The Greater Waverly Foundation

EIN: 113678686 501(c)(3) Human Services

Columbia, SC

Total Revenue
$326,025
Total Expenses
$235,294
Total Assets
$219,000
Net Assets
$200,000
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2003
Legal Domicile
SC
Principal Officer
Catherine Lewis
Phone
8032106939
Tax Period
2024-01-01 to 2024-12-31

The Greater Waverly Foundation, founded in 2003, is a small nonprofit in the Human Services sector that reported $326K in total revenue in fiscal year 2024. Revenue surged 21% from the prior year, signaling strong growth momentum. The organization ran a surplus of $91K, a strong 28% operating margin.

Mission

The Greater Waverly Foundation was established to provide educational resources such as virtual tutoring,computeraccess classes homework assistance and finance management to families; to reduce food vulnerability inacommunity declared a food desert by the Dept of Agriculture through a weekly food bank and the establishment ofacommunity garden; and to present historical information celebrations at a low cost to the surroundingcommunities.

Program Service Accomplishments

Program 1
Expenses: $10,000 Revenue: $0

The project was a success that it was well attended 155 persons of various ethnicities and ages. There were cooling stations to make the June heattolerable. There were booksfor adults andtraining for...

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The project was a success that it was well attended 155 persons of various ethnicities and ages. There were cooling stations to make the June heattolerable. There were booksfor adults andtraining for children regarding the history of Juneteenth. Food was provided seniors and youth. The historic Columbia 63 as well as Beaufort County Archives presented educational material. infor

Program 2
Expenses: $224,694 Revenue: $0

he Greater Waverly Foundation Summer Camp is excited to offer the Village Initiative Summer camp program that supports young people to help students engage in their studies and increase academic...

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he Greater Waverly Foundation Summer Camp is excited to offer the Village Initiative Summer camp program that supports young people to help students engage in their studies and increase academic performance. The students in the summer camp participate in an interactive educational experience designed to inform engage entertain and educate. Our camp comprehensively examines math science reading cursive writing language and cultural arts. These strategies enhance the in-class learning experience help students improve test scores reading and writing skills and speak and listen effectively. The tangible measurable learning results help students understand place values to the trillion know multiplication facts to 12 take notes and understand the formation of good writing to excel and succeed in school.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $311,228
Program Service Revenue $14,542
Investment Income $255
Other Revenue $0
TOTAL REVENUE $326,025

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $234,694
Other Expenses $235,294
TOTAL EXPENSES $235,294

Year-over-Year Comparison

2024 2023 Change
Revenue $326,025 $269,300 +0.2%
Expenses $235,294 $64,265 +2.7%
Net Income $90,731 $205,035 -0.6%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Liquidity & Cash Position

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Governance

Voting Members
7
Independent Members
7
Employees
N/A
Volunteers
8

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
4
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Catherine Lewis President 20.00
Officer
$0 $0 $0
Jennifer McClary Vice President 10.00
Officer
$0 $0 $0
T Wayne Gilbert Treasurer 5.00
Officer
$0 $0 $0
Greta Avery Secretary 3.00
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 $326,025 $235,294 $219,000 $90,731
2023 $269,300 $64,265 $269,300 $205,035
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