MCNC Endowment (EIN 582591748) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2000

Legal Domicile

Phone

9192481820

Tax Period

2024-07-01 to 2025-06-30

MCNC Endowment, founded in 2000, is a community nonprofit in the Science & Technology sector that reported $6.1M in total revenue in fiscal year 2024. Revenue surged 45% from the prior year, signaling strong growth momentum. The organization ran a surplus of $5.9M, a strong 96% operating margin.

Mission

MCNC ENDOWMENT IS ORGANIZED AND IS TO BE OPERATED EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, OR TO CARRY OUT THE PURPOSES OF MCNC, AN NC NONPROFIT CORPORATION.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $6,131,857

Other Revenue $0

TOTAL REVENUE $6,131,857

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $220,151

Other Expenses $225,718

TOTAL EXPENSES $225,718

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,131,857	$4,226,744	+0.5%
Expenses	$225,718	$197,966	+0.1%
Net Income	$5,906,139	$4,028,778	+0.5%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$1,239,342

Total Directors

$501,244

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Tracy Doaks	President & CEO	0.4	Officer Director	$0	$37,911	$501,244
Charles Maimone	Director	0.2	Director	$0	$0	$0
Cynthia Frost	Director	0.3	Director	$0	$0	$0
Mark Yusko	Director	0.3	Director	$0	$0	$0
Neal Triplett	Chair	0.3	Director	$0	$0	$0
Sara Morgan	Director	0.3	Director	$0	$0	$0
Ward E Sax	Vice Chair	0.2	Director	$0	$0	$0
John Sean Doyle	Secretary	0.5	Officer	$0	$42,476	$274,571
Sarah Taylor	Treasurer	0.5	Officer	$0	$44,483	$296,423
Shirley Jennings	Asst. Secretary	0.4	Officer	$0	$24,108	$167,104

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	$6,131,857	$225,718	$168,520,289	$5,906,139
2024	$4,226,744	$197,966	$160,963,126	$4,028,778
2023	$3,434,041	$205,400	$143,356,524	$3,228,641
2022	$10,714,490	$219,683	$135,884,775	$10,494,807
2021	$17,348,211	$228,894	$149,878,939	$17,119,317
2020	$-625,163	$169,955	$108,788,599	$-795,118
2019	$10,672,543	$101,899	$110,244,754	$10,570,644

MCNC Endowment