CULP-BEATY HALL TRUST (EIN 477073808) - 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

2015

Legal Domicile

Principal Officer

SARAH E PARKER

Phone

8644265751

Tax Period

2022-01-01 to 2022-12-31

CULP-BEATY HALL TRUST, founded in 2015, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $37K in total revenue in fiscal year 2022. Expenses of $36K left a modest 5% surplus.

Mission

HISTORICAL PRESERVATION - EDUCATION OF THE CULP-BEATY HALL IN UNION, SC

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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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $37,269

Other Revenue $0

TOTAL REVENUE $37,269

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $33,370

Other Expenses $35,574

TOTAL EXPENSES $35,574

Year-over-Year Comparison

	2022	2021	Change
Revenue	$37,269	$36,678	+0.0%
Expenses	$35,574	$48,001	-0.3%
Net Income	$1,695	$-11,323	-1.1%

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

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
SARAH E PARKER	PRES/TREAS/D	10.00	Officer Director	$0	$0	$0
KEN EGIDI	SECRETARY/DI	1.00	Officer Director	$0	$0	$0
PACKIE WHITENER	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM JETER	DIRECTOR	1.00	Director	$0	$0	$0
KIM WINSLOW	DIRECTOR	1.00	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
2022	$37,269	$35,574	$838,167	$1,695
2021	$36,678	$48,001	$993,834	$-11,323
2020	$25,333	$52,813	$930,885	$-27,480
2019	$90,719	$40,939	$905,971	$49,780
2018	$15,732	$34,254	$875,024	$-18,522

CULP-BEATY HALL TRUST