Structural Deficit
What does this mean?
Persistently low financial health over 5 years despite strong programmatic output. They are borrowing from their future (or bleeding an endowment) to pay for today's programs.
The Path Forward
The Truth-Teller
Forces necessary, painful cuts to preserve the core. It demands that the organization stop borrowing from its future and align its current programmatic output with actual sustainable revenue.
Title
Representative Institutions
Institutional Epochs
Historical Performance
| Year | Revenue | Top Comp | Comp % Rev | Score | Phase Label | Outlook | Details |
|---|---|---|---|---|---|---|---|
| 2023 | Hidden | Hidden | 17.2% | 27 | Critical Intervention Needed | Stable Watch | |
| 2022 | — | — | 20.5% | 27 | Critical Intervention Needed | Stable Watch | |
| 2021 | — | — | 24.0% | 27 | Critical Intervention Needed | Decline Risk | |
| 2020 | — | — | 25.2% | 26 | Critical Intervention Needed | Decline Risk | |
| 2019 | — | — | 23.6% | 33 | Critical Intervention Needed | Decline Risk | |
| 2018 | — | — | 43.2% | 32 | Critical Intervention Needed | Recovery | |
| 2017 | — | — | 11.5% | 32 | Critical Intervention Needed | Recovery | |
| 2016 | — | — | 29.9% | 32 | Critical Intervention Needed | Decline Risk | |
| 2015 | — | — | 32.5% | 38 | Critical Intervention Needed | Decline Risk | |
| 2014 | — | — | 33.3% | 36 | Critical Intervention Needed | Gov Risk | |
| 2013 | — | — | 45.0% | 38 | Fragile | Gov Risk | |
| 2012 | — | — | 49.3% | 38 | Fragile | Gov Risk |
Officer compensation history
Tax year 2023
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| LORI COZZI | Executive Director | 16.3% of Rev | ||
| JOHN HALL | Board President | — | ||
| SARAH BERGLUND | Secretary | — | ||
| KANNAH BEGLEY | Board Member | — | ||
| BENJI FORD | Board Member | — | ||
| CASEY CONNER | Board Member | — | ||
| LORI TURLEY | Treasurer | — | ||
| JULIE WILCOX | Board President | — | ||
| JACK HEINEN | Board Member | — | ||
| CAROLINE COPEKHOURY | Board Member | — | ||
| MELISA PRESSLEY | Board Member | — | ||
| STEPHANIE WILDER | Board Member | — | ||
| ARCHIE PERTILLER | Board Member | — | ||
| ELIZABETH WHITE | Board Member | — |
Tax year 2022
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| LORI COZZI | Executive Director | 16.3% of Rev | ||
| LORI COZZI | Executive Director | 15.8% of Rev | ||
| GLEN COX | Board President | — | ||
| ANA PRENDERGAST | Board President | — | ||
| LIBBA TRACY | Board Member | — | ||
| BENJI FORD | Board Member | — | ||
| KYLE HOLT | Board President | — | ||
| JUDY SHILLINGLAW | Board Member | — | ||
| AMY NASTA | Board Member | — | ||
| ALBERT MILTON | Board Member | — | ||
| GARY PABEN | Board Member | — | ||
| CASEY CONNER | Board Member | — | ||
| PHILIP ARNOLD | Treasurer | — | ||
| ELIZABETH WHITE | Board Member | — | ||
| JULIE WILCOX | Secretary | — | ||
| GALE JACKSON | Executive Director | — | ||
| GLEN COX | Board President | — | ||
| PHILIP ARNOLD | Treasurer | — | ||
| ANA PRENDERGAST | Secretary | — | ||
| LIBBA TRACY | Board Member | — | ||
| BENJI FORD | Board Member | — | ||
| KYLE HOLT | Board President | — | ||
| ALBERT MILTON | Board Member | — | ||
| GARY PABEN | Board Member | — | ||
| CASEY CONNER | Board Member | — | ||
| ELIZABETH WHITE | Board Member | — | ||
| JULIE WILCOX | Secretary | — | ||
| JOSH HARROLD | TOWN MANAGER | — |
Tax year 2021
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| GALE JACKSON | Executive Director | 29.7% of Rev | ||
| LORI COZZI | Executive Director | — | ||
| GLEN COX | Board President | — | ||
| DAWN WILSON | Treasurer | — | ||
| JOSE BELLO | Board Member | — | ||
| ANA PRENDERGAST | Secretary | — | ||
| PHILIP ARNOLD | Board President | — | ||
| LIBBA TRACY | Board Member | — | ||
| BENJI FORD | Board Member | — | ||
| KYLE HOLT | Board Member | — | ||
| JUDY SHILLINGLAW | Board Member | — | ||
| AMY NASTA | Board Member | — | ||
| ALBERT MILTON | Board Member | — | ||
| GENIE SULLIVAN | Board Member | — | ||
| ERIN CARR | Board Member | — | ||
| CALEB HOFHEINS | Board Member | — | ||
| BEV MACSHERRY | Board Member | — | ||
| GARY PABEN | Board Member | — | ||
| CASEY CONNER | Board Member | — |
Score breakdown
The three components combine into a single 0–100 score weighted as shown. Full methodology →
Peer comparison
Compared to 37 other orgs in NC with NTEE prefix A2.
Most-divergent component: financial score sits 30 points below the peer median (0 vs. 30).
5-year trend: Structural Deficit
Persistently low financial health over 5 years despite strong programmatic output. They are borrowing from their future (or bleeding an endowment) to pay for today's programs.
Overall score has gone from 33 → 27 over 5 years (declining by 6 points).
What's driving this score
- Comp-to-revenue ratio of 17.2% sits within the sector's healthy band (18–22%).
- Financial resilience score in the bottom quartile — reserves and liabilities ratios warrant review.
What would change this score
The two changes that would most improve this score:
- Separate signing authority from fundraising authority when both are held by one person — removes the concentration penalty (~12 points).
- Build cash reserves to at least 3 months of operating expenses — moves financial resilience score meaningfully (~10 points).
Improving governance is a board decision. These are the levers.