Lucy Harper Grier Benevolent Foundation (EIN 542082667) - 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

2003

Legal Domicile

Phone

8645820138

Tax Period

2024-01-01 to 2024-12-31

Lucy Harper Grier Benevolent Foundation, founded in 2003, is a micro nonprofit in the Public & Societal Benefit sector that reported $39K in total revenue in fiscal year 2024. Revenue decreased 9% compared to the prior year. Expenses of $95K exceeded revenue, resulting in a 144% operating deficit.

Mission

Charitable and philanthropic endeavors in support of and in conjunction with the Spartanburg county foundation.

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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 $0

Program Service Revenue $0

Investment Income $38,704

Other Revenue $0

TOTAL REVENUE $38,704

Expense Breakdown

Grants Paid $69,313

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $69,313

Other Expenses $25,190

TOTAL EXPENSES $94,503

Year-over-Year Comparison

	2024	2023	Change
Revenue	$38,704	$42,389	-0.1%
Expenses	$94,503	$95,917	0.0%
Net Income	$-55,799	$-53,528	+0.0%

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

$245,029

Total Directors

$245,029

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHARLOTTE G GEE	CHAIRMAN	1.0	Officer Director	$0	$0	$0
JOE H TOWSON	DIRECTOR	1.0	Officer Director	$0	$0	$0
MARY G WHELESS	VICE CHAIRMAN	1.0	Officer Director	$0	$0	$0
TROY M HANNA	SECRETARY	1.0	Officer Director	$0	$44,976	$245,029
WILLIAM P GEE	TREASURER	1.0	Officer Director	$0	$0	$0
EMERSON FORT WOLFE JR	DIRECTOR	1.0	Director	$0	$0	$0
JOHN S CHAPMAN	DIRECTOR	1.0	Director	$0	$0	$0
KATHLEEN M CATES	DIRECTOR	1.0	Director	$0	$0	$0
LAURENCE HARPER GRIER	DIRECTOR	1.0	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	$38,704	$94,503	$2,298,174	$-55,799
2023	$42,389	$95,917	$2,086,450	$-53,528
2022	$187,232	$89,504	$1,861,351	$97,728
2021	$226,329	$87,236	$2,059,367	$139,093
2020	$21,134	$84,758	$1,751,210	$-63,624
2019	$23,562	$87,478	$1,655,126	$-63,916
2018	$25,512	$87,174	$1,487,887	$-61,662

Lucy Harper Grier Benevolent Foundation