CREATE Newberry Inc (EIN 851035631) - 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

2020

Legal Domicile

Phone

8033211022

Tax Period

2024-07-01 to 2025-06-30

CREATE Newberry Inc, founded in 2020, is a small nonprofit in the Arts, Culture & Humanities sector that reported $201K in total revenue in fiscal year 2024. Revenue surged 74% from the prior year, signaling strong growth momentum. The organization ran a surplus of $101K, a strong 50% operating margin.

Mission

To offer educational arts programming to all members of the community regardless of age, race, gender, ethnicity, and financial status.

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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 $129,527

Program Service Revenue $63,963

Investment Income $7,804

Other Revenue $88

TOTAL REVENUE $201,382

Expense Breakdown

Grants Paid $9,501

Salaries & Benefits $0

Fundraising Expenses $3,354

Program Expenses $80,605

Other Expenses $90,616

TOTAL EXPENSES $100,117

Year-over-Year Comparison

	2024	2023	Change
Revenue	$201,382	$115,604	+0.7%
Expenses	$100,117	$86,699	+0.2%
Net Income	$101,265	$28,905	+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

Employees

N/A

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Antony Caldwell	Member-At-Large	2.00	Director	$0	$0	$0
Nichole Rivera	Member-At-Large	2.00	Director	$0	$0	$0
Laura Clark	Member-At-Large	2.00	Director	$0	$0	$0
Gretchen Haskett	City of Newberry Representative	2.00	Director	$0	$0	$0
Alanna Boozer	Chairperson	2.00	Officer	$0	$0	$0
Anne Hightower-Patterson White	Vice-Chairperson	2.00	Officer	$0	$0	$0
Norma Donaldson - Jenkins	Secretary	2.00	Officer	$0	$0	$0
Tiffany West	Treasurer	5.00	Officer	$0	$0	$0
Marquerite Palmer	Executive Director	25.00	Key Emp	$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	$201,382	$100,117	$292,965	$101,265

CREATE Newberry Inc