SHIRLEY PLANTATION FOUNDATION (EIN 262524447) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2009

Legal Domicile

Phone

8048295121

Tax Period

2023-01-01 to 2023-12-31

SHIRLEY PLANTATION FOUNDATION, founded in 2009, is a small nonprofit in the Arts, Culture & Humanities sector that reported $229K in total revenue in fiscal year 2018. Revenue decreased 10% compared to the prior year. Expenses of $261K exceeded revenue, resulting in a 14% operating deficit.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $37,531

Program Service Revenue $88,655

Investment Income $0

Other Revenue $4,915

TOTAL REVENUE $131,101

Expense Breakdown

Grants Paid $0

Salaries & Benefits $80,652

Fundraising Expenses $0

Program Expenses $84,153

Other Expenses $42,499

TOTAL EXPENSES $123,151

Year-over-Year Comparison

	2023	2022	Change
Revenue	$131,101	$135,093	0.0%
Expenses	$123,151	$157,711	-0.2%
Net Income	$7,950	$-22,618	-1.4%

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

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

$18,081

Total Directors

$18,081

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LAUREN MURPHY CARTER	PRESIDENT	40.00	Officer Director	$0	$18,081	$18,081
CHARLES H CARTER III	TREASURER/SECRETARY	4.00	Officer Director	$0	$0	$0
ROBERT H CHAPPELL III	DIRECTOR	4.00	Director	$0	$0	$0
W LEE DANIELS PHD	DIRECTOR	4.00	Director	$0	$0	$0
MARY BETH MCINTIRE	DIRECTOR	4.00	Director	$0	$0	$0
JACQUELINE STOKER STEWART	DIRECTOR	4.00	Director	$0	$0	$0
ROBERT J TEAGLE	DIRECTOR	4.00	Director	$0	$0	$0
JULIAN CHARITY	DIRECTOR & VP	4.00	Officer 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	$131,101	$123,151	$75,169	$7,950
2022	$135,093	$157,711	$70,563	$-22,618
2021	$164,641	$144,877	$89,435	$19,764
2020	$49,422	$188,760	$91,739	$-139,338
2019	$247,615	$200,718	$186,235	$46,897
2018	$229,427	$260,549	$147,855	$-31,122

SHIRLEY PLANTATION FOUNDATION