HISTORIC BEAUFORT FOUNDATION (EIN 237005532) - Form 990 Financial Analysis & Trantor Score

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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

Phone

8433793331

Tax Period

2023-01-01 to 2023-12-31

HISTORIC BEAUFORT FOUNDATION is a small nonprofit in the Arts, Culture & Humanities sector that reported $768K in total revenue in fiscal year 2023. Revenue surged 29% from the prior year, signaling strong growth momentum. The organization ran a surplus of $128K, a strong 17% operating margin.

Mission

To support the preservation, protection and presentation of sites and artifacts of historic, architectural and cultural interest in and about the City of Beaufort, South Carolina.

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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 (2023)

Revenue Breakdown

Contributions & Grants $306,749

Program Service Revenue $120,114

Investment Income $70,550

Other Revenue $270,806

TOTAL REVENUE $768,219

Expense Breakdown

Grants Paid $0

Salaries & Benefits $253,516

Fundraising Expenses $140,774

Program Expenses $436,871

Other Expenses $386,438

TOTAL EXPENSES $639,954

Year-over-Year Comparison

	2023	2022	Change
Revenue	$768,219	$594,636	+0.3%
Expenses	$639,954	$578,397	+0.1%
Net Income	$128,265	$16,239	+6.9%

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

Volunteers

435

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

$86,308

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CYNTHIA JENKINS	Executive Dir.	40.00	Director	$86,308	$0	$86,308
IVEY SAVAGE	Director	0.00	Director	$0	$0	$0
DEREK GILBERT	Director	0.00	Director	$0	$0	$0
ROB MONTGOMERY	Chairman	0.00	Officer Director	$0	$0	$0
JOHN MCCARDELL	Director	0.00	Director	$0	$0	$0
WAYNE VANCE	Director	0.00	Director	$0	$0	$0
DONNA DEHNCKE	Director	0.00	Director	$0	$0	$0
MARSHALL BASSETT	Director	0.00	Director	$0	$0	$0
SARAH DYSON	Director	0.00	Director	$0	$0	$0
DREW SCALLAN	Director	0.00	Director	$0	$0	$0
LARRY HASKELL	Secretary	0.00	Officer Director	$0	$0	$0
PATRICIA BATTEY	Director	0.00	Director	$0	$0	$0
BETH GRACE	Vice President	0.00	Officer Director	$0	$0	$0
J WOOD RUTTER	Treasurer	0.00	Officer Director	$0	$0	$0
JOHN TASHJIAN	Director	0.00	Director	$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	No data	No data	No data	No data
2023	$768,219	$639,954	$1,670,317	$128,265
2022	$594,636	$578,397	$1,551,979	$16,239
2021	$556,168	$558,799	$1,545,105	$-2,631
2020	$268,623	$381,428	$1,556,441	$-112,805
2019	$545,423	$399,364	$1,469,868	$146,059
2018	$520,862	$443,355	$1,323,586	$77,507

HISTORIC BEAUFORT FOUNDATION