Pendleton Historic Foundation (EIN 570507315) - 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

1964

Legal Domicile

Principal Officer

Powell Hickman

Tax Period

2023-01-01 to 2023-12-31

Pendleton Historic Foundation, founded in 1964, is a small nonprofit that reported $506K in total revenue in fiscal year 2023. The organization ran a surplus of $225K, a strong 45% operating margin.

Mission

Preservation and Restoration of historic properties in Pendleton, SC and the interpretation of the diverse history and cultural heritage of the area. Focus on educational programs for students and visitors of all ages and assistance to the community.

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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 $430,174

Program Service Revenue $21,692

Investment Income $42,115

Other Revenue $11,721

TOTAL REVENUE $505,702

Expense Breakdown

Grants Paid $0

Salaries & Benefits $40,155

Fundraising Expenses $4,201

Program Expenses $227,784

Other Expenses $240,101

TOTAL EXPENSES $280,256

Year-over-Year Comparison

	2023	2022	Change
Revenue	$505,702	N/A	N/A
Expenses	$280,256	N/A	N/A
Net Income	$225,446	N/A	N/A

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

$37,440

Total Directors

$37,440

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
John Perkins	Executive Director	40.00	Officer Director	$37,440	$0	$37,440
Brenda Burk	Director	1.00	Director	$0	$0	$0
Joanne Hill	Director	1.00	Director	$0	$0	$0
Catherine Watt	Director	1.00	Director	$0	$0	$0
Dave Werth	Director	1.00	Director	$0	$0	$0
West Cox	Director	1.00	Director	$0	$0	$0
David Jezek	Director	1.00	Director	$0	$0	$0
Michele Cauley	Director	1.00	Director	$0	$0	$0
Jordan Bannister	Director	1.00	Director	$0	$0	$0
Brian Powell	Director	1.00	Director	$0	$0	$0
Pam Patterson	Director	1.00	Director	$0	$0	$0
Rick Owens	Director	1.00	Director	$0	$0	$0
Lee G Smith	Director	1.00	Director	$0	$0	$0
Danielle Elliot	Director	1.00	Director	$0	$0	$0
Presley Bellinger	Director	1.00	Director	$0	$0	$0
Chuck McCuen	V President	1.00	Officer Director	$0	$0	$0
Powell Hickman	President	1.00	Officer Director	$0	$0	$0
Tim Drake	Secretary	3.00	Officer Director	$0	$0	$0
Gail Jameson	Treasurer	1.00	Officer Director	$0	$0	$0
Jackie Reynolds	Treasurer LLC	5.00	Officer 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
2024	No data	No data	No data	No data
2023	$505,702	$280,256	$1,546,718	$225,446
2022	$118,963	$115,205	$1,288,678	$3,758
2021	$152,852	$96,241	$1,241,213	$56,611
2020	$102,001	$97,670	$1,277,868	$4,331
2019	$103,264	$85,109	$1,200,134	$18,155
2018	$103,497	$88,760	$1,028,921	$14,737

Pendleton Historic Foundation