THE RESERVE AT LAKE KEOWEE CHARITABLE FO UNDATION (EIN 264539213) - 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

2009

Legal Domicile

Principal Officer

REBECCA GILSTRAP

Phone

8644814010

Tax Period

2023-01-01 to 2023-12-31

THE RESERVE AT LAKE KEOWEE CHARITABLE FO UNDATION, founded in 2009, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $537K in total revenue in fiscal year 2023. Revenue surged 37% from the prior year, signaling strong growth momentum. Expenses of $519K left a modest 3% surplus.

Mission

TO OPERATE AS A NONPROFIT CORPORATION UNDER THE LAWS OF THE STATE OF SOUTH CAROLINA FOR EXCLUSIVELY CHARITABLE, RELIGIOUS, EDUCATIONAL, LITERARY, AND SCIENTIFIC PURPOSES, INCLUDING, FOR SUCH PURPOSES, THE MAKING OF DISTRIBUTIONS TO ORGANIZATIONS THAT QUALIFY AS EXEMPT.

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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 $536,609

Program Service Revenue $0

Investment Income $8

Other Revenue $0

TOTAL REVENUE $536,617

Expense Breakdown

Grants Paid $458,702

Salaries & Benefits $0

Fundraising Expenses $55,396

Program Expenses $458,702

Other Expenses $59,848

TOTAL EXPENSES $518,550

Year-over-Year Comparison

	2023	2022	Change
Revenue	$536,617	$392,095	+0.4%
Expenses	$518,550	$367,734	+0.4%
Net Income	$18,067	$24,361	-0.3%

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

125

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
DIANE MOHR	CHAIRMAN	4.00	Officer Director	$0	$0	$0
RICK ROTHER	VICE CHAIRMAN	4.00	Officer Director	$0	$0	$0
ROBERT RIES	TREASURER AND BOARD MEMBER	4.00	Officer Director	$0	$0	$0
ELAINE ROBERTS	SECRETARY	4.00	Officer Director	$0	$0	$0
ROBERT CLEMENT	BOARD MEMBER	4.00	Director	$0	$0	$0
LINDSAY MCSHANE	BOARD MEMBER	4.00	Director	$0	$0	$0
STEPHANIE BURNS	BOARD MEMBER	4.00	Director	$0	$0	$0
DIANE DIX	BOARD MEMBER	4.00	Director	$0	$0	$0
TAMI TRITCH	BOARD MEMBER	4.00	Director	$0	$0	$0
REBECCA GILSTRAP	EXECUTIVE DIRECTOR	20.00	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$536,617	$518,550	$131,991	$18,067
2022	$392,095	$367,734	$98,636	$24,361
2021	$362,436	$350,964	$79,033	$11,472
2020	$238,489	$225,930	$62,507	$12,559
2019	$258,468	$228,655	$48,375	$29,813
2018	$218,662	$229,580	$34,838	$-10,918

THE RESERVE AT LAKE KEOWEE CHARITABLE FO UNDATION