CAROLINA PARENT GROUP

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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

2023

Legal Domicile

Principal Officer

ELINA SANTOS

Phone

4074143431

Tax Period

2024-09-01 to 2025-08-31

CAROLINA PARENT GROUP, founded in 2023, is a small nonprofit in the Education sector that reported $596K in total revenue in fiscal year 2024. The organization ran a surplus of $95K, a strong 16% operating margin.

Mission

CPG IS DEDICATED TO HELPING FAMILIES FUNDRAISE FOR THEIR CHILDREN'S ATHLETIC FUNDING.

Program Service Accomplishments

Program 1

Expenses: $500,970 Revenue: $591,062

SCHOLARSHIPS GIVEN TO FAMILIES TO ASSIST IN PAYING FOR THEIR CHILDREN'S ATHLETIC ACTIVITIES.

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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 (2024)

Revenue Breakdown

Contributions & Grants $5,250

Program Service Revenue $591,062

Investment Income $0

Other Revenue $0

TOTAL REVENUE $596,312

Expense Breakdown

Grants Paid $500,970

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $500,970

Other Expenses $493

TOTAL EXPENSES $501,463

Year-over-Year Comparison

	2024	2023	Change
Revenue	$596,312	N/A	N/A
Expenses	$501,463	N/A	N/A
Net Income	$94,849	N/A	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

158

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
ALLISON DUNN	SECRETARY	N/A	Officer	$0	$0	$0
ZACK DUNN	VICE PRESIDE	N/A	Officer	$0	$0	$0
JACKIE KNAPP	TREASURER	N/A	Officer	$0	$0	$0
ELINA SANTOS	PRESIDENT	N/A	Officer	$0	$0	$0
JESSICA TULLAR	VICE PRESIDE	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
2025	$596,312	$501,463	$112,167	$94,849