Family Promise of Davie County (EIN 811096297) - 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

2016

Legal Domicile

Principal Officer

Brandon James

Phone

3362844200

Tax Period

2024-07-01 to 2025-06-30

Family Promise of Davie County, founded in 2016, is a small nonprofit in the Housing & Shelter sector that reported $297K in total revenue in fiscal year 2024. Revenue surged 34% from the prior year, signaling strong growth momentum. The organization ran a surplus of $80K, a strong 27% operating margin.

Mission

Transforming the lives of families experiencing homelessness.

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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 $286,460

Program Service Revenue $8,166

Investment Income $3,197

Other Revenue $-581

TOTAL REVENUE $297,242

Expense Breakdown

Grants Paid $0

Salaries & Benefits $134,963

Fundraising Expenses $10,316

Program Expenses $144,241

Other Expenses $82,450

TOTAL EXPENSES $217,413

Year-over-Year Comparison

	2024	2023	Change
Revenue	$297,242	$222,029	+0.3%
Expenses	$217,413	$206,858	+0.1%
Net Income	$79,829	$15,171	+4.3%

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

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

$65,645

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kim Stanbery	Board member	1.00	Director	$0	$0	$0
Julie Marklin	Chair	2.00	Officer Director	$0	$0	$0
Brandon James	Treasurer	2.00	Officer Director	$0	$0	$0
Adam Ridenhour	Board member	1.00	Director	$0	$0	$0
Lori Hamilton	Board member	1.00	Director	$0	$0	$0
Jeanna White	Board member	1.00	Director	$0	$0	$0
Karlyn Armsworthy	Vice Chair	2.00	Officer Director	$0	$0	$0
Vicki Fleming	Board member	1.00	Director	$0	$0	$0
Tonia Shore	Secretary	1.00	Officer Director	$0	$0	$0
Beth Edwards	Board member	1.00	Director	$0	$0	$0
Lisa Foster Reynolds	Executive Director	40.00	Officer	$65,645	$0	$65,645

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	$297,242	$217,413	$446,129	$79,829
2024	$222,029	$206,858	$384,469	$15,171
2023	$378,692	$221,718	$345,832	$156,974
2022	$200,700	$213,681	$183,612	$-12,981
2021	$201,900	$159,179	$220,694	$42,721

Family Promise of Davie County