NORTH CAROLINA COMMUNITY FOUNDATION (EIN 581661700) - 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

1986

Legal Domicile

Principal Officer

JENNIFER TOLLE WHITESIDE

Phone

9198284387

Tax Period

2024-04-01 to 2025-03-31

NORTH CAROLINA COMMUNITY FOUNDATION, founded in 1986, is a major nonprofit in the Philanthropy & Grantmaking sector that reported $143.7M in total revenue in fiscal year 2024. Revenue surged 200% from the prior year, signaling strong growth momentum. The organization ran a surplus of $98.7M, a strong 69% operating margin.

Mission

THE NCCF IS THE SINGLE STATEWIDE COMMUNITY FOUNDATION SERVING NORTH CAROLINA AND HAS ADMINISTERED OVER $338 MILLION IN GRANTS SINCE ITS INCEPTION IN 1988. NCCF SUSTAINS OVER 1,300 ENDOWMENTS ESTABLISHED TO PROVIDE LONG-TERM SUPPORT OF A BROAD RANGE OF COMMUNITY NEEDS, NONPROFIT ORGANIZATIONS, INSTITUTIONS AND SCHOLARSHIPS. THE NCCF PARTNERS WITH A NETWORK OF AFFILIATE FOUNDATIONS TO PROVIDE LOCAL RESOURCE ALLOCATION AND COMMUNITY ASSISTANCE ACROSS THE STATE. AN IMPORTANT COMPONENT OF NCCF'S MISSION IS TO ENSURE THAT RURAL PHILANTHROPY HAS A VOICE AT LOCAL, REGIONAL AND NATIONAL LEVELS.

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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 $119,978,182

Program Service Revenue $5,119,807

Investment Income $18,616,694

Other Revenue $-187

TOTAL REVENUE $143,714,496

Expense Breakdown

Grants Paid $33,025,036

Salaries & Benefits $4,603,513

Fundraising Expenses $516,465

Program Expenses $41,261,753

Other Expenses $7,358,714

TOTAL EXPENSES $44,987,263

Year-over-Year Comparison

	2024	2023	Change
Revenue	$143,714,496	$47,936,678	+2.0%
Expenses	$44,987,263	$39,002,433	+0.2%
Net Income	$98,727,233	$8,934,245	+10.1%

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

1201

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

$529,999

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATHARINE H HARDIN	CHAIR	1.00	Officer Director	$0	$0	$0
MARY W WILLIS	TREASURER	1.00	Officer Director	$0	$0	$0
F TIMOTHY NICHOLLS	SECRETARY	1.00	Officer Director	$0	$0	$0
CATHARINE BIGGS ARROWOOD	DIRECTOR	1.00	Director	$0	$0	$0
JUAN AUSTIN	DIRECTOR	1.00	Director	$0	$0	$0
JOHN R BRATTON	DIRECTOR (TERM 9/24)	1.00	Director	$0	$0	$0
PETER M BRISTOW	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM BRODY	DIRECTOR (TERM 9/24)	1.00	Director	$0	$0	$0
ANGELA GAILLIARD	DIRECTOR	1.00	Director	$0	$0	$0
JAN HAYES	DIRECTOR	1.00	Director	$0	$0	$0
CHARLES LOVELACE	DIRECTOR	1.00	Director	$0	$0	$0
HILDA PINNIX-RAGLAND	DIRECTOR	1.00	Director	$0	$0	$0
TODD SEARS	DIRECTOR	1.00	Director	$0	$0	$0
MADHU SHARMA	DIRECTOR	1.00	Director	$0	$0	$0
JANE THORNE	DIRECTOR	1.00	Director	$0	$0	$0
STEVE W WANGERIN	DIRECTOR	1.00	Director	$0	$0	$0
LEROY DAVIS JR	DIRECTOR	1.00	Director	$0	$0	$0
JOHN W WILLINGHAM	VICE CHAIR	1.00	Officer Director	$0	$0	$0
JENNIFER TOLLE WHITESIDE	PRESIDENT & CEO	40.00	Officer	$304,751	$27,078	$331,829
WILSON SIMMONS	CHIEF FINANCIAL & ADMIN	40.00	Officer	$178,767	$19,403	$198,170
AMY D BRAUN	CHIEF MARKETING & COMMUNIC	35.00	Highest	$113,888	$15,420	$129,308
MICHELLE K BRISTOW	DIRECTOR OF FINANCE	35.00	Highest	$122,164	$19,080	$141,244
KATHRYN R HOLDING	VP, PHILANTHROPIC SERVICES	35.00	Highest	$149,919	$20,574	$170,493
DENISE L MARSHALL	VP, PEOPLE & CULTURE	35.00	Highest	$144,486	$17,164	$161,650
SARAH MANN WILLCOX	EXECUTIVE DIRECTOR-NCNG	35.00	Highest	$132,559	$19,801	$152,360

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	$143,714,496	$44,987,263	$569,085,346	$98,727,233
2024	$47,936,678	$39,002,433	$459,056,537	$8,934,245
2023	$24,377,624	$39,927,878	$403,436,279	$-15,550,254
2022	$109,848,330	$31,315,811	$442,779,010	$78,532,519
2021	$51,925,236	$36,898,107	$400,478,532	$15,027,129
2020	$74,052,915	$25,377,250	$290,646,110	$48,675,665
2019	$41,520,100	$17,637,281	$284,033,433	$23,882,819

NORTH CAROLINA COMMUNITY FOUNDATION