VISIT OCONEE SC (EIN 453113860) - 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

KEN SLOAN

Phone

8643803976

Tax Period

2023-07-01 to 2024-06-30

VISIT OCONEE SC, founded in 2011, is a community nonprofit in the Community Improvement sector that reported $1.0M in total revenue in fiscal year 2023. Revenue surged 61% from the prior year, signaling strong growth momentum. The organization ran a surplus of $305K, a strong 30% operating margin.

Mission

TO PROMOTE THE DEVELOPMENT AND MARKETING OF OCONEE COUNTY, FOCUSING ON CONVENTION AND SPECIAL EVENT SALES, TOURISM MARKETING AND RELATED SERVICES.

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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 $1,010,856

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,010,856

Expense Breakdown

Grants Paid $0

Salaries & Benefits $271,300

Fundraising Expenses $1,241

Program Expenses $662,284

Other Expenses $434,856

TOTAL EXPENSES $706,156

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,010,856	$626,301	+0.6%
Expenses	$706,156	$673,571	+0.0%
Net Income	$304,700	$-47,270	-7.4%

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

N/A

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

$88,827

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KEN SLOAN	PRESIDENT / CEO	50.00	Director	$88,827	$0	$88,827
PHIL SHIRLEY	VICE CHAIRMAN	0.00	Director	$0	$0	$0
REAH SMITH	SECRETARY / TREASURER	0.00	Director	$0	$0	$0
ALEX BUTTERBAUGH	BOARD MEMBER	0.00	Director	$0	$0	$0
JARED KETTERMAN	BOARD MEMBER	0.00	Director	$0	$0	$0
KELLY BARDUSK	BOARD MEMBER	0.00	Director	$0	$0	$0
RILEY JOHNSON	BOARD MEMBER	0.00	Director	$0	$0	$0
CRICKET BARNETT	BOARD MEMBER	0.00	Director	$0	$0	$0
JAMIE GILBERT	BOARD MEMBER	0.00	Director	$0	$0	$0
WILL MOXLEY	BOARD MEMBER	0.00	Director	$0	$0	$0
MARK THOMPSON	BOARD MEMBER	0.00	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	$1,010,856	$706,156	$274,224	$304,700
2023	$626,301	$673,571	$42,787	$-47,270
2022	$504,884	$579,030	$60,720	$-74,146
2021	$426,119	$407,999	$66,355	$18,120
2020	$340,538	$387,172	$40,655	$-46,634

VISIT OCONEE SC