.

Mission

ALL NORTH CAROLINA CHILDREN SHALL HAVE THE OPPORTUNITY TO REACH THEIR FULL POTENTIAL THROUGH EQUITABLE AND MEANINGFUL PUBLIC EDUCATION THAT NOURISHES OUR STATE'S CIVIC AND ECONOMIC VITALITY.TO PROVIDE TRUSTED, NONPARTISAN, EVIDENCE-BASED RESEARCH, POLICY ANALYSIS AND INNOVATIVE PROGRAMS THAT EMPOWER AN INFORMED PUBLIC TO DEMAND THAT EDUCATION BEST PRACTICE BECOMES COMMON PRACTICE THROUGHOUT NORTH CAROLINA.

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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 $3,247,138

Program Service Revenue $1,960,949

Investment Income $90,919

Other Revenue $13,358

TOTAL REVENUE $5,312,364

Expense Breakdown

Grants Paid $20,000

Salaries & Benefits $2,852,646

Fundraising Expenses $414,904

Program Expenses $3,395,003

Other Expenses $1,379,242

TOTAL EXPENSES $4,251,888

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,312,364	$4,839,923	+0.1%
Expenses	$4,251,888	$3,205,915	+0.3%
Net Income	$1,060,476	$1,634,008	-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

$225,822

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEVE STEPHENSON	DIRECTOR	1.00	Director	$0	$0	$0
AMOS FODCHUK	DIRECTOR	0.50	Director	$0	$0	$0
MATTY LAZO-CHADDERTON	DIRECTOR	0.50	Director	$0	$0	$0
MARGARET ARBUCKLE	DIRECTOR	1.50	Director	$0	$0	$0
ALFRED MAYS	PAST CHAIR	1.50	Officer Director	$0	$0	$0
DUDLEY FLOOD	DIRECTOR	2.00	Director	$0	$0	$0
VAN DEMPSEY III	DIRECTOR	0.50	Director	$0	$0	$0
RICHARD URQUHART	SECRETARY/TREASURER	1.50	Officer Director	$0	$0	$0
RASHIDAH LOPEZ MORGAN	DIRECTOR	0.50	Director	$0	$0	$0
ALISA MCLEAN	DIRECTOR	0.50	Director	$0	$0	$0
DAVID YOUNG	DIRECTOR	0.50	Director	$0	$0	$0
CYNDI SOTER O'NEIL	DIRECTOR	1.50	Director	$0	$0	$0
MELODY JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
JOHN HEALY	DIRECTOR	1.50	Director	$0	$0	$0
WILLIS WHICHARD	DIRECTOR	2.00	Director	$0	$0	$0
LATANYA PATTILLO	CHAIR	2.00	Officer Director	$0	$0	$0
RICHARD SCHWARTZ	DIRECTOR	1.00	Director	$0	$0	$0
DOUG SPRECHER	DIRECTOR	2.00	Director	$0	$0	$0
SAUNDRA WALL WILLIAMS	DIRECTOR	1.50	Director	$0	$0	$0
TIECE RUFFIN	DIRECTOR	1.00	Director	$0	$0	$0
JULIE CARY	DIRECTOR	0.50	Director	$0	$0	$0
MARIA DOZIER	DIRECTOR	0.50	Director	$0	$0	$0
BILL HARRISON	CHAIR-ELECT	0.50	Officer Director	$0	$0	$0
PRISCILLA MAYNOR	DIRECTOR	0.50	Director	$0	$0	$0
ART ROUSE	DIRECTOR	0.50	Director	$0	$0	$0
TRISH SPARKS	DIRECTOR	0.50	Director	$0	$0	$0
MARY ANN WOLF	PRESIDENT / EXECUTIVE DIRE	40.00	Officer	$208,644	$17,178	$225,822
ASHLEY FOX	SR. DIRECTOR, POLICY & RES	40.00	Highest	$106,437	$13,497	$119,934
DEANNA TOWNSEND-SMITH	SR. DIRECTOR, DUDLEY FLOOD	40.00	Highest	$162,486	$19,493	$181,979
RHONDA VAN DIJK	FINANCE DIRECTOR	40.00	Highest	$104,461	$18,435	$122,896
ELIZABETH DEKONTY	SR. DIRECTOR, NC CENTER FOR R&L	40.00	Highest	$105,541	$8,723	$114,264

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	$5,312,364	$4,251,888	$7,274,386	$1,060,476
2024	$4,839,923	$3,205,915	$6,160,132	$1,634,008
2023	$4,311,853	$2,405,668	$4,457,701	$1,906,185
2022	$2,648,047	$1,963,255	$2,522,838	$684,792
2021	$1,898,705	$1,461,712	$1,990,875	$436,993
2020	$1,119,804	$1,400,908	$1,556,686	$-281,104

PUBLIC SCHOOL FORUM OF NC INC