ELLOREE HERITAGE MUSEUM AND CULTURAL CENTER INC (EIN 562107958) - 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

1998

Legal Domicile

Principal Officer

CHRIS WORLEY

Phone

8038972102

Tax Period

2023-07-01 to 2024-06-30

ELLOREE HERITAGE MUSEUM AND CULTURAL CENTER INC, founded in 1998, is a small nonprofit in the Arts, Culture & Humanities sector that reported $109K in total revenue in fiscal year 2023. Revenue grew 19% year-over-year, indicating healthy expansion. Net assets of $623K represent 69 months of operating reserves.

Mission

MUSEUM - HISTORICAL PRESERVATION

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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 $71,912

Program Service Revenue $3,680

Investment Income $7,682

Other Revenue $25,577

TOTAL REVENUE $108,851

Expense Breakdown

Grants Paid $0

Salaries & Benefits $44,149

Fundraising Expenses $0

Program Expenses $100,910

Other Expenses $63,902

TOTAL EXPENSES $108,051

Year-over-Year Comparison

	2023	2022	Change
Revenue	$108,851	$91,507	+0.2%
Expenses	$108,051	$112,691	0.0%
Net Income	$800	$-21,184	-1.0%

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

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
KIM WEEKS	PRESIDENT	5.00	Officer Director	$0	$0	$0
RICHARD CARSON	TRUSTEE	1.00	Director	$0	$0	$0
DOUG DOSTER	TRUSTEE	1.00	Director	$0	$0	$0
LAURIN EVANS	TRUSTEE	1.00	Director	$0	$0	$0
CHRIS WORLEY	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
LAURA ANNE MCLAURIN	TRUSTEE	1.00	Director	$0	$0	$0
SAMMY FOGLE	TREASURER	5.00	Officer Director	$0	$0	$0
RUBY LIVINGSTON	TRUSTEE	1.00	Director	$0	$0	$0
WILLIAM JAMESON	TRUSTEE	1.00	Director	$0	$0	$0
MARTY CHAPLIN	SECRETARY	1.00	Officer Director	$0	$0	$0
ALI WEATHERS	AT-LARGE	1.00	Officer Director	$0	$0	$0
JESSE REEVES	TRUSTEE	1.00	Director	$0	$0	$0
CHIP DAVIS	TRUSTEE	1.00	Director	$0	$0	$0
MARYKAY MARTIN	TRUSTEE	1.00	Director	$0	$0	$0
JANE SINGH	TRUSTEE	1.00	Director	$0	$0	$0
CATHERIN AUSTIN	TRUSTEE	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
2025	No data	No data	No data	No data
2024	$108,851	$108,051	$626,079	$800
2023	$91,507	$112,691	$625,958	$-21,184
2022	$110,560	$112,445	$647,816	$-1,885
2021	$124,260	$87,343	$647,627	$36,917
2020	$65,233	$108,758	$610,960	$-43,525
2019	$77,750	$121,135	$654,422	$-43,385

ELLOREE HERITAGE MUSEUM AND CULTURAL CENTER INC