CONGAREE VISTA GUILD (EIN 383715799) - 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

2005

Legal Domicile

Principal Officer

DAVID ERBACHER

Phone

8032695946

Tax Period

2024-07-01 to 2025-06-30

CONGAREE VISTA GUILD, founded in 2005, is a small nonprofit in the Community Improvement sector that reported $581K in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion.

Mission

THE ORGANIZATION'S MISSION IS TO PROMOTE, DEVELOP AND PRESERVE THE UNIQUE CHARACTERISTICS THAT MAKE THE HISTORIC CONGAREE VISTA NEIGHBORHOOD COLUMBIA'S PREMIER ARTS & ENTERTAINMENT DISTRICT. THE CONGAREE VISTA IS AN OFFICIAL SOUTH CAROLINA CULTURAL DISTRICT, A STATE DESIGNATION GIVEN IN 2015.

🔒

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 (2024)

Revenue Breakdown

Contributions & Grants $541,821

Program Service Revenue $14,125

Investment Income $1,147

Other Revenue $24,207

TOTAL REVENUE $581,300

Expense Breakdown

Grants Paid $0

Salaries & Benefits $168,810

Fundraising Expenses $4,345

Program Expenses $545,667

Other Expenses $425,106

TOTAL EXPENSES $593,916

Year-over-Year Comparison

	2024	2023	Change
Revenue	$581,300	$512,024	+0.1%
Expenses	$593,916	$539,623	+0.1%
Net Income	$-12,616	$-27,599	-0.5%

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

Total Directors

Key Employees

$80,700

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ARIEL BRADY	BOARD MEMBER	1.00	Director	$0	$0	$0
CLARK ELLEFSON	BOARD MEMBER	1.00	Director	$0	$0	$0
GUY JONES	BOARD MEMBER	1.00	Director	$0	$0	$0
ROSIE CRAIG	BOARD MEMBER	1.00	Director	$0	$0	$0
BETH FROST	BOARD MEMBER	1.00	Director	$0	$0	$0
ANNIE LINN JOHNSON	BOARD MEMBER	1.00	Director	$0	$0	$0
DALE MARSHALL	BOARD MEMBER	1.00	Director	$0	$0	$0
CHIP WADE	BOARD MEMBER	1.00	Director	$0	$0	$0
CAROLYN LEEDECKER	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID ERBACHER	PRESIDENT	2.00	Officer	$0	$0	$0
HAL STEVENSON	TREASURER	2.00	Officer	$0	$0	$0
CHERYL SWANSON	VICE PRESIDENT	2.00	Officer	$0	$0	$0
JOSEPH KENDRICK	SECRETARY	2.00	Officer	$0	$0	$0
ABBY ANDERSON	EXECUTIVE DIRECTOR	40.00	Key Emp	$80,700	$0	$80,700

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	$581,300	$593,916	$168,958	$-12,616
2024	$512,024	$539,623	$243,230	$-27,599
2023	$494,802	$473,300	$241,691	$21,502
2022	$496,013	$465,416	$76,738	$30,597
2021	$374,823	$393,225	$92,997	$-18,402
2020	$379,128	$398,582	$107,213	$-19,454
2019	$398,706	$391,597	$133,737	$7,109

CONGAREE VISTA GUILD