360 COMMUNITY CAPITAL

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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

2022

Legal Domicile

Principal Officer

SUSAN NEELY

Phone

2026242000

Tax Period

2023-01-01 to 2023-12-31

Mission

TO INCREASE IMPACT INVESTMENTS BY THE LIFE INSURANCE INDUSTRY INTO LOW-INCOME COMMUNITIES TO ADVANCE RACIAL AND ECONOMIC EQUITY. IN FURTHERANCE OF SUCH PURPOSES, THE CORPORATION WILL ENGAGE IN CHARITABLE AND EDUCATIONAL ACTIVITIES, (CONT'D IN SCHEDULE O)

Program Service Accomplishments

Program 1

Expenses: $309,032

EXTENSIVE RESEARCH WITH COMMUNITY DEVELOPMENT FINANCIAL INSTITUTIONS ON OPPORTUNITIES FOR IMPACT INVESTMENTS BY US LIFE INSURERS IN UNDERSERVED COMMUNITIES. EXPLORING WAYS FOR LIFE INSURERS TO...

EXTENSIVE RESEARCH WITH COMMUNITY DEVELOPMENT FINANCIAL INSTITUTIONS ON OPPORTUNITIES FOR IMPACT INVESTMENTS BY US LIFE INSURERS IN UNDERSERVED COMMUNITIES. EXPLORING WAYS FOR LIFE INSURERS TO PARTNER WITH OTHER ORGANIZATIONS ACTIVE IN THE IMPACT INVESTING SPACE THAT MEETS BOTH THE REGULATORY AND RATINGS AGENCY REQUIREMENTS.

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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 $0

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $309,032

Other Expenses $420,589

TOTAL EXPENSES $420,589

Year-over-Year Comparison

	2023	2022	Change
Revenue	N/A	$2,500,000	-1.0%
Expenses	$420,589	$424,463	0.0%
Net Income	N/A	$2,075,537	N/A

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

$7,855,135

Total Directors

$6,382,425

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LEROY D NUNERY II	CHAIR	2.00	Officer Director	$0	$0	$0
J SCOTT DAVISON	GOVERNOR	2.00	Director	$0	$0	$0
JOSEPH S HAGAN	GOVERNOR	2.00	Director	$0	$0	$0
RAYMOND G FARMER	GOVERNOR	2.00	Director	$0	$0	$0
SUSAN NEELY	PRESIDENT & CEO	2.00	Officer Director	$0	$1,626,851	$6,382,425
DAVID C TURNER	COO & CORPORATE SECRETARY	2.00	Officer	$0	$152,059	$1,044,913
SCOTT DIXON	VP, FINANCE	2.00	Officer	$0	$74,792	$427,797

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	No data	$420,589	$1,660,948	No data
2022	$2,500,000	$424,463	$2,121,370	$2,075,537