William F Buchanan CDC (EIN 621776427) - 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

1999

Legal Domicile

Principal Officer

Carlina B Bell

Phone

6152564329

Tax Period

2024-01-01 to 2024-12-31

William F Buchanan CDC, founded in 1999, is a community nonprofit in the Human Services sector that reported $7.6M in total revenue in fiscal year 2024. Revenue surged 2021% from the prior year, signaling strong growth momentum. The organization ran a surplus of $6.8M, a strong 90% operating margin.

Mission

We connect vulnerable individuals to opportunities and services so they can overcome adversity and experience an improved quality of life and participate in the revitalization of their community.

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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 $7,287,260

Program Service Revenue $348,046

Investment Income $2,896

Other Revenue $5,030

TOTAL REVENUE $7,643,232

Expense Breakdown

Grants Paid $0

Salaries & Benefits $69,174

Fundraising Expenses $0

Program Expenses $736,978

Other Expenses $729,303

TOTAL EXPENSES $798,477

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,643,232	$360,384	+20.2%
Expenses	$798,477	$219,350	+2.6%
Net Income	$6,844,755	$141,034	+47.5%

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

Total Directors

Key Employees

$63,220

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Carlina B Bell	Executive Director	040.00	Key Emp Highest	$63,220	$0	$63,220
Audrey Buchanan	Director	002.00	Director	$0	$0	$0
Thomas Tate Jr	Director	002.00	Director	$0	$0	$0
Sherri Carter	Director	002.00	Director	$0	$0	$0
Stephan Gaffney Jr	Director	002.00	Director	$0	$0	$0
Lisa Buchanan	Director	002.00	Director	$0	$0	$0
Joseph C Hutts	Director	002.00	Director	$0	$0	$0
Robert Welhoelter	Director	002.00	Director	$0	$0	$0
Loretta Weeden	Vice Chairperson	002.00	Officer	$0	$0	$0
James Stephens	Chairperson	002.00	Officer	$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
2024	$7,643,232	$798,477	$10,928,494	$6,844,755
2023	$360,384	$219,350	$1,472,198	$141,034
2022	$482,794	$220,188	$1,161,847	$262,606
2021	$97,026	$115,601	$913,056	$-18,575
2020	$96,127	$104,965	$920,992	$-8,838
2019	$207,936	$197,018	$1,005,960	$10,918

William F Buchanan CDC