CAROLINA FORWARD FOUNDATION

EIN: 871921377 501(c)(3) Public & Societal Benefit

Carrboro, NC

Total Revenue
$659,304
Total Expenses
$490,254
Total Assets
$799,747
Net Assets
$799,747
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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
2021
Legal Domicile
NC
Principal Officer
Blair Reeves
Phone
9196278437
Tax Period
2025-01-01 to 2025-12-31

CAROLINA FORWARD FOUNDATION, founded in 2021, is a small nonprofit in the Public & Societal Benefit sector that reported $659K in total revenue in fiscal year 2025. Revenue surged 25% from the prior year, signaling strong growth momentum. The organization ran a surplus of $169K, a strong 26% operating margin.

Mission

To conduct in depth polling of the citizens of North Carolina and to publish and disseminate educational articles on major public policy issues in 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%)

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Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $659,304
Program Service Revenue $0
Investment Income $0
Other Revenue $0
TOTAL REVENUE $659,304

Expense Breakdown

Grants Paid $25,000
Salaries & Benefits $43,741
Fundraising Expenses $0
Program Expenses $370,811
Other Expenses $421,513
TOTAL EXPENSES $490,254

Year-over-Year Comparison

2025 2024 Change
Revenue $659,304 $525,625 +0.3%
Expenses $490,254 $847,432 -0.4%
Net Income $169,050 $-321,807 -1.5%
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

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Governance

Voting Members
3
Independent Members
3
Employees
3
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
1
$0
Total Directors
3
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Blair Reeves Chairman 10
Officer Director
$0 $0 $0
Nicole Quick Director 5
Director
$0 $0 $0
Ryan Watts Director 5
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
2025 $659,304 $490,254 $799,747 $169,050
2024 $525,625 $847,432 $630,697 $-321,807
2023 $1,062,967 $125,938 $952,504 $937,029
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