CAROLINA LEADERSHIP COALITION INC (EIN 812595702) - 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

LINDSEY GRIFFIN

Phone

9193246606

Tax Period

2023-01-01 to 2023-12-31

CAROLINA LEADERSHIP COALITION INC, founded in 2016, is a small nonprofit that reported $553K in total revenue in fiscal year 2023. Revenue fell 51% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $84K, a strong 15% operating margin.

Mission

TO ADVOCATE FOR POLICIES THAT PROMOTE ECONOMIC DEVELOPMENT AND IMPROVE EDUCATION, AND TO EDUCATE THE PUBLIC REGARDING POSITIVE BENEFITS OF LOWER TAXATION AND LIMITED GOVERNMENT.

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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 (2023)

Revenue Breakdown

Contributions & Grants $553,350

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $553,350

Expense Breakdown

Grants Paid $250,000

Salaries & Benefits $36,000

Fundraising Expenses $25,348

Program Expenses $388,810

Other Expenses $158,635

TOTAL EXPENSES $469,635

Year-over-Year Comparison

	2023	2022	Change
Revenue	$553,350	$1,139,544	-0.5%
Expenses	$469,635	$1,376,156	-0.7%
Net Income	$83,715	$-236,612	-1.4%

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

$36,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHAEL LUETHY	EXECUTIVE DI	1.00	Officer	$36,000	$0	$36,000
MURCHISON B BIGGS	SECRETARY &	N/A	Officer Director	$0	$0	$0
LINDSEY GRIFFIN	PRESIDENT &	N/A	Officer Director	$0	$0	$0
JEFFERY B TURNER	DIRECTOR	N/A	Director	$0	$0	$0
D VICTOR EDWARDS	TREASURER	N/A	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	No data	No data	No data	No data
2023	$553,350	$469,635	$257,201	$83,715
2022	$1,139,544	$1,376,156	$173,486	$-236,612
2021	$517,500	$218,180	$410,098	$299,320
2020	$864,761	$1,079,375	$110,778	$-214,614

CAROLINA LEADERSHIP COALITION INC