NC COUNTS COALITION (EIN 825469509) - 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

2018

Legal Domicile

Principal Officer

STACEY CARLESS

Phone

9192716820

Tax Period

2023-01-01 to 2023-12-31

NC COUNTS COALITION, founded in 2018, is a mid-sized nonprofit in the Education sector that reported $13.3M in total revenue in fiscal year 2023. Revenue surged 121% from the prior year, signaling strong growth momentum. The organization ran a surplus of $7.3M, a strong 55% operating margin.

Mission

THE N.C. COUNTS COALITION SERVES AS A HUB TO FACILITATE CROSS-SECTOR COORDINATION AMONG GOVERNMENT, PLANNING AND COMMUNITY ORGANIZATIONS, SERVICE PROVIDERS, BUSINESSES AND OTHERS TO ACHIEVE A COMPLETE AND ACCURATE CENSUS COUNT FOR NORTH CAROLINA.

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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 $13,322,679

Program Service Revenue $0

Investment Income $0

Other Revenue $411

TOTAL REVENUE $13,323,090

Expense Breakdown

Grants Paid $3,485,493

Salaries & Benefits $1,719,825

Fundraising Expenses $15,103

Program Expenses $5,261,523

Other Expenses $822,583

TOTAL EXPENSES $6,027,901

Year-over-Year Comparison

	2023	2022	Change
Revenue	$13,323,090	$6,020,797	+1.2%
Expenses	$6,027,901	$5,106,257	+0.2%
Net Income	$7,295,189	$914,540	+7.0%

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

$150,004

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR ALLISA SHEPARD	CHAIR	1.00	Officer Director	$0	$0	$0
CORNELL WRIGHT	BOARD MEMBER	1.00	Director	$0	$0	$0
GWENDOLYN KEA	TREASURER	1.00	Officer Director	$0	$0	$0
CONCHITA MCIVER	SECRETARY	1.00	Officer Director	$0	$0	$0
DR TONYA WILLIAMS LEATHERS ED D	BOARD MEMBER	1.00	Director	$0	$0	$0
JORGE SOUSA	BOARD MEMBER	1.00	Director	$0	$0	$0
IESHIA ROBERTSON	BOARD MEMBER	1.00	Director	$0	$0	$0
STACEY CARLESS	EXECUTIVE DIRECTOR	40.00	Officer	$134,242	$15,762	$150,004

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	$13,323,090	$6,027,901	$8,533,242	$7,295,189
2022	$6,020,797	$5,106,257	$1,238,053	$914,540
2021	$3,427,386	$3,132,530	$475,354	$294,856
2020	$1,058,002	$1,747,546	$190,481	$-689,544

NC COUNTS COALITION