TECHNOLOGY AND DATA INSTITUTE

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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

Principal Officer

STEVE LINGERFELT

Phone

3366690910

Tax Period

2022-01-01 to 2022-12-31

TECHNOLOGY AND DATA INSTITUTE, founded in 2020, is a community nonprofit in the Education sector that reported $1.5M in total revenue in fiscal year 2022. Revenue surged 16204% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.4M, a strong 96% operating margin.

Mission

PROVIDING TECHNOLOGY AND DATA READINESS AND CAPACITY TO THE 12 COUNTY PIEDMONT REGION OF NC.

Program Service Accomplishments

Program 1

Expenses: $819 Revenue: $1,500,000

THIS GRANT AIMS TO ADDRESS DIGITAL INEQUITY WITHIN THE GUILFORD COUNTY COMMUNITY BY PILOTING A MODEL FOR DELIVERING NO-COST EDUCATION NETWORK ACCESS TO PRE-K THROUGH 5TH GRADE STUDENTS, WHERE POOR OR...

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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 (2022)

Revenue Breakdown

Contributions & Grants $1,500,000

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,500,000

Expense Breakdown

Grants Paid $0

Salaries & Benefits $819

Fundraising Expenses $0

Program Expenses $819

Other Expenses $64,623

TOTAL EXPENSES $65,442

Year-over-Year Comparison

	2022	2021	Change
Revenue	$1,500,000	$9,200	+162.0%
Expenses	$65,442	N/A	N/A
Net Income	$1,434,558	$9,200	+154.9%

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
STEVE LINGERFELT	IT DIRECTOR, CITY OF HIGH POINT	0.50	Director	$0	$0	$0
RODNEY ROBERTS	CIO, CITY OF GREENSBORO	0.50	Director	$0	$0	$0
DONNA HEATH	VICE CHANCELLOR & CIO, UNCG	0.50	Director	$0	$0	$0
TOM JACKSON	VICE CHANCELLOR & CIO, NC A&T	0.50	Director	$0	$0	$0
BRIAN NORRIS	VICE PRESIDENT, SIBHP	0.50	Director	$0	$0	$0
PETER PURCELL	CIO, GUILFORD COUNTY	0.50	Director	$0	$0	$0
TARA SANDERCOCK	COMMUNITY REPRESENTATIVE	0.50	Director	$0	$0	$0
WALKER SANDERS	PRESIDENT, CFGG	0.50	Director	$0	$0	$0
DR TERRI SHELTON	VICE CHANCELLOR FOR RESEARCH, UNCG	0.50	Director	$0	$0	$0
RASHAD SLADE	CTO, GUILFORD COUNTY SCHOOLS	0.50	Director	$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
2022	$1,500,000	$65,442	$1,571,298	$1,434,558