NORTH CAROLINA ASSOCIATION FOR MIDDLE LEVEL EDUCATION

EIN: 582121820 501(c)(3)

CHARLOTTE, NC

Total Revenue
$170,666
Total Expenses
$146,213
Total Assets
$80,266
Net Assets
$80,266
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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
1993
Legal Domicile
NC
Principal Officer
KIM LYNCH
Phone
9192777977
Tax Period
2024-07-01 to 2025-06-30

NORTH CAROLINA ASSOCIATION FOR MIDDLE LEVEL EDUCATION, founded in 1993, is a small nonprofit that reported $171K in total revenue in fiscal year 2024. Expenses of $146K left a modest 14% surplus.

Mission

THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO FOSTER EXCELLENCE IN EDUCATION FOR EMERGING ADOLESCENTS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $3,765
Program Service Revenue $166,901
Investment Income $0
Other Revenue $0
TOTAL REVENUE $170,666

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $133,496
Other Expenses $146,213
TOTAL EXPENSES $146,213

Year-over-Year Comparison

2024 2023 Change
Revenue $170,666 $172,297 0.0%
Expenses $146,213 $198,711 -0.3%
Net Income $24,453 $-26,414 -1.9%
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

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Governance

Voting Members
14
Independent Members
14
Employees
N/A
Volunteers
8

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
3
$0
Total Directors
14
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DAVID JAMES CONFERENCE/M 5.00
Director
$0 $0 $0
REBECCA PHILLIPS SECRETARY N/A
Officer Director
$0 $0 $0
KRISTY BULLOCK PAST PRESIDE N/A
Officer Director
$0 $0 $0
KIM HARRIS TECHNOLOGY D N/A
Director
$0 $0 $0
KIM LYNCH TREASURER 1.00
Officer Director
$0 $0 $0
HEATHER MYERS PRESIDENT N/A
Director
$0 $0 $0
TONI PERRY PRESIDENT EL N/A
Director
$0 $0 $0
DARRYL CONNER DIRECTOR N/A
Director
$0 $0 $0
JENNIFER WILLOUGHBY DIRECTOR N/A
Director
$0 $0 $0
ANNA CROOKE DIRECTOR N/A
Director
$0 $0 $0
AMBER SPARGO DIRECTOR N/A
Director
$0 $0 $0
DR HOLLY PINTER DIRECTOR N/A
Director
$0 $0 $0
DR LAURIE DYMES DIRECTOR N/A
Director
$0 $0 $0
JENNIFER GREENE DIRECTOR N/A
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
2025 $170,666 $146,213 $80,266 $24,453
2024 $172,297 $198,711 $56,790 $-26,414
2023 $121,409 $63,936 $83,440 $57,473
2022 $95,123 $105,949 $25,705 $-10,826
2021 $11,071 $37,007 $36,126 $-25,936
2020 $128,051 $117,117 $118,926 $10,934
2019 $276,997 $318,749 $107,887 $-41,752
2018 $372,644 $385,129 $149,639 $-12,485
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