The Preservation Society of Charleston Inc (EIN 570439524) - 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

1920

Legal Domicile

Principal Officer

Brian Turner

Phone

8437224630

Tax Period

2024-07-01 to 2025-06-30

The Preservation Society of Charleston Inc, founded in 1920, is a community nonprofit that reported $4.0M in total revenue in fiscal year 2024. Revenue surged 43% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.5M, a strong 37% operating margin.

Mission

The Preservation Society of Charleston is dedicated to the preservation and enjoyment of Charleston's distinct character, quality of life and diverse neighborhoods.

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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 $2,141,457

Program Service Revenue $324,008

Investment Income $486,006

Other Revenue $1,089,632

TOTAL REVENUE $4,041,103

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,697,490

Fundraising Expenses $417,481

Program Expenses $1,791,493

Other Expenses $849,165

TOTAL EXPENSES $2,546,655

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,041,103	$2,830,679	+0.4%
Expenses	$2,546,655	$2,467,717	+0.0%
Net Income	$1,494,448	$362,962	+3.1%

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

Volunteers

175

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

$315,406

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Andrew Gowder Jr	Chair	12.00	Officer Director	$0	$0	$0
Elizabeth Hagood	Vice Chair	2.00	Officer Director	$0	$0	$0
Kate Campbell	Secretary	2.00	Officer Director	$0	$0	$0
James Mabry IV	Treasurer	2.00	Officer Director	$0	$0	$0
Summerlin Anderson	Director	2.00	Director	$0	$0	$0
Mariana Hay Avant	Director	2.00	Director	$0	$0	$0
Wiley Becker	Director	2.00	Director	$0	$0	$0
Grace Fey	Director	2.00	Director	$0	$0	$0
Walter Fiederowicz	Director	2.00	Director	$0	$0	$0
Laura Gates	Director	2.00	Director	$0	$0	$0
Lyles Geer	Director	2.00	Director	$0	$0	$0
Harlan Greene	Director	2.00	Director	$0	$0	$0
Peter Horan	Director	2.00	Director	$0	$0	$0
Ittriss Jenkins	Director	2.00	Director	$0	$0	$0
Glenn Keyes	Director	2.00	Director	$0	$0	$0
Noppon Kichanan	Director	2.00	Director	$0	$0	$0
Virginia Lane	Director	2.00	Director	$0	$0	$0
Benjamin Lenhardt Jr	Director	2.00	Director	$0	$0	$0
Alexandra Macon	Director	2.00	Director	$0	$0	$0
Kellye McKenzie	Director	2.00	Director	$0	$0	$0
Charles Sullivan	Director	2.00	Director	$0	$0	$0
Debra Treyz	Director (Term ended December 2024)	2.00	Director	$0	$0	$0
Eugene Walpole IV	Director	2.00	Director	$0	$0	$0
Sheila Wertimer	Director	2.00	Director	$0	$0	$0
Nickisha Woodward	Director	2.00	Director	$0	$0	$0
Brian Turner	President and CEO	40.00	Officer	$161,792	$26,298	$188,090
Amanda Cote	Director of Finance & Operations	40.00	Officer	$99,739	$27,577	$127,316
Andy Archie	Director of Retail Operations	40.00	Highest	$145,705	$5,421	$151,126

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	$4,041,103	$2,546,655	$13,074,300	$1,494,448
2024	$2,830,679	$2,467,717	$11,042,958	$362,962
2023	$2,124,546	$2,303,966	$10,131,018	$-179,420
2023	$2,124,546	$2,303,966	$10,131,018	$-179,420
2022	$2,455,681	$2,009,274	$9,215,770	$446,407
2021	$3,325,257	$1,246,637	$9,691,793	$2,078,620
2020	$4,239,351	$1,588,778	$7,193,521	$2,650,573
2019	$2,675,468	$1,404,667	$4,529,815	$1,270,801

The Preservation Society of Charleston Inc