CATAWBA VALLEY LEADERSHIP FOUNDATION INC (EIN 823066670) - 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

2017

Legal Domicile

Phone

8288552080

Tax Period

2024-01-01 to 2024-12-31

CATAWBA VALLEY LEADERSHIP FOUNDATION INC, founded in 2017, is a small nonprofit in the Public & Societal Benefit sector that reported $212K in total revenue in fiscal year 2024. Revenue fell 25% from the prior year — a significant decline worth monitoring. Expenses of $281K exceeded revenue, resulting in a 32% operating deficit.

Mission

TO MAKE LIFE BETTER FOR EVERY PERSON LIVING IN THE CATAWBA VALLEY BY DEVELOPING, SUPPORTING, AND CULTIVATING STRONG LEADERSHIP THROUGHOUT OUR 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 $213,403

Program Service Revenue $29,354

Investment Income $0

Other Revenue $-30,570

TOTAL REVENUE $212,187

Expense Breakdown

Grants Paid $0

Salaries & Benefits $102,897

Fundraising Expenses $30,570

Program Expenses $193,217

Other Expenses $178,144

TOTAL EXPENSES $281,041

Year-over-Year Comparison

	2024	2023	Change
Revenue	$212,187	$284,722	-0.3%
Expenses	$281,041	$237,876	+0.2%
Net Income	$-68,854	$46,846	-2.5%

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

N/A

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

Total Directors

$42,375

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHAD HALL	PRESIDENT/DIRECTOR	5.00	Officer Director	$0	$0	$0
T BRUCE SCHRONCE	VP & SECRETARY	5.00	Officer Director	$0	$0	$0
VICTORIA SCHRONCE	FOUNDATION DIRECTOR	40.00	Director	$42,375	$0	$42,375

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	$212,187	$281,041	$99,489	$-68,854
2023	$284,722	$237,876	$169,915	$46,846
2022	$233,319	$170,107	$120,652	$63,212
2019	$233,583	$217,788	$60,816	$15,795

CATAWBA VALLEY LEADERSHIP FOUNDATION INC