BROOKGREEN GARDENS

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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

1931

Legal Domicile

Principal Officer

KATHLEEN ZEISS

Phone

8432356000

Tax Period

2022-07-01 to 2023-06-30

BROOKGREEN GARDENS, founded in 1931, is a mid-sized nonprofit in the Environment sector that reported $16.0M in total revenue in fiscal year 2022. Revenue surged 177% from the prior year, signaling strong growth momentum. The organization ran a surplus of $5.3M, a strong 33% operating margin.

Mission

BROOKGREEN GARDENS WAS FORMED IN 1931 TO COLLECT, PRESERVE AND EXHIBIT AMERICAN SCULPTURE, AND THE FLORA AND FAUNA NATIVE TO SOUTH CAROLINA.

Program Service Accomplishments

Program 1

Expenses: $2,309,370 Revenue: $2,815,585

EXHIBITION AND PRESERVATION OF AMERICAN SCULPTURE CURRENTLY CONTAINING OVER 1100 WORKS SPANNING THE ENTIRE PERIOD OF AMERICAN SCULPTURE -- FROM THE EARLY 1800S TO THE PRESENT.

Program 2

Expenses: $2,059,781 Revenue: $2,815,584

HORTICULTURE - THE FLORAL JEWEL OF SC IS A DIVERSE MIX OF FORESTED SWAMPS, SALT MARSHES AND FRESH TIDAL SWAMPS. THE 9,200 ACRE PROPERTY CONTINUES TO PRESERVE ITS NATURAL HERITAGE AND DEVELOP GARDENS...

Program 3

Expenses: $2,205,700 Revenue: $1,800,383

PUBLIC OPERATIONS-PROVIDES THE ORGANIZATION WITH GUEST SERVICES ON A DAILY BASIS AND PROVIDES ADDITIONAL ASSISTANCE DURING SPECIAL EVENTS

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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 $6,734,827

Program Service Revenue $5,631,169

Investment Income $593,730

Other Revenue $3,009,259

TOTAL REVENUE $15,968,985

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,378,980

Fundraising Expenses $1,175,822

Program Expenses $8,759,015

Other Expenses $5,299,382

TOTAL EXPENSES $10,678,362

Year-over-Year Comparison

	2022	2021	Change
Revenue	$15,968,985	$5,773,065	+1.8%
Expenses	$10,678,362	$5,194,547	+1.1%
Net Income	$5,290,623	$578,518	+8.1%

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

194

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

$296,381

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CARL O FALK	TRUSTEE	1.00	Director	$0	$0	$0
DALTON B FLOYD JR	TREASURER, LIFE TRUSTEE	1.00	Officer Director	$0	$0	$0
EVANS P WHITAKER	TRUSTEE	1.00	Director	$0	$0	$0
W SCOTT BRANDON	VICE CHAIR, TRUSTEE	1.00	Officer Director	$0	$0	$0
ROBERT M RAINEY	TRUSTEE	1.00	Director	$0	$0	$0
FRANKLIN G DANIELS	TRUSTEE	1.00	Director	$0	$0	$0
J MATTHEW BRITTAIN	TRUSTEE	1.00	Director	$0	$0	$0
MARTHA W PELLETT	TRUSTEE	1.00	Director	$0	$0	$0
GWENDOLYN DUKE HEUSEL	TRUSTEE	1.00	Director	$0	$0	$0
SANDY SCOTT	LIFE TRUSTEE	1.00	Director	$0	$0	$0
MARTHA MCKISSICK	TRUSTEE	1.00	Director	$0	$0	$0
HAL B HOLMES JR	CHAIRMAN, LIFE TRUSTEE	1.00	Officer Director	$0	$0	$0
BENEDICT P ROSEN	LIFE TRUSTEE	1.00	Director	$0	$0	$0
ELIZABETH P STALL	LIFE TRUSTEE	1.00	Director	$0	$0	$0
M CRAIG GARNER JR	SECRETARY, TRUSTEE	1.00	Officer Director	$0	$0	$0
GREG WYATT	TRUSTEE	1.00	Director	$0	$0	$0
LAURA JACKSON HOY	TRUSTEE	1.00	Director	$0	$0	$0
DANIEL M ROACH	TRUSTEE	1.00	Director	$0	$0	$0
CAROLINE KUHNE SCHMITT	TRUSTEE	1.00	Director	$0	$0	$0
KAREN SINKWAY	TRUSTEE	1.00	Director	$0	$0	$0
CATHERINE-ALEXA SPIVEY ROUNDTREE	TRUSTEE	1.00	Director	$0	$0	$0
JULIAN J NEXSEN JR	TRUSTEE	1.00	Director	$0	$0	$0
PAGE H KINIRY	PRESIDENT & CHIEF EXECUTIV	40.00	Officer	$296,381	$0	$296,381
KATHLEEN ZEISS	VP OF FINANCE & CHIEF FINA	40.00	Highest	$104,132	$0	$104,132

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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$15,968,985	$10,678,362	$67,343,145	$5,290,623
2022	$5,773,065	$5,194,547	$59,741,924	$578,518
2021	$20,787,822	$9,658,053	$64,590,978	$11,129,769
2020	$11,236,641	$9,637,232	$50,088,103	$1,599,409
2017	$12,153,649	$9,377,076	$42,806,780	$2,776,573