Pendleton Historic Foundation

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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.

Program Service Accomplishments

Program 1

Expenses: $209,772 Revenue: $45,200

Organization is restoring an additional historic building.

Program 2

Expenses: $16,448 Revenue: $10,489

The Foundation has restored and preserved 3 of the largest Upcounty SC early 19th century plantation houses and outbuildings and surrounding acreage. These properties are operated as historic house museums interpreted and exhibited as they were in the early 19th century, primarily for the education and enjoyment of all ages.

Program 3

Expenses: $1,564 Revenue: $11,203

Educational programs specifically designed for 3rd through 8th grade school students that meet the school curricula for SC history that is taught in these grades. There were also educational programs...

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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