ST LUKES FOUNDATION OF HILTON HEAD INC (EIN 452633682) - 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

2011

Legal Domicile

Principal Officer

WILLIAM PHILLIPS

Phone

8433386143

Tax Period

2024-01-01 to 2024-12-31

ST LUKES FOUNDATION OF HILTON HEAD INC, founded in 2011, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $119K in total revenue in fiscal year 2024. Revenue surged 158% from the prior year, signaling strong growth momentum. Expenses of $132K exceeded revenue, resulting in a 11% operating deficit.

Mission

TO MANAGE INVESTMENT AND ENDOWMENT FUNDS, ADMINISTER SCHOLARSHIP PROGRAMS AND MAKE GRANTS TO OTHER CHARITABLE ORGANIZATIONS

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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 (2024)

Revenue Breakdown

Contributions & Grants $79,650

Program Service Revenue $29,620

Investment Income $10,157

Other Revenue $0

TOTAL REVENUE $119,427

Expense Breakdown

Grants Paid $127,277

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $127,277

Other Expenses $4,766

TOTAL EXPENSES $132,043

Year-over-Year Comparison

	2024	2023	Change
Revenue	$119,427	$46,370	+1.6%
Expenses	$132,043	$100,773	+0.3%
Net Income	$-12,616	$-54,403	-0.8%

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

N/A

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
JOHN EVANS	BOARD MEMBER	1.00	Director	$0	$0	$0
MARK KING	BOARD MEMBER	1.00	Director	$0	$0	$0
JENNIFER THOMPSON	BOARD MEMBER	1.00	Director	$0	$0	$0
WILLIAM PHILLIPS	CHAIRMAN	2.00	Officer	$0	$0	$0
RON ANDERSON	TREASURER	1.00	Officer	$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	$119,427	$132,043	$576,578	$-12,616
2023	$46,370	$100,773	$563,006	$-54,403
2022	$46,344	$49,409	$558,482	$-3,065
2021	$45,332	$42,957	$706,134	$2,375
2020	$72,921	$30,614	$622,820	$42,307
2019	$85,045	$28,425	$558,456	$56,620

ST LUKES FOUNDATION OF HILTON HEAD INC