THE SOUTH CAROLINA BAR FOUNDATION INC (EIN 237181552) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1971

Legal Domicile

Principal Officer

OLIVIA JONES

Phone

8037650517

Tax Period

2023-07-01 to 2024-06-30

THE SOUTH CAROLINA BAR FOUNDATION INC, founded in 1971, is a community nonprofit in the Crime & Legal sector that reported $9.1M in total revenue in fiscal year 2023. Revenue grew 17% year-over-year, indicating healthy expansion. The organization ran a surplus of $6.0M, a strong 66% operating margin.

Mission

TO FUND THE ADVANCEMENT OF JUSTICE BY IMPROVING CIVIL LEGAL SERVICES, LAW- RELATED EDUCATION, AND ADMINISTRATION OF JUSTICE

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $7,959,679

Program Service Revenue $0

Investment Income $620,189

Other Revenue $499,961

TOTAL REVENUE $9,079,829

Expense Breakdown

Grants Paid $2,654,960

Salaries & Benefits $224,529

Fundraising Expenses $121

Program Expenses $2,937,921

Other Expenses $223,040

TOTAL EXPENSES $3,102,529

Year-over-Year Comparison

	2023	2022	Change
Revenue	$9,079,829	$7,760,512	+0.2%
Expenses	$3,102,529	$3,081,015	+0.0%
Net Income	$5,977,300	$4,679,497	+0.3%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

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

$22,222

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN DELOACHE	PRESIDENT	1.00	Officer Director	$0	$0	$0
THOMAS P GRESSETTE JR	PRESIDENT EL	1.00	Officer Director	$0	$0	$0
JOHN ROXON	SECRETARY-TR	1.00	Officer Director	$0	$0	$0
LISA COTTEN	IMMED PAST P	1.00	Officer Director	$0	$0	$0
CHERIE BARTON	DIRECTOR	1.00	Director	$0	$0	$0
RYAN BEASLEY	DIRECTOR	1.00	Director	$0	$0	$0
MARYANN BLAKE	DIRECTOR	1.00	Director	$0	$0	$0
MARTI BLUESTEIN	DIRECTOR	1.00	Director	$0	$0	$0
STEPHEN COX	DIRECTOR	1.00	Director	$0	$0	$0
WHITNEY HARRISON	DIRECTOR	1.00	Director	$0	$0	$0
DOWARD HARVIN	DIRECTOR	1.00	Director	$0	$0	$0
AJ HOLLOWAY	DIRECTOR	1.00	Director	$0	$0	$0
TIFFANY BUTLER HOLT	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS KOON	DIRECTOR	1.00	Director	$0	$0	$0
GEORGE MORRISON	DIRECTOR	1.00	Director	$0	$0	$0
CYNTHIA SPIETH MORTON	DIRECTOR	1.00	Director	$0	$0	$0
NEKKI SHUTT	DIRECTOR	1.00	Director	$0	$0	$0
OLIVIA JONES	EXECUTIVE DI	40.00	Officer	$22,222	$0	$22,222

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	No data	No data	No data	No data
2024	$9,079,829	$3,102,529	$27,646,306	$5,977,300
2023	$7,760,512	$3,081,015	$19,584,347	$4,679,497
2022	$7,249,403	$3,743,623	$13,847,134	$3,505,780
2021	$2,326,655	$3,274,394	$11,926,226	$-947,739
2020	$2,342,427	$3,762,296	$11,412,553	$-1,419,869
2019	$2,672,941	$3,324,999	$13,105,467	$-652,058
2018	$2,093,027	$3,044,827	$13,976,750	$-951,800

THE SOUTH CAROLINA BAR FOUNDATION INC