Moving NC Forward (EIN 814767705) - 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

Scott R Falmlen

Phone

9198291132

Tax Period

2024-07-01 to 2025-06-30

Moving NC Forward, founded in 2016, is a community nonprofit that reported $3.0M in total revenue in fiscal year 2024. Revenue surged 239% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.4M, a strong 47% operating margin.

Mission

To support and advocate for policies that advance economic growth, stronger schools, tolerance, and fair and legal electoral districts

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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 $3,034,500

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $3,034,500

Expense Breakdown

Grants Paid $800,000

Salaries & Benefits $0

Fundraising Expenses $126,600

Program Expenses $1,388,481

Other Expenses $680,745

TOTAL EXPENSES $1,607,345

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,034,500	$894,416	+2.4%
Expenses	$1,607,345	$918,391	+0.8%
Net Income	$1,427,155	$-23,975	-60.5%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Stella J Adams	Board Member	0	Director	$0	$0	$0
Andy Penry	Board Member	0	Director	$0	$0	$0
Tom Hendrickson	Board Member	1	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
2025	$3,034,500	$1,607,345	$2,167,104	$1,427,155
2024	$894,416	$918,391	$739,949	$-23,975
2023	$554,000	$923,821	$763,924	$-369,821
2022	$1,335,628	$1,276,720	$1,133,745	$58,908
2021	$1,192,500	$675,865	$1,074,837	$516,635
2020	$906,500	$1,016,812	$558,202	$-110,312
2019	$1,152,500	$907,636	$668,514	$244,864
2018	$925,000	$751,327	$423,650	$173,673

Moving NC Forward