Yadkin-Pee Dee Water Management Group (EIN 931856293) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2023

Legal Domicile

Principal Officer

Alan Fowler

Phone

7046148899

Tax Period

2023-01-01 to 2023-12-31

Yadkin-Pee Dee Water Management Group, founded in 2023, is a small nonprofit in the Environment sector that reported $280K in total revenue in fiscal year 2023. The organization ran a surplus of $232K, a strong 83% operating margin.

Mission

YPDWMG provides a structure for regional collaboration to coordinate activities and explore mutually beneficial ways to protect and develop our water supply and save money and time. Regional collaboration by our water supply managers is a one step towards our goal of enhancing the welfare of Yadkin-Pee Dee residents by jointly planning for the sustainable use of water from the Yadkin-Pee Dee River Basin.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $279,976

Investment Income $48

Other Revenue $0

TOTAL REVENUE $280,024

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $48,196

TOTAL EXPENSES $48,196

Year-over-Year Comparison

	2023	2022	Change
Revenue	$280,024	N/A	N/A
Expenses	$48,196	N/A	N/A
Net Income	$231,828	N/A	N/A

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

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
Alan Fowler	Chair	1.50	Officer Director	$0	$0	$0
Aubrey Lofton	Vice Chair	1.50	Officer Director	$0	$0	$0
David Czerr	Secretary/Treas	1.50	Officer Director	$0	$0	$0
Sam Call	Director	1.50	Director	$0	$0	$0
Ron Sink	Director	1.50	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
2025	No data	No data	No data	No data
2023	$280,024	$48,196	$340,725	$231,828

Yadkin-Pee Dee Water Management Group