OCONEE ECONOMIC ALLIANCE

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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

2004

Legal Domicile

Principal Officer

JAIMIE GILBERT

Phone

8643645552

Tax Period

2025-01-01 to 2025-12-31

OCONEE ECONOMIC ALLIANCE, founded in 2004, is a small nonprofit in the Community Improvement sector that reported $487K in total revenue in fiscal year 2025. Revenue decreased 20% compared to the prior year. The organization ran a surplus of $78K, a strong 16% operating margin.

Mission

OEA IS THE OFFICIAL MARKETING AND BUSINESS RECRUITMENT ORGANIZATION FOR OCONEE COUNTY SOUTH CAROLINA. THE ORGANIZATION WORKS TO FACILITATE THE CREATION AND RETENTION OF JOBS AND NEW INVESTMENT AND IMPROVE THE QUALITY OF LIFE WITHIN THE COUNTY THROUGH ECONOMIC DEVELOPMENT.

Program Service Accomplishments

Program 1

Expenses: $274,182

OCONEE ECONOMIC ALLIANCE IS THE OFFICIAL MARKETING AND BUSINES RECRUITMENT ORGANIZTION FOR OCONEE COUNTY SOUTH CAROLINA. THE ORGANIZATION WORKS TO FACILITATE THE CREATION AND RETENTION OF JOBS AND...

OCONEE ECONOMIC ALLIANCE IS THE OFFICIAL MARKETING AND BUSINES RECRUITMENT ORGANIZTION FOR OCONEE COUNTY SOUTH CAROLINA. THE ORGANIZATION WORKS TO FACILITATE THE CREATION AND RETENTION OF JOBS AND NEW INVESTMENT AND IMPROVE THE QUALITY OF LIFE WITHIN THE COUNTY THROUGH ECONOMIC DEVELOPMENT.

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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 (2025)

Revenue Breakdown

Contributions & Grants $448,322

Program Service Revenue $18,000

Investment Income $20,568

Other Revenue $0

TOTAL REVENUE $486,890

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $19,693

Program Expenses $274,182

Other Expenses $408,576

TOTAL EXPENSES $408,576

Year-over-Year Comparison

	2025	2024	Change
Revenue	$486,890	$606,966	-0.2%
Expenses	$408,576	$566,706	-0.3%
Net Income	$78,314	$40,260	+0.9%

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

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHUCK PERRY	CHAIR	1.00	Officer	$0	$0	$0
AMANDA TAYLOR	VICE CHAIR	1.00	Officer	$0	$0	$0
CHRIS BOWEN	SECRETARY	1.00	Officer	$0	$0	$0
RUSH THRIFT	TREASURER	1.00	Officer	$0	$0	$0
JOEY HAWKINS	PAST CHAIR	1.00	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
2025	$486,890	$408,576	$850,223	$78,314
2024	$606,966	$566,706	$771,909	$40,260
2023	$592,070	$482,746	$732,078	$109,324
2022	$625,001	$487,407	$622,326	$137,594
2021	$464,138	$455,414	$778,721	$8,724
2020	$540,439	$452,099	$3,765,000	$88,340
2019	$594,524	$559,302	$3,676,660	$35,222
2018	$632,131	$589,268	$3,646,438	$42,863