GREATER CABARRUS FOUNDATION

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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

2024

Legal Domicile

Principal Officer

CAM CRUICKSHANK

Phone

7047073228

Tax Period

2024-01-01 to 2024-12-31

GREATER CABARRUS FOUNDATION, founded in 2024, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $341K in total revenue in fiscal year 2024. The organization ran a surplus of $212K, a strong 62% operating margin.

Mission

THE GREATER CABARRUS FOUNDATION IS DEDICATED TO INITIATING AND EXPANDING PHILANTROPIC EFFORTS TO SUPPORT LOCAL NONPROFIT AGENCIES AND DRIVE POSITIVE CHANGE ACROSS CABARRUS COUNTY. WE LEVERAGE OUR DEEP UNDERSTANDING OF OUR COMMUNITY, COMBINED WITH OUR FLEXIBILITY AND RESPONSIVENESS, TO SERVE AS A CRUCIAL PARTNER IN COMMUNITY DEVELOPMENT THROUGH OUR THREE PRIMARY FUNCTIONS: FUNDRAISING, GRANTMAKING, AND CAPACITY BUILDING THROUGH COLLABORATION.

Program Service Accomplishments

Program 1

Expenses: $35,309

1. FUNDRAISING AND RESOURCE DEVELOPMENTWE COLLABORATE CLOSELY WITH COMMUNITY INVESTORS TO UNDERSTAND THEIR PASSIONS AND INTENTIONS, DIRECTING GIFTS TO ADDRESS THE EXACT PURPOSES THEY HAVE IDENTIFIED. BY POOLING FINANCIAL CONTRIBUTIONS, WE MAXIMIZE RESOURCES TO TACKLE CRITICAL COMMUNITY NEEDS AND ESTABLISH PERMANENT FUNDS WHICH ENSURE LONG-TERM SUSTAINABILITY.

Program 2

2. GRANTMAKINGWE UTILIZE OUR KNOWLEDGE OF COMMUNITY NEEDS TO STRENGTHEN THE ECOSYSTEM OF NONPROFIT AGENCIES IN CABARRUS COUNTY. OUR GRANTMAKING FOCUSES ON SUPPORTING AGENCIES AND INITIATIVES THAT...

2. GRANTMAKINGWE UTILIZE OUR KNOWLEDGE OF COMMUNITY NEEDS TO STRENGTHEN THE ECOSYSTEM OF NONPROFIT AGENCIES IN CABARRUS COUNTY. OUR GRANTMAKING FOCUSES ON SUPPORTING AGENCIES AND INITIATIVES THAT ADDRESS KEY PREDICTORS OF HEALTH AND WELLBEING, INCLUDING HOUSING, FOOD, HEALTHCARE, SAFE ENVIRONMENTS, EDUCATION, EMPLOYMENT, AND INDEPENDENT LIVING. WE PROVIDE INCREASED AND LONG-TERM SUPPORT THROUGH VARIOUS GRANTMAKING PROGRAMS, INCLUDING DONOR-ADVISED FUNDS AND A PERMANENT COMMUNITY ENDOWMENT FUND.

Program 3

3. CAPACITY BUILDING THROUGH COLLABORATIONWE BRING TOGETHER DIVERSE PUBLIC AND PRIVATE STAKEHOLDERS AGENCIES, BUSINESSES, GOVERNMENT ENTITIES, DONORS, AND COMMUNITY MEMBERS TO COLLABORATE ON...

3. CAPACITY BUILDING THROUGH COLLABORATIONWE BRING TOGETHER DIVERSE PUBLIC AND PRIVATE STAKEHOLDERS AGENCIES, BUSINESSES, GOVERNMENT ENTITIES, DONORS, AND COMMUNITY MEMBERS TO COLLABORATE ON SOLUTIONS AND INITIATIVES THAT ADDRESS THE MOST PRESSING NEEDS IN OUR COMMUNITY AND HELP BUILD THE ORGANIZATIONAL CAPACITY OF THOSE AGENCIES WHICH PROVIDE VALUABLE SERVICES TO THEIR CLIENTS. GUIDED BY THE COMMUNITY NEEDS ASSESSMENT PRODUCED BY THE CABARRUS HEALTH ALLIANCE, WE ENSURE OUR EFFORTS ARE ALIGNED WITH BOTH CURRENT AND FUTURE COMMUNITY NEEDS

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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 $340,057

Program Service Revenue $0

Investment Income $678

Other Revenue $0

TOTAL REVENUE $340,735

Expense Breakdown

Grants Paid $0

Salaries & Benefits $71,923

Fundraising Expenses $0

Program Expenses $35,309

Other Expenses $56,407

TOTAL EXPENSES $128,330

Year-over-Year Comparison

	2024	2023	Change
Revenue	$340,735	N/A	N/A
Expenses	$128,330	N/A	N/A
Net Income	$212,405	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

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

$65,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BOB BRATTON	BOARD CHAIR AND DIRECTOR	15.00	Officer Director	$0	$0	$0
DOUG STAFFORD	VICE CHAIR AND DIRECTOR	2.00	Officer Director	$0	$0	$0
JON YANCEY	TREASURER AND SECRETARY	2.00	Officer Director	$0	$0	$0
DR KELLY PROPST	DIRECTOR	1.00	Director	$0	$0	$0
PAT HORTON	DIRECTOR	1.00	Director	$0	$0	$0
JAN BEATTY-HENDLEY	DIRECTOR	2.00	Director	$0	$0	$0
BRITT LEATHERMAN	DIRECTOR	5.00	Director	$0	$0	$0
HOLT MORRISON	DIRECTOR	2.00	Director	$0	$0	$0
CAM CRUICKSHANK	PRESIDENT AND CEO	40.00	Director	$57,500	$7,500	$65,000

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	$340,735	$128,330	$221,768	$212,405