CAROLINA COUNTRY CLUB FOUNDATION INC (EIN 921030867) - 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

2022

Legal Domicile

Principal Officer

J ANDREW BETTS

Tax Period

2023-01-01 to 2023-12-31

CAROLINA COUNTRY CLUB FOUNDATION INC, founded in 2022, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $432K in total revenue in fiscal year 2023. Revenue surged 581% from the prior year, signaling strong growth momentum. The organization ran a surplus of $377K, a strong 87% operating margin.

Mission

PROVIDE GRANTS TO NEEDY INDIVIDUALS, INCLUDING EMPLOYEES OF CAROLINA COUNTRY CLUB AND THEIR FAMILIES, FOR EDUCATION PURPOSES, SCHOOL EXPENSES AND MEDICAL AND FINANCIAL HARDSHIP SITUATIONS.

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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 $426,323

Program Service Revenue $0

Investment Income $5,758

Other Revenue $0

TOTAL REVENUE $432,081

Expense Breakdown

Grants Paid $40,548

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $51,728

Other Expenses $14,436

TOTAL EXPENSES $54,984

Year-over-Year Comparison

	2023	2022	Change
Revenue	$432,081	$63,492	+5.8%
Expenses	$54,984	$117	+468.9%
Net Income	$377,097	$63,375	+5.0%

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

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
SID ALDRIDGE	DIRECTOR	N/A	Director	$0	$0	$0
J ANDREW BETTS	PRESIDENT	N/A	Officer Director	$0	$0	$0
CAROL BILBRO	DIRECTOR	N/A	Director	$0	$0	$0
ROBERT A BOYETTE	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
LACY PRESNELL III	DIRECTOR	N/A	Director	$0	$0	$0
EASTER MAYNARD	DIRECTOR	N/A	Director	$0	$0	$0
MARY MOSS	DIRECTOR	N/A	Director	$0	$0	$0
DONOVAN MUNFORD	SECRETARY	N/A	Officer Director	$0	$0	$0
JENNY WINSTON	DIRECTOR	N/A	Director	$0	$0	$0
J MATTHEW CAPASSO	TREASURER	N/A	Officer	$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
2024	No data	No data	No data	No data
2023	$432,081	$54,984	$440,472	$377,097

CAROLINA COUNTRY CLUB FOUNDATION INC