THE CHARLES W & ELIZABETH H COKER FOUNDATION (EIN 237440877) - 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

Formation Year

1974

Legal Domicile

Principal Officer

HARRIS E DELOACH JR

Phone

8433325151

Tax Period

2025-01-01 to 2025-12-31

THE CHARLES W & ELIZABETH H COKER FOUNDATION, founded in 1974, is a small nonprofit that reported $853K in total revenue in fiscal year 2025. Expenses of $726K left a modest 15% surplus.

Mission

THE FOUNDATION PROVIDES SUPPORT FOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY AND EDUCATIONAL ACTIVITIES THAT BENEFIT THE GREATER HARTSVILLE, SOUTH CAROLINA AREA.

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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 $0

Program Service Revenue $0

Investment Income $852,512

Other Revenue $0

TOTAL REVENUE $852,512

Expense Breakdown

Grants Paid $609,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $609,500

Other Expenses $116,974

TOTAL EXPENSES $726,474

Year-over-Year Comparison

	2025	2024	Change
Revenue	$852,512	$874,969	0.0%
Expenses	$726,474	$495,242	+0.5%
Net Income	$126,038	$379,727	-0.7%

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

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
HARRIS E DELOACH JR	CHAIRMAN	0.75	Officer Director	$0	$0	$0
JERRY CHEATHAM	TREASURER	0.25	Officer Director	$0	$0	$0
R HOWARD COKER	TRUSTEE	0.25	Director	$0	$0	$0
JOHN FLORENCE	TRUSTEE	0.25	Director	$0	$0	$0
EDWARD FORT	TRUSTEE	0.25	Director	$0	$0	$0
HOWARD TUCKER	TRUSTEE	0.25	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
2025	$852,512	$726,474	$19,445,574	$126,038
2024	$874,969	$495,242	$19,343,538	$379,727
2023	$745,284	$614,801	$19,074,029	$130,483
2022	$702,785	$593,310	$18,989,231	$109,475
2021	$746,340	$558,642	$19,977,986	$187,698
2020	$392,660	$498,797	$18,667,287	$-106,137
2019	$1,936,098	$509,452	$18,419,644	$1,426,646

THE CHARLES W & ELIZABETH H COKER FOUNDATION